Polymarket

company on 19 shows · 93 statements across 67 episodes · said 664 times in 216 episodes since 2021

All-In 241 TBPN 223 My First Million 55 20VC 55 the Startup Ideas Podcast 17 Capital Allocators 15 Sourcery 13 Big Technology 11 WTF is with Nikhil Kamath 9 Latent Space 6 Acquired 3 Cheeky Pint 3 American Optimist 3 BigDeal 3 the a16z Podcast 3 No Priors 2 David Senra 1 Invest Like the Best 1 More or Less

Mentions by year, every show

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All-In 241TBPN 223My First Million 5520VC 55the Startup Ideas Podcast 17Capital Allocators 15Sourcery 13Big Technology 1110 more shows

2026 147 mentions in 71 episodes 2 per episode
2025 267 mentions in 109 episodes 2 per episode
2024 240 mentions in 33 episodes 7 per episode
2023 1 mention in 1 episode
2021 9 mentions in 2 episodes 5 per episode

every mention on every show, scene by scene, with the transcript →

The latest 60 statements about Polymarket, every show

ALL-IN Assertion Supported
Calacanis: OpenAI's Polymarket odds for 2026 best model spiked above 20%
“The ratings here from Polymarket, which company has the best AI model, by the end of twenty-twenty-six, OpenAI's chances just spiked from low single digits now to over 20%.”
Jason Calacanis Sep 4, 2026 ▶ 7:09 GPT-6 Hits AGI? Tech Euphoria 2.0, SF Mansion Shortage, NYC Bans AI in Schools & Venezuela Oil Deal
20VC Opinion
Frankel: Kalshi and Polymarket are essentially gambling like DraftKings
“It has to be, right? Like it, I mean, if you look at like Kelsey and Polymarket, what's the difference there between DraftKings and Betway? And they seem very similar to me.”
David Frankel Aug 7, 2026 ▶ 1:25:40 The AI Boom Will Create Enormous Roadkill: Who Wins & Loses? | David Frankel
20VC Insight
Park: Simile Differentiates From Prediction Markets by Modeling Causality
“Where I see similarly come in is we are a company that is not just interested in what's going to happen, but more on how it's going to happen and why.”
Joon Sung Park Jul 31, 2026 ▶ 31:49 The AI Company Simulating the Entire Economy | Simile Co-founder & CEO, Joon Sung Park
20VC Assertion Supported
O'Driscoll: Intercontinental Exchange owns ~20% stake in Polymarket
“ICE as in the owners of NASDAQ, the, I think, Intercontinental Exchange has a big ownership stake in Polymarket. Why that's relevant is that's a company that runs ICE that runs stock trading and, you know, real financial markets taking a significant, I think, …”
Rory O'Driscoll Jul 2, 2026 ▶ 40:22 Coinbase Cuts AI Spend by 50% | Kalshi's $40B Valuation & Impending IPO | The Year for SaaS Roll-Ups · 20VC with Harry Stebbings
20VC Insight
O'Driscoll: Political prediction markets are too small to build $100B companies
“I don't think predicting who's the next Who's going to win the general election in the UK or who's going to be the next president in the US is a huge, enormous, ginormous business. I love it. I find it fun. It's actually the most interesting part of Polymarket…”
Rory O'Driscoll Jul 2, 2026 ▶ 41:14 Coinbase Cuts AI Spend by 50% | Kalshi's $40B Valuation & Impending IPO | The Year for SaaS Roll-Ups · 20VC with Harry Stebbings
ALL-IN Disclosure
Nate Silver discloses that he consults for Polymarket
“I consult for Polymarket, I should say.”
Nate Silver Jun 29, 2026 ▶ 4:07 Nate Silver Predicts: Democrats Take the House, Newsom Is Fading, President AOC?!
20VC Disclosure
FOMO Would Build Prediction Markets on Polymarket or Kalshi
“We haven't integrated prediction markets yet, and I'm not sure exactly where it fits in on our roadmap. I think it's very interesting there. I think our first version of the product would be built on something like a poly market in Calci.”
