Turning markets that price the future into capital markets layer on @solana Stay Liquid π Early access β t.me/cuspfi
Joined February 2026
- Tweets 205
- Following 12
- Followers 349
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24 Photos and videos
Cusp (π, β‘) retweeted
Jun 12
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Cusp (π, β‘) retweeted
Jun 12
from conviction to capital, stay liquidπ
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Jun 9
Borrowing against prediction market positions is going to be a huge unlock π―
event-driven positions need clear risk, credit, liquidation, and settlement Infra before they can become real collateral.
CUSP is building that layer.
Stay liquid π
Jun 8
borrowing on PM positions definitely super exciting area
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Cusp (π, β‘) retweeted
May 29
First came the prediction markets
Now comes the capital layer
CUSP unlocks the liquidity trapped inside prediction market positions on @solana
Join early π
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Jun 8
Prediction markets, by the numbers:
2024: $16B traded
2025: $64B traded
2026: ~$240B projected
2030: ~$1 TRILLION (Bernstein)
Kalshi: $11B β $22B valuation in 4 months
Polymarket: $350M β $15B in 2 years
The fastest-growing corner of finance.
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Jun 5
For those wondering what's next β we're building Cusp. The capital markets layer for prediction market assets on solana
Jun 5
For those who are wondering what Iβm doing next, Iβm building open source software on solana
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Jun 4
Exactly
The unlock is not just making PM positions borrowable.
It is making them financeable at scale.
Risk metadata, dynamic LTVs, vault underwriting, liquidation paths, and settlement-aware collateral.
As PM prop desks scale, this becomes core market infrastructure.
Would love to compare notes.
Jun 4
there is a billion dollar opportunity in creating a token standard for prediction market positions that plugs into DeFi liquidity pools and enables lending/borrowing against PM shares
the core problem: PM positions go to zero at resolution so no lender touches them. a standard that wraps positions with risk metadata (probability, time to resolution, volatility) lets lending protocols price binary risk dynamically instead of avoiding it
connect this to the wave of prop firms emerging to fund PM traders
a lot of them will need infrastructure to extend capital against trader portfolios and manage binary resolution risk at scale
that infrastructure doesn't exist yet and the demand side is already forming. the supply side is wide open.
putting this out there for whoever wants to build it
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Cusp (π, β‘) retweeted
May 28
Everyone is watching prediction markets grow
almost nobody is watching the tools that turn locked positions into usable capital
Join the waitlist π
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Cusp (π, β‘) retweeted
May 30
It is time to understand this
Prediction markets need a capital layer
CUSP π Be Liquid
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Prediction Market volume (May 2026):
π₯- 1. @Kalshi - $17.9B (58%)
π₯- 2. @Polymarket - $8.8B (28%)
π₯- 3. @trylimitless - $1.7B (6%)
4. @predictdotfun - $1.1B (4%)
5. @opinionlabsxyz - $0.7B (2%)
6. Other - $0.9B (3%)
Key observation:
- Kalshi captured 58% of May volume, back-to-back months of majority share, and 9 straight months leading the category. The gap continues to widen.
Other insights:
- Sports Exotics (Kalshi's combo/parlay product) combined for $15.3B, or 85% of Kalshi's monthly total. Crypto held as the #2 Kalshi category at $2.0B (11%).
- Polymarket volume fell 13% MoM to $8.8B, its 2nd straight monthly decline. Polymarket US grew from $1.2B to $1.7B, so the drop is entirely on the DeFi International side. Likely due to a mix of:
- fewer sports games as NHL/NBA seasons wind down
- growing user frustration with market resolutions
- Polymarket will bounce back, but stabilizing DeFi International has to be the priority. The US platform is doing its job.
- Limitless grew 3% MoM to $1.7B, edging out PredictDotFun ($1.1B, -29% MoM) for the #3 platform spot.
- @HyperliquidX (not pictured) hit $92M in its first month. Strong debut, and I expect it to take big leap in market share over the coming months.
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Jun 1
I don't know why you need this information, but this is the aerodynamics of locked prediction capital learning how to move
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Cusp (π, β‘) retweeted
Jun 1
.@usecusp featured in @superteam win report
Stay liquid π
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May 31
Believe in @superteam and @SuperteamIN
May 30
superteam is here to be your first believer
locally rooted teams are best placed to identify promising (but unproven) founders and builders
and will support you with resources, raising first capital, and community (membership)
just show up with your best pow!
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May 29
What's on YOUR mind?
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Cusp (π, β‘) retweeted
May 29
Liquidity is arriving in prediction markets
Liquidity β tighter spreads β bigger trades β better pricing β stronger collateral β more capital
That is the flywheel
CUSP is building the DeFi capital layer that turns prediction positions into usable liquidity
May 29
Prediction markets are emerging as a distinct asset class, pricing probabilities on events that traditional markets don't capture cleanly
Wintermute is now providing liquidity on event contracts across leading venues
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