Prediction markets deep research! @zscdao active member Undervalued markets degen! https://xitter.cf/t.co/tSUju5i1lD

Joined July 2021
TRENDING: Divvy - a crypto betting project that deserves more attention from football bettors One more reason = Season 2 of Tournament with 25K prise pool I have been exploring @DivvyBet and one feature is especially interesting to me. As someone who regularly bets on football, my favorite feature on Divvy is Asian Handicaps. You can find lines such as: > -0.25 > -0.75 > -1 > -1.25 > +0.25 > +0.75 > +1 > +1.25 These markets are still very rare on crypto betting platforms. They are useful for people who want to manage risk instead of simply betting on which team will win. A quarter Asian Handicap automatically splits one bet between two nearby handicap lines. For example: -0.75 = half of your stake on -0.5 and half on -1 If your team wins by exactly one goal: > The -0.5 half wins > The -1 half is refunded If your team wins by two or more goals both halves win. Whole Asian Handicap lines are even simpler. With Asian Handicap -1: > Win by two or more goals = bet wins > Win by exactly one goal = bet refunded > Draw or lose = bet loses With Asian Handicap +1: > Win or draw = bet wins > Lose by exactly one goal = bet refunded > Lose by two or more goals = bet loses This gives bettors more control over risk than a standard European Handicap. It can also help create more balanced parlays. Divvy Season 2: The Arena is also live. The campaign runs until January 9, 2027 and offers $25000 in prizes: > $22000 for the final leaderboard > $500 raffle draws every two weeks > Every 25 Arena Points gives you one raffle entry To qualify for leaderboard and raffle rewards, users must place at least $10 in qualifying wagers. Arena Points can be earned in several ways: > Sportsbook: 1 point for every $1 wagered > Featured sports matches: 2x wagering points > Hi/Lo: 3 points for every $1 wagered > Champions: 1 point for every $1 minted > Approved referral: 10 points > Weekly social task: 25 points Users can also receive bonus points based on their weekly net profit from settled bets. Featured sports matches are especially interesting for sportsbook users because they give twice as many wagering points: $10 on a regular match = 10 points $10 on a Featured Match = 20 points The 2x multiplier only applies to eligible single bets. Parlays do not receive this multiplier. For football bettors, Featured Matches may offer the best balance between earning Arena Points and keeping betting risk under control. Link to platform in comments!
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TRENDING: LandSpace Pre IPO one of the most interesting private space opportunities in China. LandSpace is one of China leading private rocket companies and is developing the Zhuque-3 reusable methane rocket, a platform designed to compete in the next generation of lower-cost commercial launch. Why I like this opportunity: > LandSpace is not just another early stage space startup. > The company already has real orbital launch experience and is actively testing reusable rocket technology. > Its longterm goal is simple but extremely valuable. Build a reusable launch system that can dramatically reduce cost per launch. That is the core thesis. Today launch economics are still heavily constrained by the fact that rockets are expensive assets. If LandSpace can successfully move toward: > launch > recover > refurbish > relaunch the business model changes completely. Instead of building a new first stage for every mission, one booster can potentially generate revenue multiple times. That can improve: > launch economics > margins > launch cadence > competitiveness > and significantly increase the value of the company. Another major advantage is the market itself. China is preparing to deploy massive low Earth orbit satellite constellations. That means the country will need: more satellites more launches more launch providers lower launch costs much higher annual launch capacity LandSpace is positioned directly inside this structural demand. This is not only a bet on rockets. It is a bet on the growth of the entire Chinese commercial space ecosystem. The company Zhuque-3 is especially important. It uses methane and liquid oxygen, a combination well suited for reusable launch systems because methane burns cleaner and can simplify refurbishment compared with some traditional rocket fuels. If Zhuque-3 proves reliable reuse and begins launching frequently, LandSpace could become one of the few Chinese private companies with a credible reusable launch platform. That is where the biggest rerating can happen. Another strong point that LandSpace already has commercial launch contracts. That matters because future revenue does not depend only on speculative demand. The company is already building relationships with constellation operators and other customers that need launch capacity. The bigger opportunity comes from scale. If launch cadence evolves from only a few missions per year to: 10+ launches 20+ launches eventually much more revenue can increase dramatically while fixed engineering and infrastructure costs are spread across more missions. This creates very strong operating leverage if execution works. The pre IPO terms are also interesting: Entry valuation: RMB38B / $5.66B Expected IPO valuation: RMB75B Expected IPO: Q1 2027 That means the expected IPO valuation is almost: 2x the current entry valuation. If LandSpace lists around RMB75B, the theoretical gross upside from the current entry is close to +97% before fees, dilution and any lock up considerations. And the upside can become much larger if the public market assigns LandSpace a strategic premium. The bull case is based on several catalysts working together: > Successful Zhuque-3 reuse > First real booster reflight > Higher launch cadence > Growing Chinese LEO constellations > More commercial launch contracts > Lower cost per launch > Improving economics from reusability > Strong government support for domestic commercial space Main risks: Current financials are still weak. LandSpace is burning significant capital and remains far from profitability. Rocket development is extremely difficult. One major technical failure can delay the roadmap by many months and require expensive redesigns. Reuse is not yet economically proven. A successful landing alone does not guarantee cheap refurbishment or reliable repeated flights. IPO valuation is only an expectation. RMB75B is not guaranteed. A weaker market or technical setback could result in a lower valuation. Dilution can remain significant. Space companies require enormous amounts of capital for R&D, manufacturing and infrastructure. Launch approvals, infrastructure, contracts and the broader Chinese commercial space ecosystem remain closely connected to state policy. Summary: For me LandSpace is one of the most interesting high risk and high upside pre IPO opportunities right now. The current business does not justify the valuation on traditional financial metrics. But that is not what investors are buying. They are buying the probability that LandSpace becomes one of China leading reusable launch providers. If Zhuque-3 proves reliable reuse and China LEO constellation buildout accelerates, the current RMB38B entry valuation could look very different several years from now. Available through OwnitMarkets. Link in comments!
