Alt Thinking September 19, 2025
DeFi Decoded Podcast

Why Investors are Betting on Prediction Markets

Why Investors are Betting on Prediction Markets
Investment Team
  • Jake Moodie
    Analyst, Digital Asset Group
    Jake Moodie
    Analyst, Digital Asset Group
    Jake Moodie is an Analyst with the Digital Asset Group at Ninepoint Partners, initially joining the Firm in December 2022. He works on the Ninepoint Crypto and AI Leaders ETF, conducting research across cryptoassets and crypto–and-AI-related public equities. In addition to his research and writing, he actively contributes to the development and exploration of innovative strategies to further expand the Ninepoint Digital Asset Group’s platform, while also supporting investor communications and...
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""If you think stable coins are just for people, you've missed the plot. Crypto wallets and stable coins are the optimal technology for agent-to-agent commerce and will unlock trillions of new value for consumers and merchants alike." – Alex Tapscott

Join Alex Tapscott and Andrew Young as they decode the world of crypto. Listen in as they discuss Google’s launch of its AI Agent Payments Protocol with stablecoin support, how AI agents could become the next interface for the Internet and even decentralize crypto governance, the soaring valuations of prediction markets like Polymarket and Kalshi and the forces behind them, Forward Industries’ $1.65 billion financing to establish the largest Solana DAT to date, the broader trajectory of DATs and whether the momentum is sustainable, how strong fundamentals are colliding with bearish sentiment to fuel what many are calling the most hated rally ever, and more.

TIMESTAMPS

[0:00] Introduction
[1:32] Google’s AI Agent Payments Protocol
[2:50] AI Agents: A New Internet Interface
[4:23] AI Agents: A Way to Decentralize Management
[12:19] Red-Hot Valuations of Polymarket & Kalshi
[14:37] Sportsbooks vs. Prediction Markets
[26:27] Forward Industries & the State of DATs
[38:02] “The Most Hated Rally Ever”
[42:34] Conclusion

 

 

Part of Ninepoint’s DeFi Decoded Podcast Series. Available at Google, Apple, and Spotify Podcasts.

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