“prediction markets will replace polling, pundits, and political betting as we know it”
VC landscape analysis covering incumbents (Polymarket vs Kalshi metrics) and emerging players (Limitless, Onit, Hedgehog, Inertia). Explores advanced concepts including futarchy (MetaDAO), conditional DeFi markets, and beauty contest games. Outlines investment criteria: prosumer appeal, category focus, permissionless market creation, and parlay support.
Some technical background helpful
Platforms mentioned: Polymarket, Kalshi, Limitless Exchange, Hedgehog Markets