Pet

BIG @_SportingCrypto Newsletter 'The State of Prediction Markets 2025' In this long-form post, I discuss: ⛓️ The meteoric rise of prediction markets over the last 12 months ⚽ The sports takeover 👉 The verticalisation of this market Newsletter in the comment below 👇

@yazins Been using this for the last 24h and... I'm a fan

OpenOats v1.12.0 is out -- massive update for the open-source meeting copilot. New: your Mac now auto-detects when you join a Zoom, Teams, or FaceTime call and asks if you want to transcribe. Just tap the notification to start. No setup, no remembering to hit record. Also shipped: - File permissions hardened to 0600 + Spotlight indexing blocked on all transcripts - Pluggable transcription backend protocol (adding new ASR models is now a one-file change) - 133 unit tests across core modules All local, all private, all on-device. github.com/yazinsai/OpenO…

@jamie247 @DrewAustin That’s cool

@DrewAustin You should create a jamieburke.info .. machine readable provenance graph. Everything you ever said, predicted, invested in. It’s all there to query. it’s open source, you can grab the code, spin it up via your LLM, and point people (or machines) at it.

Been sayin this to everyone that would listen for 2 years

@farokh Congrats!

This is the most challenging thing I've ever done as an entrepreneur. It is both the most gratifying and ego shattering experience. You think you got something great going on until you get grilled and/or get told what you are building is never going to work. Then you get back to it with a chip on your shoulder and build so that you can prove these people wrong. We got told no a lot, but we also got told yes by a group of people who truly believe in our vision and who want to see MYRIAD win. I am eternally grateful for the funds and angel investors who decided to take the leap of faith with us. Every single one of them, on the graphic or not, understand that we are building to compete and that will stop at nothing to win. Now it's time to accelerate.

The intention economy

@mdudas @opensea The resources required to do what Courtyard have done with trading cards and other assets are massive, from a logistics and operational perspective. The moat is operations, buying physical inventory, storing it, and shipping it. Barrier to entry on pure digital is far lower.

@joshcrnls @backseats_eth Yeh people aren't getting that parallel product iteration leads to focus.

@backseats_eth agree you want to focus as quickly as possible, but tempted to think you can learn more, faster by testing a bunch of distinct variations of your core insight

we’re going to see more early stage startups operating like product studios instead of software companies why pivot sequentially when you can parallelize product discovery?

Wrote about Tether's corporats venture bets in the latest instalment of @_SportingCrypto - check it out below 👇

@derekedws This is a great take.

interesting to see tether's investment arm cooking over the last few months the company reported over $10B in net profit in 2025, with $6.3B in excess reserves sitting on balance sheet seeing a lot of skeptical takes on the timeline about these recent investments, will offer a slightly different view corporate venture is when a company deploys capital from its own balance sheet to invest in startups tether's cash flow gives them the ability to supercharge this idea, and act like a sovereign allocator of capital balance sheet diversification is of course important, and goal is always is financial return but unlike trad venture, the strategy for corporate venture can often include optimizing for strategic levers on behalf of the parent co put differently, helping invest in a future where parent company wins corp venture deals can carry some signal to see where the parent company observes the world moving tether's last few investments help paint a decent picture here: layer zero (infra) - pretty clear at this point tether's ambition is to own as much distribution around off-chain and on-chain settlement of stables. powered in part by networks like layerzero, tether can further its terminal vision for USDT as an asset that flows freely across centralized platforms and decentralized networks whop (work) - an internet marketplace where creators sell creator subs, communities, tools, digital products/services of all categories. today, prohibitively high transaction costs push creators and internet businesses to adopt legacy biz models like time-based subscriptions, bundling, and ad-supported services stables running over blockchains enable frictionless, 24/7 global payments at any arbitrarily small denomination of value ^ applied to creator marketplaces like whop, USDT penetration may offer consumer-friendly payment alternatives to trad biz models that unlock new types of product/service revenue eight sleep / QVAC (health) - i've been a power eight sleeper since 2020, love this product, and this one caught my eye this morning looking into this a bit, back in december 2025, tether announced QVAC Health, a personal health platform where all health data is designed to be stored locally on device (including all relevant PII, heart rate, sleep patterns, and aggregate biometric data from connected devices) from this lens the eight sleep investment makes more sense sleep/biometric streams help predict when a person is tired, stressed, training, sick, traveling, etc these states drive tremendous spending decisions (food, supplements, appointments, subscriptions) further, if you believe in a world (i do) where agent-based transactions start to intermediate finance, work, health, and purchasing decisions powered in large part by hyper efficient, internet-native, stablecoin transfers the tactical investments in L0, whop, eight sleep / QVAC, and others start to paint a decently clear picture for me it looks like the next stage of tether/USDT is pointing toward a consumer penetration story embedding stables where systems touch as much economic activity and data as possible as a consumer x AI crypto investor a cool side quest to keep an eye on

Media

@segall_max @sytaylor Don't******

@sytaylor Do ittttt

Agree I'm getting to the itch to move.

@DustinGouker Fine: becoming a social media platform to harvest user data Not fine: an optional widget

(I don't have a big problem with Substack + Polymarket. I think it's good?)

