Web3 · sub-niche
Prediction market infrastructure.
Build + operate prediction markets — onchain or off.
Team-sized buildTrickle — one deal per quarter
Why now
Polymarket exposed the demand. The infra layer is open for vertical + niche markets.
What the signal looks like
Repos with market-creation libraries, oracle integrations, and settlement-engine frameworks.
Public examples
We name publicprojects + categories only — never founders we track inside the paid product. The buyer’s edge stays inside the product.
- Polymarket adjacency
- Kalshi
- Open-source prediction-market libraries
What this displaces
A Twitter poll + no liquidity.
Our build-vs-invest call
Speculative. Fund only with crypto + finance team. The moat is the liquidity + the regulatory + the oracle reliability.
Common questions about this niche
- Buyer?
- Market operators + media + research firms.
- Pricing?
- % of volume.
- Compliance?
- CFTC + state gambling laws.
More inside Web3
- Account abstraction toolkits — ERC-4337 wallet libraries + paymaster infrastructure for AA-first apps.
- Onchain compliance tools — Travel rule + KYT + transaction monitoring for crypto + stablecoin businesses.
- Stablecoin payment rails — USDC + USDT payments for B2B + cross-border — non-crypto-facing.
- DeFi portfolio managers — Portfolio + risk + yield management for DeFi users + crypto funds.