PolyAgentAI ($Poly)

this isn't hard

HYPE BTC PUMP and eventually POLY

All the signs are pointing towards DeAI, DeFAI, and PredictionAI szn

- @Google partners with @eigenlayer for Agent Payments Protocol (AP2)
- @ethereum announced dAI team, supporting Web3 AI builders
- @base working on $BASE token + Base x Solana bridge
- @Kalshi announced @KalshiEco supporting builders, creators, traders
- @Polymarket teasing $POLY
- @sportstensor positioning to be the liquidity layer on Polymarket
- @sire_agent becomes market maker for Kalshi (incoming vault product)
- @flock_io launched API platform, democratizing Flock's capabilities
- @FractionAI_xyz DeFAI agent competition with prediction mechanics
- @TalusNetwork debuted Agents v Agents prediction games
- @gizatechxyz blasted through $2B agentic volume
- @Almanak__ >$65M in AI Tokenized Vaults TVL (excl. Pendle strats)
- @Cod3xOrg found early PMF with trading co-pilot (full launch incoming)
- @aion5100 announced @futuredotfun Stage One - Scouter

What did we learn here?
- Google's AP2 allows agents to buy goods/services on your behalf using Eigen's verifiability as the proof + stablecoin as the payment (instant settlement) ➔ tl;dr agentic economy coming on-chain + more AI talents using blockchain + we'll see more autonomous DeFAI, trading, prediction agents in the future

- Ethereum doubling down on Web3 AI supporting agentic economy, improving decentralized AI stack across the board. Verifiability, transparency, and on-chain agents are among the top verticals that were emphasized

- Cross-chain interoperability between the top 2 ecosystems (Base & Solana) will enhance liquidity across chains. Base will likely see significant short-term impact due to $BASE catalyst/speculation (same ol' interact with Top Base eco protocols to get future $BASE airdrop)

- Prediction markets are rapidly scaling, spurred by mainstream adoption (demand side) + increase in prediction market builders. Kalshi doubling down on Kalshi Ecosystem support further fuel the flywheel. Competition between Polymarket & Kalshi intensifies (volume gap is closing between the two)

- AI/ML Prediction Intelligence is getting close to productization as seen by demand from Polymarket, Kalshi, and other prediction markets. We'll see more AI-enabled applications/agents + AI intelligence getting refined as prediction markets scale (more data ➙ more signals ➙ faster flywheel)

- Fully autonomous financial agents + infrastructure that scale them have found their PMFs. $1B+ managed by AI won't be a pipe dream anymore (highly likely it happens in 2026).

Everything is pointing towards Web3 x AI x Defi x Prediction

(oh yeah, and there's DePIN/DePAI wave that's just starting)

And you're bearish?

ngmi

Projects that can go beyond CT.

Pendle
Aave
Pumpfun
Anichess
Prediction markets (Polymarket, Lashi, Limitless, Football fun)
Hyperliquid (by extension, Fogo, Lighter, Aster or any Perp DEX that nails it)
zk infra (Succint, Boundless and Cysic)
Caldera

If you pay close attention, you'd see that the projects mentioned here solve some real life issues at scale.

Verified TAM = Huge upside potential

Adoption is only a matter of time.

你品，你们细品

做了polymarket的人有福的概率越来也大了

Elmo recommends farming polymarket airdrop if you aren’t already

$POLY is one to not be faded, already valued at $10B in private markets

been doing volume on Polymarket these past months as side hobby

(taking money from degens is simply too fun and easy on there)

but ramping it up now since its clear they will TGE

and the more activity/volume, the bigger token allocation Elmo gets

this will undoubtedly be a massive wealth generation event for crypto natives

potentially $hype tier

Elmo personally expects a 5-6 fig cook on this one

thesis: prediction markets are one of crypto’s most exciting mainstream apps to emerge from this cycle

but its still very early innings

much innovation (and therefore upside) left to be had

no need to midcurve this, polymarket is clear market leader here, simply farm and profit

cope will be biblical from sidelineooors

*revisiting this tweet Q1/Q2 2026*

Elmo recommends farming polymarket airdrop if you aren’t already

$POLY is one to not be faded, already valued at $10B in private markets

been doing volume on Polymarket these past months as side hobby

(taking money from degens is simply too fun and easy on there)

but ramping it up now since its clear they will TGE

and the more activity/volume, the bigger token allocation Elmo gets

this will undoubtedly be a massive wealth generation event for crypto natives

potentially $hype tier

Elmo personally expects a 5-6 fig cook on this one

thesis: prediction markets are one of crypto’s most exciting mainstream apps to emerge from this cycle

but its still very early innings

much innovation (and therefore upside) left to be had

no need to midcurve this, polymarket is clear market leader here, simply farm and profit

cope will be biblical from sidelineooors

*revisiting this tweet Q1/Q2 2026*

Elmo recommends farming polymarket airdrop if you aren’t already

$POLY is one to not be faded, already valued at $10B in private markets

been doing volume on Polymarket these past months as side hobby

(taking money from degens is simply too fun and easy on there)

but ramping it up now since its clear they will TGE

and the more activity/volume, the bigger token allocation Elmo gets

this will undoubtedly be a massive wealth generation event for crypto natives

potentially $hype tier

thesis: prediction markets are one of crypto’s most popular mainstream apps

but its still very early innings

much innovation (and therefore upside) left to be had

no need to midcurve this, polymarket is clear market leader here, simply farm and profit

cope will be biblical from sidelineooors

will revisit this tweet Q1/Q2 2026

$POLY airdrop Q2 2026

最近 Polymarket 为了应对 Kalshi 的竞争，推出了 Polymarket Builders 发展生态

看了下 Polymarket Builders 附属的项目里有不少其实都是围绕 Polymarket 做第三方代理交易，TG Bots、交易终端都属于这类。代理交易的商业模式很清晰，从交易中抽税，且轻量化。根据费用地址或者 Vault 地址可以对这些代理交易的项目进行识别，基本方法跟 Meme 交易终端差不多

总的来看，目前已上线的代理交易项目所占 Polymarket 的日交易量不足 1%，还是非常小众和早期。当然个人觉得，预测市场跟 Meme 交易还是有很大不同，对速度追求和响应都没有那么高，那对于使用这些代理交易 Bots/Terminals 的核心诉求还是要打个问号

矮个子里拔高个，从现有的 Polymarkets 代理来看，Polycule 的交易量份额还是最多的，最近币价也比较好，但是对其后续发展选择自己去造一个预测市场，而不是选择在 Polymarket 继续深造的决定还是不太理解；Flipr 的杠杆交易在前一段时间还是占领了近一半的市场份额，但后面被质疑与其他 Rug 项目相关，也因此遭受了一波剧烈抛售

另外值得一提的是，在 Polymarket 这些代理交易项目中，对费用的初始收取比例和收取的方式差异较大，比如 Predictify 只对开仓收取费用，为 0.6%；Polycule 只对平仓赎回收取费用，为 0.5%；okbet 最贵，开仓平仓都各收费 1%，一笔完整的交易就是 2%。Stand trade、Betmoar 和 Flipr 等都没开收费，因此前二者暂时无法进行用户识别，Flipr 则只能依靠杠杆 Vault 去识别交易用户，这可能会导致部分的非杠杆交易漏算

数据：

One day a fed chair is gonna cash out on polymarket