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JUST IN: Express Bet Challenge #31 and #32 #31 > Freiburg +1.5 at 66c / 1.52 > Lazio +1.5 at 69c / 1.45 > Lorient +1.5 at 77c / 1.30 > Parlay odds: 2.85 1) Freiburg +1.5 Why I like it: > Freiburg entered this game chasing a tenth straight match without defeat > The pick wins with a Freiburg draw or a one goal defeat > Leverkusen played in Europe on Thursday, reducing their recovery time > Leverkusen can win without covering the handicap 2) Lazio +1.5 Why I like it: > Lazio arrive with enough form to stay competitive in Turin > Juventus returned from Vigo at around 4:30 AM after their midweek game > Juventus are missing several options, including Yildiz, Thuram and Locatelli > Lazio can lose by one goal and the pick still lands 3) Lorient +1.5 Why I like it: > Lorient won the last two meetings with Monaco by a 3-1 score > Monaco had a Thursday European fixture and a short turnaround > Lorient have improved and already proved they can hurt Monaco > Monaco must win by at least two goals to beat this line # 32 > Manchester United NO at 68c / 1.47 > Bayer Leverkusen vs Freiburg BTTS at 64c / 1.56 > Borussia Monchengladbach vs Hoffenheim BTTS at 70c / 1.43 > Parlay odds: 3.28 1) Manchester United NO Why I like it: > Manchester United have only one league win in their last six matches > They entered this fixture winless in five games across all competitions > Ugarte is out, while Shaw, Mainoo and Sesko had availability concerns > Leeds are at home and a draw is enough for this NO pick 2) Bayer Leverkusen vs Freiburg BTTS Why I like it: > Leverkusen are chasing a fifth straight victory and carry strong attacking momentum > Freiburg entered the weekend on a nine match unbeaten run > Both teams played in Europe on Thursday, which can reduce defensive sharpness > Freiburg only need one successful transition or set piece for BTTS 3) Borussia Monchengladbach vs Hoffenheim BTTS Why I like it: > Hoffenheim are the away favorite, supporting their chance of scoring > Gladbach have four wins and one draw in the last five home meetings with Hoffenheim > Gladbach started with zero points from five games and cannot afford to sit back > Over 3.5 was priced near an even chance, pointing to an open match Summary: # 31 Freiburg +1.5 at 66c / 1.52 + Lazio +1.5 at 69c / 1.45 + Lorient +1.5 at 77c / 1.30 > Parlay odds: 2.85 # 32 Manchester United NO at 68c / 1.47 + Bayer Leverkusen vs Freiburg BTTS at 64c / 1.56 + Borussia Monchengladbach vs Hoffenheim BTTS at 70c / 1.43 > Parlay odds: 3.28 Good luck to ALL! NFA + DYOR @PolymarketTrade @PolymarketSport
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JUST IN: Sunday best football statistical undervalued picks! My best picks shortlist: > Bayer Leverkusen vs Freiburg Total corners Over 8.5 for 63c / 1.59 > Borussia Monchengladbach vs Hoffenheim Total corners Over 9.5 for 57c / 1.75 > Osasuna vs Racing Santander Both Teams to Score YES for 62c / 1.61 > Malaga vs Real Sociedad Total corners Over 9.5 for 52c / 1.92 > Juventus vs Lazio Total corners Over 8.5 for 63c / 1.59 # SingleBets 107 - 111 1) Bayer Leverkusen vs Freiburg - Total corners Over 8.5 Why I like it: > Leverkusen are producing around 8 team corners per match in the current Bundesliga sample > Their matches are averaging above 11 total corners, while their home corner production has been even stronger > Freiburg are not a passive underdog and have one of the strongest underlying attacking profiles in the league > Both teams are generating more than 2 xG per match, which supports sustained attacking pressure and repeated final third entries > If Freiburg score first Leverkusen already strong corner production should increase considerably 2) Borussia Monchengladbach vs Hoffenheim - Total corners Over 9.5 Why I like it: > Gladbach matches are currently producing around 12 total corners per game > Hoffenheim are running at almost the same level, close to 12 corners per match > Both teams are generating more than 6.5 team corners per game > Gladbach have seen Over 9.5 corners land in around 80% of their current Bundesliga matches > Hoffenheim current Over 9.5 corner rate is even stronger > Both defences are allowing plenty of shots and dangerous attacking sequences, which keeps corner production high at both ends 3) Osasuna vs Racing Santander - Both Teams to Score YES Why I like it: > Racing matches have been extremely open, with the team scoring around 1.6 goals per game but conceding approximately 3 > Racing current defensive process is vulnerable and regularly gives opponents enough chances to score > Osasuna have home advantage and should create opportunities against a Racing defence that struggles to control opposition pressure > Racing themselves have the stronger attacking production of the two sides and enough quality to punish Osasuna in transition > Racing have also been involved in a very high percentage of matches going Over 2.5 goals > The likely game script is much more suitable for a 1:1, 2:1 or 2:2 type of result than a comfortable clean sheet win for either side > At 62c BTTS gives us a cleaner angle than trying to predict the winner of a very difficult 1X2 market 4) Malaga vs Real Sociedad - Total corners Over 9.5 Why I like it: > Malaga matches are currently producing more than 10.5 total corners per game > Real Sociedad are running above 12 total corners per match > Sociedad themselves are averaging more than 7 team corners > The current Over 9.5 corner hit rates are approximately 75% for Malaga and close to 88% for Sociedad > Malaga are likely to spend significant periods defending, but they still generate enough home corner volume to contribute > If Malaga score first Sociedad should produce sustained pressure and a very strong second half corner profile 5) Juventus vs Lazio - Total corners Over 8.5 Why I like it: > Juventus are producing an exceptional corner profile, averaging around 8.5 team corners per game > Juventus matches are currently running above 11 total corners on average > Lazio are capable of contributing their own corner volume rather than simply defending for 90 minutes > Juventus should control more territory at home, but Lazio strong current form makes a completely one sided game unlikely > If Lazio score first, Juventus's already high attacking and corner volume should increase sharply > If Juventus score first, Lazio will have to become more aggressive and contribute from their side Summary: Bayer Leverkusen vs Freiburg Total corners Over 8.5 for 63c / 1.59 Borussia Monchengladbach vs Hoffenheim Total corners Over 9.5 for 57c / 1.75 Osasuna vs Racing Santander Both Teams to Score YES for 62c / 1.61 Malaga vs Real Sociedad Total corners Over 9.5 for 52c / 1.92 Juventus vs Lazio Total corners Over 8.5 for 63c / 1.59 Good luck to ALL! NFA + DYOR @PolymarketTrade @PolymarketSport
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JUST IN: Express Bet Challenge #30 > Liverpool NO at 66c / 1.52 > Hamburg +1.5 at 68c / 1.47 > Werder Bremen ML at 55c / 1.82 > RB Leipzig +3.5 at 70c / 1.43 > Schalke +1.5 at 79c / 1.27 > Parlay odds: 7.33 1) Liverpool NO Why I like it: > Brentford remain unbeaten after their first six Premier League matches > Liverpool lost their last league game 3-0 at home to Manchester City > The Reds played a wild 6-3 Champions League match less than 72 hours before this fixture > Liverpool plan to rotate again, while Brentford can punish changes with their organised defensive shape and counterattacks 2) Hamburg +1.5 Why I like it: > Hamburg have won their last two Bundesliga matches > The teams are level on six points after five league games > Stuttgart have not shown enough consistency to justify a two goal away victory > Hamburg can draw or lose by one goal and this selection still lands 3) Werder Bremen ML Why I like it: > Werder are unbeaten in four consecutive Bundesliga matches > The hosts can move into the European places with another victory > Paderborn are a newly promoted side and arrive after a league defeat > Werder have home advantage and can control possession against a team likely to defend in a deeper block 4) RB Leipzig +3.5 Why I like it: > Bayern have drawn their last two matches against Augsburg and Viking > The hosts conceded five goals across those two games > Leipzig arrive after beating Frankfurt 6-0 and PSV 1-0 > Bayern must win by at least four goals to beat this line, giving Leipzig a huge margin for error 5) Schalke +1.5 Why I like it: > Mainz have conceded ten goals across their last three Bundesliga matches > Schalke are competitive at home and sit only two points behind Mainz > Mainz goalkeeper Robin Zentner is a fitness doubt, adding uncertainty to an already struggling defence > Schalke can draw or lose by one goal without losing this selection Summary: Liverpool NO at 66c / 1.52 + Hamburg +1.5 at 68c / 1.47 + Werder Bremen ML at 55c / 1.82 + RB Leipzig +3.5 at 70c / 1.43 + Schalke +1.5 at 79c / 1.27 > Parlay odds: 7.33 Good luck to ALL! NFA + DYOR @PolymarketTrade @PolymarketSport
