Prediction market narrative is heating up. We had a smaller narrative on prediction markets last year, but it was mostly just teams forking polymarket. We are now seeing teams building on top of already existing infra. Monitoring.
Theo
Theo8.7.2025
invest in narratives you think will catch a bid in the future, too. this run was quite unexpected by most. position yourself in narratives you think will heat up within the next 12 months. thats how you get in early. most market participants think we are in a bear/chop and are mostly asleep at the wheel. dupe pumped before launchcoin (obvious infra play) but most were too busy bidding dupe bonkfun eco pumping, most not looking at the infra bet. right now is the best time to lock in and find opportunities that most are missing. i saw that GP was up 200% or smth at 0.2-0.29 range, no mention on GP except a few smaller accounts. DD done swiftly and bet with size as volume continued to grow on also helps being active in @UnidentifiedDao and gcs as I saw like every 1 in 50 CAs being shared were bonk tokens. helps build a thesis. some narratives i like: - ai x robotics - VLAs - CLOB wars tl;dr: keep clicking.
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