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Market Analysis
Deep dives into crypto markets, trends, token economics, industry shifts, and investment narratives shaping Web3.
News4 min read
Cboe Launches Prediction Market Platform to Challenge Kalshi and Polymarket
Cboe has launched Cboe Predicts, a new prediction market suite featuring binary options tied to the S&P 500. The move positions the exchange as a direct competitor to Kalshi and Polymarket as demand for outcome-based trading products continues to surge.
Article9 min read
Is Distribution Everything? The War for Margins in Crypto
A deep dive into how Coinbase, Stripe, and Kraken are reclaiming margins by owning infrastructure instead of renting it. The battle for value capture is shifting from protocols to distribution, while multi-chain protocols like Morpho and Uniswap fight to remain indispensable.
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