The Investor Who Backed Polymarket Before the Crowd

By the time prediction markets were quoting election odds on cable news, Polymarket had already become shorthand for the category. The bet that made that possible was placed years earlier, when prediction markets were still a punchline about regulatory risk.

The thesis was never 'gambling.' It was information — that an open market, settled on-chain, is the most honest forecasting instrument ever built, and that the masses would eventually trust odds over pundits.

It is the clearest expression of how 1confirmation invests: find where culture is about to route around an institution, and back the founder building the route.

This is a curator's note. Read the full piece at its canonical home.