Open capital for markets that price the future
Joined February 2026
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Cusp retweeted
lily liu on why asia has always been core to solana:
"this is where users and builders are."
"we’ve had some of our best builders come from not just asia, but southeast asia, so this is always going to be a big part of solana’s past, present, and also future."
@calilyliu @solana @SolanaSummitOrg
Cusp retweeted
Prediction Market volume (May 2026):
🥇- 1. @Kalshi - $17.9B (58%)
🥈- 2. @Polymarket - $8.8B (28%)
🥉- 3. @trylimitless - $1.7B (6%)
4. @predictdotfun - $1.1B (4%)
5. @opinionlabsxyz - $0.7B (2%)
6. Other - $0.9B (3%)
Key observation:
- Kalshi captured 58% of May volume, back-to-back months of majority share, and 9 straight months leading the category. The gap continues to widen.
Other insights:
- Sports + Exotics (Kalshi's combo/parlay product) combined for $15.3B, or 85% of Kalshi's monthly total. Crypto held as the #2 Kalshi category at $2.0B (11%).
- Polymarket volume fell 13% MoM to $8.8B, its 2nd straight monthly decline. Polymarket US grew from $1.2B to $1.7B, so the drop is entirely on the DeFi International side. Likely due to a mix of:
- fewer sports games as NHL/NBA seasons wind down
- growing user frustration with market resolutions
- Polymarket will bounce back, but stabilizing DeFi International has to be the priority. The US platform is doing its job.
- Limitless grew 3% MoM to $1.7B, edging out PredictDotFun ($1.1B, -29% MoM) for the #3 platform spot.
- @HyperliquidX (not pictured) hit $92M in its first month. Strong debut, and I expect it to take big leap in market share over the coming months.
Cusp retweeted
Liquidity is arriving in prediction markets
Liquidity → tighter spreads → bigger trades → better pricing → stronger collateral → more capital
That is the flywheel
CUSP is building the DeFi capital layer that turns prediction positions into usable liquidity
Cusp retweeted
The problem they're solving is a simple one ... what to do with your prediction market outcome tokens while you wait for them to mature.
But it's the simple changes like this that make an ecosystem mature faster.
Cusp retweeted
prediction markets are growing fast.
but the bigger story is what happens when those positions can be borrowed against, used as collateral, and turned into active capital.
Cusp retweeted
Early on @usecusp 👀
CUSP is building the DeFi capital layer on Solana starting with @Kalshi linked markets
Use your prediction market position without closing it
More capital. better efficiency - all at once
Join now 👉 beta.cusp.fi/waitlist
Cusp retweeted
fresh out of the BOM startup village kitchen — meet @usecusp 🫡
Cusp retweeted
👀 @usecusp they're solving one of the bigger problems in prediction markets: what do you do with capital that's locked in a position waiting months for resolution?
Now you can borrow against it.