People: "Dustin, why do you hate prediction markets so much?" My inbox:

@cuysheffield Onchain Finance TM Command Line Commerce 🔜

Incredibly excited about the future of command line commerce

@jordymaui Pls

@PetBerisha never. okay maybe in the newsletters

this article changed everything for me. 3M views, thousands of replies & DMs, and one question that kept coming up over and over. "okay i'm set up... now what?" that's the real learning curve. getting openclaw running is step one. knowing how to actually use it properly is where most people get stuck. today i'm dropping a follow-up covering the biggest mistakes i see people making - and why skills are the real unlock, not more agents. if the first article saved you 80 hours of setup pain - this one will save you months of doing it wrong.

@HadickM @hosseeb @dragonfly_xyz @tomhschmidt Huge congrats

Today we are incredibly excited to announce our oversubscribed $650mm fourth fund. It has been almost four years since @hosseeb and I initially started the discussions about me joining the @dragonfly_xyz partnership with him, Bo and @tomhschmidt yet it feels like different lifetimes altogether. In that period of time, we've had the complete deflation of the risk asset bubble that topped in 2021 and the blow ups of companies and protocols like Terra Luna, Genesis, and FTX. We've seen Solana at both $8 and $290. Larry Fink has become one of the industry's most prominent spokespersons. And the governments of many of the world's super powers have started to embrace the benefits of BTC, blockchains, stablecoins, tokenization and prediction markets. Much has been written about the death of venture capital, or even more specifically, the death of crypto linked VC. As many would tell the story, VC is either extractive and short term oriented or it's long term oriented but unable to return capital to investors. That token designs are so broken that private equity is the only way to make realistically attractive returns. Platforms will eat the rest of the market except for small, niche asset managers with extremely narrow views of the world. And while there are truths embedded in all these points, there are also counterfactuals. We feel strongly that our success over that time, and since inception, is due to the fact that we approach every day from first principles. What actually works in our space? Finance, payments, asset issuance, and markets. What is the appropriate instrument for investment? It depends and there is no one size fits all solution. How should we approach geographic focus? This is borderless, global technology that isn't defined to a single country or region. Are blockchain communities winner take all? Of course not, there are too many use cases that can be served by a variety of technologies. Day in and day out, we challenge our priors and each other to ensure we are not driven by the market, but that we are focused on what we expect to be true on the horizon. Ultimately, we have the easy job as capital allocators who exist primarily to partner with the best founders building in this arena (and i'm lucky to call many of them friends). But at a time when both our space and many of our competitors are going through existential crisis', we wake up lucky to know that we've built a team and partnership that can handle any and all market cycles and form factors - and is ready for the next phase of financial evolution. More below from @leomschwartz fortune.com/2026/02/17/dra…

🚨 Ep. 70 of @TokenizedPod: Erebor: Palmer Lucky’s Bank for Stablecoins @sytaylor and @cuysheffield are joined by: ➡️ @diogomonica, GP, @HaunVentures ➡️ @chrismaurice, CEO, @yellowcard_app To discuss: 🪙 BlackRock offering DeFi trading with Uniswap tokens 💰 BUIDL fund's potential for 24/7 payments and liquidity 🚀 Stripe launching machine payments for autonomous agents 🤖 Machine to machine payments and consumer protection considerations ⛓️ Layer Zero unveiling their Layer 1 blockchain called Zero ☁️ Zero's ambitious goal of becoming a full cloud environment 🏦 Erebor Bank receiving its full OCC charter *** Timestamps: 00:00 Introduction 2:17 BlackRock offering DeFi trading with Uniswap tokens 8:39 BUIDL fund's potential for 24/7 payments and liquidity 11:55 Stripe launching machine payments for autonomous agents 16:34 Machine to machine payments and consumer protection considerations 31:54 Layer Zero unveiling their Layer 1 blockchain called Zero 38:35 Zero's ambitious goal of becoming a full cloud environment 46:15 Erebor Bank receiving its full OCC charter *** 👉𝘚𝘦𝘢𝘳𝘤𝘩 '𝘛𝘰𝘬𝘦𝘯𝘪𝘻𝘦𝘥 𝘗𝘰𝘥𝘤𝘢𝘴𝘵' 𝘖𝘯 𝘠𝘰𝘶𝘛𝘶𝘣𝘦. 𝘈𝘱𝘱𝘭𝘦, 𝘚𝘱𝘰𝘵𝘪𝘧𝘺 𝘰𝘳 𝘢𝘯𝘺 𝘗𝘰𝘥𝘤𝘢𝘴𝘵 𝘗𝘭𝘢𝘺𝘦𝘳! 👈

@jordymaui Tucking in

Had too much fun on last episode of Tokenized listening to @sytaylor breaking down the alphabet soup of agentic protocols

@sytaylor @RamXBT @TheiaResearch @brandonkumar Less do it

@RamXBT @TheiaResearch @brandonkumar Game @PetBerisha

can somebody please have @brandonkumar on a podcast soon too many repeated guests everywhere and this is the content that we need right now