Paul Erlang Jun 27, 2026 ▶ 7:02 How We Got Fred Wilson, Benchmark and Index to Invest $94M | Why Robinhood's Strategy is Wrong · 20VC with Harry Stebbings
TBPN Assertion Supported
Coogan: Zuckerberg Directed Meta to Build Prediction Market App 'Arena'
“Zuckerberg directed Meta to build a prediction markets app, which is a wild shift. The experimental app internally called Arena would be independent of Facebook and Instagram. It could compete for attention with Polymarket and Kalshi, the biggest prediction ma…”
John Coogan Jun 27, 2026 ▶ 18:48 Shifts In The Creator Economy, Kylie Jenner x Meta, GPT 5.6 Limited Release | Diet TBPN
Sam Lessin: Prediction markets must use real money to matter
“Well, we've talked about this like six times, and it has to be real money. It's not a thing if it's not real money.”
Sam Lessin Jun 26, 2026 ▶ 4:28 Chinese AI Model GLM 5.2 Beating Frontier Models | Meta Glasses, Polymarket Scandal, AI Talent War · More or Less Podcast
MORE OR LESS Assertion Partly supported
Britt Morin: Women represent less than a quarter of Kalshi and Polymarket users
“Women are only like Less than a quarter of Kalshi and Polymarket right now really hasn't like struck with most of the women I know.”
Brit Morin Jun 26, 2026 ▶ 19:43 Chinese AI Model GLM 5.2 Beating Frontier Models | Meta Glasses, Polymarket Scandal, AI Talent War · More or Less Podcast
MORE OR LESS Assertion Supported
Lessin: Polymarket directed influencers to fake trades and earnings
“But Polymarket has been directing influencers to make fake videos about fake trades and reporting fake earnings for their influencer program.”
Jessica Lessin Jun 26, 2026 ▶ 21:39 Chinese AI Model GLM 5.2 Beating Frontier Models | Meta Glasses, Polymarket Scandal, AI Talent War · More or Less Podcast
20VC Assertion Contradicted
Randle: Prediction markets show 70% odds of Tesla-SpaceX merger in two years
“If you look at the poly market Calci odds on a Tesla SpaceX merger, again, you know, not, not that those markets are so big that they're that indicative, but I think the probability that they have on there is something like 70% in the next two years or somethi…”
Everett Randle Jun 18, 2026 ▶ 19:07 Anthropic's Fable Banned by US Government | Wix & Adobe Hit All-Time Lows | Mistral Raising at $20BN · 20VC with Harry Stebbings
MORE OR LESS Assertion Supported
Lessin: Polymarket Launched Its Own Branded Physical Bar
“Polymarket launched a bar, I think, to do, like, it's literally a Polymarket bar.”
Sam Lessin Jun 5, 2026 ▶ 38:27 Silicon Valley IPO Summer 2026: SpaceX, Anthropic, OpenAI Explained
ALL-IN Assertion Supported
Calacanis: Polymarket gives 99% odds May inflation exceeds 4.2%
“Polymarket says, 99% chance May inflation comes in at 4.2% or higher.”
Jason Calacanis May 22, 2026 ▶ 1:22:49 SpaceX’s $2T Case, Nvidia’s Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
MORE OR LESS Assertion Supported
Lessin: Polymarket Odds of Elon Musk Beating OpenAI Have Tanked
“After Altman's latest testimony, the odds that Elon wins this thing have tanked, according to Polymarket and the prediction market.”
Jessica Lessin May 15, 2026 ▶ 9:38 Google's AI-First Laptop, Meta's Spy Games, AI Monks in Middle America · More or Less Podcast
MORE OR LESS Assertion Supported
Polymarket gives Elon Musk a 41% chance of winning against OpenAI
“Polymarket gives Elon a 41% chance of winning the case.”
Brit Morin May 8, 2026 ▶ 43:31 Why the Met Gala Hates Tech, Elon vs OpenAI Drama, and the Rise of Chinese AI Models · More or Less Podcast
ALL-IN Assertion Supported
Palihapitiya: Polymarket odds place Elon Musk's chance of winning at 42-43%
“It's effectively at 42 or 43% that Elon wins.”
Chamath Palihapitiya May 1, 2026 ▶ 34:36 OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
ALL-IN Disclosure
Kalanick uses AI agents to autonomously bet on Kalshi and Polymarket
“I've got a side quest where I'm just investing. I have agents investing and betting on Kalshi and Polly and, you know, these other places. And it's silly how dumb the agents are, even their best agents, to be honest.”
Travis Kalanick Apr 17, 2026 ▶ 1:25:38 OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out
20VC Assertion Supported
O'Driscoll: Polymarket pricing gave SpaceX a 50-60% chance at $2T IPO
“Polymarket said the probability of SpaceX being worth two trillion dollars on the IPO went up to 50, 60%, right? From a lower number, right?”