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JUST IN: Express Bet Challenge #29 > Man City ML at 79c / 1.27 > Villarreal ML at 69c / 1.45 > AS Roma ML at 63c / 1.59 > Parlay odds: 2.91 1) Man City ML Why I like it: > City have won all six of their Premier League matches this season > They return to the Etihad after an eight game winning run was ended by PSG in midweek > Ipswich have already conceded five goals away to Manchester United this season > City won the most recent league meeting 6-0, showing the major gap Ipswich must overcome 2) Villarreal ML Why I like it: > Villarreal have won three consecutive matches across all competitions > They beat Napoli 3-1 in midweek, creating another strong result against high level opposition > Elche sit 18th with only six points from their opening eight league games > Villarreal have home advantage, while Elche must contain a side that has scored three goals in three of its last four matches 3) AS Roma ML Why I like it: > Roma are unbeaten in Serie A with four wins and two draws from their first six matches > The hosts average 6.17 shots on target per league game compared with only 2.83 for Genoa > Genoa collected just one point from their first five league matches > Genoa are missing several players, including the two men responsible for all of their assists this season Summary: Man City ML at 79c / 1.27 + Villarreal ML at 69c / 1.45 + AS Roma ML at 63c / 1.59 > Parlay odds: 2.91 Good luck to ALL! NFA + DYOR @PolymarketTrade @PolymarketSport
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JUST IN: Saturday best European football statistical undervalued picks! My best picks shortlist: > Villarreal vs Elche Villarreal team corners Over 4.5 for 69c / 1.45 > Real Betis vs Barcelona Barcelona team corners Over 5.5 for 56c / 1.79 > Hamburger SV vs Stuttgart Total corners Over 8.5 for 69c / 1.45 > Elversberg vs Augsburg Total corners Over 8.5 for 68c / 1.47 > Schalke 04 vs Mainz 05 Total corners Over 8.5 for 62c / 1.61 > Mainz 05 Team corners Over 4.5 for 52c / 1.92 > RB Leipzig Team corners Over 3.5 for 42c / 2.38 > Bayern Munich vs RB Leipzig Total corners Over 9.5 for 67c / 1.49 # SingleBets 99 - 106 1) Villarreal vs Elche - Villarreal team corners Over 4.5 Why I like it: > Villarreal are generating around 6.8 team corners per match in the current LaLiga sample > Their attacking process is strong, with approximately 2.16 xG and almost 16 shots per game > Villarreal should control possession and territory against an Elche side expected to spend long periods defending > Wide attacks, crosses and blocked shots should create repeated corner opportunities > Only five Villarreal corners are required, clearly below their current production 2) Real Betis vs Barcelona - Barcelona team corners Over 5.5 Why I like it: > Barcelona are currently generating around 7.5 team corners per match > Betis are allowing approximately 7 opponent corners per game, one of the strongest matchup signals on this slate > Barcelona current attacking numbers are elite, with more than 3.5 xG and over 20 shots per match in the early season sample > Betis should struggle to prevent Barcelona from establishing sustained possession around their penalty area > Barcelona use of wide players creates frequent crosses, blocked shots and second phase attacks > 6 corners is a very reachable line in a matchup projecting significant Barcelona territorial dominance 3) Hamburger vs Stuttgart - Total corners Over 8.5 Why I like it: > Stuttgart matches are currently producing more than 12 total corners per game > Stuttgart themselves are generating around 6 team corners while also allowing significant opposition corner volume > HSV matches are running close to 9 total corners despite their weaker attacking numbers > Stuttgart aggressive attacking approach should force HSV into prolonged defensive phases > HSV at home should still contribute enough attacking sequences to avoid making this completely one sided 4) Elversberg vs Augsburg - Total corners Over 8.5 Why I like it: > Elversberg matches are producing around 10.5 - 11 total corners in the current sample > Augsburg are also playing in a very high corner environment, close to 12 total corners per match > Both teams have been allowing roughly 7 opposition corners per game > That defensive corner volume is especially important because we do not need either team to dominate individually > An early goal should make the game more open and increase attacks from the trailing side > Nine corners looks relatively conservative compared with the current profiles of both teams 5) Schalke vs Mainz - Total corners Over 8.5 Why I like it: > Schalke are allowing more than 7 opponent corners per game in the current Bundesliga sample > Mainz are generating approximately 5.5 team corners themselves > Both teams have seen Over 8.5 corners land at a very high rate in the early season sample > Mainz stronger attacking process should create sustained pressure against a Schalke defence allowing plenty of shots and final third entries > Schalke should still contribute at home, particularly if Mainz score first 6) Mainz - Team corners Over 4.5 Why I like it: > Mainz are averaging around 5.5 team corners per game > Schalke are conceding approximately 7.4 corners per match, which is one of the clearest opponent specific signals of the weekend > Mainz have a major attacking volume advantage, generating around 19 shots per game compared with roughly 10 for Schalke > Their current xG profile is also significantly stronger > If Schalke score first, Mainz should spend even more time attacking and pushing numbers forward > 5 Mainz corners at 52c offers much better risk/reward than the Mainz moneyline 7) RB Leipzig - Team corners Over 3.5 Why I like it: > Leipzig are generating around 6 team corners per match in their current Bundesliga sample > Four corners is therefore significantly below their normal production > Even against Bayern, Leipzig have enough transition speed and attacking quality to reach the final third repeatedly > Bayern expected territorial dominance may actually create more open transition situations when Leipzig recover possession > If Bayern score first, Leipzig will have to attack more aggressively rather than protect their defensive structure > At only 42c the market requires a relatively low hit probability for a line Leipzig can reach with just four corners 8) Bayern Munich vs Leipzig - Total corners Over 9.5 Why I like it: > Bayern are producing an extraordinary corner volume, around 9.5 team corners per match in the current sample > Bayern matches are averaging roughly 11.5 total corners > Leipzig also play in a high volume corner environment and have enough attacking quality to contribute themselves > Bayern should dominate territory at the Allianz Arena and create repeated pressure through wide attacks and blocked shots > Leipzig scoring first would dramatically increase Bayern already enormous attacking and corner volume > Bayern scoring first should force Leipzig to become more aggressive, which also helps the total Summary: Villarreal vs Elche Villarreal team corners Over 4.5 for 69c / 1.45 Real Betis vs Barcelona Barcelona team corners Over 5.5 for 56c / 1.79 Hamburger SV vs Stuttgart Total corners Over 8.5 for 69c / 1.45 Elversberg vs Augsburg Total corners Over 8.5 for 68c / 1.47 Schalke 04 vs Mainz 05 Total corners Over 8.5 for 62c / 1.61 Mainz 05 Team corners Over 4.5 for 52c / 1.92 RB Leipzig Team corners Over 3.5 for 42c / 2.38 Bayern Munich vs RB Leipzig Total corners Over 9.5 for 67c / 1.49 Good luck to ALL! NFA + DYOR @PolymarketTrade @PolymarketSport
