Mason Nystrom@masonnystrom · 2026/08/27观点输出There's been the $112 billion traded through prediction markets to date, but Bank of America estimates the potential market for US sports-related event contracts will reach roughly $1.1 trillion in annual volume.
Prediction markets like Novig are going to grow immensely as a category over the coming years, both across existing markets (e.g. sports) and creating new (e.g. financial markets, earnings, esports, etc.)
AI：偏平台经营与生态扩张，强调交易平台和应用入口的长期位置。
Mason Nystrom@masonnystrom · 2026/08/26赛道影响@debt_serious wdym? An app can multi-model and therefore they're just paying for inference vs maintaining/training a model is much more cost intensive.
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Mason Nystrom@masonnystrom · 2026/08/26观点输出1) Criminal to loop together models and apps into same margin category
2) Right now margins are accruing to the bottlenecked resources (chips, energy, compute)
3) Over time, as supply increases, I'd expect margins to re-orient back towards the application layer of the stack
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Mason Nystrom@masonnystrom · 2026/08/25观点输出@ililic Just buy $HOOD instead
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Mason Nystrom@masonnystrom · 2026/08/25赛道影响$COIN next quarter:
We've decided that reporting transaction volume is (again) a valuable metric
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Mason Nystrom@masonnystrom · 2026/08/25市场影响Wouldn't a scalar market by definition have a wide ranging outcome and if I predicted Netflix hitting $1.25 EPS vs $1.30 vs $1.40 then there's a long tail of outcomes that potential increase the payout for greater specificity?
I think the argument of which asset is the right instrument to express a viewpoint is valid (e.g. I think Netflix hits $1.25 EPS when the street projects $1 so I'll just long the stock).
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Mason Nystrom@masonnystrom · 2026/08/25观点输出@fozzydiablo why?
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Mason Nystrom@masonnystrom · 2026/08/24观点输出@pteroma_walk Deep liquidity of EPS
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Mason Nystrom@masonnystrom · 2026/08/24赛道影响Still waiting for someone to crush scalar corporate earnings as a market
AI：偏平台经营与生态扩张，强调交易平台和应用入口的长期位置。
Mason Nystrom@masonnystrom · 2026/08/21观点输出RT @ForerunnerVC: "A more consumer-friendly, responsible, and high-integrity way of structuring sports markets"
@j__fort from @Novig on CN…
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
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