The Grail thesis Memecoins are fun and people want 1000x upside opportunities, onchain for liquidity and global access But they are created out of thin air, pump and dump to ~0 and 99% of people lose on them. There’s nothing backing them and don’t inspire trust for new people Gtokens are fun, give 1000x opportunities and are backed by durable real world assets. Our holders are winning and we are onboarding new people who want to bet on people they believe in long term

Grail is an incredible playground for smaller investors, and my own journey is proof of that I started with just $15 in May. My first trade was $3 into gKOBE, which turned into a 30x Since then, the snowball has kept growing, step by step toward six figures

Many view Polymarket and similar products as the same. Understandable Polymarket is built on a different set of beliefs though: Markets are useful as an information source that helps us make sense of the world and understand what’s true. Truth matters Human taste matters and AI slop doesn’t work long term. Cultural relevance can’t be faked Improving sports betting for people is a small part of the goal Winners focus on winning, losers focus on winners

gELON paired with SPCXc is now live 🟦 gELON: backed by Elon collectibles, current mkt cap $240K SPCXc: backed by SPCX shares, current TVL $1.53M

Total value of stock coins onchain is ~$200M It will 500x in the next few years

Introducing Polymarket Data, a public source for U.S. & International exchange data. Polymarket U.S. hit 1b+ total volume (contracts) for the weekend, consecutive daily ATHs: - Saturday: 510m+ - Sunday: 525m+ We're just getting started.

Treat people with respect and you will be treated with respect Lying and manipulating may look like winning but is the ultimate form of disrespect. Loser energy

Fact #2: 27 gTokens Only $4.13M in total market cap For a market combining memes, community, and real-world assets, that is incredibly small When an entire new category is worth less than one ordinary meme coin, it usually means one thing: the market has not caught up to the potential yet That’s why this feels so early And why @GrailCo may still be deeply underappreciated

Why I'm betting on Grail

Never cared about being diplomatic. Coinbase has done more for crypto than any org. Great company. Never sold any of my shares. Critique is in past 5 years there's been a lack of a user mindset in the construction of the core product and new product launches. And there seems to be an overall risk aversion or lack of skill in making new bets, taking stances that aren't consensus within crypto, and bridging culture in new ways to grow the pie. Specific advice: 1) Simplify core product, way too much going on and hard to use for normies 2) Figure out stock coins ASAP and ramp up TVL 3) Take time to understand trenches so Base doesn't get blown out of the water by green chain 4) Don't waste cash on acquisitions to try to gain favor on CT and play perception games that don't bring in new users. Invest in bridging crypto and culture in creative ways instead 5) Stand on Ethereum. Stack ETH. Tell the story of what the difference between a credibly neutral store of value and a company coin

Calling all crypto twitter. I'm proud to announce that Jacob Horne @js_horne has joined Polymarket. He will be working closely with me on product, in particular making Polymarket DeFi great again. Jacob is amongst the best product and innovation minds in crypto. Before this, he was CEO of Zora. He built multiple beautiful products (I was one of the first users of the first version in 2020). Now he's got the PMF and distribution of Polymarket. I'm so excited to work with him. We'll be hosting a Polymarket DeFi town hall soon to hear from our longtime users and lay out the plan to make the Polymarket DeFi product the best it’s ever been. In the meantime, DM your feedback to @js_horne or me and we'll action it. To the DeFi community, we know the performance of the onchain product has waned as we've scaled, and it hurts us to hear the frustration of the people who love Polymarket and have supported us for so long thinking we’ve pivoted all focus to US, but just know we're working behind the scenes to unify the products and make Polymarket better than ever, across all surface areas.

Give credit when credit is due: - Gets the trenches from user pov - Embraces trenchers - Embraces Ethereum - Catalyzes the biggest crypto breakthrough since prediction markets gg 🫡

We’re barely in the first inning of creator assets

tldr build on robinhood and you will be rewarded

Polymarket was the most downloaded app for sports in week 1. Looking forward to week 2.

One confirmation needed. Yourself

A nonobvious problem solving we’re solving is making memecoins durable. Memecoins as we know them today are printed out of thin air so there’s too many and 99.9% are easy come, easy go. People have fun trading them but know they pump and dump to 0. Gtokens are onchain and backed by real world collectibles. There’s memetic value but there’s also durable offchain value. In some cases like gMJ there’s a large established market for the collectibles so the onchain price will likely be tied closely to the offchain price. Some like this stability but others want more upside. Then we have tokens like JENSEN and gSPEED, backed by nascent collectibles markets that our onchain community can own. These tend to be less tethered to offchain prices and have more upside. There’s certainly a world where this becomes the standard. We are the market.

Founder RWAs Sports and Pokemon collectibles are what the collector establishment believes in now Memecoins that can be created infinitely out of thin air are what the onchain establishment believes in now If we’ve learned anything it’s that to win you must believe in something non consensus before the establishment Memecoins backed by Jensen Huang GPUs

gJENSEN: A fungible token backed by real world collectibles, signed Jensen Huang GPUs On Robinhood chain, paired with NVDA Distributed onchain via Uniswap v4, an airdrop to diamond handed gtoken holders and packs Long term exposure to a legend

RWAs on Robinhood chain is the most exciting thing to happen in crypto in a while First inning