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TRENDING: Deep-dive in $PRL (Pearl Research Labs) Why I believe $PRL could become one of the most interesting AI infrastructure investments! Most AI crypto projects are trying to build decentralized GPU marketplaces. But @prlnet is taking a completely different approach. Instead of simply renting computing power, Pearl is building a Layer 1 blockchain where GPU mining can be combined with useful AI computations. The idea is simple: > Bitcoin miners spend energy securing the network. > AI companies spend billions on GPU computing. > Pearl wants the same GPU workloads to help do BOTH. > This is called Proof of Useful Work (PoUW). And if Pearl manages to scale this technology, the implications for AI infrastructure could be massive. My investment thesis for $PRL: 1. A fundamentally different approach to Proof of Work Traditional PoW mining consumes enormous amounts of computational power without directly producing AI services. Pearl is trying to change that. GPUs perform mathematical operations used by AI models. Those computations can also participate in blockchain mining. Miners receive $PRL rewards. AI providers can potentially reduce inference costs. This could create a new economic model for GPU infrastructure. 2. A real partnership with Together AI This is probably one of the strongest arguments in favor of Pearl. Together AI has already integrated Pearl powered inference, including an endpoint offering over 25% lower pricing through mining subsidies. Why does this matter? Pearl is not just another AI whitepaper. Its technology has already reached a real AI infrastructure provider. There is a practical use case beyond token speculation. The next step is proving that this model works at scale. 3. An exceptionally strong scientific team Pearl was co founded by researchers including: Omri Weinstein - PhD from Princeton, specializing in algorithms and computational complexity. Ilan Komargodski - cryptography researcher and professor at Hebrew University. This matters because Pearl is trying to solve a genuinely difficult technical problem. Building a blockchain is one thing. Building a blockchain that securely combines consensus with useful AI computations is something completely different. 4. Strong institutional backing Pearl Research Labs has been associated with investors and supporters including: > Ribbit Capital > Lightspeed > Jibe > Prominent researchers and founders from the AI ecosystem Important distinction: backing the company does not necessarily mean these investors hold $PRL. Still this provides credibility, connections and potential access to major AI infrastructure players. 5. FP8 could become a major catalyst One of the most interesting upcoming developments is Pearl work on FP8 compatible mining. Modern AI models increasingly depend on low precision computation. FP8 support could potentially: > Expand compatibility with modern AI workloads. > Improve the practical usefulness of Pearl mining architecture. > Open the door to additional inference integrations. Strengthen the projects competitive position. For me this is one of the most important developments to monitor. 6. Fair launch tokenomics Unlike many crypto projects, $PRL was launched through mining rather than a traditional VC token distribution. No traditional VC token unlock schedule. No premine or presale allocation described in its launch model. New coins enter circulation through mining rewards. This removes one common source of selling pressure found in VC backed crypto assets. However, mining emissions create their own dilution risk. 7. Massive addressable market AI inference demand is growing rapidly. Companies are investing enormous amounts of capital into GPU infrastructure. If Pearl can make GPU computing more economically efficient, its potential market is much larger than another speculative Layer 1 ecosystem. The opportunity is not simply to become another blockchain. It is to become part of the economic infrastructure behind AI computing. But there are also important risks: > Useful work problem. Independent research has questioned how much Pearl mining actually represents useful AI computation rather than synthetic workloads. > Token emissions. A substantial amount of $PRL remains to be mined, creating potential longterm selling pressure. Valuation. The market is already pricing in significant expectations of future success. Adoption. The Together AI integration is promising, but large scale commercial demand is not yet proven. Token value capture. Growth in Pearl Research Labs or AI inference usage does not automatically translate into higher $PRL prices. Execution risk. FP8 development and broader integration could face delays or technical challenges. Summary: I see $PRL as a high risk and high upside investment in a potentially new category of AI infrastructure. The technology is interesting. The scientific team is strong. The Together AI integration provides real credibility. And upcoming technical improvements could become meaningful catalysts. But I would not treat $PRL as a proven infrastructure investment yet. For me the biggest question is whether Pearl can turn its technical innovation into measurable, sustainable AI computing demand. If it succeeds $PRL could become much more than another AI narrative token. It could represent a fundamentally different way to monetize GPU computing. Trade $PRL on @entropyIO entropy.io/?r=predicti0r
Entropy’s Pearl perp market became the largest and most liquid, one day after launch. Financializing compute has always been of interest to me, and I’ve been following Pearl since shortly after the first whitepaper. I remember wondering at the time if they could overcome the verification issue that sidelined other compute projects. Having since met the team, it's clear why they were the ones to solve it. Entropy is working to make frontier assets more accessible. Pearl fits that bill exactly: if it scales, it could universally drive down the cost of compute. A more liquid market for Pearl directly contributes to that end. Excited for more listings like pearl-2:native
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JUST IN: @rwaperp is becoming more than just another RWA perp exchange. The team has now opened its trading infrastructure to external developers. And I think this is a very important step. What is now available? > REST API for trading functionality > WebSocket API for real-time market data > Account and instrument data access > Ability to integrate RWA Perp into third party products Very simply: Developers can now build ON TOP of RWA Perp. This opens the door for: > Custom trading terminals > Automated trading bots > Delta-neutral strategies > Funding arbitrage tools > Portfolio dashboards > Risk management systems > Quant strategies > Other frontends using RWA Perp liquidity And this is where things get interesting. A perp DEX does not have to grow only through its own website. If other apps start using its liquidity and execution layer, distribution can become much bigger. More integrations can mean: > More users > More volume > More liquidity > Better market efficiency > More reasons for traders to stay For people running strategies, this is especially useful. You can automate things like: > Funding monitoring > Cross exchange arbitrage > Position hedging > Rebalancing > Basis trading Instead of doing everything manually. The team also added more quality of life improvements: > Fees now show funding related charges more clearly > Better chart price labels > USD conversion support > PnL % directly on charts But for me the biggest update is the API. Because this changes RWA Perp from a "place where you trade" into: "infrastructure other products can build on." That is a much bigger opportunity. Especially for RWA markets, where automation, hedging and cross venue strategies can become a major source of volume. If you want to register and trade with discounts link in comments!
