@DCat7

Managing Partner of Discerning Capital (gambling-centric investors), Father to three, and husband to one.

 Vegas
Joined June 2011
  • Tweets694
  • Following933
  • Followers711
23Media
Trevor Milton of Nikola infamy responding to a twitter thread between me & @preston_holland was not on my 2026 Bingo Card… but BINGO.
Trevor Milton
@nikolatrevorOct 21
Replying to @preston_holland @DCat7
You're the only liar here at NBAA and the only one who said the event was less than stellar. Literally the feedback is it was the best unveiling in 25 years. These trolls and losers never stop spreading lies. The mockup was disclosed the first 5 seconds and you failed to mention that. The wings don't require the stand but we disclosed that it was a mockup. What a bloody clown you are.
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Last night at Syberjet (Trevor Milton’s Jet Startup) The wings were propped up by posts and not attached to the airplane.
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Why is no one talking about the clean hold on that 4th down throw by Texas? Without the clear hold, it’s a sack and not a 60 yard pass? @GatorsFB
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I can’t be the only person who saw these license plates and thought ‘fondle’…
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This is the worst thing that can happen to your team…
Caesars Sportsbook
@CaesarsSportsOct 2
THE PUBLIC IS HAMMERING THE GATORS 🚨 96% of the Money on Florida ML 94% of the Bets on Florida ML 71% of the Money on Florida Spread 82% of the Bets on Florida Spread UF is getting love after beating Ole Miss 👀
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I had been considering writing down my analysis on the actual TAM of Prediction Markets as it feels like a bubble. Now that the Bubble Queen has entered the chat, I feel like it’s a moral obligation to do the exercise.
ARK Funds
@ARK_FundsSep 29
ARK sizes the medium-term prediction market opportunity at $1 trillion to $5 trillion in annual volume. Kalshi handles over 90% of US activity today, and $ARKK, $ARKW, and $ARKF now hold direct exposure. Learn more at ark-funds.com/our-etfs
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Remember when Brazil began to hoover up cash from the big European operators? What a disaster.
David Payne Purdum
@DavidPurdumSep 26
Brazil bans online betting, less than two years after legalization nbcnews.com/world/brazil/bra…

Brazil’s Lula bans online betting as re-election race tightens

The executive order bans online betting operations in Brazil, less than two years after the government kicked off a legal framework allowing the industry to operate.

nbcnews.com
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I’m hearing rumors that MGM is also considering making a hostile takeover of Martha Stewart Living with a backup plan of MTV’s Grind IP. (Kidding obvs)
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This is weird to me, but I don’t know what’s left in the old IAC these days. Why wouldn’t you just buy out cash flowing Entain to fix the complicated JV structure + stop competing with a partner in the UK?
The Wall Street Journal
@WSJSep 24
Exclusive: MGM Resorts is discussing making a bid to purchase Barry Diller’s People Incorporated, which owns a roughly 27% stake in MGM. on.wsj.com/4jnmZ7q

Exclusive | MGM Resorts Eyeing Bid for Barry Diller’s People Incorporated

The billionaire’s company, which has a stake in MGM, also owns titles including Food & Wine magazine.

wsj.com
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I think this is likely market manipulation on @Kalshi & @Polymarket. Someone bet big on no hurricanes and then did the opposite of cloud seeding. Where is the French guy with the hair dryer right now!?!? Probably mid-Atlantic Ocean with a dehumidifier. #justsayin
Dr. Matthew M. Wielicki
@MatthewWielickiSep 21
Where are the headlines?
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This song is a staple of my golf cart during every member guest. I need more of this on my feed.
Mr_Fireside 🔥
@Mr_FiresideSep 19
5'6 balding Phil Collins strolling around in an office shirt singing and drumming one of the greatest songs ever is the definition of AURA.
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Shocking Headline: Company proactively uses AI to grow its business while not proactively using AI to lose customers. I am a big proponent of responsible gambling stopping the <2% of people who experience real harm, but we also have to be realistic.
Serge Kovaleski@sergenycscribeSep 19
TIMES INVESTIGATION How DraftKings Uses A.I. to Target the Gamblers Likeliest to Lose Data science helps determine who receives betting incentives, but the company has resisted using similar technology to protect gamblers at risk of addiction. nytimes.com/2026/09/19/busin… via @NYTimes

How DraftKings Uses A.I. to Target the Gamblers Likeliest to Lose

Data science helps determine who receives betting incentives, but the company has resisted using similar technology to protect gamblers at risk of addiction.

nytimes.com
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This is the #1 thing that non-gambling America misses (especially investors looking at Polymarkets current fundraise). There is real legal risk here that generalist seem to think ‘uber did it’ - but this is very different.
Daniel Wallach
@WALLACHLEGALSep 17
Kalshi has lost 14 consecutive federal court rulings since the Minnesota decision. Overall, States have prevailed on 37 out of 43 court rulings on preliminary injunctions, TROs, or stays/injunctions pending appeal, an 86% success rate.
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It’s Community Adjusted EBITDA for AI… #ipo #anthropic
Boring_Business
@BoringBiz_Sep 14
Investors watching Anthropic define profitability as revenue before cost of goods sold and operating expenses
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Anyone hear of any groups getting wrecked on the market making side? With so many RFQs hitting, I can imagine some smaller MMs got crushed. I’m not asking to stare at the car crash - but because I’m interested to know if it happened. If it did not, I would love to know why.
InGame
@InGameHQSep 14
Kalshi had easily its biggest weekend ever during NFL Week 1, breaking its volume record Saturday and then breaking it again — by a narrow margin — Sunday. Kalshi’s fees on Saturday were $15.99 million, and on Sunday were $16.02 million, both a little short of the all-time record.
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This was 100% worth the time and got me in the feels.
ESPN
@espnSep 11
Welles Crowther was a former Boston College lacrosse player who had a trademark red bandanna. He was also working in New York on Sept. 11, 2001 when terrorists struck the World Trade Center. This is the story of how he led people to safety on that fateful day 25 years ago.
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I don’t know that there has ever been a bigger day in gambling marketing. First @betr launched the Entourage ad with Piven & Crew, then @Novig ‘mogged’ them (new word for me) by dropping @sydney_sweeney half naked. @Kalshi x Trump tomorrow?
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Daejon Love but on the gators. The thread is awesome.
Dan Thompson
@DKThompsonSep 8
I just had someone ask me if I remember a Ryan Williams, WR on the 2006 national championship team. He’s not on an official roster and Wikipedia lists him as fourth leading receiver on the team. After digging, I think we have a Daejon Love situation
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I think I’m close to expert level in most things Prediction Markers, but I’m deeply embarrassed by this new realization: @mattkalish’s last name is an anagram for @Kalshi. How did I miss it until now? Real world ‘rivals’ that are anagrams is unprecedented.
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A Plane skidded off the runway this morning at @LASairport. Not mine but also wild to see a crane out the window before takeoff…
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@LasVegasLocally this could be a tough morning to fly out.
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