Rory O'Driscoll Mar 26, 2026 ▶ 17:12 Why You Need a $1B Fund To Do Series A | SpaceX at $2TRN & Data Centers in Space | Groq's $20BN Deal · 20VC with Harry Stebbings
AMERICAN OPTIMIST Assertion Supported
Jake Paul: Betr hits 1M paying users and partners with Polymarket
“We just crossed one million paying users and just partnered with poly market to bring predictions into our super app.”
Jake Paul Mar 19, 2026 ▶ 9:54 Jake Paul on Endorsing Trump & the AI Economy · Joe Lonsdale
ALL-IN Assertion Supported
Calacanis: Polymarket gives 57% odds of US forces entering Iran
“Polymarket. 27% chance that U.S. Forces Enter Iran by the end of March and 57% by the end of the year.”
Jason Calacanis Mar 13, 2026 ▶ 5:38 Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare
SOURCERY Assertion Partly supported
Immerman: Kalshi is number one across users, revenue, and volume
“And today they're number one across users, revenue, volume, any metric that, that anyone would care about.”
Alex Immerman Mar 13, 2026 ▶ 26:26 Inside a16z Growth: Waymo, Stripe, ElevenLabs, Revolut, Coinbase, Kalshi · Sourcery with Molly O'Shea
BIGDEAL Prediction Not checkable as stated
Housel: Platforms like Robinhood, Kalshi, and Polymarket won't help this generation
“I don't think we'll look back at those kind of tools as having helped a generation of people.”
Morgan Housel Feb 27, 2026 ▶ 40:09 Wealth Expert: Do THIS Every Time You Get Paid | Morgan Housel
STARTUP IDEAS Assertion Not checkable as stated
GPT-5.3 Codex generated a functional Polymarket competitor in under four minutes
“So Codex built a competitor to Polymarket in three minutes and 47 seconds.”
Morgan Linton Feb 6, 2026 ▶ 22:17 Claude Opus 4.6 vs GPT-5.3 Codex
ALL-IN Prediction Not checkable as stated
Sacks: Odds of Trump acquiring Greenland are higher than 17%
“And I think the odds of him pulling this off are much greater than 17%.”
David Sacks Jan 17, 2026 ▶ 58:29 Iran's Breaking Point, Trump's Greenland Acquisition, and Solving Energy Costs
BIG TECHNOLOGY Assertion Supported
Kantrowitz says an insider netted over $400,000 betting on Maduro's capture.
“The Maduro capture was on was on these prediction markets, and somebody who, it seems like they had under knowledge, they invested 30,000 dollars on Friday in Maduro's exit. After Maduro went into custody Saturday morning, the same investor made 436,000 dollar…”
Alex Kantrowitz Jan 12, 2026 ▶ 41:45 Claude Code’s Shining Moment, ChatGPT for Healthcare, End Of Busywork?
ALL-IN Prediction Not checkable as stated
Friedberg: Polymarket will be the best performing asset of 2026
“Polymarket. Polymarket's on a tear. Network effects. Replacing media. Replacing markets.”
David Friedberg Jan 10, 2026 ▶ 1:03:47 All-In's 2026 Predictions
ALL-IN Prediction Not checkable as stated
Calacanis: Retail gambling and prediction market platforms will be 2026's top asset
“My pick for best performing asset will be the Robinhood Polymarket prize picks, gambling, wagering space because people will be able to have a little cash around to make some bets. You could buy Coinbase in there too, I guess.”
Jason Calacanis Jan 10, 2026 ▶ 1:06:31 All-In's 2026 Predictions
MORE OR LESS Assertion Supported
Lessin: Polymarket Odds on California Wealth Tax Passing Jumped Significantly
“The polymarket odds of it passing have jumped significantly.”
Jessica Lessin Jan 9, 2026 ▶ 18:01 Founders Beware: Illiquid Valuations vs. Real‑World Taxes · More or Less Podcast
SOURCERY Prediction Not checkable as stated
Mignano suggests Polymarket could be an upcoming IPO candidate
“Polymarket. I know a competitor, but also raised a very big round, partnered with New York Stock Exchange, ICE. Maybe they'll go public.”
