While we're losing the money in ICOs, The VCs like: Hashed Animoca Paradigm Coinbase Multicoin Polychain Binance Labs Has made ~563 times their initial investment.

Branding for Polyshares 📈

We have a lot of problems in Web3. Countless companies lowering the barrier to ICO/TGE. Countless products that BEG founders to launch tokens, extract, farm volume and then move on. Sustainability, onchain value and adverse selection are the problems we should be solving.

I’m back in SF. Forgot how stunning it is. Memories don’t do it justice.

Web3 has a token virus. It’s a devil on the shoulder of founders, whispering… “We’ll get team tokens!” “We hired KOLs! They’ll pump it!” “If memecoins can pump, the we can too!” And their communities encourage these builders… “We’ll get an airdrop!” “We can farm incentives!” “We can trade the chart!” Both parties are going about it the wrong way. We need a change.

They grow up so fast 🥹 Happy birthday @solana

What is the “right way” to tokenize Web2? We’ve conducted deep dives with hundreds of founders, VCs and investors. The solution that emerged is the core of @Polyshares_ It’s legally, technically and structurally unique to any product/launchpad/mechanism on the market. If we want to onboard the most high potential companies to Web3—the model needs to change.

Been heads down building for 5 months Stay tuned.

Crypto will break down barriers around fundraising and capital formation next. Reducing friction around fundraising will increase the number of startups in the world, accelerating progress. Every entrepreneur knows how time consuming (and expensive) fundraising can be.

If you want to be an innovator, you have to be comfortable looking stupid for a long time. You’re going to piss some people off and you’re going to get a lot of nos. That’s the only way to start having valuable breakthroughs.

Luca just talked about revenue sharing “I have a dream that we can benefit our core holder base.” Luca wants to IPO @pudgypenguins and the whole Igloo organization. Revenue sharing for holders could become very real If the crypto bill passes and the floodgates open, this could align everybody in a way that has never been done before 👀

NYSE invests in OKX at a $25B valuation. Token FDV: $1.6B. Another example of token holders not getting what they deserve. Tokens need to become onchain equity asap, or we’re doomed.

entered 2026 and while the markets are slow, i've had time to reach out and speak with teams building in prediction markets a lot of projects grinding through 2024-25 are still here, still shipping (also happy to have referred some of these legends to nitro) some things i'm tracking: > @polysights_: AI-powered polymarket analytics. 30 custom metrics, arbitrage detection across markets, AI summaries via Vertex AI/Gemini. includes "Beta Insider Finder" for unusual wallet tracking real-time news feeds. basically the bloomberg terminal for prediction markets. > @Inframarkets: energy & power prediction markets on Solana. trade ERCOT LMP, PJM capacity, natural gas prices, weather events, BTC hashrate. first protocol making real-world commodity volatility tradable onchain and settles in USDC. > @almanac_market: solves early-horizon accuracy in prediction markets. rewards traders for being right early via time-weighted scoring. traditional PMs drift toward 50% until final hours and almanac gives signal when decisions actually need to be made. consistency premiums for sustained accuracy. > @Forkast : esports prediction markets integrated into livestreams. partnered with Arbitrum (250ms blocks) GRID (official esports data oracle). streamers launch custom markets for audiences in real-time. watch CS2/Valorant, trade outcomes live, all in one app. > polyshares (coming soon) : tokenizes private company equity loyalty programs on @solana. companies issue "Company Coins" via foundation entities holding shares. tokens have business utility (redeemable benefits) economic rights (buybacks, distributions). unlocks $100T trapped in private markets for web2 companies. > @forumdotmarket: attention markets for entertainment, politics, trends. aggregates search, social, streaming data into tradable indices. trade attention itself just like you would trade commodities. validates the thesis that cultural relevance is a tradable asset class. > @Polygun_ : telegram bot for polymarket. copy trade top wallets automatically, instant mobile execution, gas-free trading, limit orders real-time PnL. also has AI probability modeling and volume spike alerts. turns PM trading from browser friction into telegram-native speed. > @omina_bot: telegram terminal for kalshi. mobile-first kalshi trading interface built for telegram. instant execution, market discovery, portfolio tracking. brings kalshi prediction markets to mobile via chat interface. > @HyperOddX: leveraged prediction markets. offers up to 20x leverage on politics, sports, crypto, stocks, weather. turns $100 into $2,000 market exposure. currently in testnet, launching soon.