Blog
Notes on prediction markets

MarketJuly 19, 2026
Will Bitcoin close above $100k this week?
A concrete, near-term, externally verifiable prediction market — live on the page.
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ThesisMay 6, 2026
The future of prediction markets is not an app
The most valuable spot isn't the market — it's the moment you read something and think “I'd bet on that.”
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ThesisMay 20, 2026
99% of new prediction market venues will fail
Everyone is obsessed with the wrong bottleneck. The real constraint isn't liquidity — it's distribution.
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StoryJune 3, 2026
We built the wrong product first
We thought the problem was conversation. The users showed us the right one.
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