BULLISHIn depth · 4/5

Sports as the core driver for prediction markets

The thesis presented was that sports will constitute the bulk of prediction market volume, and companies with deep sports expertise are best positioned to win.

Betr CEO Joey Levyon On The Margin

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The story so far

REVIVED · 40 MENTIONS · 23 EPISODES · 14 SHOWS

20 JAN 2026 — 4 AUG 2026 · 2W AGO

11 SUPPORT · 2 CHALLENGE · 2 UPDATE · 1 REPEAT · 24 MENTIONED

20 JAN 2026 · FIRST HEARD
WHAT BITCOIN DID
- Prediction markets merge with crypto gambling
6 EPISODES BETWEEN · 8 MENTIONS
1. 4 FEB 2026
  ANIMAL SPIRITS
  - Prediction markets as economic signaling tools
2. 11 FEB 2026
  ANIMAL SPIRITS · 2 MENTIONS
  - Prediction markets as efficient price discovery
  - Polymarket as 'options for dummies'
3. 13 FEB 2026
  ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG · 2 MENTIONS
  - Prediction markets as pre-Reg FD information arbitrage
  - Prediction markets face insider trading scrutiny
4. 18 FEB 2026
  ANIMAL SPIRITS
  - Prediction markets as a transformative forecasting tool
5. 27 FEB 2026
  THE MEB FABER SHOW
  - Prediction markets' wisdom vs. manipulation risk
6. 4 MAR 2026
  ANIMAL SPIRITS
  - Prediction markets need regulation like early UFC
11 MAR 2026
ON THE MARGIN · 2 MENTIONS
- Sports as the core driver for prediction markets · THIS IDEA
- Prediction markets as a disruption story, not cannibalization
9 EPISODES BETWEEN · 23 MENTIONS
1. 11 MAR 2026
  ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
  - Prediction markets susceptible to manipulation
2. 13 MAR 2026
  THE COMPOUND AND FRIENDS
  - Prediction markets' utility for financial information
3. 17 MAR 2026
  AFFORD ANYTHING
  - Betting markets' edge over economists
4. 20 MAR 2026
  BANKLESS
  - Prediction markets' integrity challenge
5. 21 MAR 2026
  SMARTERMARKETS · 3 MENTIONS
6. 26 MAR 2026
  FINTECH INSIDER PODCAST BY 11:FS · 13 MENTIONS
7. 27 MAR 2026
  REAL VISION DAILY BRIEFING
  - CFTC strongly defends prediction markets
8. 31 MAR 2026
  ON THE MARGIN
  - Insider information vital for prediction markets
9. 2 APR 2026
  THE DERIVATIVE
  - Prediction markets as a 24/7 oil price benchmark
15 APR 2026
REAL VISION DAILY BRIEFING
- Prediction markets as an AI data source
19 APR 2026
YET ANOTHER VALUE PODCAST
- National security risks from unregulated prediction markets
23 APR 2026
THE GRANT WILLIAMS PODCAST
- Betting markets replacing political polls
24 APR 2026
THE MEB FABER SHOW
- Prediction market accuracy declines with liquidity
4 AUG 2026 · 2W AGO · UPDATES
ON THE MARGIN
- Prediction markets dilute legal and illegal sports betting
4 AUG 2026 · 2W AGO · UPDATES
THE COMPOUND AND FRIENDS
- Prediction markets exploit regulatory loopholes

HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD