SG on X
Has anyone done work on the prediction market ecosystem? Want to explore beyond the leaders to shit-tier plays like $GEMI and $ROLR.
Sector
Crypto
Everything our editor has picked under this sector, best first.
94 stories
A Capital on X
@SurfShopCapital Thoughts on $PURR here?
Chris Camillo on X
never been a crypto bro, but i’ve always related to them. $HOOD is where our worlds collide. we ride together.
Myles on X
For basically the first time in my history I have positive beta to $BTC while it's rallying and it feels nice.
Farmer on X
@GrumpierBTDay @FrontRangeHQ @maxwellhouse99 Have you tried "$CRCL min_faves:1 -filter:mentions -filter:hashtags" ?
Chris Camillo on X
@treygurr also said the move was to go all in on $HOOD the second crypto showed life
Perpetual Futures and CME: What the Early Data Shows
CME perpetual-futures activity is tested against more than 240,000 CFTC data points on open interest and dealer positioning.
Farmer on X
@ridireresearch Why $PURR instead of $THYP?
Preview of the Week Ahead: W/C August 31, 2026
The week of August 31 features U.S. manufacturing, jobs and services data, while the S&P 500 and Nasdaq hold above key moving averages and…
⚽️📡 on X
$SRAD already has deep partnership with Kalshi now adds poly Every other competitor will likely have to follow suit to keep up https://t.co/4zOwxX7fKZ
FUFU 2026-08-27 BitFuFu: A $93 Million Liability No One Can Explain
BitFuFu’s $93.4 million unexplained long-term payable equals 57% of liabilities, overshadowing sharply higher self-mining and hosting…
Dorine Cherop 
Cestrian Daily Market Review - Wednesday 26 August 2026
Nvidia’s Q2 earnings drove overnight gains as markets awaited Thursday’s close, while the review tracked Treasuries, gold, oil, crypto and…
SG on X
@DeepSailCapital $FFAI deserves consideration for that title. Pivot from EV to crypto to web3 to AI to humanoid robots to.....
Deep Sail Capital on X
$RUM is by far the most "chasing the cool thing right now" company of any out there, and they just use massive share dilution to get it done. First they tried to get into Crypto with the Tether deal a few years ago (100m share dilution). And now they are trying to get into datacenters, with Northern Data Acquisition (120m share dilution). Today they announced they are offering a counterparty 50m shares via warrants with a strike price of $0.01 just for the commercial deal to buy their GPU services. How can anyone trust this management?
Farmer on X
@nkreu113r Somewhat at odds with $DXYZ up like 50% this month.
Lee Roach on X
$BTC is at $77k. You can just buy hated stuff and tell the market to suck your balls. https://t.co/ZmzYHBZLoA
Shitcos, Griftcos, and alignment versus enrichment at $IREN
IREN awarded each co-CEO roughly 9 million RSUs, about 2.5% of shares and $400 million, in exchange for no further equity grants until…
GLXY · long Galaxy Digital INC
Galaxy Digital (GLXY) is presented as a long investment idea.
Preview of the Week Ahead: W/C August 17, 2026
Week of August 17 tracks FOMC minutes, housing data and PMIs alongside technical levels for the S&P 500, Bitcoin, semiconductors, gold and…
AI’s Achilles’ Heel: Why Everything Hinges on Anthropic & OpenAI | The Weekly Wrap
Steve Eisman argues the AI boom hinges on Anthropic and OpenAI’s importance to hyperscalers, while weighing software, CoreWeave and Cisco…
Research & Analysis: Riot Platforms (NASDAQ: RIOT)
Riot Platforms has 241MW of contracted data center capacity, including a 191MW, 20-year $9.8 billion frontier AI lab deal, as it shifts…
Chris Camillo on X
@RealJimChanos Simple, $HOOD investors at large are weighted heavier to high growth AI sector and crypto than the S&P.
Private Credit's Clock is Ticking w/ Glenn Schorr & Ken Worthington | The Real Eisman Playbook Ep 72
Glenn Schorr and Ken Worthington discuss risks in private-credit software loans, agentic AI at retail brokers, crypto use cases and bank…
Preview of the Week Ahead: W/C August 10, 2026
Week of August 10 brings CPI, PPI and retail-sales data after the S&P 500 rose 3.0% and Nasdaq 4.73%; Bitcoin remains below its 200-day…