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JUST IN: Express Bet Challenge #28 > Salzburg +1.5 at 75c / 1.33 > Lyon over 0.5 goals at 82c / 1.22 > AZ ML at 73c / 1.37 > Benfica ML at 79c / 1.27 > Sturm Graz +3.5 at 77c / 1.30 > FC Viktoria Plzen NO at 75c / 1.33 > Parlay odds: 4.88 1) Salzburg +1.5 Why I like it: > Salzburg started their Europa League campaign with a win and have already shown they can handle this level > Milan lost 2-0 at home to Benfica despite having plenty of possession and 40 touches inside the opposition box > Salzburg have home advantage and can attack a Milan side that struggled to turn control into clear goals > Milan must win by at least two goals to beat this line, so a draw or narrow away win is still enough 2) Lyon over 0.5 goals Why I like it: > Lyon have scored in five of their last six competitive matches > They scored four against Rennes and three against Auxerre in their last two home league games > Lyon also found the net twice away to Anderlecht in their Europa League opener > Palace have defensive absences and conceded multiple goals against both Ipswich and Bristol City 3) AZ ML Why I like it: > AZ entered their Europa League opener on a 19 match unbeaten run, showing the strength of their early season level > They return to the AFAS Stadion, where their possession and shot volume are normally much stronger > Hapoel managed only two shots on target in their 0-0 opening draw against Dinamo Zagreb > Hapoel will have no away supporters in Alkmaar, reducing their support in a difficult road fixture 4) Benfica ML Why I like it: > Benfica won their first Europa League match, while Celtic opened the competition with a defeat > Celtic have lost all four previous away matches against Benfica, scoring only once > Benfica have never lost a home match against Scottish opposition > Benfica are settled under Marco Silva and can control this game through possession and sustained pressure 5) Sturm Graz +3.5 Why I like it: > Sturm held Rennes to a 0-0 draw in their Europa League opener > Bournemouth are still searching for their first Premier League win after six matches > The hosts recently conceded five against Chelsea, highlighting their own lack of control > Bournemouth must win by four goals to beat this line, while even a three-goal Sturm defeat still lands the pick 6) FC Viktoria Plzen NO Why I like it: > Ferencvaros enter this match unbeaten in 13 consecutive games across all competitions > They opened their Europa League campaign with an impressive 3-1 away win at Celtic > Plzen were beaten 3-0 by Union SG in their first league phase match > Plzen have failed to win six of their last seven away games, supporting Ferencvaros or draw Summary: Salzburg +1.5 at 75c / 1.33 + Lyon over 0.5 goals at 82c / 1.22 + AZ ML at 73c / 1.37 + Benfica ML at 79c / 1.27 + Sturm Graz +3.5 at 77c / 1.30 + FC Viktoria Plzen NO at 75c / 1.33 > Parlay odds: 4.88 Good luck to ALL! NFA + DYOR @PolymarketTrade @PolymarketSport
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JUST IN: Thursday best Europa League statistical undervalued picks! My best picks shortlist: > Lech vs Bayer Leverkusen Total corners Over 8.5 for 63c / 1.59 > RB Salzburg vs AC Milan Total corners Over 8.5 for 59c / 1.69 > Real Sociedad Team corners Over 3.5 for 63c / 1.59 > Olympiacos Team corners Over 3.5 for 58c / 1.72 > Celta Vigo vs Juventus Total corners Over 8.5 for 52c / 1.92 > Juventus Team corners Over 4.5 for 48c / 2.08 > Hoffenheim vs Besiktas Total corners Over 9.5 for 56c / 1.79 > Marseille vs Olympiacos Total cards Over 3.5 for 1.64 # SingleBets 91 - 98 1) Lech vs Bayer Leverkusen - Total corners Over 8.5 Why I like it: > Both teams are producing very strong corner numbers in their current domestic samples > Lech are generating close to 7 team corners per match, while Leverkusen are around 8 > Their current total corner environments are both above 11 corners per game > Leverkusen should control more territory, but Lech are aggressive enough at home to contribute rather than simply defend > If either side scores early, the trailing team should increase attacking pressure and wide entries 2) RB Salzburg vs AC Milan - Total corners Over 8.5 Why I like it: > Salzburg current domestic matches are producing a very high total corner environment > Their aggressive pressing and vertical style naturally creates blocked attacks, transitions and repeated wide sequences > Milan should have enough possession and individual quality to contribute strongly from their side > Salzburg are unlikely to sit in a passive low block at home > Milan started the European campaign poorly, so they have additional incentive to attack if the match remains level 3) Real Sociedad - Team corners Over 3.5 Why I like it: > Sociedad are averaging more than 7 team corners per game in their current La Liga sample > Their matches are producing more than 12 total corners on average > Sociedad should control a significant share of possession against Union Saint Gilloise > Even when their chance quality has been inconsistent, they continue to generate strong territorial and corner volume > If Union score first, Sociedad's corner projection increases significantly > Only four corners are required, well below Sociedad current production 4) Olympiacos - Team corners Over 3.5 Why I like it: > Olympiacos are producing an exceptionally strong domestic corner profile, around 8 team corners per game in the current sample > Even after applying a significant strength of league adjustment, four corners remains a reachable line > Marseille defensive numbers have been unstable and they are allowing opponents repeated final third entries > Marseille also need to attack after losing their opening Europa League match, which can create transition opportunities for Olympiacos > Olympiacos have enough midfield and wide quality to avoid spending the entire match in a low block > At 58c the line is more attractive than trying to predict the exact match winner 5) Celta Vigo vs Juventus - Total corners Over 8.5 Why I like it: > Juventus are generating an extremely strong corner volume in their current Serie A sample > Their own production is above 8 team corners per game > Celta should have more possession at home than a typical Juventus opponent and can contribute from their side > Celta already need points after losing their opening Europa League match, which should prevent an overly passive game state > If Juventus score first, Celta will be forced to push higher and create more wide attacks > At only 52c nine total corners gives us an attractive risk/reward line 6) Juventus - Team corners Over 4.5 Why I like it: > Juventus are currently averaging well above this line in Serie A > Their current team corner production is one of the strongest statistical signals in this matchup > Juventus are generating strong shot volume while allowing very little territory defensively > Celta possession style should still create an open enough midfield battle for Juventus to attack in transition > An early Celta goal would make this market especially strong because Juventus would need sustained pressure > Five Juventus corners at 48c looks significantly more attractive than their moneyline price 7) Hoffenheim vs Besiktas - Total corners Over 9.5 Why I like it: > Hoffenheim matches are currently producing close to 12 total corners per game > Besiktas are also running above 11 total corners in their domestic sample > Hoffenheim are generating around 7 team corners themselves while also allowing opponents significant corner volume > Besiktas have an even stronger raw team corner profile and enough attacking quality to contribute away from home > Hoffenheim already lost their opening Europa League match, so they should continue pushing even if the score remains level late 8) Marseille vs Olympiacos - Total cards Over 3.5 Why I like it: > Olympiacos matches are producing a very strong card environment in the current sample > Olympiacos themselves are averaging around 2.5 cards per game > Marseille need a response after losing their opening Europa League match, which should keep the intensity high > The matchup combines Marseille aggressive home approach with an experienced and physical Olympiacos side > A close scoreline late in the match should increase tactical fouls, disputes and transition stopping challenges > Four total cards at 1.64 is a reachable line without requiring an unusually heated match Summary: > Lech vs Bayer Leverkusen Total corners Over 8.5 for 63c / 1.59 > RB Salzburg vs AC Milan Total corners Over 8.5 for 59c / 1.69 > Real Sociedad Team corners Over 3.5 for 63c / 1.59 > Olympiacos Team corners Over 3.5 for 58c / 1.72 > Celta Vigo vs Juventus Total corners Over 8.5 for 52c / 1.92 > Juventus Team corners Over 4.5 for 48c / 2.08 > Hoffenheim vs Besiktas Total corners Over 9.5 for 56c / 1.79 > Marseille vs Olympiacos Total cards Over 3.5 for 1.64 Good luck to ALL! NFA + DYOR @PolymarketTrade @PolymarketSport
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TRENDING: This is exactly the kind of listing that makes @entropyIO interesting to me. PEARL is not liquid yet. And that is the point. Most exchanges wait until an asset already has: > Deep liquidity > Many venues > Clear pricing > Mature market structure Entropy is willing to go earlier. They are taking an illiquid asset and applying their prelisting methodology until the market becomes mature enough to transition into a normal crypto perp. That is a very different model: > Early asset > Weak liquidity > No perfect market yet > Entropy creates a tradable market anyway That is powerful because it means Entropy does not only compete for existing markets. It can help CREATE them. For traders this opens several opportunities: > Get exposure before liquidity becomes mature > Trade price discovery earlier > Hedge early positions > Trade an asset before it appears everywhere else > Potentially capture large basis/funding inefficiencies For projects it is also interesting: > Earlier market access > More price discovery > More visibility > A path from illiquid asset to mature perp market And strategically this fits Entropy perfectly. Pre IPO, private markets, early crypto assets, new indexes, AI-related markets! then it becomes a place where new markets are born.
