Defioasis

Every weekend, I count the number of Polymarket Builders. Today, I saw that it has already exceeded 70, maintaining a weekly increase of 10-20 over the past few weeks; at the same time, the number has also surpassed the Hyperliquid Builders counted by Flowscan.
The increase in the number of Builders is gradually reflected in trading volume: Polymarket Builders' weekly trading volume has for the first time exceeded $50 million.
Now, the Builders landscape is quite clear: betmoar firmly holds half the market share; PolyTraderPro, Stand trade, and Polycule are competing for second place. Of cours

Opinion Daily and Japanese independent traders hit a new high, surpassing 42,000
At the same time, Opinion set a record for the highest share of Japanese traders on Polymarket, with a 4:6 opening ratio with Polymarket
There are 11 markets with over 1k+ traders, including 3 markets with over 5k+ traders:
1. US Fed Rate Decision
2. Will Satoshi transfer any Bitcoin in 2025?
3. Will Polymarket launch a token before…?

Christmas Points Event First Day
Opinion day traders reached 17,500, setting a historical second-high record, accounting for 23.2% of Polymarket's same-day traders.
The number of daily trades on Opinion reached 86,000, driving the daily trading volume of the BSC prediction market to break the 100,000 transaction barrier for the first time.
However, the number of transactions is a significant area where competitors differ from Polymarket and Kalshi, as the latter two can exceed one million transactions per day recently.

Open interest may be a better indicator of the influence of the prediction market, as it reflects the participants' risk-taking and capital commitment.
Currently, Kalshi and Polymarket together account for nearly 90% of the open interest share.
Of the remaining 10%, Opinion accounts for 8 points, and Predict Fun accounts for 1 point.
As a challenger, Predict Fun introduces the open interest earning feature, not sure if this will become a future industry standard🤔

BSC prediction market volume had the second highest single day, with Opinion accounting for 97.6% of the share.
The other two new platforms, Predict Fun and Probable, contributed 2.2 million dollars each, sharing the remaining 2.4% of the market.
Upon closer inspection, the fees for Predict Fun are not cheap, charging $450,000 over 5 days, with a fee of ~2% per transaction; Probable has zero fees; Opinion has an overall rate of ~0.12%, accumulating $5.7 million.

After the full release of registration for the Base app, over 21,000 users have flooded in over the past two days, accounting for more than 10% of the total.
As an important distribution channel for the Base web application, this super app built by Coinbase, which integrates social, trading, and exploration features, has nearly reached 200,000 total users.
However, the new users in the past two days have not yet converted into trading users on the Base app, and the built-in Swap trading volume remains relatively limited.

Polymarket Builders had the second-highest trading volume in a single day, exceeding $9.4 million.
Among them, Betmoar and PolyTraderPro account for 50% and 20% of the market share, respectively.
Unknowingly, Polymarket now has 50 Builders. It is expected that in another two or three weeks, their numbers will surpass Hyperliquid Builders.

Robinhood continues to expand the number of stock tokens, and a few days ago, it deployed 500 stock tokens on Arbitrum all at once.
Currently, the potential tradable stock tokens under its CFD trading model reach nearly 2,000, covering individual stocks, ETFs, commodities, and bonds.
Robinhood's stock token market capitalization is around $12.4 million, accounting for 2.2% of the tokenized stock market share, but unfortunately, on-chain trading is not supported.

Polymarket Builders continue to expand, with over 25 providers currently offering services. The weekly trading volume has exceeded $30 million for five consecutive weeks.
11 Builders have a cumulative trading volume of over $1 million, and 4 have over $10 million; 8 have more than 100 traders, and 3 have over 1,000 traders.
Interestingly, the social aggregation app Firefly has also integrated Polymarket, which might provide a reliable new revenue path for Web3 social. Wen Farcaster?
Additionally, Based, which has experienced success on Hyperliquid Builder, performs quite well. It is one of the

I heard from a friend that Solana Mobile is about to launch a token, and today I finally pulled out the Seeker that has been kept under wraps for several months to activate it.
Once the Seeker is activated, it will mint and receive an non-transferable SPL Token: Genesis Token. Since August of this year, over 95,000 Genesis Tokens have been minted, which should correspond to nearly 100,000 Seeker devices activated. Currently, about 200-500 new phones are activated daily.
Additionally, in recent days, the number of daily active device addresses has maintained between 8k and 9k (at least one tran

Unpretentious business warfare
It appears that DeFiLlama has completed halving Polymarket's daily trading volume.

