Adhi 🛸 (@eightyhi) / X

Adhi 🛸

3,418 posts

Adhi 🛸

@eightyhi

investor @ufo_holdings | writes a substack about markets (link below) | abolish p*ckleball

brooklyn

ufoholdings.substack.com

Joined November 2019

Pinned
Adhi 🛸
@eightyhi
Jun 13
I wrote a blog post about perpetual futures because I think perpetual futures will be a very, very big deal
UFO Holdings 🛸
@ufo_holdings
Jun 13
Forever and ever Perpetual futures have landed in America… and have the potential to re-orient finance as we know it substacktools.com/sharex/rmDSMqTZ
Adhi 🛸
@eightyhi
Sep 8, 2025
Prediction market exchange volume (estimated revenue) Sunday, Sep 8: 1. @Kalshi : $196 million ($2.6 million) 2. @Polymarket: $51 million* ($0) 3. @cryptocom: $3.6 million** ($72,000) 4. @ForecastEx: $74,000 ($740)
Adhi 🛸
@eightyhi
Oct 15, 2025
i was the guy MM’ing the economics desk at kalshi for years. you’d be shocked at how little liquidity is actually needed to make economic indicator markets, like CPI, incredibly sharp. i spent a lot of time and energy on my CPI model, and yet i’d regularly get my ass beat by
Vivek V Rao
@VivekVRao1
Oct 14, 2025
barrons.com/articles/fed-d… Prediction Markets Can Help the Fed Solve Its Data Problem by Derek Horstmeyer "Typically, the Fed plays a game of back and forth with investors, simultaneously guiding them on where they see rates going but also listening to investors on what their
Adhi 🛸
@eightyhi
Nov 11, 2025
i know exactly the trader she’s talking about and i only know him because i was the MM getting absolutely rinsed by him for years. #worthit
macki
@_macki
Nov 10, 2025
so apparently a kansas dude with zero finance background is the #1 inflation trader on kalshi 'he's made so much money because he's very good at predicting inflation by reading the news' kansas guy reading news beats hedge funds at their own game
00:00
Adhi 🛸
@eightyhi
Aug 18, 2025
This morning, @DraftKings and @FanDuel's most profitable product line is at risk. @Kalshi just filed to list player props and spreads on a regulated exchange - it everything for sports betting economics. And the @CFTC has just 24 hours to do something about it. 🧵
Adhi 🛸
@eightyhi
Oct 13, 2023
Replying to @Redistrict
which of MI, PA, WI, GA, AZ, NM would trump actually win? i don't see it.
Adhi 🛸
@eightyhi
Nov 6, 2025
i predict stuff for a living.
01:48
Adhi 🛸
@eightyhi
Oct 11, 2025
One of my strongest POV is that @RobinhoodApp is extremely unlikely to build a prediction market exchange. It’s simply not in their interest or in their DNA. This is what will happen instead:
Adhi 🛸
@eightyhi
Oct 10, 2025
that's awesome, Tarek, but I'm afraid that $5B price is already stale...!
00:25
Tarek Mansour
@mansourtarek_
Oct 10, 2025
Kalshi recently raised $300M+ at $5B from Sequoia, a16z, Paradigm and others. Since then, we've grown over 3x, hit $50B of annualized volume, and became the largest prediction market in the world. And today…Kalshi goes global. 140+ countries. 1 liquidity pool.
Adhi 🛸
@eightyhi
Aug 25, 2025
New on 50¢ Dollars! @Kalshi just started paying people to keep quotes tight, just like @Polymarket has done for years. It could create a whole new class of “garage‑band” market makers - specialists who provide liquidity in niche topics and actually get paid for it. Read on.
Adhi 🛸
@eightyhi
Oct 20, 2025
sportsbooks themselves are going to be the biggest whales on sports prediction markets. the counter I hear about this is that "sportsbooks don't want to hedge, they want the risk". that's true, but you can scale your risk-taking operation far more when you have the ability to
Luana Lopes Lara
@luanalopeslara
Oct 20, 2025
yes. ingame.com/underdog-kalsh…
Adhi 🛸
@eightyhi
Oct 10, 2025
i’ve heard that this guy is an actual chicago-area trader and straight up was courtsiding on @Kalshi
Kalshi Intern
@InternAtKalshi
Oct 9, 2025
dude no way
00:00
Adhi 🛸
@eightyhi
Sep 29, 2025
Prediction market exchange volume (est. fee revenue) [sports ratio of volume] Sunday, Sep 28: 1. @Kalshi: $285M ($4.4M) [89%] 2. @Polymarket: $73M ($0) 3. @Novig: $16M ($0) [100%] 4. @cryptocom: $12.5M ($250k) [99%] 5. @SX_Bet: $2M ($0) [100%] 6. @ForecastEx: $204k
Adhi 🛸
@eightyhi
Oct 10, 2025
this is, way, WAY bigger news than @Kalshi's new fundraise. you can now trade on Kalshi in 170 countries. order flow from the UK and Australia, the two most sports-betting-pilled countries in the world, mixing in the same liquidity pool and order book. or think of India, whose
Tarek Mansour
@mansourtarek_
Oct 10, 2025
Kalshi recently raised $300M+ at $5B from Sequoia, a16z, Paradigm and others. Since then, we've grown over 3x, hit $50B of annualized volume, and became the largest prediction market in the world. And today…Kalshi goes global. 140+ countries. 1 liquidity pool.
00:00
Adhi 🛸
@eightyhi
Sep 14, 2025
Prediction market exchange volume (est. fee revenue) Saturday, September 10: 1. @Kalshi: $159M ($2.42M) 2. @Polymarket: $44M ($0)* 3. @Novig: $11.2M ($0) 4. @cryptocom: $3.6M ($72k)** 5. @SX_Bet: $1.2M ($0) 6. @ForecastEx: $4,123 ($41.23)