Sequoia Capital

Every time privacy tech is hot, larps turn up with larp tech saying they've reinvented the wheel for privacy. Same old story, they promise everything, deliver nothing and collect swap fees and bounce. @Veildotcash has been live 18 months. Audited. Weekly iterations. Revenue to $VEIL holders. CBV

In today's @Unchained_pod Daily newsletter: 💼 $1.3B IBIT trade. Zero BTC move. 🏛️ Trump calls state prediction regulators “SCUM.” 📈 HYPE ETF flows crush BTC, ETH, and SOL. 🌍 Spain blocks Polymarket and Kalshi. 📩 Don’t miss out—read here & sign up for daily updates! https://t.co/E3TC7aY4xe

Do the regulatory work early — it pays off. Sara Eisen (@CNBC) in conversation with Tarek Mansour of @Kalshi and Alex Michael of Lion Tree LLC at last week's Rise of Prediction Markets. Thanks to our sponsor @nielsen for helping make these conversations possible.

Wave of Token Deployments on Base Chain Raises Concerns Over Spam and Scam Activity

This is a great story about the individuals who are crushing it on Kalshi and Polymarket https://www.nytimes.com/2026/05/26/magazine/polymarket-prediction-wall-street.html?smid=nytcore-ios-share

Bankr Scanner Flags 18 New Token Deployments on Base, Many by Serial Deployer @herren_power

Matt Kalish probly just pissed at Kalshi cause his name sounds exactly like Kalshi so he’s like “I founded a sports betting platform” and people are like “Oh Kalshi?” and he’s like no actually DraftKings we have a prediction market now and then he doesn’t get laid

Donald Trump is making protecting prediction markets a priority. His son is a paid strategic advisor for Kalshi, and a major investor and advisor for Polymarket. The Trump administration is using taxpayer money to protect his family’s investments. This is what corruption looks like.

Sports as a % of total trading volume on Kalshi has been consistently falling since the start of the 2025 NFL season. Sports is now roughly 58% of the total volume. A large part of this is the rise of crypto-related markets. Over time, as new categories emerge, I would argue this drops to teens

聊一个我很久没说的事： 📌像银河、Zealy 这种社交任务平台，现在真的可以不用看了。 前两天有小伙伴甩给我一个 Zealy 上的项目，问能不能做。 我一看就是传统那套，关注、转发、转推，三阶段任务，号称能赚钱。 1⃣我习惯先做个背景调研，其实很简单，看两个点就够了： 一是官推。 装个 X Hunt 插件，能看到关注它的全球 KOL、top100、中文 KOL 数量和排名。 不装的话你只能看到一个粉丝数，其他信息全是不对称的。 结果这个项目没排名，只有 4 个中文 KOL 关注，共同关注就 3 个人，背景基本等于没有。 二是 RootData。 赛道是 LayerZero，一个 L0