Prediction markets are all becoming hyperstition markets. Moonbirds FDV is currently above 300M and money is to be made by buying conviction, coordinating and manifesting higher MCs to win outsized gains.

Name & Symbol: Moonbirds ($BIRB)
Address: G7vQWurMkMMm2dU3iZpXYFTHT9Biio4F4gZCrwFpKNwG

bags fm experience is really smart they obviously worked really hard to make the best onboarding experience for both traders & creators comparing it w/ zora, it shows how much the incentives are important compared to the UI / thesis bullshit bags : ppl create coin for you, creators just claim free money, no responsibility zora : creators need to create the coin, vesting is for 5 YEARS, you need to join their platform to create content there

Name & Symbol: Zora ($ZORA)
Address: 0x1111111111166b7fe7bd91427724b487980afc69

It has never been a better time to be a start up builder. Instead of spending months chasing VCs, you can launch a token and start raising capital instantly. If the idea is strong and people like it, the market will fund it. A good idea plus a token can raise more capital in days than raising from VCs in months, without giving up ANY equity in your company. In this new age of coding, where all you need is an idea to start, we will see more builders come onchain to raise and validate their ideas instead of going the traditional VC route.

Name & Symbol: TokenFi ($TOKEN)
Address: 0x4507cef57c46789ef8d1a19ea45f4216bae2b528

dempsey's "schelling point companies" piece is the best framework i've seen for how the perception game actually works in emerging tech categories. some companies don't compete on product. they compete on becoming the 'focal point' for an ideology. palantir for gov tech, anduril for defense, openai for llms. you hear about the category, you think about them. that's the moat. not technology- but legibility. also like the concept of P/R ratio > perception-to-reality. thats the delta between what people believe you'll become and what you actually are. high P/R buys you time, talent, capital. the fail states are instructive tho. when a schelling point company implodes, it doesn't just die. it poisons the well for the whole category. most interesting part: what happens when a hyped category has no 'legitimate assets' to buy? markets fill the void. he calls these "receptacles" for speculation. companies that exist purely to absorb capital looking for exposure to a theme. just vessels for belief, man. like bittensor for crypto x AI - it became the schelling point for "decentralized ai" not bc of technical merit but bc it was legible as a pure play. when that legibility broke down, capital fled to other vessels. GOAT, ai16z, zerebro. billions in FDV evaporating weeks later. the receptacle cracked and the speculation just... sloshed to the next one. but the real question he's circling: can you build companies where perception and reality aren't fundamentally decoupled? where the mechanism for accumulating belief also generates the conditions for it to become true? hyperstitions

Name & Symbol: zerebro ($ZEREBRO)
Address: 8x5VqbHA8D7NkD52uNuS5nnt3PwA8pLD34ymskeSo2Wn

dempsey's "schelling point companies" piece is the best framework i've seen for how the perception game actually works in emerging tech categories. some companies don't compete on product. they compete on becoming the 'focal point' for an ideology. palantir for gov tech, anduril for defense, openai for llms. you hear about the category, you think about them. that's the moat. not technology- but legibility. also like the concept of P/R ratio > perception-to-reality. thats the delta between what people believe you'll become and what you actually are. high P/R buys you time, talent, capital. the fail states are instructive tho. when a schelling point company implodes, it doesn't just die. it poisons the well for the whole category. most interesting part: what happens when a hyped category has no 'legitimate assets' to buy? markets fill the void. he calls these "receptacles" for speculation. companies that exist purely to absorb capital looking for exposure to a theme. just vessels for belief, man. like bittensor for crypto x AI - it became the schelling point for "decentralized ai" not bc of technical merit but bc it was legible as a pure play. when that legibility broke down, capital fled to other vessels. GOAT, ai16z, zerebro. billions in FDV evaporating weeks later. the receptacle cracked and the speculation just... sloshed to the next one. but the real question he's circling: can you build companies where perception and reality aren't fundamentally decoupled? where the mechanism for accumulating belief also generates the conditions for it to become true? hyperstitions

Name & Symbol: Goatseus Maximus ($GOAT)
Address: CzLSujWBLFsSjncfkh59rUFqvafWcY5tzedWJSuypump

dempsey's "schelling point companies" piece is the best framework i've seen for how the perception game actually works in emerging tech categories. some companies don't compete on product. they compete on becoming the 'focal point' for an ideology. palantir for gov tech, anduril for defense, openai for llms. you hear about the category, you think about them. that's the moat. not technology- but legibility. also like the concept of P/R ratio > perception-to-reality. thats the delta between what people believe you'll become and what you actually are. high P/R buys you time, talent, capital. the fail states are instructive tho. when a schelling point company implodes, it doesn't just die. it poisons the well for the whole category. most interesting part: what happens when a hyped category has no 'legitimate assets' to buy? markets fill the void. he calls these "receptacles" for speculation. companies that exist purely to absorb capital looking for exposure to a theme. just vessels for belief, man. like bittensor for crypto x AI - it became the schelling point for "decentralized ai" not bc of technical merit but bc it was legible as a pure play. when that legibility broke down, capital fled to other vessels. GOAT, ai16z, zerebro. billions in FDV evaporating weeks later. the receptacle cracked and the speculation just... sloshed to the next one. but the real question he's circling: can you build companies where perception and reality aren't fundamentally decoupled? where the mechanism for accumulating belief also generates the conditions for it to become true? hyperstitions

Name & Symbol: ai16z ($ai16z)
Address: HeLp6NuQkmYB4pYWo2zYs22mESHXPQYzXbB8n4V98jwC

Every big account is speculating about the next trend in 2026 that could run the industry. Main contenders are: - Perp Trading DEX - Prediction Markets - Robotics 1. Perp DEXs are already proven. Protocols like Hyperliquid hit $396B in volume and $127.73M in revenue in a single month, still throwing consistent results. Same story with Aster and Lighter. Even smaller perp DEXs saw strong effects, with price action pushing to ATHs. 2. The next meta alongside Perpetual trading DEXs could be prediction markets. Check the attached volume screenshot Kalshi and Polymarket are leading the game right now. Volumes are clearly trending up, and none of them have launched a token yet. Based on recent case studies, prediction markets are expected to grow and generate even more volume as they getting more attention from political and sports world. Predictions are no longer limited to web3. Worth keeping an eye on prediction markets that follow this trend. @trylimitless is working hard post TGE to establish itself as a leading prediction market on Base Chain. Their recent campaign on @wallchain, distributing 0.5% of the $LMTS supply, is become talk of CT. Limitless Exchange recorded $646,933 revenues q4 2025 which is good sign where other projects just dead post token launch. @opinionlabsxyz (OLAB) is one of the fastest growing prediction market on BNBChain. They recently touched $1B in volume during their closed access program, which is solid growth. As per DefiLlama, Opinion Labs is currently ranked 2 after Kalshi, with $884.16M in weekly volume and $1.16M in weekly revenue.. Polymarket slipped to 3rd place. Also worth to watch @TrendleFi and @hyperstiti0ns on Monad with some unique predictions concepts. 3. Robotics is another hot topic being discussed a lot. Speculation is high that some protocols building infrastructure to tokenize robots using AI and launch them in virtual arenas(launchpad) as . Still very early, but interesting to watch and track projects building the tech.

Name & Symbol: Aster ($ASTER)
Address: 0x000ae314e2a2172a039b26378814c252734f556a