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CGV | 26 Predictions on the Development of Prediction Markets in 2026
Published by: CGV Research Authors: Shigeru & Cynic Today, prediction markets are evolving from a "fringe financial experiment" into a foundational layer of information, capital, and decision-making systems. In 2024–2025, the market witnessed the breakout of platforms such as Polymarket and Kalshi; looking ahead to 2026, what the market may face is the systemic evolution of prediction markets as a new form of information infrastructure.Based on continuous research over the p
Dec 29, 20258 min read


CGV Research | When the Game is Priced and the Outcome is Quantified - How Prediction Markets Will Revolutionize the "Sports Betting Industry"
Published by: CGV Research Authors: Shigeru & Cynic Beyond the cheers and roars in the stadium, another invisible contest has long begun. It's not on the field, but in the market - betting, trading, price fluctuations, converging the judgments and emotions of millions worldwide. However, traditional sports betting is facing a crisis of trust: odds are set by bookmakers, rules are opaque, and match-fixing and corruption are frequent. Prediction markets are reconstructing the l
Nov 14, 20257 min read


CGV Research | When News Gets Priced and Truth Gets Financialized - How Prediction Markets Could Revolutionize the News Industry
Published by: CGV Research Authors: Shigeru & Cynic In the age of information overload, we're flooded daily with countless pieces of "seemingly important" news. But the real question is - which ones are true? Which ones deserve trust? Journalism once served as the central node of social trust, but it's now mired in the swamp of attention: algorithmic feeds let emotion trump reason, and clicks overshadow truth. Fact-checking sites race to keep up, while AI-generated fake news
Oct 29, 20258 min read


CGV Research | Crypto Prediction Markets Outlook: If stablecoins solved "payments," can prediction markets solve "truth"?
Published by: CGV Research Authors: Shigeru Over the past two years, prediction markets have become one of the most controversial yet most promising "real-world applications" in crypto. Inside the crypto space, leading platforms like Polymarket and Kalshi have taken off, with trading volumes climbing rapidly. Outside the space, however, prediction markets are still viewed as gambling, making it difficult for them to enter mainstream investors' asset allocation frameworks. Th
Oct 9, 20257 min read


CGV: MicroStrategy’s Success Propels Corporate Balance Sheets into the Programmable Era
Published by: CGV Research Authors: Cynic Driven by the Trump administration's strategic pivot towards embracing crypto assets, the crypto reserves held by publicly listed companies are poised to surpass the $100 billion mark. This article systematically maps the global landscape of corporate crypto reserves, deeply analyzes the capital operation model centered on MicroStrategy, and explores the differentiated paths and potential risks of altcoin reserve companies. This "digi
Jul 11, 202510 min read


CGV Research | From Meme to Application: Will AI Agents Reshape the Crypto Ecosystem?
Published by: CGV Research Authors: Satou & Shigeru The convergence of Crypto and AI Agents has become one of the most compelling narratives today. With continuous technological iterations and innovations, AI Agents are expected to become one of the most promising and attention-grabbing tracks in the crypto space by 2025, emerging as a core driver of the current market trend. This article examines the current AI Agent landscape from three perspectives: frameworks, memes, an
Jan 22, 20257 min read


CGV Official Statement
In response to recent incidents involving unauthorized individuals or groups falsely claiming affiliation with CGV to engage in illegal...
Jan 6, 20252 min read


CGV Research | Future of Web3 through a16z's 2025 Big Ideas: AI Autonomy, Trust Infrastructure, and User Experience Evolution
Produced by: CGV Research Author: Shigeru Introduction: A New Era Driven by Transformation In early December, a16z released its 2025 "Big Ideas" list, which contains rich and forward-looking Web3 content that paints a clear picture of the future for Web3 practitioners. From AI-driven autonomous economies to comprehensive user experience innovation, these ideas will undoubtedly inject new momentum into the crypto industry landscape. The CGV Research team, combining deep insi
Dec 31, 20245 min read


CGV Research | Who Will Be the Web3 Network Operators?
Produced by: CGV Research Author: Shigeru & Satou Mobile communications have become an indispensable infrastructure in modern life. However, traditional operator models are facing growth bottlenecks and innovation stagnation. With the development of Web3 technology, decentralized SIM (DeSIM) has emerged as a new mobile virtual network operation model. This article will analyze the current development and future prospects of DeSIM from the following aspects: Examine the marke
Dec 3, 202416 min read


CGV Founder Steve:「The Lost Three Decades」as a Lesson: Japan's Web3 Industry Must Guard Against Similar Pitfalls「Making a Buddha statue but not putting in the soul」
Produced by: CGV Research Author: Shigeru "In my opinion, Japan's current development in the Web3 space is akin to the Japanese proverb...
Oct 11, 20249 min read


CGV Research | New Financial Cluster Revolution: Why PayFi Will Surpass DeFi by 20x
Produced by: CGV Research Author: Shigeru , Satou Introduction PayFi, short for Payment Finance, refers to an innovative technology and...
Sep 5, 202413 min read


Recap | WebX Side Event Successfully Concludes, Co-Hosted by CGV, XStar, and Starbase
On August 27, from 2 PM to 5 PM Tokyo time, the WebX side event titled ‘Bridging Real & Virtual: Global Meets Local in WebX,’ co-hosted...
Sep 5, 20243 min read
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