A few days ago, Godot (@GodotSancho) talked about the difficulties of building a public chain. Coincidentally, Monad has been live for just over a week now, so let's take a look at the data:
- There are nearly 50,000 tokens on the Monad chain, with 21,000 created in the first two days after launch, and about 1,100 added in the most recent day.
- Monad has four main DEXs: PancakeSwap, Uniswap, and two native DEXs, Kuru and Pinot.
- In the first three days after launch, daily DEX trading volume stayed above $60 million, but in the most recent day, it dropped to less than $15 million—a decline of

Polymarket Builders’ single-day trading volume has exceeded $10 million for the first time in history, with Betmoar and PolyTraderPro accounting for 50.7% and 27.7% of the market share, respectively.
However, upon closer inspection, it was found that PolyTraderPro’s daily trading volume was mainly driven by 15 trading addresses, with an average trading volume of over $200,000 per person...

Launchpad, but Prediction Market Series: Opinion
In the Prediction Market, trading volume is divided among three major players, and Opinion has secured a spot. The platform has created over 1,000 Options tokens on its markets, with the ratio of active to settled options being about 7:3.
Compared to Polymarket and Kalshi, which have tens of thousands or even over a hundred thousand active Options, the number of markets and Options that Opinion relies on for trading volume is much lower. As an emerging platform, concentrating liquidity on fewer but higher-quality markets is undoubtedly beneficia

In just the first three days of December, the scale of stock tokens deployed by Ondo Global Markets on BSC has grown more than tenfold, surpassing $16 million.
Currently, the market value of Ondo GM’s stock tokens on Ethereum + BSC has reached $345 million, accounting for 65% of the stock tokenization market share.
It was previously mentioned that Ondo GM’s stock token scale on Ethereum experienced rapid early growth but then stagnated. Let’s see if this surge on BSC can be sustained and drive further expansion.

Launchpad, but Prediction Market
Kalshi tokenizes market contracts on-chain and is deployed on the Solana network. The Prediction Market not only aims to capture Meme trading volume, but also to seize a piece of the asset issuance pie?
Since the NFL season started in mid-September, the market options launched by Kalshi have seen a significant increase of over 2.7 million, nearly 30,000 options per day, thanks to extreme segmentation of event, player, and various indicators predictions. If all of these were tokenized, this scale would completely match or even exceed that of the Solana Launchpad

Interesting, starting from late October, the weekly volume of Prediction Market has exceeded that of Meme Trading Bots, and in recent weeks it has basically remained about 4 times that of the latter.
The Prediction Market is also a new type of "Launchpad"; each market and each Option can be seen as a "Token" with an expiration date.
Polymarket has 39,200 active market Options, with 357,000 closed or resolved market Options; Kalshi has 330,000 active market Options, with 2.5 million closed or resolved market Options.

Currently, there are 17 Polymarket Builders, and the volume in the past week has reached nearly $40 million, setting a new record.
Betmoar, which occupies nearly 60% of the market share, has become the first builder to accumulate a volume exceeding 100 million USD.
In addition, the Builders with a cumulative volume exceeding $10 million include Stand trade, PolyTraderPro, and Polycule.

It must be said that Solana is increasingly like an exchange, with Prop AMM playing a key market maker role.
As cross-chain assets like ZEC and MON gradually log into Solana, the key is that project teams do not need to deploy contracts themselves. Instead, with the support of mature cross-chain bridges and DEXs, especially with the backing of Prop AMM, there is rapid support for new and popular assets. For instance, MON was supported almost on its launch day and has had relatively good liquidity and trading volume.
This also confirms the long-held view that public chains and Layer 2 should op