Replying to @entropyIO
2/ PEARL is currently an illiquid asset. We have applied pre-listing methodologies to the current listing, and will transition to a standard crypto perp when more liquid venues exist. More on our exact methodology can be found in our Docs. docs.entropy.io/asset-direct…
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TRENDING: This is exactly the kind of listing that makes @entropyIO interesting to me. PEARL is not liquid yet. And that is the point. Most exchanges wait until an asset already has: > Deep liquidity > Many venues > Clear pricing > Mature market structure Entropy is willing to go earlier. They are taking an illiquid asset and applying their prelisting methodology until the market becomes mature enough to transition into a normal crypto perp. That is a very different model: > Early asset > Weak liquidity > No perfect market yet > Entropy creates a tradable market anyway That is powerful because it means Entropy does not only compete for existing markets. It can help CREATE them. For traders this opens several opportunities: > Get exposure before liquidity becomes mature > Trade price discovery earlier > Hedge early positions > Trade an asset before it appears everywhere else > Potentially capture large basis/funding inefficiencies For projects it is also interesting: > Earlier market access > More price discovery > More visibility > A path from illiquid asset to mature perp market And strategically this fits Entropy perfectly. Pre IPO, private markets, early crypto assets, new indexes, AI-related markets! then it becomes a place where new markets are born.
1/ We are excited to list PEARL, and are extremely aligned with our friends @prlnet in their mission to make the frontier of inference more useful and efficient.
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JUST IN: Express Bet Challenge #27 > Porto +1.5 at 76c / 1.32 > Roma +1.5 at 72c / 1.39 > Como over 0.5 goals at 84c / 1.19 >Parlay odds: 2.18 1) Porto +1.5 Why I like it: > Porto have won nine of their ten competitive games this season, with Manchester City handing them their only defeat > The Dragons have won three straight matches and arrive with strong momentum > Porto have scored 21 goals and conceded only six this season, giving them enough balance to stay competitive > Betis need to win by two goals to beat this line, a difficult margin against a Porto side that rarely loses 2) AS Roma +1.5 Why I like it: > Roma are still unbeaten this season and have shown they can compete with elite opposition > They won eight of their last nine Champions League home games before their absence from the competition > Real Madrid are playing their second match in three days, with El Clasico also approaching in a busy schedule > Madrid allowed Inter several clear chances in their opening game, so beating Roma by two at the Olimpico is a tough task 3) Como over 0.5 goals Why I like it: > Como opened their Champions League campaign with four goals against RB Leipzig > They have already scored four away at Genoa and twice away at Napoli this season > Feyenoord conceded five goals against Barcelona in their first Champions League match > Feyenoord have defensive absences, while Nico Paz created two goals against Leipzig and remains Como main attacking link Summary: Porto +1.5 at 76c / 1.32 + Roma +1.5 at 72c / 1.39 + Como over 0.5 goals at 84c / 1.19 Parlay odds: 2.18 Good luck to ALL! NFA + DYOR @PolymarketTrade @PolymarketSport
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JUST IN: Wednesday best Champions League statistical undervalued picks! My best picks shortlist: > Feyenoord Rotterdam vs Como 1907 Total corners Over 8.5 for 60c / 1.67 > Bodo/Glimt vs Borussia Dortmund Total corners Over 8.5 for 61c / 1.64 > Fenerbahce SK Team corners Over 3.5 for 54c / 1.85 > FC Porto Team corners Over 3.5 for 58c / 1.72 > Real Betis vs FC Porto Total corners Over 9.5 for 46c / 2.17 >Slovan Bratislava vs VfB Stuttgart Total corners Over 8.5 for 65c / 1.54 SingleBets 85- 90 1) Feyenoord Rotterdam vs Como 1907 - Total corners Over 8.5 Why I like it: > Feyenoord are generating more than 6 team corners per match and their home corner production is even stronger > Como have one of the most aggressive corner profiles in the current Serie A sample, generating around 8 team corners per game > Both teams prefer proactive possession football and produce a very high volume of shots and final-third entries > Their current match environments are running above 10 total corners > If either team scores early, the trailing side should continue attacking rather than protect the score 2) Bodo/Glimt vs Borussia Dortmund - Total corners Over 8.5 Why I like it: > Bodo/Glimt are an aggressive attacking team at home and should not simply sit in a low block against Dortmund > Dortmund should still control significant periods of possession and create repeated pressure around the Bodø penalty area > Both teams have current match environments around 10 corner range > The artificial surface and Bodo high tempo home style can help create a faster game with repeated transitions > An early goal for either side should increase attacking urgency and corner volume 3) Fenerbahce - Team corners Over 3.5 Why I like it: > Fenerbahce are averaging around 6.8 team corners per match in their current domestic sample > Aston Villa current defensive process has been much weaker than their reputation, allowing repeated opposition entries into dangerous areas > Fenerbahce have enough technical quality through Asensio, Greenwood and their wide players to maintain attacking possession rather than simply counterattack > If Villa score first, Fenerbahce will be forced to attack even more aggressively > The line requires only four Fenerbahce corners, significantly below their current average > At 54c the price still leaves a useful statistical margin 4) FC Porto - Team corners Over 3.5 Why I like it: > Porto are generating around 6.8 corners per match in their current domestic sample > Their away production remains strong at approximately 6 team corners per game > Betis are allowing around 7 opposition corners per match in the current sample > Porto have started the domestic season with an elite attacking and territorial profile and should not be forced into a purely defensive game > Even if Betis control possession at home, Porto pressing and transition quality should create repeated final third sequences > Four corners is well below the matchup projection, making 58c attractive 5) Real Betis vs FC Porto - Total corners Over 9.5 Why I like it: > Betis matches are currently producing around 11.7 total corners per game > Porto matches are also running above 10 total corners per game > Betis are allowing approximately 7 opponent corners per match, which is particularly important against Porto strong corner production > Porto themselves are generating close to 7 corners per game > Both teams have attacking fullbacks and wide players who regularly create crosses, blocked shots and second phase attacks > Porto lost their opening Champions League match, so they have extra incentive to continue pushing if the match remains level late > At 46c this is one of my favorite risk/reward positions on the slate 6) Slovan vs Stuttgart - Total corners Over 8.5 Why I like it: > Stuttgart matches are producing more than 12 total corners per game in the current Bundesliga sample > Stuttgart are generating around 6 team corners themselves while also allowing significant opposition corner volume > Slovan domestic matches are also running above 10 total corners > Stuttgart should control territory, but their defensive numbers show that opponents are still able to create attacks and reach the final third > If Slovan fall behind, they should become more aggressive rather than simply protect the scoreline Summary: Feyenoord Rotterdam vs Como 1907 Total corners Over 8.5 for 60c / 1.67 Bodo/Glimt vs Borussia Dortmund Total corners Over 8.5 for 61c / 1.64 Fenerbahce SK Team corners Over 3.5 for 54c / 1.85 FC Porto Team corners Over 3.5 for 58c / 1.72 Real Betis vs FC Porto Total corners Over 9.5 for 46c / 2.17 Slovan Bratislava vs Stuttgart Total corners Over 8.5 for 65c / 1.54 Good luck to ALL! NFA + DYOR @PolymarketTrade @PolymarketSport
