Prediction markets are entering a structural growth phase, with sports now accounting for the majority of trading volume. Sire and Score provide a new way to access this expanding market. Sire leverages Score’s AI-driven models to identify mispriced odds and generate uncorrelated yield opportunities. The upcoming vault products also offer indirect exposure to potential Polymarket and Kalshi airdrops. Together, they position sports as a new frontier for systematic alpha generation onchain.

Meteora’s TGE will take place on Thursday, October 23. At launch, 48% of MET’s supply will be circulating, a relatively high float compared to other notable token launches on Solana. Meteora has become a key player in Solana's DEX landscape, strengthening its distribution via Jupiter and its partnership with select launchpad partners like Believe, positioning as the go-to venue for high profile launches like TRUMP and WLFI. In our view, a P/S between 6x and 10x is most likely for MET at launch based on how RAY and ORCA have been historically priced by the market. As such, we could reasonably expect MET to trade between $450M and $1.1B after TGE (circulating market cap).

The march toward an interoperable and onchain-by-default internet depends on reliable messaging and value transfer across heterogeneous domains. Crosschain protocols now process >$1.3T in combined annual transfer volume and secure tens of millions of user interactions, yet no single design dominates.

As AI supercharges surveillance, privacy becomes a prerequisite and the winning stack will combine confidentiality with selective disclosure. Zcash’s Tachyon, composable standards on Ethereum/Solana, and compliance-aware pools aim to make private rails the new norm.