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Edgy - The DeFi Edge 🗡️
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Systems Thinker - Sharing Crypto strategies, insights, & analysis to help you level up. Partner @Mantle_Official. DMs open for deals.
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Edgy - The DeFi Edge 🗡️
12-11
Bittensor’s (TAO) halving is coming up in a few days. Emissions getting cut in half is a pretty big deal, but the bigger story is Taoflow. Before Taoflow, emissions were guaranteed. Every subnet received some share of the daily 7,200 TAO (soon to be 3,600 after the halving) regardless of its performance. Now, subnets are now paid based on how much $TAO is flowing in versus flowing out. Subnets that attract sustained staking inflows receive more emissions. Subnets that see withdrawals get less. Some may eventually get nothing. So what does that mean? Strong subnets consolidate both TAO and alpha liquidity, while weak subnets lose emissions entirely and may die off. You can already see the trend. Most staking is flowing into the top performers. The top 10 subnets are pulling in almost half of all emissions. Funds are noticing too. DSV, Stillcore, and Yuma (with DCG backing) are all getting involved. Emissions getting cut in half + TaoFlow = big changes. The network is already ruthless. Out of 200 subnets created, 71 have been removed. With Deregistration, Taoflow, and now the halving, Bittensor is sending a message: if you cannot compete, you are out. If you want exposure to TAO, consider holding TAO itself and maybe one or two leading subnets. This is not the time to chase betas.
TAO
9.5%
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Edgy - The DeFi Edge 🗡️
12-09
Prediction markets might be the only part of crypto that’s actually gaining momentum right now. While most sectors are flat, volumes just hit an ATH: $14.3B in November (+54% vs October). The momentum looks like it could run into summer 2026. Here’s your Prediction Markets Roundup so you don’t fall behind: • @Polymarket: Still the flagship. 98% of 11,000+ markets settled without dispute, billions in volume and now CFTC approval + US app rolling out with a waitlist. • @Kalshi: The “Coinbase of prediction markets” fully regulated, US-first, macro + econ heavy. Just raised $1B at an $11B valuation, but now faces direct competition from Polymarket coming back into the US. Bigger question: what’s Kalshi’s new moat once liquidity starts splitting? • @opinionlabsxyz: Fast climber, especially on BNB. Points program for $OPN token, with 40% of supply to the community/airdrop. Volume is strong, but usage is still whale-heavy and concentrated. • @trylimitless: Short-timeframe, hourly-settled markets with $600M+ total volume. TGE + airdrop already done, now running $LMTS buybacks (Phase 1 live). • @MyriadMarkets: Runs on BNB + Abstract with $150M+ volume and a big push into media/entertainment events. Points S2 has ~424K participants, plus a direct integration into Trust Wallet and backing from Decrypt + Rug Radio. • @footballdotfun: Solana + sports + degen. Permissionless markets with bonding curves and big hints around a $FUN token. World Cup 2026 + a new 48-team format could turn this into one of the top volume hubs if they execute. • @pmxmarkets: Another Solana-native, permissionless PM. Anyone can spin up markets and LP via Meteora-powered liquidity. The same team built Polycule $PCULE, a TG bot that’s already handled $18M+ prediction volume on Polymarket. • @noise_xyz: Mindshare markets, you literally trade trending narratives. Great for people who understand attention better than politics. • @meleemarkets: Viral, bonding-curve-driven markets on Solana. Raised $3.5M led by Variant, solid backing and early traction. • @xodotmarket: Conviction-based Yes/No markets using Celestia DA. Did $1M+ volume in the first 30 hours of mainnet beta. • @triadfi: Solana-native markets around DeFi, NFTs, and onchain activity. Lightweight, fast and degen-friendly. Tools to stay on top of Predictions Markets: • @polytracker0_bot – free TG bot to track Polymarket wallets + position changes in real time. • @fireplacegg – Axiom-style terminal for watching 1,000+ wallets and flow. • @PolySight – filters for liquidity, spread, end dates, volume and probability so you’re not flying blind. • @azuroprotocol – Infrastructure that support and help developers to build and launch prediction and attention market apps • @fliprbot – Social trading bot + prediction market terminal aiming to unify venues. • @polycule_bot – Telegram-native Polymarket bot with copy-trading. • @betmoardotfun – Web terminal for Polymarket with newsfeeds + wallet analytics. This is one of the few sectors in crypto with real users, real volume, and real reasons to exist. If the rest of the market stays slow, prediction markets might be where the next wave of opportunity actually sits.
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