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JUST IN: @entropyIO just teased: Something shiny is coming. I think there is very interesting possibility. A new index / basket product This is the one I find even more interesting. Instead of adding just one ticker Entropy could create completely new tradable baskets. For example: AI Infrastructure Index China Tech Index Private Markets Index AI Compute Index This would fit Entropy perfectly. Because the real edge of Entropy is not just listing more assets. It is creating tradable markets that are difficult or impossible to trade elsewhere. And indexes can make that much bigger. Instead of betting on one company You can trade an entire theme. That creates completely new ways to: > Hedge > Trade themes > Build relative value positions > Express macro views > Create delta neutral strategies
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JUST IN: Express Bet Challenge #26 > Manchester United to win: No at 76c / 1.32 > Inter ML at 79c / 1.27 > Barcelona ML at 76c / 1.32 > Napoli +1.5 at 78c / 1.28 > Parlay odds: 2.81 1) Manchester United to win: No Why I like it: > Atletico enter this match on a four game winning run, while Manchester United are looking for their first win in five matches. > Atletico won their last two home games 4-0 and 2-1 including a derby victory over Real Madrid. > United have collected only six points from their opening six Premier League matches, their worst start since 1986. > United travel without several important players, including Benjamin Sesko, Luke Shaw, Kobbie Mainoo, Manuel Ugarte and Matthijs de Ligt. 2) Inter ML Why I like it: > Inter have won five of their opening six Serie A matches and bring strong domestic form into their first home UCL game. > Inter dominated long spells against Real Madrid despite losing 2-1, showing that their European performance level remains competitive. > Club Brugge last 16 Champions League matches produced 66 goals and that open style gives Inter attack space to exploit. > Brugge are without defender Joel Ordonez, while Inter can choose from Lautaro Martinez, Marcus Thuram, Ange Bonny and Pio Esposito in attack. 3) Barcelona ML Why I like it: > Barcelona have won every match at the start of the season and arrive with the strongest attacking form in this matchup. > Lamine Yamal is expected to lead an almost full strength attack despite Raphinha missing the trip. > Barcelona pressing and possession should force Galatasaray to defend deeper than they normally do at home. > Galatasaray lost their opening UCL match, while Barcelona already have three points and can take firm control of their league phase position. 4) Napoli +1.5 Why I like it: > This line covers a Napoli win, a draw and any one goal defeat. > Villarreal are without a win in their last 12 Champions League matches, losing ten during that run. > Villarreal have conceded in four of their last five matches, giving Napoli a realistic route to stay within the handicap. > The hosts may also be without Nicolas Pepe after losing Tajon Buchanan, reducing their attacking options against Napoli compact structure. Summary: Manchester United to win: No at 76c / 1.32 + Inter ML at 79c / 1.27 + Barcelona ML at 76c / 1.32 + Napoli +1.5 at 78c / 1.28 > Parlay odds: 2.81 Good luck to ALL! NFA + DYOR @PolymarketTrade @PolymarketSport
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JUST IN: Tuesday best Champions League statistical undervalued picks! My best picks shortlist: > Atletico Madrid vs Manchester United Total corners Over 8.5 for 63c / 1.59 > Viking FK vs Bayern Munich Total corners Over 9.5 for 56c / 1.79 > Inter vs Club Brugge Club Brugge team corners Over 3.5 for 36c / 2.78 > RB Leipzig vs PSV Eindhoven Total corners Over 8.5 for 65c / 1.54 > Lille OSC Team cards Over 1.5 for 1.42 > Villarreal vs Napoli Total corners Over 9.5 for 50c / 2.00 # SingleBets 79 -84 1) Atletico Madrid vs Manchester United - Total corners Over 8.5 Why I like it: > Atletico are generating around 5.5 - 6 team corners per match in the current sample > Manchester United are also producing more than 6 corners per game and should contribute if Atletico control the early territory > Both teams have enough transition quality to create repeated final third entries rather than a one sided low volume game > Nine corners is a reachable line for two teams with strong current corner production 2) Viking FK vs Bayern Munich - Total corners Over 9.5 Why I like it: > Viking matches are producing a very high total corner environment domestically > Bayern are generating close to double digit team corners in their current early season sample > Bayern should spend long periods around the Viking penalty area and create repeated blocked shots, crosses and corner sequences > Viking are also unusually productive from corners at home and may still contribute despite the expected possession disadvantage 3) Inter vs Club Brugge - Club Brugge team corners Over 3.5 Why I like it: > Club Brugge have been generating a surprisingly strong corner volume away from home > Their recent away profile is around 7 team corners per match, well above this 3.5 line > Inter should control possession, but Brugge have enough transition quality to reach wide attacking areas > If Inter score first, Brugge will have to attack more aggressively and take additional risks > At only 36c the market requires roughly a 36% hit rate which looks low relative to Brugge current away corner profile 4) RB Leipzig vs PSV Eindhoven - Total corners Over 8.5 Why I like it: > Leipzig matches are averaging around 12 total corners in the current Bundesliga sample > Leipzig themselves are generating approximately 6 corners per game while also allowing opponents significant corner volume > PSV are not the type of opponent that should simply defend deep for 90 minutes > Both teams attack through wide areas and are comfortable playing at a high tempo > An early goal for either side should make the game even more open and increase attacking sequences at both ends 5) Lille OSC - Team cards Over 1.5 Why I like it: > Lille are expected to spend long periods defending against Arsenal possession and territorial pressure > Arsenal movement between the lines can force Lille into tactical fouls when the first defensive line is broken > Lille may also need to stop transitions quickly if they lose the ball while trying to counter > Only two Lille cards are required to cover the line > At 1.42 this is a lower risk statistical position compared with trying to predict the exact match outcome 6) Villarreal vs Napoli - Total corners Over 9.5 Why I like it: > Villarreal matches are currently producing around 11 total corners per game > Napoli are also running above 10 total corners per match in their domestic sample > Villarreal are generating close to 7 team corners per game and should have plenty of territorial possession at home > Napoli have enough attacking quality to contribute corners themselves rather than simply defend > Both teams lost their opening Champions League match, so a draw is less comfortable and the game should retain attacking urgency late Summary: > Atletico Madrid vs Manchester United Total corners Over 8.5 for 63c / 1.59 > Viking FK vs Bayern Munich Total corners Over 9.5 for 56c / 1.79 > Inter vs Club Brugge Club Brugge team corners Over 3.5 for 36c / 2.78 > RB Leipzig vs PSV Eindhoven Total corners Over 8.5 for 65c / 1.54 > Lille OSC Team cards Over 1.5 for 1.42 > Villarreal vs Napoli Total corners Over 9.5 for 50c / 2.00 Good luck to ALL! NFA + DYOR @PolymarketTrade @PolymarketSport
