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Is Polymarket about to launch its coin? A comprehensive review of the ecosystem’s Alpha targets
区块律动BlockBeats
特邀专栏作者
2025-10-15 07:58
This article is about 6327 words, reading the full article takes about 10 minutes
After the meme fades, maybe it’s time to pay attention to the prediction market again.

Intercontinental Exchange (ICE), the parent company of the New York Stock Exchange, recently announced plans to invest up to $2 billion in prediction market platform Polymarket. This news not only signals the recognition of this emerging market by traditional financial giants, but also lays a solid financial foundation for Polymarket's future expansion.

With renewed approval to enter the US market and a valuation of approximately $8 billion, Polymarket is actively promoting its "Polymarket Builders" program, encouraging third-party teams to build various tools, analytical platforms, trading terminals, and AI agents to jointly promote the development of the entire ecosystem. Currently, there are hundreds of projects in the ecosystem.

116 Polymarket ecosystems, source: Polymarketbuilders 'X

This article will introduce five Polymarket ecosystem projects that enrich the prediction market from the perspectives of smart trading, sports betting AI, social trading, mobile terminals, and leveraged trading.

Billy Bets

As prediction markets expand into sports, Billy Bets is playing a prominent role. Founded by serial entrepreneurs bunchu, Jared Augustine, and Clay, this AI sports betting agency hopes to revolutionize the $250 billion sports betting market through artificial intelligence.

In July 2025, Billy Bets completed a $1 million seed round of funding from prominent investors including Coinbase Ventures, Virtuals Ventures, and CMS Holdings. The Billy Bets team noted that the sports betting industry currently generates hundreds of billions of dollars in annual trading volume, but less than 1% of bets are executed by AI agents, a significant efficiency gap they are targeting.

"We believe that in the future all sports gamblers will eventually rely on AI to improve their odds," co-founder Jared Augustine said in an interview.

Billy Bets' architecture is quite unique. Built on the Eliza multi-agent framework, it integrates multiple large-scale models, including Anthropic Claude 3.5, OpenAI GPT-4, Meta's LLaMA 3.2, and Perplexity, to create an "AI betting personality" with a sarcastic and humorous style.

By leveraging its proprietary SportsTensor AI engine and connecting to real-time sports data from SportsData.io, BillyBets analyzes trends across leagues like the NBA, NFL, and MLB. It also engages with users on social platforms like X (Twitter), Discord, and Telegram, answering questions and discussing events in real time. More importantly, it automates complex betting strategies. The AI agent not only manages on-chain wallets, executes arbitrage and copy trades, and acts as a market maker, but also cleverly applies the Kelly Criterion (to boost player excitement during airdrops) to dynamically adjust bet amounts, striving to achieve a risk-reward ratio close to that of professional betting.

In practical applications, Billy Bets has begun to demonstrate its power. Professional sports gamblers can entrust their funds to Billy for management. According to official disclosures, Billy has processed over $1 million in bets since its launch in June this year.

Billy Bets plans to launch a tokenized membership system and a betting vault to strengthen the value of its native $BILLY token within the ecosystem. For example, $BILLY holders may receive premium features or profit sharing, while the vault provides users with financial security.

However, even though its functions have been continuously improved, the market value of its token BILLY has gradually declined, and at one point fell below the opening price when it was launched from Virtuals. It is now quoted at a market value of US$3.2 million.

As sports predictions gradually migrate to the chain, Billy Bets combines cutting-edge large-model AI with decentralized wallets to inject a professional and personalized sports betting "brain" into the Polymarket ecosystem.

Polycule

For users who can't access the official Polymarket website directly or prefer mobile, Polycule offers a new and convenient way to do so. As a chat trading bot running on Telegram, Polycule allows users to experience Polymarket through a conversational interface, allowing them to browse the market, check prices, place orders directly, and even manage their on-chain wallets, all within the familiar chat window.

Polycule isn't just a personal tool; it also incorporates social trading elements. Users can add the bot to their Telegram groups. Then, when anyone in the group places an order through Polycule, the transaction details are automatically broadcast to all members. This makes betting as accessible as trading Memecoins.

The team even designed a points and leaderboard system to encourage everyone to share strategies within the group. Newcomers can also use Polycule to copy orders with one click. Users can choose to copy the bets of a "master" in the group, saving time on independent research.

In addition, Polycule has issued its own PCULE token for ecological incentives. Holding a certain amount of PCULE can enjoy transaction fee reductions, and the official will also regularly use the proceeds to repurchase and destroy tokens to increase their value.

When PCULE launched in May of this year, its market capitalization peaked at approximately $15 million, and in June, it secured a $560,000 seed investment from AllianceDAO. On October 1st, PCULE officially changed its name to PMX, and the team announced the launch of a permissionless prediction market (similar to Memecoins' internal market, which will be available for betting after the external market launch).

The market is still in its early stages, and most of the topics are related to on-chain information such as Crypto. In a sense, this is like a paradise for crypto futures.

