limitless doing $7.76m arr at $220m fdv. polymarket at $10b fdv with similar revenue multiples would put lmts at 3.5x discount. 643% q/q revenue growth. coinbase backed. base native. polymarket can't migrate off polygon without killing network effects. if prediction markets hit $100b annual volume in 2026 and limitless takes 10% that's a 45x rerate. buying the cheaper horse in a two horse race
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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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