Michael Mignano Dec 27, 2025 ▶ 43:08 Why Lightspeed Bet on xAI, Neuralink, Suno, Granola, & Pika | Michael Mignano · Sourcery with Molly O'Shea
WTF Prediction Not checkable as stated
Dalio predicts investors will use prediction markets to hedge equity portfolios
“Mostly different act events to bet on. And I think events affect companies, but they're two different things. So I would say it'll be something to speculate on. But, and it'd be something that smart people may use as a hedging device against owning an equity. …”
Ray Dalio Dec 20, 2025 ▶ 34:45 WTF Is Wealth? Ray Dalio Breaks It Down w/ Nikhil Kamath | WTF is Finance Ep 2 · Nikhil Kamath
MORE OR LESS Prediction Not checkable as stated
Lessin: Kalshi and Polymarket will be heavily hamstrung by regulation
“I think the prediction markets are gonna really be hamstrung by regulation and face really tough years next year, specifically Kalshi and Polymarket.”
Jessica Lessin Dec 19, 2025 ▶ 25:16 Hype vs Reality: Our 2026 Predictions for Tech, Media, and Culture · More or Less Podcast
20VC What-if
Mansour: Kalshi and Polymarket pushed each other's product and marketing harder
“Without Polymarket, we wouldn't have I think like, Pushed our marketing and pushed our product as hard. And without us, they wouldn't have pushed their marketing and their product.”
Tarek Mansour Dec 8, 2025 ▶ 12:05 Kalshi CEO Tarek Mansour on Raising $1BN, CNN and CNBC Deals & the Polymarket Feud · 20VC with Harry Stebbings
MY FIRST MILLION Assertion Supported
Brian Armstrong manipulated Polymarket odds during a Coinbase earnings call
“His team passed him a note and he goes, Oh, before we hang up here, I just would like to say web three crypto blockchain, Bitcoin, Ethereum. Thank you very much. And he just basically, he's like you know, just for all the prediction markets out there, you know…”
Shaan Puri Nov 26, 2025 ▶ 54:44 Ideas That Sound Illegal (But Print Money Anyway)
ALL-IN Assertion Not publicly verifiable
Calacanis: Alan Keating was a seed investor in Polymarket
“He was the seed investor in a little company known as Polymarket”
Jason Calacanis Nov 22, 2025 ▶ 49:54 Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom
20VC Opinion
Lemkin: Kalshi is a safer long-term bet than Polymarket
“So based on my limited knowledge, I'm going Kalshi because I feel like it is a safer long-term bet than someone that is writing the current political vibes, which are all in favor of everything here. It just could, it was a lot different a couple of years ago,…”
Jason Lemkin Nov 6, 2025 ▶ 1:16:08 Is a $4.5BN Exit Enough in VC? & Harvey Raises $150M & Why Google is a Buy and Amazon is a Sell · 20VC with Harry Stebbings
ALL-IN Prediction Not checkable as stated
Palihapitiya declares DraftKings and FanDuel are 'toast' due to Polymarket
“You can see, by the way that DraftKings and FanDuel stock have reacted to this, those companies are toast.”
Chamath Palihapitiya Oct 24, 2025 ▶ 20:37 NBA Gambling Scandal, Billionaire Tax, Tesla's Future, Amazon Robots, AWS Outage, Dangerous AI Bias
ALL-IN Insight
Friedberg argues Polymarket's dynamic pricing model creates fairer gambling odds
“The poly market model is the best model because it creates a market, and so as information flows in, that market will dynamically adjust and everyone will get a more fair price.”
David Friedberg Oct 24, 2025 ▶ 20:53 NBA Gambling Scandal, Billionaire Tax, Tesla's Future, Amazon Robots, AWS Outage, Dangerous AI Bias
ALL-IN Assertion Supported
Palihapitiya claims Polymarket accuracy reaches 95% in final hours before events
“Basically, 89% accurate one week out, but in the final four hours, it jumps to 95, which means that if you follow the sharps along this pattern, you're going to make money.”
Chamath Palihapitiya Oct 24, 2025 ▶ 22:29 NBA Gambling Scandal, Billionaire Tax, Tesla's Future, Amazon Robots, AWS Outage, Dangerous AI Bias
ALL-IN Opinion
Friedberg argues Polymarket surfaces real-world news faster than mainstream media
“Polymarket actually has the news before the news does. And this is one of the most, like, powerful outputs of polymarket, is they're actually getting a read on what's going on in the world before the media recognizes it, before the public recognizes it.”
