I agree with this
While the volumes look promising, the DAUs are simply not there yet
Not to say that they will never arrive (I think they will over a longer timescale), but the expected growth rates for these later stage rounds is unrealistic

Prediction: Prediction market companies are some of the most overvalued companies in Crypto today. Investors in the previous rounds (Polymarket $10B, Kalshi $11B) will lose shocking amounts of money. x.com/thinkingusd/st…

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