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Aldrin

Aldrin

@launchaldrin

AI-native market intelligence

New York, NY 参加日 Mart 2026
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Aldrin
Aldrin@launchaldrin·
The best teams don't wait for the market to change. They see what's coming and move first. Aldrin is built for companies competing in fast-moving markets where product launches, campaigns, customer sentiment, competitor moves, and industry narratives can shift every day. Stay ahead of the market with @launchaldrin 🚀
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Aldrin
Aldrin@launchaldrin·
Aldrin's weekly competitive intelligence report went out to customers earlier today. This week on X, we’ll go deeper on each segment across product, marketing, social, hiring, and more. Reach out to learn more @launchaldrin
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Aldrin
Aldrin@launchaldrin·
Hiring may be the clearest signal. The field has 700+ open roles, with notable clusters including: - quant trading - market making - exchange infrastructure - compliance - product management Legitimate financial infrastructure is being built and scaled.
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Aldrin
Aldrin@launchaldrin·
We monitor major prediction market operators across product, advertising, social media, hiring, and more. Here are top signals that stood out from last week 👇
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Aldrin
Aldrin@launchaldrin·
Prediction markets as the first category on the investing tab is a strong signal indicating acceleration from @RobinhoodApp. That, along with “Trade the World Cup” being highlighted first on their app store page, tells you exactly what the team is prioritizing right now. We’ll be looking out for the release of their June metrics, which include total trading volumes and average daily trading volumes - likely available this week or next week. Q2 earnings report: July 28th after market close $HOOD
Sahil Patel@sahildotcom

anyone else seeing this? prediction markets are now the first trading category after the balance chart and buying power sections on the @RobinhoodApp investing tab not sure if it’s an A|B test or rolled out to all users, but last time I checked, the order I saw was stocks/options, crypto, then prediction markets

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Aldrin
Aldrin@launchaldrin·
We spend all day analyzing how companies compete across product, growth, strategy and more. If you'd like to compare notes on this fast-paced industry, our DMs are always open @launchaldrin
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Aldrin
Aldrin@launchaldrin·
The Aldrin team spends a lot of time talking with founders, operators, and investors across the prediction market ecosystem. This was one VC's framework for evaluating where the market is headed.
Sahil Patel@sahildotcom

caught up with a VC today and asked how they're thinking about prediction markets three core questions they're thinking through: - who survives if the regulatory environment looks different in 2 years? - who else can win if Kalshi and Polymarket become the dominant rails? - how many companies can keep market liquidity healthy enough to sustain a strong user experience? last point was interesting, especially given how many companies are building/owning the E2E tech stack themselves overall, they seemed excited by the size of the market opportunity but don't have a strong thesis on durability

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DraftKings News
DraftKings News@DraftKingsNews·
.@DraftKings today announced the launch of DKeX, DraftKings’ proprietary prediction markets exchange, with integration into the unified DraftKings: Sports & Casino app, further advancing the DraftKings Predictions experience. DKeX marks the next phase in DraftKings’ prediction markets evolution, strengthening its ability to deliver differentiated sports experiences across the country alongside its leading sportsbook. More: ir.aboutdraftkings.com/news/news-deta…
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Sahil Patel
Sahil Patel@sahildotcom·
consistent with what we're seeing in the prediction markets space fast shipping teams are the ones setting the pace - and 3 on the list are YC companies! * the attached image is from @launchaldrin's competitive intelligence report that was sent out to clients earlier this week
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Paul Graham@paulg

The best predictor of success for tech companies, at every stage from during the YC batch to public company with billions in revenue, is the rate of shipping new stuff.

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Aldrin
Aldrin@launchaldrin·
Mark Zuckerberg wants in on prediction markets. NYT reports $META is testing a standalone app internally called "Arena", which is aimed squarely at @Polymarket and @Kalshi. Points-based to start, but real money is not ruled out. The category went from ~$50B in trades (2025) to over $130B already this year. Now the company with 3.5B+ daily users is circling it. Does Meta's potential entry grow the pie, split it, or is this dead-on-arrival for them? @launchaldrin
rat king 🐀@MikeIsaac

News: Meta is currently building a prediction markets app to rival Polymarket and Kalshi, according to sources the app, currently called "Arena," will be a standalone offering and was ordered up by Mark Zuckerberg w/ @yaffebellany nytimes.com/2026/06/23/tec…

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Aldrin
Aldrin@launchaldrin·
The best teams don't wait for the market to change. They see what's coming and move first. Aldrin is built for companies competing in fast-moving markets where product launches, campaigns, customer sentiment, competitor moves, and industry narratives can shift every day. Stay ahead of the market with @launchaldrin 🚀
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Sahil Patel
Sahil Patel@sahildotcom·
@launchaldrin one thing you can't accuse the prediction market industry of is standing still
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Aldrin
Aldrin@launchaldrin·
Perpetual futures (perps) have quickly become one of the most important product launches in the prediction market industry. Supporters see them as the purest form of trading: no expiration dates, 24/7 markets, leverage, and direct exposure to price movement. Critics see something very different. @CMEGroup sued the CFTC this week in an effort to block @Kalshi from offering perps. We broke down Kalshi's perps launch for Aldrin clients earlier this week. A few observations that stood out👇 x.com/Kalshi/status/…
Kalshi@Kalshi

The purest form of trading. Kalshi Perpetuals. Now open to the public.

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Aldrin
Aldrin@launchaldrin·
Most teams see the announcement. The best teams understand what it means for them and the market. That's the difference between reacting to competitors and staying ahead of them. @launchaldrin
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Aldrin
Aldrin@launchaldrin·
Product innovation in this space isn't slowing down anytime soon, and launches like this have a way of keeping everyone else on their toes. Here are a few things related to perps that we'll be watching closely: - Adoption and trading volume - Reactions from competitors, regulators, and exchanges - Expansion opportunities into stocks, commodities, indices, currencies, etc.
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@RobinhoodApp @DraftKings @sahildotcom @Polymarket @Kalshi @BlondiePredicts @CMEGroup @elonmusk