Weekly Roundup 09/12/25 (Hyperliquid stablecoin, CBOE continuous futures, stablecoin interest) (EP.665)

Bullish

• $PREDMARKETS— Prediction markets are expected to dominate sports betting, potentially disrupting traditional platforms like DraftKings and FanDuel.

  • “I think these prediction markets are just going to just crush it on sports bets. I mean, if I was DraftKings or FanDuel, I'd probably be launching a competitor right now.”

    Matt·19:09Hear it
• $CBOE— CBOE's plan to launch perpetual futures contracts on Bitcoin and Ethereum is seen as a significant opportunity in the crypto market.

  • “So I think there's huge advantage in the crypto context, even on some of these custody platforms. Once you get integrated with the banks, good luck ripping them out. So it looks like the CBOE is planning to launch quote, continuous futures. This these look like perps. So perpetual futures contracts on Bitcoin and Ethereum. I get it's about time. I mean, this is just a no brainer, isn't it?”

    Matt·24:37Hear it
• $CIRCLE— Circle's Payments Network has potential to compete with major payment networks like Visa and Mastercard, especially if successful with Arc.

  • “They do have this Circle Payments Network idea. So, you know, if successful also with Arc, does this get to become like a Visa Mastercard competitor?”

    Matt·10:06Hear it

Not investment advice.