Episode Details

Stablecoins & Prediction Markets, Nothing Else | Weekly Roundup
8/29/2025
Empire

Key Insights

Bullish:

  • 🟢 $POLYMARKET - Polymarket is experiencing rapid growth in the crypto space, particularly in sports betting, positioning it as a leading player in prediction markets.
    • One of the fastest growing businesses in all of crypto right now, I think between the time we took it to investment committee and last month, and that was only there was only a couple months lag there, the business doubled in size. Right? Like, that's how quickly they're growing.” - Rob (12:04)
    • Sports has actually been a big part of the growth of of Polymarket. And you're seeing this in Calhoun too, actually. Sports more and more of the volume in sports is coming to to these guys because people it it depends on one, it depends on, like, you know, how and where you're betting.” - Rob (43:47)
  • 🟢 $BTC - 🔒
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  • 🟢 $MACRO - 🔒
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  • 🟢 $RAIN - 🔒
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Bearish:

  • 🔻 $TRADFI - 🔒
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