Arlekin

@monolith_fund @HyperliquidX @Aster_DEX @edgeX_exchange @Lighter_xyz @variational_io Hyperliquid still strong but Polymarket perps is coming👀

Top 5 Perp DEX by dominance (last 7D): 1. @HyperliquidX — 25.5% 2. @Aster_DEX — 13% 3. @edgeX_exchange — 10.3% 4. @Lighter_xyz — 6.5% 5. @variational_io — 2.4% @HyperliquidX is gaining market share. @Aster_DEX shows the strongest momentum, with sharp growth across volume, OI, fees, and market share. @Lighter_xyz is seeing OI growth, likely driven by Telegram collab.

@monolith_fund @HyperliquidX @edgeX_exchange @Aster_DEX @Lighter_xyz @variational_io EdgeX farmers have received their airdrop, so volume should go down.

Top 5 Weekly Perp DEX by dominance (last 7D): 1. @HyperliquidX — 21% 2. @edgeX_exchange — 10.3% 3. @Aster_DEX — 9.6% 4. @Lighter_xyz — 6.6% 5. @variational_io — 3.3% @Lighter_xyz is rapidly losing market share, with $LIT also trending down — indicating a decline in active traders. @edgeX_exchange maintains its #2 position across key metrics. Also, the $EDGE token launched today, which may drive additional attention and activity toward the platform.

@monolith_fund @Polymarket It will be interesting to see how the trading dynamics change.

Today @Polymarket introduces fees Core metrics are already near ATH 2024 (election cycle): • Volume: $532M • OI: $275M 2026: • Volume: $408M • OI: $460M (~2x vs 2024) Volume is dropped 23%, but capital per market is higher The key variable now is monetization Zero-fee liquidity was always @Polymarket’s core edge (especially for market makers and arbitrageurs) Fees change that directly: > market makers reprice their edge > liquidity depth potentially thins out (spreads will increase) > casual users won't notice (until the odds get worse) Sustainable revenue is smart long-term, but will the uptrend continue after fees are included?

@monolith_fund @HyperliquidX @Aster_DEX @edgeX_exchange @Lighter_xyz @variational_io Let’s see what the metrics look like for Variational and EdgeX after their airdrops

Top 5 Weekly Perp DEX by dominance (last 7D): 1. @HyperliquidX — 29.6% 2. @Aster_DEX — 11.5% 3. @edgeX_exchange — 10% 4. @Lighter_xyz — 8.6% 5. @variational_io — 3.6% @HyperliquidX and @Aster_DEX are driving user growth. @Aster_DEX also doubled its fee revenue, likely fueled by activity on $BNB. Others are either losing share or stagnating.

@monolith_fund @Lighter_xyz @HyperliquidX @tradexyz No chance to flip Hyperliquid

Everyone said @Lighter_xyz would flip @HyperliquidX Last week one single Hyperliquid project @tradexyz outperformed Lighter in Open Interest: tradeXYZ — $1.18B Lighter — $730M tradeXYZ even entered the top-5 and passed Lighter Yet activity behind it is thin: ~32 new users/day ~60% of wallets made a one-time deposit Hyperliquid.

@monolith_fund @shayne_coplan @SloanSportsConf Thanks, it’s interesting to read his thoughts and get a sense of his overall perspective on the prediction markets niche.

Notes from CEO Polymarket @shayne_coplan at @SloanSportsConf: – prediction markets create more efficient pricing than sportsbooks. Instead of a company setting odds, users compete on price, making markets structurally better for consumers. – the original vision of Polymarket wasn’t sports betting. The goal was information markets, using price discovery to reveal the probability of real-world events. – markets often aggregate information better than media narratives. Example: odds predicted Kevin Durant joining Brooklyn long before pundits accepted it. – in geopolitical crises, people actively rely on prediction markets. Users in the Middle East check Polymarket daily to assess risks like military escalation. – the 2024 US election cycle became the breakout moment for prediction markets. During the Biden–Trump debate, Polymarket odds priced Biden dropping out in real time while media was still speculating. – by election night, many traders were already calling the result based on Polymarket probabilities, before traditional coverage caught up. – critics often question manipulation, but prediction markets are radically transparent: all trades and positions on Polymarket are visible on-chain. – prediction markets are still in very early stages, and the regulatory & adoption cycle will likely swing before reaching its final form. gPoly! @Polymarket @PolymarketTrade @PolymarketDevs @PolymarketSport @polymarket

@monolith_fund Alpha moves, as usual

Polymarket just introduced one of the cleanest liquidity incentives. They’re effectively turning active users into market makers. This update is gonna snatch the share of the meme traders. Kalshi is next.

@monolith_fund @grok Poly - primus inter pares.

Hey @grok, delete the fastest-growing prediction market and explain why

@monolith_fund Touch the snow, degens❄️

Merry Christmas from snowy Alps🎄 A reminder to slow down, spend time with family, and reset before building again. Wishing you calm charts and no liquidations today!

I’m trading future events on BNB’s newest prediction market. Get 10% off your trading fees when you join me on @Predictdotfun. predict.fun/?ref=1F463

@ufc Amosov bjj style👏

Who had the best finish at #UFCVegas112 so far?

@monolith_fund @Polymarket @YaroslavAmosov @ufc It was incredible debut, bjj style🤙

Called it. Amosov wins in the FIRST round 🏆 The @Polymarket setup played out exactly as expected.

@monolith_fund @YaroslavAmosov @NeilMagny @Polymarket Great sumbission by Amosov!

Today’s matchup: Neil Magny vs Yaroslav Amosov. 1/ @YaroslavAmosov — former Bellator champion — finally returns and makes his UFC debut. 2/ @NeilMagny is a durable UFC veteran and a reliable benchmark for anyone entering the division. @Polymarket currently prices the fight 80/20 in Amosov’s favor, which aligns with their records: 28–1 vs 31–14. Why Amosov is the likely winner: – His grappling and wrestling at a high level. Expect consistent takedowns, pressure against the fence, and control on the ground. – His striking has improved, especially after a full camp and work with high-level partners like Denis Berinchik. – Motivation is extremely high — this is his path back to world-class status and into the @ufc title conversation. Still, it won’t be simple: Magny is mentally tough, ignores regalis, and fights until the end. So in this sport, one clean shot can reshape the outcome. Monolith bet on Amosov today 🇺🇦

@monolith_fund Unfortunately, fatigue after a very active year turned out to be the decisive factor..

@monolith_fund Thanks, this is really useful. I'm also gradually compiling my smart traders list.

@monolith_fund @MerabDvalishvil @ufc @PetrYanUFC @PolymarketTrade “The Machine” will officially retire Yan. I bet the same😃

@monolith_fund Unfortunately, I think we're at the beginning of a bear market😿

Funding turning negative across BTC, ETH, SOL, and other majors. Positioning is clearly moving to the short side. In the past, similar funding setups have often marked approaching reversals.

💯

@monolith_fund Huge support😎

Went to pray for ETH and the alts. Adding new layers of support to the charts.

Never sell your Starknet?