Kyle McCollom

HNY

My best use of AI: - Talk to users; use our product. - Form product thesis. - Verbalize thesis into Chat via Wispr. - Have ChatGPT draft spec. - Paste into GDocs. - Rewrite the entire spec myself. - Ask Chat for feedback. Faster, more conviction, no AI fluff, no writer’s block.

Why do people paint the chart like this? Some people say to get volume up, but they are doing this from their main address and paying high trade fees.

We will have a very early version of the @clicker wallet ready for testing this week: - cross-chain. - cash balance. - no gas. - act fast in Clicker (trade comments, good PnL, follow any address). DM me if you want to take it for a spin.

This week will be the last week of "Most Copytraded" Rewards. The leaderboard will close Friday at noon ET. Starting to test Referral Rewards and Comment Rewards using the internal version of our in-app wallet this week.

In the new year as we roll out @clicker's in-app trading wallet, we will launch: 1. Referral Rewards - earn 15% of your friends' trade fees. 2. Comment Rewards - earn 15% of the trade fees your comments drive (in Clicker, Zerion, and our upcoming partners). Everyone, aligned.

Banning the cheaters this afternoon :)

My Quotient Score is 0.933! Check yours in the app

Hierarchy of liquidity moats: 1. Spot DEXs - Long tail, scarce (hard to get enough of a token in a new pool). 2. Perp DEXs - Not scarce (new protocol can spin up markets for any asset). 3. Prediction Markets - Not scarce, ephemeral (markets end).

new pfp thanks mike rainbow

I am going through this onslaught of people trying to get into all my accounts. Everything is locked down, but it’s still annoying and relentless. What do I do? Change my phone number and email to something obscure and unknown?

Why did Phantom and Coinbase choose Kalshi over Polymarket?

I’ve been saying. I think once DEX LPs start to really shift to stablecoin quote pairs, it will really click for people. Huge drop in L1 valuations. https://x.com/icobeast/status/1998162339661492306

Blockspace is a commodity. Growth will mostly go to chains that have trad distro. Stripe has that distro. They are moving that distro onchain, and - once Tempo is live - they’ll make it a no brainer to choose their chain. Bullish Tempo. Bearish other new chains that don’t have trad distro. https://x.com/rostyketh/status/1997975967323566116

Another thing to keep in mind here: Individual prediction markets are not unique, nor are they scarce. Anyone can spin one up. Whereas token markets are unique (only one of that token) and scarce (hard to get enough supply to spin up another liquidity pool).

“Most top traders I know keep 80%+ of their port stabled. It's a lot better than having all of your money in SOL when price can fluctuate hard at anytime.” https://x.com/prxnterr/status/1997455401617424668

Prediction market *protocols* don’t seem to have much defensibility. Each individual prediction market is very ephemeral, whereas DEX markets are often long term. Because protocols can’t build up much of a liquidity moat, frontends have all the power (see Robinhood + Kalshi).

Imagine a world in which Polymarket and Hyperliquid decided to make their markets in ETH. It literally would not have worked. They’d be inefficient and difficult. Yet that is what we subject ourselves to today with ETH and SOL quote pairs in spot trading.

This “flow of money from usd>l1 native>final asset” is disappearing, and with it the main argument for L1 natives having monetary value. The future is cash balances and gas abstraction. See Polymarket, Hyperliquid on Phantom, and fomo. https://x.com/izebel_eth/status/1997512684938383381

🌊🌊🌊 the cash balance wave