Polymarket’s Cultural Relevance, PumpFun’s ICO, and Prosumer Apps | Analyst Round Table
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It's very funny that the project that's labeled most extractive in crypto is doing probably the least extractive raise that I that, that I'm aware of. It's very reasonably priced. A
quick shout out to today's sponsor, Katana. We'll hear more about Katana and their ongoing pre deposit campaign later today. But for now, let's get into the episode. Nothing
said on Xerox Research is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Ryan, and our guests may hold positions in the company's funds or projects discussed. Welcome
to a live episode of Zero X Research. They already read the names. I usually read the names off in the intro, but glad to have you guys all on. Glad for everyone making it out to permission permission list today. I think let's jump right into it. One of the big topics we saw on the feed, Poly Market is in the news. They just announced maybe in addition to some prior raises, looks like they've raised up to 200,000,000 now at a above $1,000,000,000 valuation. I don't think we have a ton of details outside of that, but, it seems interesting. They've kind of been outside of the limelight for a whi
Yeah. So I'll be the first to admit that I think the majority of the folks on stage got prediction markets way wrong. I can remember being in the BlockWorks office recording a Xerox research pod, and I think we all universally thought that Polymarket was was done after the election. Yeah. You saw OI come back in. You saw volumes come down, but then they stayed even for a long time, and prediction markets entered the social zeitgeist. Turn on your favorite podcast. They talk about geopolitical events or the upcoming local election, and they cite Polymarket. There's a huge I mean, it's inserted
Yeah. I'm surprised we got it this wrong given that we bet on people not going more online while being online fourteen hours a day and said, no. It's going to go away. But, yeah, I agree with you. I think that was the base case back in November. It was this is it. And to be fair to us, for a few months We were
right. We
were right. We
were right for But
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