Magazine
weekly read.
Editorial synthesis of what the prediction markets priced this week, plus original analyses from operators publishing on Popclap. Refreshed every Monday morning.
All beats
12 articles.
the ai capex supercycle is the trade markets keep re-pricing
Frontier-lab funding rounds and an OpenAI IPO are the two markets that move the whole AI complex. Here is the structure beneath the odds.
the rate-path market is the cleanest read on the cycle
Prediction markets price the next Fed move faster than the curve reprices. Why the cut-timing odds are worth a daily glance.
btc's six-figure markets are a sentiment gauge, not a forecast
The bitcoin-above-150k market tells you more about flows and risk appetite than about price. Read it accordingly.