Stable-Coin Native Markets

Stablecoins already move US$3 T a year, but payment use-cases favour incumbents.

The real alpha lies in markets that can only exist because dollars live on-chain 24/7: instant top-up leverage for traders, overnight repo between treasuries holding USDC, or programmable global lotteries that pool liquidity from every time-zone.

Build infrastructure that treats all stablecoins as fungible rails and you become the pick-and-shoelayer of this new economy.

Second-Order Prediction Markets

Polymarket proved perpetual demand for event derivatives; election years are no longer required.

Next-wave opportunities: parlay engines that internalise multi-leg risk across fragmented order-books, copy-trade pools where outsiders back top-ranked forecasters, or AI agents that rent human capital and split alpha.

Liquidity is finally deep enough to hedge these products at scale—someone just has to productise the edge.

Equity-Tokenisation Orchestrators

Synthetic stocks, custodied tokens and on-chain native shares will coexist.

Consumers won’t care about plumbing; they want one tap to buy “AAPL”.

A thin coordination layer—think 0x for equities—that surfaces the deepest, most compliant version of each symbol in real time will own the front-end and earn the spread.

Build the router before the issuers finish lobbying.

New Ways to Earn Online

AI is hollowing out entry-level jobs faster than universities can re-skill.

Idle brains + global crypto rails = explosion of micro-income experiments: tokenised game mods, pay-per-second coding bounties, viewer-controlled streaming stakes.

Cheap stable-coin payouts remove geography and banking friction; creative tooling (Zora, Remix) turns users into founders at 14.

The TAM is everyone with wifi and rent due—code for that cohort and you capture the workforce of the next decade.

Stable-Coin Native Markets

Stablecoins already move US$3 T a year, but payment use-cases favour incumbents.

The real alpha lies in markets that can only exist because dollars live on-chain 24/7: instant top-up leverage for traders, overnight repo between treasuries holding USDC, or programmable global lotteries that pool liquidity from every time-zone.

Build infrastructure that treats all stablecoins as fungible rails and you become the pick-and-shoelayer of this new economy.

Second-Order Prediction Markets

Polymarket proved perpetual demand for event derivatives; election years are no longer required.

Next-wave opportunities: parlay engines that internalise multi-leg risk across fragmented order-books, copy-trade pools where outsiders back top-ranked forecasters, or AI agents that rent human capital and split alpha.

Liquidity is finally deep enough to hedge these products at scale—someone just has to productise the edge.

Equity-Tokenisation Orchestrators

Synthetic stocks, custodied tokens and on-chain native shares will coexist.

Consumers won’t care about plumbing; they want one tap to buy “AAPL”.

A thin coordination layer—think 0x for equities—that surfaces the deepest, most compliant version of each symbol in real time will own the front-end and earn the spread.

Build the router before the issuers finish lobbying.

New Ways to Earn Online

AI is hollowing out entry-level jobs faster than universities can re-skill.

Idle brains + global crypto rails = explosion of micro-income experiments: tokenised game mods, pay-per-second coding bounties, viewer-controlled streaming stakes.

Cheap stable-coin payouts remove geography and banking friction; creative tooling (Zora, Remix) turns users into founders at 14.

The TAM is everyone with wifi and rent due—code for that cohort and you capture the workforce of the next decade.