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Every asset on earth will be tradable on-chain. That's the design, not hype. Avery's framing: Aptos isn't just another blockchain - it's a global trading engine. You can trade any asset around the world. The craziest part? Crypto, commodities, pre-IPO companies, even compute and data become tradable markets. Markets...

15,289 views • 1 month ago •via X (Twitter)

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𝐓𝐡𝐞 𝟐𝟎𝟐𝟔 𝐖𝐨𝐫𝐥𝐝 𝐂𝐮𝐩 𝐰𝐢𝐥𝐥 𝐠𝐞𝐧𝐞𝐫𝐚𝐭𝐞 𝐦𝐨𝐫𝐞 𝐩𝐫𝐞𝐝𝐢𝐜𝐭𝐢𝐨𝐧 𝐚𝐜𝐭𝐢𝐯𝐢𝐭𝐲 𝐭𝐡𝐚𝐧 𝐚𝐧𝐲 𝐬𝐩𝐨𝐫𝐭𝐢𝐧𝐠 𝐞𝐯𝐞𝐧𝐭 𝐢𝐧 𝐡𝐢𝐬𝐭𝐨𝐫𝐲. Most people will use sportsbooks. A few will discover something better. Here's why the World Cup is actually POTS MARKET Market biggest moment. Every match carries dozens of predictable outcomes, not just who wins, but scorelines, goalscorers, red cards, halftime leads, VAR decisions. Traditional sportsbooks will process billions in bets. And keep most of it. Here is the problem with sportsbooks that nobody talks about: They set the odds. Not the market. Which means the house always has an edge baked in before you place a single bet. You're not trading against the market, you're trading against a company whose entire business model depends on you losing. That's not a prediction market. That's a casino with a football shirt on. Prediction markets are different. The odds aren't set by a company. They're set by the collective intelligence of everyone participating. When millions of people put real money behind their beliefs, the market finds truth faster than any analyst, pundit, or algorithm working alone. This is why prediction markets outperform polls, pundits, and press releases, every single time. Now here's where POTS Market changes the game entirely. POTS MONEY has a dedicated sports vertical, built specifically for football, basketball, and esports. Not a generic market with a football category tucked in the corner. A tailored module optimized for the way sports prediction actually works, short windows, live data, rapid settlement. 64 World Cup matches = 64 live prediction markets. Each one open, on-chain, transparent. But the real edge is not the markets themselves. It's the capital layer underneath them. On a traditional sportsbook, every bet locks your full stake. You place £100, that £100 is gone until settlement. POTS Money changes this. The DeFi lending primitive means you can collateralize positions and optimize capital across multiple markets simultaneously, without locking up dead capital on each one. That's not betting. That's portfolio management. And then there's the AI layer. Via MCP (Model Context Protocol), you can deploy autonomous trading agents that monitor live match data and execute positions based on your pre-set strategy. Imagine this: Agent monitors possession stats in real time Detects a momentum shift at the 60th minute Auto-places a position on the next goalscorer market before the crowd even reacts 𝙏𝙝𝙖𝙩'𝙨 𝙣𝙤𝙩 𝙖 𝙥𝙧𝙚𝙙𝙞𝙘𝙩𝙞𝙤𝙣. 𝙏𝙝𝙖𝙩'𝙨 𝙖𝙣 𝙚𝙙𝙜𝙚 Compare the two worlds side by side: Sportsbook: ❌ House sets the odds ❌ Geo-restricted ❌ Capital locked per bet ❌ No automation ❌ Withdraw only when they allow it POTS Market: ✅ Market sets the odds ✅ Open and on-chain ✅ Capital efficient via DeFi lending ✅ AI agents execute your strategy ✅ Fully collateralized, transparent settlement One of these is built for the next decade. The other is built for the last one. The timing is not a coincidence. POTS Market launches Q2 2026, right as World Cup fever peaks globally. Q1 2026 — MVP + Polymarket integration ✅ Q2 2026 — Market Launch + DeFi lending beta 👈 we are here Q3-Q4 2026 — Skill Hub + Sub-accounts 2027+ — DAO governance + cross-chain The infrastructure is ready exactly when the biggest prediction event on earth arrives. That's timing. The 2026 World Cup will mint the first generation of serious prediction market traders. Most will start on sportsbooks. The ones who do their research will end up on POTS. From trusting the house to trusting the market. From locked capital to capital efficiency. From punting to positioning. POTS MARKET POTS MONEY, the World Cup just became a DeFi event.

KIMMY OF GOOD LIFE 😍

21,955 views • 2 months ago

NVIDIA is about to grow a new moat that has the potential to be the company’s most impenetrable moat yet: The Compute Futures Market One of the reasons why there’s so much demand for U.S. T-bills is because the market for them is incredibly deep, and large pools of capital can come in and out freely without much disturbance. That attribute is attractive, which leads to more demand for T-bills Liquidity begets liquidity Another example is what Bill Ackman is describing in the attached clip - the more valuable a company becomes, the easier it is for said company to raise capital to fund expansion, which in of itself is virtuous and valuable The same concept is going to apply to compute, and in some ways- it already is. NVIDIA GPUs are already the most financeable (in many cases the only financeable) form of compute for various parties to deploy in their data centers. But the introduction of a forward curve that facilitates financial expression like hedging takes that concept to a different level Companies who consume compute (structurally short compute) will want to be able to hedge their input costs, and companies who produce compute (structurally long compute) will want to be able to hedge their output price. The market will coalesce even more around the deepest / most liquid pools to facilitate this - which will be NVIDIA based futures (WTI Crude) This liquidity itself will become part of the value of purchasing NVIDIA equipment, it will be part of the justification to pay the “Nvidia tax”. And when the liquidity reaches a certain depth, it will be almost impossible to break - because to break it would involve coordinating between massive amounts of misaligned parties- impossible So NVIDIA, by no additional virtue or effort of their own will likely absorb another massive structural advantage that may be the most difficult advantage to overcome for any competitor out of anything that has been built so far. The rich really do get richer.

Nick Dorsey

33,944 views • 26 days ago

The CEO of the world's largest asset manager just said something that should reframe how every investor thinks about the AI trade. Larry Fink, managing $11.5 trillion at BlackRock, stood at the Milken Institute Global Conference and said four words that matter, "We just don't have enough compute." "The United States is short power. We're short compute. We're short chips. And there's going to be shortages in all three and memory, four things. I actually believe a new asset class will be buying futures of compute." Think about what that means. Fink is predicting that compute becomes a tradable commodity like oil, like grain, like natural gas where investors buy forward contracts on future capacity because the shortage is so structural and so predictable that a derivatives market will emerge to price it. That is not a minor observation from a finance executive but rather the chairman of the most powerful capital allocator on the planet telling you that compute scarcity is a multi-year, investable megatrend. The data backs him up completely. Data centers will consume 70% of all memory chips produced globally in 2026. Advanced HBM production from Samsung, SK Hynix, and Micron is sold out through 2026 and into 2027 and a single AI server consumes 10-20x more memory than a conventional workload server. DRAM supply growth is running at just 16% annually while AI infrastructure demand is growing at 80%+. The chip crunch, the power crunch, and the compute crunch are not temporary dislocations, they are structural, and they will get worse before they get better. Fink also said something the bears keep getting wrong: "There is not an AI bubble. There is the opposite. We have supply shortages. Demand is growing much faster than anyone has ever anticipated." This is why the Milk Road Pro portfolio is built the way it is, long the companies producing and supplying the constrained resources: chips, memory, compute infrastructure, and power. Check out Milk Road Pro, link below to access our full thesis and plays.

Milk Road AI

419,283 views • 3 months ago