Monolithvc

Today @Polymarket introduces fees
Core metrics are already near ATH
2024 (election cycle):
• Volume: $532M
• OI: $275M
2026:
• Volume: $408M
• OI: $460M (~2x vs 2024)
Volume is dropped 23%, but capital per market is higher
The key variable now is monetization
Zero-fee liquidity was always @Polymarket’s core edge (especially for market makers and arbitrageurs)
Fees change that directly:
> market makers reprice their edge
> liquidity depth potentially thins out (spreads will increase)
> casual users won't notice (until the odds get worse)
Sustainable revenue is smart long-term, but will the

Today @Polymarket introduces fees
Core metrics are already near ATH
2024 (election cycle):
• Volume: $532M
• OI: $275M
2026:
• Volume: $408M
• OI: $460M (~2x vs 2024)
Volume is dropped 23%, but capital per market is higher
The key variable now is monetization
Zero-fee liquidity was always @Polymarket's core edge (especially for market makers and arbitrageurs)
Fees change that directly:
> market makers reprice their edge
> liquidity depth potentially thins out (spreads will increase)
> casual users won't notice (until the odds get worse)
Sustainable revenue is smart long-term, but will liqu

Hyperliquid started as a crypto perps DEX
But now, almost 50% of the total volume is HIP-3
52.3% — Crypto
47.7% — HIP-3
And HIP-3 is accelerating:
> $1.7B OI (+25% WoW growth)
> already 43% of total revenue
Notably, at first, it was just a part of ecosystem
@chameleon_jeff and team positioned HIP-3 as an extension — but it is now rapidly approaching a point where it could become the #1 revenue driver on Hyperliquid

Prediction markets exploded in Q1 2026.
One catalyst — sports dominance (mostly thanks to the SuperBowl)
For comparison:
> Q4 2025 volume: ~$43B, up 2x YoY, with Kalshi at $16.8B, and Polymarket ~$14B
> Q1 2026: ~$30B so far, Jan alone hit $23B total (Kalshi $9.5B, Polymarket $7.7B), with weekly peaks over $6B
Open interest:
> Q4 2025 ~$900M+ network-wide (Polymarket $350M, Kalshi $343M)
> Q1 2026 pushing ~$1.2B+ (Polymarket $412M, Kalshi $534M)
January alone almost matches Q4 2025's figures.
Acceleration is happening.

Hey @grok,
delete the fastest-growing prediction market and explain why

Happy New Year 🥂
Wishing everyone a green year, and 10x portfolio
Big wins await us in 2026!

Merry Christmas from snowy Alps🎄
A reminder to slow down, spend time with family, and reset before building again.
Wishing you calm charts and no liquidations today!