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David Khosroshvili
1,171 posts
David Khosroshvili
@allocateur
The NPV of the Accelerated Future is Infinite. Predicting.
San Francisco, CA
Joined July 2024
How I Found My Top @Polymarket Quant Before summer, I recruited 10 of the best fresh CS graduates for a summer internship at my prop firm. To decide who would eventually join us full-time, I needed an assignment that would test not only coding ability, but also algorithmic
7 figures in funding for Polymarket Builders' grants have been secured. Stay tuned for updates on how to apply, and just keep building โ- Top 5 Prediction Market Ideas from @a16z 10ยฒ Hackathon Just a couple of weeks ago, @calblockchain hosted the 10ยฒ Hackathon - with Prediction Markets as one of the main tracks, sponsored by @Polymarket and @eigencloud among others. I took some time to dive deeper into the
- The Largest Market Maker of Prediction Markets - Meet @polyfactual $POLYFACTS. To understand the scale of what Polyfactual is building, you first need to understand market making and how big it is in crypto. Market makers provide liquidity by constantly posting bids and asks.
- The @MetaDAOProject DEX is live - and itโs already generated $45K in revenue in just 3 days from a single token: @UmbraPrivacy. Thatโs $5.4M annualized. 4 more launches are coming in October. If MetaDAO keeps launching 5 new projects per month (a conservative, no-growth
Killing Venture Capital With Prediction Markets - Meet @MetaDAOProject $META Whatโs the difference between a team sniping token supply and a VC getting in with a low cost basis behind closed doors? In both cases, we - the retail - are exit liquidity. Insiders secured early - The number of prediction market coins has more than doubled in the last 3 weeks. Meanwhile, the total market cap is still only $50M. What does that tell you? 1. Same capital rotating, no big inflows. 2. Bets spread across projects โ no clear winners. This is what early adoption
Some red across the board, but zoom out - total Prediction Markets cap is still < $50M. Where do you see this industry going? $5B is coded. 
The only chart you should care about is @Polymarketโs Open Interest โ the total value of unresolved positions. What weโre witnessing is exponential growth in fresh capital entering the game.- $OK waits for no one.
Itโs either @polycule_bot thatโs overvalued or @tryokbet thatโs undervalued. I donโt make the rules. $PCULE $OK - The Alt-Data Powerhouse of Prediction Markets - Meet @pizzintwatch $PPW Location data has quietly been one of the most powerful forms of intelligence in both markets and geopolitics. The worldโs biggest hedge funds - Citadel, Renaissance Technologies, Two Sigma - have used
- There are only 4 coins generating real volume on top of @Polymarket. One of them holds 65% of the market. $OK @tryokbet
- Prediction Markets narrative is incomplete without the @Polymarket airdrop - a single event that could mint a new class of millionaires.
- Pete Hegseth, U.S. Secretary of War, just followed @pizzintwatch โ the geopolitical alt-data layer for @Polymarket. Absolutely mind-blowing! $PPW
Big (seriously!) week
