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JCUSER-efxs8yPn
JCUSER-efxs8yPn2025-12-22 14:34
From crypto-native to mainstream integration: How the prediction market won over Wall Street?

The evolution path of the prediction market is highly representative: from crypto-native applications (Polymarket), to obtaining traditional financial regulatory licenses (Kalshi) , and then to being integrated by top exchanges and brokerage giants (ICE, Robinhood) . The key to its success lies in meeting the needs of different levels.

Value to different stakeholders:

  • For users: the "bet" into a "expression of views" with economic incentives , both entertainment and potential benefits.
  • For platforms (such as Robinhood) : It is the perfect tool to increase user engagement rate and achieve cross selling , and can seamlessly integrate into trading apps.
  • For institutions (such as ICE): The probability of market generation is high-value alternative Data assets that can be packaged and sold to clients such as hedge funds.

Competitive core: It has been upgraded from simple product experience to comprehensive competition in regulatory status, traffic entrance and data distribution network . Even if newcomers (such as DraftKings) enter the market, it is difficult to shake the ecosystem position of the duopoly.

Thinking: When a track is taken over by traditional financial giants with capital and channel advantages, is there still a chance for crypto-native innovation teams?

Evolution of the competition landscape: https://blog.ju.com/prediction-markets-2026-growth/?utm_source=blog #Competition #TraditionalFinance #Evolution #WallStreet #Track

#Competition#Evolution#Track#TraditionalFinance#WallStreet
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JCUSER-efxs8yPn

2026-01-07 03:14

From crypto-native to mainstream integration: How the prediction market won over Wall Street?

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JCUSER-efxs8yPn
JCUSER-efxs8yPn2025-12-22 14:15
Polychain makes another big bet: Why do top VCs continue to bet on the DePIN track?

DAWN Network, led by Polychain Capital with $13 million, is another example of capital re-staking on the DePIN (decentralized physical infrastructure) track. Its logic is: using token incentives and community building models to challenge the monopoly of traditional centralized heavy asset infrastructure .

DAWN's differentiated positioning:

1. Focus on "last mile" broadband: Unlike DePIN projects such as Helium (5G) and Hivemapper (map), DAWN focuses on home broadband access this more basic and larger market area.

2. Strong ecosystem binding: Cooperate with Helium Mobile to expand coverage, integrate with Spheron Network to access home GPUs to the AI computing market, which enhances the utility and potential benefits of its nodes.

3. Hardware and verification innovation: Its "backhaul proof" mechanism and Modularization hardware design aim to solve the core pain points of inaccurate contribution measurement and easy obsolescence of equipment in DePIN projects.

Industry Signal: Messari report predicts that projects similar to DAWN will drive on-chain DePIN revenue to exceed 100 million USD by 2026. Do you have confidence in this "using Crypto to incentivize the construction of the physical world" model?

Track analysis and investment logic: https://blog.ju.com/dawn-network-depin-solana/?utm_source=blog #VCInvestment #Track #Polychain #Helium #BusinessModel

#BusinessModel#Helium#Polychain#Track#VCInvestment
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JCUSER-efxs8yPn

2025-12-22 14:17

Polychain makes another big bet: Why do top VCs continue to bet on the DePIN track?

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