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BREAKING: Tozed Kangwei IPO is a perspective and good potential profitable IPO Tozed Kangwei is a profitable 5G connectivity play with strong emerging market exposure. Tozed Kangwei is preparing to list on ChiNext under ticker 301718 at an IPO price of RMB26.88, implying a valuation of around RMB3.92B. Why I like this IPO: > Tozed is already profitable. > Revenue growth has accelerated strongly. > H1 2026 revenue reached RMB1.15B +72% YoY. > H1 2026 net profit reached RMB89M +204% YoY. That means the company almost matched its full year 2025 profit in just six months. The core business is simple and easy to understand: > 4G/5G CPE > MiFi / portable routers > Industrial communication terminals > Optical communication equipment The main growth driver is 5G Fixed Wireless Access. In many emerging markets, building fiber to every home is expensive, slow and economically difficult. 5G FWA offers a much faster solution: > Use the existing mobile network > Install a 5G CPE device > Give homes and businesses broadband without building fiber everywhere This is exactly where Tozed is positioned. Why the longterm growth potential can be strong: > 5G penetration is still increasing across Africa, the Middle East and other developing markets. > FWA can grow faster than fiber in regions with weak fixed line infrastructure. > Tozed already works with major telecom operators, giving it an established distribution channel. > Once a device supplier is approved by a large telecom operator, switching is not always easy because products require certification, interoperability testing and procurement integration. > Tozed can benefit not only from new 5G users, but also from replacement cycles as older 4G equipment gets upgraded. > Industrial connectivity can become another important growth driver as factories, logistics networks and remote infrastructure increasingly require always on wireless connections. Another important factor: Around 90% of revenue comes from overseas markets. This looks risky at first, but it is also a major advantage. Tozed is not dependent on one domestic telecom cycle. It is exposed to regions where connectivity demand is still structurally growing. Sub Saharan Africa is especially important because fixed broadband penetration is still relatively low while mobile network coverage continues expanding. That creates a very natural market for 4G/5G home broadband devices. Why the IPO itself is interesting: > The IPO price is RMB26.88. > A2DAO provides access at the same IPO price. > There is Full Unlock. > There is 0% flat fee. > Carry is 20% of profit. This makes the structure attractive as an IPO allocation trade. There is no long lock up. If the stock receives a strong post listing rerating investors are able to react instead of waiting 6 - 12 months. The IPO valuation also does not look extreme relative to the company recent earnings momentum. If H1 2026 profitability remains strong, the forward earnings multiple becomes much more reasonable than the headline trailing P/E suggests. Another positive signal that retail IPO allocation is extremely difficult to get. A very low winning rate indicates strong subscription demand. That means A2DAO gives investors access to something that may otherwise be difficult to obtain in meaningful size. Potential upside scenarios from RMB26.88 entry: > RMB35 = around +24% after carry > RMB40 = around +39% after carry > RMB50 = around +69% after carry > RMB60 = around +99% after carry The strongest bull case is based on several things happening together: > Continued 5G FWA adoption > More telecom operator partnerships > Expansion into additional emerging markets > Higher shipment volumes > Better product mix > Recovery in gross margins > Industrial connectivity growth > Stronger cash generation as the company scales > Continued earnings growth through 2027+ If Tozed can maintain strong revenue growth while stabilizing margins, the market can start valuing it less like a low margin telecom hardware supplier and more like a scalable connectivity platform. That multiple rerating is where the bigger upside can come from. Main risks: Customer concentration is high. A large part of revenue comes from a small number of telecom operators. Geographic concentration is also high. Africa and the Middle East provide strong growth, but also bring currency, political and payment risks. Gross margins have historically declined. 5G CPE selling prices have been falling, so margin recovery needs to continue. Accounts receivable are growing quickly. Strong accounting profit does not automatically mean equally strong cash flow. This may limit longterm technological differentiation. As fiber infrastructure expands, some markets may gradually move away from wireless broadband. This is not a deeptech monopoly. Competition in telecom hardware is intense and pricing pressure can remain high. Summary: > Profitable business > Rapid 2026 earnings acceleration > Strong 5G FWA exposure > Emerging market broadband growth > Established telecom operator relationships > Full unlock > No flat fee > Strong IPO demand > Reasonable starting valuation > Clear path to further revenue and profit growth For me Tozed Kangwei is interesting because this is not only an IPO momentum trade. There is also a real fundamental growth story behind it Available through @a2dao_ . Link in comments!
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BREAKING: @entropyIO just listed Xiaomi with up to 10x leverage. And I think this is more important than just adding another stock. Why? Because Xiaomi sits exactly at the intersection of several huge themes: > Smartphones > EVs > AI > Consumer electronics > China tech > Smart devices So this market can attract very different types of traders. For crypto users: You can now trade a major Chinese tech company directly from the same environment where you trade crypto and other perps. For equity traders: > You get leverage > You can go LONG or SHORT > You can trade outside the normal cash market experience > You can hedge without touching the underlying stock directly And for Entropy this is even more interesting. Every listing like Xiaomi expands Entropy beyond crypto perps It pushes the platform closer to becoming a global market layer for: > US stocks > Hong Kong stocks > Chinese equities > Pre IPO companies > RWA > Other hard to access assets That is where the real opportunity is. These kinds of markets can create much more than simple speculation. They can create: > Hedging > Pair trading > Relative value trades > Cross market arbitrage > Portfolio construction And that can bring a very different type of user to Entropy: > Equity traders > Macro traders > China focused investors > Hedge funds This is exactly why I like the direction Entropy is taking. Not just more markets. More TYPES of markets. And the more global assets Entropy adds, the more useful the platform becomes as a real multi asset trading venue. Xiaomi is a good example of that. Crypto rails. Global assets. 24/7 market access. That is a much bigger vision than just another perp DEX. @Kintsugi_IO
New listing: Xiaomi ($HK1810) at 10x Leverage.
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