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Speakers (5)
Adam Anderson
Florida State Representative
Adam Lynn
Market Strategist / Guest Speaker
Adam Rymer
CFO, Chipotle Mexican Grill
Adam Vincent
Bloomberg
Alaa Busada
Head of Fixed Income, BNY Investments (Newton)
Trade Ideas (2)
Date Ticker Price Dir Speaker Thesis Source
Feb 18
ADA
$0.27
$0.28 +3.7%
LONG Charles Hoskinson
CEO and Founder of Input Output (Cardano)
Charles argues that to solve the "insider trading" accusation in prediction markets without destroying privacy, we need "sophisticated selective disclosure tools" using Zero-Knowledge proofs (proving you are accredited/not an insider without revealing your name). As prediction markets attract regulatory heat (SEC/CFTC), the only survival mechanism is "Compliant Privacy." Layer 1s and protocols that have integrated ZK-identity solutions (which Cardano/IOG is building with partners like ZKME) will become the required infrastructure for legal prediction markets. Long ADA and Privacy Infrastructure as a "picks and shovels" play on regulated prediction markets. Regulators may reject ZK proofs and demand full KYC/doxxing, rendering "selective disclosure" tech less valuable. CoinDesk
Charles Hoskinson and Ding X on Predict.Fun, ...
Feb 12
ADA
$0.26
$0.28 +7.7%
LONG Charles Hoskinson
CEO and Founder of Input Output (Cardano)
"Bitcoin... it will require probably a hard fork... and that's going to be challenging... We do with Cardano, Polka Dot does, Tezos does, everybody who did onchain governance does. It's a six-month conversation for us." As technological threats like Quantum Computing emerge (projected ~2033), rigid blockchains that cannot easily upgrade (Bitcoin) face existential governance risks. Chains with built-in on-chain governance (Cardano, Polkadot, Tezos) can upgrade their cryptographic primitives seamlessly, making them safer long-term infrastructure plays for institutional adoption. LONG (Quality/Governance premium). Network effects of Bitcoin outweigh its technical rigidity; Quantum threat may be further away than predicted. CoinDesk
Charles Hoskinson on Institutional "Federatio...