David Friedberg Oct 24, 2025 ▶ 22:50 NBA Gambling Scandal, Billionaire Tax, Tesla's Future, Amazon Robots, AWS Outage, Dangerous AI Bias
20VC Opinion
Ehrenberg: Polymarket and Kalshi Are Pure Regulatory Arbitrage Plays
“This is the purest regulatory arbitrage play of all time. Okay. If you can look at the cumulative market cap of regulated sports betting and look at how it has dropped in response to the rise of Polymarket and Calci, who are not subject to the same rules and r…”
Roger Ehrenberg Oct 16, 2025 ▶ 47:05 Thinking Machines Co-Founder Joins Meta for $3.5BN, Industry Venture's $665M Acquisition · 20VC with Harry Stebbings
20VC Assertion Partly supported
O'Driscoll: 90% of Prediction Market Business Is Sports Betting
“This is two non-sports betting companies who are doing quote prediction markets where all we talk about is the 10% of the revenue that's political, and 90% of their business is sports betting, but we're not calling it that, and they're just killing it because …”
Rory O'Driscoll Oct 16, 2025 ▶ 49:36 Thinking Machines Co-Founder Joins Meta for $3.5BN, Industry Venture's $665M Acquisition · 20VC with Harry Stebbings
ALL-IN Assertion Supported
Calacanis claims ICE invested $2B into Polymarket at $9B valuation
“ICE, a different ICE, Intercontinental Exchange, had invested two billion at a nine billion dollar post or somewhere in that range.”
Jason Calacanis Oct 10, 2025 ▶ 1:20:48 Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally
20VC Assertion Partly supported
O'Driscoll: Sports betting accounts for 70%-80% of prediction market volume
“I think, you know, the interesting thing about those businesses is if you look at the volume, and I didn't check, I think I checked, it's still 70, 80% sports betting, right?”
Rory O'Driscoll Oct 9, 2025 ▶ 1:24:14 OpenAI's Multi-Billion Deal with AMD & Polymarket, Vercel and Supabase Raise Mega Rounds · 20VC with Harry Stebbings
ALL-IN Assertion Supported
Calacanis: Polymarket odds for Kimmel cancellation dropped from 80% to 1%
“Nexar and Sinclair's affiliates, they decided to not air it, and that was 60% of the market, so interesting, polymarket. Had Jimmy Kimmel canceled by September 30th. It was nearly 80% after Kimmel was suspended last week, but that's plummeted to one percent si…”
Jason Calacanis Sep 27, 2025 ▶ 44:19 H-1B Shakeup, Kimmel Apology, Autism Causes, California Hate Speech Law
WTF Opinion
Das: Gambling is always a good investment if legal
“Gambling will always happen, will always be good as long as it's legal. So people, it's a vice. It's a vice investment. People like to speculate and make money off of it.”
Debargo "DD" Das Aug 29, 2025 ▶ 2:15:46 Inside Silicon Valley’s VC Playbook | WTF is Venture Capital? - 2025 Edition | Ep. 24 · Nikhil Kamath
WTF Opinion
Bonatsos: Prediction markets are a high-margin entertainment category
“I think it's a great category because it's entertainment. You already have evidence from several of these that the consumer eyeballs, you know, are really there. You have like a well-driven business model for some of these that really works for other industrie…”
Niko Bonatsos Aug 29, 2025 ▶ 2:16:47 Inside Silicon Valley’s VC Playbook | WTF is Venture Capital? - 2025 Edition | Ep. 24 · Nikhil Kamath
ALL-IN Prediction Open · timeframe Aug 2030
Friedberg: AI models will eventually gain legal privilege and professional certification
“And it sounds crazy today, but I guarantee if you put it on Polymarket, there will be a date when this happens.”
David Friedberg Aug 1, 2025 ▶ 1:00:14 Trump AI Speech & Action Plan, DC Summit Recap, Hot GDP Print, Trade Deals, Altman Warns No Privacy
TBPN Assertion Supported
Polymarket Gives Google 46% Odds for Top AI Model by Year-End
“Google is still the polymarket, which company has the best AI model end of 2025. So December 31st, there's been one and a half million in volume, and Google is still sitting comfortably at 46% chance of being at the Top of LM arena at the end of the year.”
