加密韋馱|Skanda 🇹🇭
加密韋馱|Skanda 🇹🇭|Oct 22, 2025 17:14
Chinese people may not be Bullish enough in predicting the market, or may it be due to insufficient understanding of gambling I have been watching for two days, and Da Ru is providing a narrative for predicting the market track I was surprised to see it Lu Xun said, "As soon as you see short sleeves, you immediately think of white arms, completely naked, genitals, sexual intercourse, hybridization, and illegitimate children The scale and degree of this narrative lifting really reminds me of the Stepn walk to ear and AI MEME from last year Brother, really, it's a bit awkward Why don't I give you a narrative as a professional lecturer TLDR: "Polymarket is the Uniswap moment of the online gambling industry, or at least the Uniswap moment of guessing games“ The narrative is as follows: Total market size: The global revenue of online gambling (under legal regulation) is approximately 78 billion US dollars. If you believe in my professional level, please multiply the true number of this scale by 10-20 Total scale involved: Based on experience, guessing based gambling (including sports betting and lottery) accounts for 5-70% of the total, which is a trillion dollar market And the premise of this number is that this market is often suppressed and regulated by governments of various countries Feasibility: In the past, if you wanted to do this type of trading, you either had your own reliable technical team (otherwise you would be crippled, such as when the Crown Prince's exchange was involved in football betting trading and was stripped of $200 million during a European Cup) Either it is necessary to purchase services from mature iGaming suppliers, commonly known as CashNet. You need to pay about 30% of your revenue to the iGaming supplier. Philippine Asian Games once had a daily flow comparable to Taobao, so you can try it yourself But does a guessing trader really need to build a whole cash network to do business? No Guessing market owners are essentially market makers, and all they need to do is set prices and bet against users. They need to ensure that they always have enough advantage as a banker. Advantage: If that's the case, wouldn't it just be enough to open a position in the predicted market? Polymarket does not charge any fees, while Kalshi and others only charge a maximum of 5 points And you're not a platform, there's no regulation, you don't need to be a customer acquisition, you don't need bonuses, traffic comes on your own For POGOs who do not plan to run away, why do they still need to engage in cash networking, raise dogs for promotion, and give away bonuses? Many even have to squat in the harsh conditions of the park to do this? Predicting the market is a product of its kind that is 10 times better than CashNet, and it is the steam engine moment of the gambling industry Isn't this much sexier than that sophisticated set of "fact secondary validators"? Young people still don't have enough concept of money
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