After transforming from a tool to a platform, the value of its token PMX also soared, from US$18 million to a market value of US$57 million, and has now fallen back to US$23 million.

Polymtrade

Although Polymarket has become the largest prediction market platform by trading volume, it has long relied primarily on a web-based platform, lacking an official mobile app. This has caused operational inconvenience for many users, as the mobile browser experience isn't as smooth as the native app.

One user even complained on a community forum that he was "willing to spend hundreds of dollars" just for a useful mobile app, which shows the urgency of the demand for mobile devices.

Polymtrade, a third-party mobile trading platform, emerged in this context. The project claims to be the first complete mobile trading app designed specifically for Polymarket, featuring fast speed, ease of use, and a comprehensive suite of professional tools, aiming to redefine the mobile trading experience.

Upon opening Polymtrade, the first thing you'll see is a clean, mobile-optimized interface with real-time market updates. Thanks to targeted technical improvements, Polymtrade loads Polymarket data nearly four times faster than the mobile website. Considering that many users prefer to use data to place bets, Polymtrade has built in an AI prediction assistant. The team trained a model based on data from up to 55,000 settled historical markets to provide probabilistic predictions and trading recommendations for the current market.

For example, when new news emerges about a hot topic, the AI model might promptly adjust its odds of winning a yes/no answer and alert users to potential betting opportunities. This intelligent assistance, to some extent, gives ordinary users a perspective similar to that of a prophet.

Polymtrade has also made numerous optimizations to enhance mobile convenience during the trading process. Users can connect their own crypto wallets and authorize transactions through signatures. Polymtrade does not hold user funds during the entire process, ensuring self-custody.

To reduce the costs of frequent trading, Polymtrade prepays the Polygon chain's gas fees, effectively eliminating all on-chain fees. This is a significant benefit for high-frequency traders, who no longer have to worry about being held back by on-chain fees. Polymtrade also streamlines the previously cumbersome betting process into a single click, from selecting a market, entering the amount, to confirming the trade (through a partnership with ok.bet, transactions can be initiated directly from Telegram). All steps are now bundled into a single submission, significantly simplifying operations.

Polymtrade also features a number of auxiliary tools. The app includes a built-in search and monitoring dashboard, allowing users to quickly find markets by keyword or tag, subscribe to real-time news alerts, and view market fee income and trading volume rankings, making it easier to identify the most popular sectors. For professional traders, the app also offers community commentary and strategy discussion sections.

Polymtrade fills the gap in mobile trading that Polymarket had long lacked. For users who trade on the go, it offers the same depth of functionality as the desktop platform, but streamlined for mobile devices, allowing users to quickly place bets even on their commute.

Its transaction fees are currently used as user incentives and daily token repurchases, and 71 million $PMs have been burned.

PM's current market value is only US$800,000, but its growth is relatively stable due to its repurchase mechanism. Whether the project can ultimately continue depends on whether its mobile functions can be sufficiently penetrated.

Flipr

The sudden emergence of Flipr has taken prediction market trading to a new level. While Polycule embedded trading into messaging apps, Flipr integrates trading instructions into social media feeds, making every tweet a real-world bet. This new protocol, which Messari calls a "leverage layer for prediction markets," leverages Polymarket's existing infrastructure and layers it with social and DeFi elements, making it truly unique.

Flipr has two core features. First, it launched @fliprbot, a trading bot based on X. Users simply post or reply to a tweet on X containing a Polymarket link and specify their bet in natural language (e.g., "@fliprbot bet $50 YES" followed by the market link and conditions). Fliprbot will then interpret this instruction and automatically execute the trade on the user's behalf.

The entire process does not require opening any additional websites or applications. The function of BANKR, similar to Base, truly realizes "tweeting is betting". When you see a hot event on Twitter, you can not only express your opinion, but also place a bet.

Another feature of Flipr is its introduction of leverage, a rarity in prediction markets. Typically, binary options platforms like Polymarket or Kalshi purchase contracts at a price of $0-$1, with a payout of $1 at maturity, without any additional leverage. However, Flipr allows users to open positions with up to 10x leverage.

While high leverage offers the potential for high returns, it also carries increased risk. Even the slightest price fluctuation can lead to forced liquidation. Therefore, Flipr has also implemented stop-loss and take-profit functionality (contract-based prediction markets). Furthermore, DeFi modules such as lending and staking have been designed (not yet launched). In the future, users may be able to use their prediction contracts as collateral to borrow funds from the Flipr protocol.

Its token $FLIPR has reached a market value of US$30 million since its launch in June. Now, after the popularity has subsided, it has fallen back to around US$4.3 million.

Currently, Flipr is still in its early stages, primarily supporting popular contracts with high liquidity. Niche markets are not yet fully covered due to issues like slippage and liquidation mechanisms. However, if Flipr can address funding and risk management issues and continue to provide a smooth social trading experience, it could become a relatively mature integrated platform combining social prediction markets with DeFi functionality.

