ThesisProductsAbout

Prediction markets are the first financial instrument that prices belief directly. We build the tools for that.

Reflexivity is the thesis hub for Monetize Opinion. We are building a cross-market terminal, a media layer, and a community around prediction market infrastructure.

The Thesis in Brief

Markets are not efficient discovery machines. They are reflexive systems where participant beliefs alter the fundamentals those beliefs are supposed to reflect. George Soros built a career on this insight. Prediction markets make it tradeable.

When a prediction market prices an election at 64%, that number does more than summarize opinion. It changes behavior. Donors shift money. Campaigns change strategy. Voters update their sense of what is possible. The price moves reality, which moves the price. This is reflexivity operating in the open, on a public ledger, with real stakes.

The infrastructure to navigate this does not exist yet. Cross-market comparison is manual. Media coverage of prediction markets treats them as novelty. Position tracking is fragmented. We are building the layer that connects these pieces: a terminal for price comparison, media that treats probability as signal, and a community of people who take these markets seriously.


What We Build

The Odds Desk

A cross-market odds terminal. Compare prediction markets, sportsbooks, and spot markets side by side. Find mispricings across Polymarket, Kalshi, PredictIt, and traditional books. Track positions. Build a verifiable track record.

theoddsdesk.com →

TheMO is the media layer. Market programming driven by live probability signals. It comes later.

Reality Managers is the IRL prediction market community in San Francisco. realitymanagers.com →