0xWeiler
@0xWeiler
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Research Analyst @MessariCrypto | Prediction Markets, DeFi, Interop. | prev. @PwC Digital Assets
Joined January 2022
1/ @humafinance's permissionless lending product Huma 2.0 has received $50 million in USDC since its launch on April 9. Depositors choose between: ▪ Classic Mode (PST): USDC yield + Feather rewards ▪ Maxi Mode (mPST): Feather rewards only, at higher multipliers Here’s how
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Question for @dozenrose: - For the same event covered by @Kalshi & @Polymarket, how will @Google report on odds (i.e., OI-based weighting, volume-based, etc.)? Current odds for J.D. Vance, Republican Presidential Nominee 2028 = YES: - Polymarket = 60% - Kalshi = 53%
Prediction markets data from @Kalshi & @Polymarket means you can ask questions about future events to see current probabilities in the market and how they’ve changed over time.
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🚨 Opinion Labs is the 3rd Pred. Market to surpass $700M of Trading Volume in 1 week. Week of Oct. 27, 2025 (Notional Vol.): 1. @Kalshi - $1.26B 2. @Polymarket - $1.11B 3. @opinionlabsxyz - $748.8M This comes on the heels of Opinion opening their Pred. Market to the public on
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Was great to join @iotex_io on Wednesday to talk about how their shift to building Real-World AI infra could fill a major gap in today’s AI stack ➡️ connecting real-world data from DePIN nodes to AI agents. I went into detail on this PMF in my recent Pulse report for IoTeX,
messari.io
Real-world AI needs verified data from devices and sensors, and IoTeX is building the infrastructure to supply it.
AI needs verified, real-world data. in @MessariCrypto's new research, analyst @0xWeiler explains how IoTeX is closing that gap by connecting DePIN nodes to AI agents through ioID, Quicksilver, and Realms. watch the clip ↓
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join @MessariCrypto, @0G_labs, @CoinMarketCap, @Cointelegraph & IoTeX as we debate how Real-World AI will redefine crypto, data, and even our lives. featuring @LRajeckyte @vargs_g @0xWeiler @larrypang @polinochkaoops
https://t.co/O0IBnnv4k1
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Come check out the X spaces on Wednesday at 1pm EST, where we discuss recent advancements in Real-World AI I'll elaborate on my last @iotex_io Pulse report on @MessariCrypto too https://t.co/ww7XMfHoOn
messari.io
Real-world AI needs verified data from devices and sensors, and IoTeX is building the infrastructure to supply it.
the line between AI and the real-world is disappearing fast. join @MessariCrypto, @0G_labs, @CoinMarketCap, @Cointelegraph & IoTeX as we debate how Real-World AI will redefine crypto, data, and even our lives. set a reminder for wednesday at 1pm EST: https://t.co/O0IBnnv4k1
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5/ The arms race will lead to a better product for users in the long-term. Read my full newsletter diving deeper on @MessariCrypto:
messari.io
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4/ 🏒 The amount of ppl I know personally that watch hockey, dgaf about PMs, but I can see gaining significant interest in PMs is a high %
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3/ Yesterday, the @NHL signed licensing deals with both Kalshi and Polymarket, the first major U.S. league to back prediction markets. Kalshi and Polymarket can now run NHL-branded markets & will get visibility during league broadcasts (regular season, Stanley Cup playoffs,
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2/ Both teams funding has been insane. - @Kalshi raised $185M in June and another $300M in October - @Polymarket closed a $2B round from ICE (parent of the NYSE) this month. But valuations are running hot as Polymarket’s reportedly eyeing $12–15B, up from $1B in June. It’s
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1/ 🧠📈Prediction markets (PMs) are in a full-on arms race. In October: - @Polymarket has recorded $1.9B in notional volume - @Kalshi is right behind at $1.8B Both paced at $45B+ annualized. This battle for PM supremacy is driving real product improvements & bringing PMs into
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My favorite sports league & my favorite sector are partnering...brings a tear to my eye 🥹🥲 🏒 the @NHL just became the first major U.S. sports league to ink multiyear licensing deals with prediction market platforms @Polymarket and @Kalshi. Now they have the firepower to
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Kalshi pushing towards crypto-native adoption even more. Prediction Markets are now on @JupiterExchange powered by @Kalshi liquidity - 1st market launched in beta w/ 1k position max contracts on Mexico Grand Prix
Max Verstappen, or Lando Norris? Oscar Piastri or George Russell? Jupiter’s first ever Prediction Market is now LIVE (in beta). Powered by @Kalshi liquidity, you can trade on the F1 Mexico Grand Prix Winner 👇
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Kalshi CEO @mansourtarek_ recently shared his thoughts on where Prediction Markets are heading. Here are the key takeaways: - @Kalshi processed $3.1B in Sept’25 (~$37.2B annualized), with the activity increase led primarily by the NFL season. - Today ~80–90% of current vol.
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so you’re saying it’s now that much easier to trade my favourite markets on @Polymarket?! but seriously, this will improve PM trading significantly. big moves being made
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kalshi coming onchain step by step first step: data
The odds are now onchain 🎯 @Kalshi, one of the top prediction market platforms, is bringing their prediction market data to blockchains through Pyth. Now builders can create perps, derivatives, and new products using real-time odds on: - Elections - Fed decisions -
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Kalshi = $2B post-money val. in June after Series C. 6 months later, Polymarket = $9B post-money val. after $ICE's $2B bag. TradFi saying something or...
Markets on everything. We’re proud to announce that $ICE, the owner of @NYSE and the largest exchange company in the world, is making a strategic investment of $2 billion into Polymarket, valuing us at $9 billion post-money. Our partnership with ICE marks a major step in
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Moderated the PayFi Ecosystem panel at the PayFi Summit #TOKEN2049 in Singapore this week with @humafinance, @circle, and @SolanaFndn 🔥 Key takeaways 👇 • Circle is targeting expansion into 180+ countries to increase $USDC adoption for institutional cross-border payments. •
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