Polyfactual

Among the Builders projects within the Polymarket ecosystem, Polyfactual, like Polytrader and Billy Bets, is a key component built by community developers. The Polyfactual team initially engaged with the community through X and Telegram, regularly livestreaming to discuss market trends. Polyfactual launched its prototype in September 2025. Early on, they cultivated a loyal user base through weekly livestreams providing in-depth analysis of popular Polymarket topics.

In October 2025, Polyfactual launched an AI-powered Chrome extension for predictive event analysis, connected to Polymarket. This extension allows traders to access real-time AI interpretations and data insights while browsing Polymarket's market pages, improving decision-making efficiency. This is a significant step for Polyfactual to solidify the attributes of its tools.

Polyfactual's uniqueness lies in its deep integration of artificial intelligence, social media sentiment, and prediction markets, creating a new paradigm for "truth markets." Simply put, Polyfactual aims to use financial mechanisms to make truth valuable, making the spread of rumors unprofitable or even unprofitable. Its core operations can be divided into several modules: fact verification, real-time intelligence push, cross-platform arbitrage, and "truth-backed" tokens.

First, fact-checking and intelligence analysis. The Polyfactual platform integrates massive amounts of information from news and social media (especially Platform X), using customized AI models to perform semantic analysis and credibility assessment. When a rumor circulates in the community, Polyfactual's AI quickly determines the reliability of its source, relevant data support, and other factors, and then provides feedback to users.

For example, if a rumor about a politician in a popular market suddenly causes a sharp fluctuation in odds, Polyfactual's real-time intelligence feed will immediately deliver analysis, clarifying the authenticity of the information and preventing users from being misled. Polyfactual acts as a "fact-checker" in the prediction market, ensuring that market pricing more closely reflects the real world by promptly verifying the authenticity of information.

Their product philosophy can be summarized in a sentence from an article written by the co-founder a few days ago: "Prediction market thinking ultimately provides not certainty, but clarity. Not fearlessness, but calibrated focus. Not the elimination of risk, but the wisdom to distinguish between dangers that should change our behavior and those that should not."

To date, the Polyfactual website has integrated an AI-powered news feed, tracking developments in crypto, politics, sports, and more, and filtering out key news related to the Polymarket market. Users can browse the website's live feed for a summary of key news, or use the aforementioned browser plug-in to view AI-powered interpretations in the Polymarket sidebar.

In October of this year, Polyfactual announced the launch of a built-in AI market analyzer. "The AI market analysis function has been introduced on the site. Paste any Polymarket link or ask a question, and the AI will instantly analyze market sentiment and risks. Each analysis requires burning 10 $POLYFACTS tokens."

This feature allows users to directly communicate with Polyfactual's AI assistant and obtain in-depth market analysis reports (such as market sentiment and the reasons for price fluctuations) for a small token fee. Through this token consumption mechanism, Polyfactual integrates its tokens into product use cases, incentivizing token holding and controlling the misuse of its AI services.

Meanwhile, Polyfactual is exploring a "truth-backed" token mechanism. In an interview with MCG on October 10th, Polyfactual's founders discussed this idea, which aims to convert prediction market results directly into tradable tokens. Veteran community observer fififish vividly described the concept as follows: "Polyfactual aims to use facts—the 'yes' or 'no' on Polymarket—to issue tokens based on the final outcome."

For example, consider an event with two possible outcomes, A or B. Polyfactual plans to pre-create two tokens (e.g., Fact-A and Fact-B) at the start of the event. If outcome A occurs, the Fact-A token is officially issued and granted value, while Fact-B becomes invalid; vice versa. These tokens, in a sense, represent a kind of "legitimacy" backed by the actual outcome.

More importantly, this legitimacy is based on the consensus of market participants, who have invested real money in it. Therefore, those who hold "truth tokens" possess a proof of, or a stake in, the actual outcome. Polyfactual envisions that these truth tokens will be circulated in the secondary market or used for specific community governance, allowing the reliability of information to be measured by market prices. To this end, the team has begun developing a product similar to an "oracle," Facts, which will officially launch on November 26th.

Furthermore, this model will enable the development of cross-platform arbitrage bots that focus on price discrepancies between Polymarket and other platforms. A portion of these profits will be returned to POLYFACTS holders through token buybacks or dividends, allowing the community to share in the benefits.

After its launch, POLYFACT, its official token, was mistakenly labeled a "subsidiary" by Polymaret, leading to speculation that it had been acquired. This caused its market capitalization to briefly surge to $19 million, before fluctuating between $4 and $6 million.

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  • 核心观点:Polymarket生态项目丰富预测市场玩法。
  • 关键要素:
    1. Billy Bets:AI体育博彩代理,管理超百万美元投注。
    2. Polycule:Telegram交易机器人,支持社交跟单。
    3. Flipr:推文直接下注,支持10倍杠杆交易。
  • 市场影响:推动预测市场向移动化、社交化发展。
  • 时效性标注:中期影响
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