| Ticker | Direction | Speaker | Thesis | Time |
|---|---|---|---|---|
| LONG |
Ding X
Founder of Predict.fun / Co-Founder of PancakeSwap |
Ding X (founder of PancakeSwap, the largest DEX on BNB Chain) is now building "Predict.fun" on the BNB Chain. He explicitly states they are "combining DeFi with prediction markets" so that deposited funds earn yield via lending protocols, unlike competitors. The "Capital Efficiency" argument is strong. If a trader can bet on an election *and* earn native DeFi yield on the collateral simultaneously, liquidity will migrate from non-yielding platforms (like Polymarket) to yielding ones. This drives TVL (Total Value Locked) and transaction volume to the BNB Chain. Long BNB as the infrastructure layer and CAKE as the ecosystem proxy (given the founder's lineage), anticipating a sector rotation into yield-bearing prediction markets. Regulatory crackdowns on prediction markets; failure of the new platform to gain traction against incumbent Polymarket. | — | |
| WATCH |
Ding X
Founder of Predict.fun / Co-Founder of PancakeSwap |
Ding X observes, "A lot of my friends in NFTs went to memecoins... and then maybe to prediction markets... that's where the money flows." This describes the "Speculative Liquidity Pipeline." The market is currently saturated with Memecoins. Smart money builders are positioning for the *next* bucket, which is Prediction Markets. The trade is to front-run this rotation. Watch for the peak of the Memecoin cycle to rotate profits into Prediction Market governance tokens or infrastructure. Memecoin supercycle lasts longer than expected; retail users find prediction markets too complex compared to simple token gambling. | 4:20 | |
| 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. | — | |
| AVOID |
Ding X
Founder of Predict.fun / Co-Founder of PancakeSwap |
When asked what went wrong with NFTs, Ding X admits the space has shifted from speculation to a "builder system" and that the massive speculative capital has left for Memecoins. The "100x" speculative premium has evaporated. While the technology remains for utility (like representing prediction market positions), the asset class as a vehicle for rapid wealth generation is currently dead. Capital has moved on. Avoid broad NFT exposure; the sector is in a deflationary consolidation phase. A sudden resurgence of NFT mania driven by a new utility unlock (e.g., gaming). | 2:16 |