Jordi Hays Jul 26, 2025 ▶ 1:11:30 Weekly Recap: Casey Neistat, OpenAI Cracks Math, The Future of ChatGPT, Apple x F1, Intel Layoffs
TBPN Assertion Supported
Polymarket Odds of Astronomer CEO Ouster Sit at 38%
“There's a polymarket today on whether he'll be out by the end of next week. Ah, odds are currently sitting around 38%.”
Jordi Hays Jul 19, 2025 ▶ 5:21 Weekly Recap: CEO Affair at Coldplay Concert, Elon Musk's AI Girlfriend, Cognition Acquires Windsurf
ALL-IN Assertion Supported
Calacanis: Cuomo held 93% Polymarket odds versus Mamdani's 6% last month
“One month ago, Cuomo was at 93%. Zoran had a six percent chance.”
Jason Calacanis Jun 30, 2025 ▶ 0:12 David Friedberg Reacts to Zohran Mamdani’s NYC Mayoral Run
TBPN Assertion Partly supported
Coogan: Polymarket odds of Iran getting a 2025 nuke hit daily high after strikes
“Bombing of the nuclear facility did not push down the market odds of Iran possessing a nuclear weapon in twenty-twenty-five. In fact, it's at the highest level of the day.”
John Coogan Jun 28, 2025 ▶ 44:44 Weekly Recap: Tesla Robotaxi, Mr. Beast's AI Tool, Yacine, The Social Network 2, Neuralink Update
TBPN Assertion Supported
Hays: Polymarket puts only a 32% chance on Fordow being destroyed before July
“The Fordow nuclear facility destroyed by before July. Poly market is only sitting at a 32% chance still on four million in volume.”
Jordi Hays Jun 28, 2025 ▶ 45:04 Weekly Recap: Tesla Robotaxi, Mr. Beast's AI Tool, Yacine, The Social Network 2, Neuralink Update
TBPN Assertion Not publicly verifiable
Hays: Polymarket Gives 1% Odds on Tesla Naming New CEO
“Yeah, it's at a one percent chance. As of today, so.”
Jordi Hays May 31, 2025 ▶ 3:00 Weekend Special: Elon Recap, Balaji, Chris Dixon, Brian Armstrong, Crypto Day + Thiel Fellows
ALL-IN Assertion Supported
Friedberg: Polymarket shows 84% chance DOGE cuts under $50B in 2025
“Poly market showing an 84% chance of less than fifty billion being cut in 2025.”
David Friedberg Apr 26, 2025 ▶ 1:13:31 Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery
CAPITAL ALLOCATORS Assertion Supported
Forman: Polymarket Facilitated Nearly $3 Billion on 2024 Presidential Election
“So Polymarket, which is built on a blockchain, facilitated, I think, close to three billion dollars on the U.S. Presidential election.”
Ben Forman Apr 21, 2025 ▶ 29:47 Ben Forman – Unlocking Blockchain's Potential (EP.441)
CAPITAL ALLOCATORS Assertion Supported
Forman: Polymarket Called All Seven Swing States Before the Associated Press
“After the results started coming in from the seven swing states, Poly market reached 95% probability on each of those seven states, in some cases, many, many hours or a day or two ahead of when the Associated Press called the race.”
Ben Forman Apr 21, 2025 ▶ 30:51 Ben Forman – Unlocking Blockchain's Potential (EP.441)
CAPITAL ALLOCATORS Assertion Partly supported
Forman: Polymarket Drives $500M to $1B Monthly Volume Across 75K Wallets
“So one is Polymarket is doing about, call it, five hundred million to a billion dollars a month of volume across its markets. And this is across roughly 50 to 75,000 active wallets.”
Ben Forman Apr 21, 2025 ▶ 34:30 Ben Forman – Unlocking Blockchain's Potential (EP.441)
CAPITAL ALLOCATORS Assertion Contradicted
Forman: Polymarket Saw Double Coinbase's Web Traffic in November 2024
“Polymarket.com in November was one of the hundred most popular websites in the world. Had about two X the website traffic as Coinbase.com.”
Ben Forman Apr 21, 2025 ▶ 34:51 Ben Forman – Unlocking Blockchain's Potential (EP.441)
ALL-IN Disclosure
Friedberg: Created a Polymarket bet on Q3 US GDP falling below -5%
“I created a poly market on GDP. Annualized GDP growth in Q three of this year being below five, negative five percent.”
David Friedberg Apr 4, 2025 ▶ 1:45:06 DOGE updates + Liberation Day Tariff Reactions with Ben Shapiro and Antonio Gracias

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