Bell Curve X Empire | Prediction Markets, Crypto’s Mag 7 & Stablecoin Growth | Weekly Roundup

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Jun 27, 2025

Join a lively discussion on the rapidly evolving world of cryptocurrency! Hear insights on the growth of prediction markets, exploring platforms like Polymarket and the impact of stablecoins. Learn about the emerging 'mag seven' cryptocurrencies and what they mean for investors. Discover challenges in liquidity and the importance of innovative business models for tokens. Plus, delve into GeoNet's cutting-edge technology and the complexities surrounding capital investment in crypto. It's an intriguing dive into the future of digital finance!

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INSIGHT

Prediction Markets: Polymarket vs Kalshi

Prediction markets have two main players: Polymarket offers a D2C product, while Kalshi is a regulated exchange.
Polymarket leads in branding and user awareness; Kalshi benefits from regulatory licensing and partnerships like Robinhood.

INSIGHT

MAG 7 Crypto Tokens

The 'MAG 7' crypto tokens will be those with clear business models and sustainable revenue.
Tokens need value accrual similar to traditional public companies to become market leaders.

INSIGHT

Exchange Tokens' Regional Performance

Exchange tokens in Asia like BNB have outperformed due to unique tokenomics such as fee-sharing and token airdrops.
Western investors lack exposure due to regulatory restrictions, causing awareness gaps.

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Chapters:

(00:00) Intro

(01:25) The Growth of Prediction Markets

(04:11) Polymarket vs Kalshi's Business Models

(09:32) Ads (Geodnet, Bitwise)

(11:08) Is Crypto Forming Its Own Mag 7?

(19:16) Ads (Geodnet, Bitwise)

(20:53) Global Capital Pools and the State of Venture

(30:21) Bitcoin Dominance Is Up Only

(36:21) Ads (Ledger, Citrea)

(37:52) Verifiable Apps and the Effectiveness of the DAO

(40:56) How to Play the Stablecoin Boom

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