In the future, alts and memes will become less appealing, and the growth rate of prediction markets will likely accelerate. Currently, Kalshi and Polymarket seem unrelated to stocks, but the trading volume of the spot stock market may be impacted by stock prediction markets. Inside information is ubiquitous, and prediction markets have time differences with other markets. With the addition of AI-powered on-chain payments, those who cultivate AI bots will earn their first pot of arbitrage money. The most relevant listed companies are indeed Circle, Robinhood, and Coinbase.