ToldYou
ToldYou

Settlement infrastructure for the long tail of prediction markets.

Web3 settlement, Web2 simplicity. Base-native. Permissionless.

Seed materialsConfidential2026
$9B+
2024 Polymarket volume — single platform, single year.
89%
Of category surface area unserved by existing desktop CLOB venues.
Frictionless
Onboarding for regular users. The wallet and gas are hidden in the background.
01The category

Prediction markets just broke out as a category.

Polymarket proved the demand, but their complex desktop architecture limits them to a handful of macroeconomic or political events. The remaining cultural surface area — niche sports, creator trends, breaking media — is wide open and structurally larger.

$9B+
2024 Polymarket volume. Single platform, single year. No precedent in consumer trading.
Elections
Drove the bulk of 2024 turnover. Everything else was a rounding error due to UI complexity.
99%
Of cultural trends, sports props, and creator-led topics never make it to market.

We are building the platform for everything else. Same robust backend settlement primitive, packaged into a frictionless mobile interface where order books and crypto jargon cannot reach.

02Market validation

Polymarket is the #1 trading platform on the public internet — but it lacks the retail hook.

Q1 2026 monthly visitors, finance & trading category. Three of the top thirteen are prediction markets — the consumer demand is real, but the mainstream interface is wide open.

01
PolymarketPREDICTION
122.0M
02
Robinhood
118.1M
03
Coinbase
78.8M
04
DraftKings
47.0M
05
FanDuel
39.3M
06
KalshiPREDICTION
34.8M
07
Betfair
34.5M
08
Kraken
22.0M
09
Hyperliquid
12.8M
10
PrizePicks
9.2M
11
Pump.fun
8.2M
12
Uniswap
5.0M
13
PredictItPREDICTION
1.0M

More monthly visitors than Coinbase, Robinhood, Kraken, Pump.fun, and Uniswap combined. To capture the next 100M users, we must abstract away the backend entirely.

03The structural problem

Order books require active market makers. The long tail has none.

Polymarket's CLOB architecture works where institutional market makers profit. It fails wherever volume is unpredictable — which is everywhere outside the top 1%. The category's growth ceiling is an onboarding and liquidity problem, not a demand problem.

Polymarket model · Desktop CLOB

Order-book liquidity

Buyers need active sellers. Without market makers, the book is empty. High platform rewards are paid to MMs just to keep the top markets liquid.

  • Top markets · deep
  • Mid markets · shallow
  • Long tail (89%) · effectively dead
ToldYou model · Web2 UX + AMM engine

The contract is the market maker

Creators seed the curve at launch; the automated engine quotes a price for any trade, at any size, at any time. Complex mechanics are kept completely under the hood.

  • Always-on quote · no MM dependency
  • Predictable depth · from creator stake
  • Every market trades instantly with one tap
04The insight

Liquidity becomes a creator economy, not a platform expense.

01
Creators seed the curve
A small upfront deposit acts as the market-maker reserve. Capped loss is mathematically enforced by the backend.
02
Earn on every trade
The bulk of trading fees flow back directly to whoever launched the market — giving creators a programmatic revenue stream.
03
Audience equals supply
Distribution is solved by the same person providing liquidity. Creators drive their audience to their own topics, abstracting away user acquisition costs.
05Category inflection

The consumer on-ramp that prediction markets are missing.

Trading flow is rotating from complex derivatives into straightforward event predictions. We are building the same hyper-viral on-ramp that Pump.fun built for tokens, optimized for mainstream consumer trends.

Then

Pre-Pump.fun

Manual setups and complex interfaces. Most tokens died due to high onboarding friction. The category was real but the tooling was not.

    Now

    Prediction markets, today

    Polymarket and UMA exist, but no platform offers an accessible, consumer-grade tool for the long tail. The market is waiting for a mainstream gateway.

      Building

      Transparent backend, seamless Web2 UI

      One-click market creation, automatic liquidity, and zero friction. We handle thousands of micro-markets daily, and breakout cultural trends scale massively.

        Noise is a feature, not a bug. Pump.fun ships thousands of tokens daily — the occasional breakout goes massive. Same shape here: most ToldYou markets will be small, a few scale into the millions. ToldYou operates as the discovery and settlement surface for the entire category.

        06Product · creator side

        Frictionless market creation. Complex tools kept out of sight.

        Four fields, one click. The launch flow is structurally simpler than posting a video, with the maker's downside mathematically bounded before any activity begins.

        01
        Question
        A clear yes/no question and resolution criteria. The backend enforces the rules automatically.
        02
        Deadline
        From minutes to years. Anything past the deadline is settled cleanly via the automated oracle layer.
        03
        Category & image
        Pick from nine categories, upload a thumbnail. The market populates into the consumer feed instantly.
        04
        Seed liquidity
        Deposit capital as the automated reserve. This represents the creator's maximum loss, secured by protocol-level math.
        07Product · interface flow

        A trade clears in under two seconds. Zero friction.

        No bridging, no L2 gas funding, no order book lag. The backend curve quotes the price, the user taps once, and finality is achieved instantly for less than a cent.

        01
        Sign in
        Sign in with Email, Google, or Apple ID. An embedded, secure user profile is generated instantly via Privy — sub-30-second onboarding without ever seeing the word “wallet.”
        02
        Browse
        Filter by category or sort by trending topics. The discovery feed scales fluidly with consumer and creator output.
        03
        Trade
        Select YES or NO, input the desired amount, and confirm. Executes instantly for sub-cent costs.
        04
        Redeem
        Winning positions settle automatically. Users can exit any time before resolution to lock in gains.
        08Product · retail interface

        A high-velocity UX designed for the attention economy.

        The backend covers the long tail; the intuitive interface ensures it actually trades. We built a native feed that turns financial decisions into familiar consumer gestures.

        Swipe-to-bet feed

        Vertical discovery, one thumb.

        Mobile-first vertical discovery feed. Swipe right to buy YES, swipe left to buy NO.

        • Utilizes the exact muscle memory retail users already possess.
        • Preset stake sizes, adjustable inline for rapid, continuous interaction.
        Integrated news feed

        Read the story, take the position.

        Every market is paired with a live media feed — news articles, social posts, live streams — on the same screen.

        • Consume the cultural context and take a position simultaneously, without switching apps.
        • Keeps information and engagement unified on a single surface.
        09Product · mobile onboarding

        A native, gasless mobile application.

        Native onboarding is the single largest funnel-killer in consumer tech. We preserve settlement stability but remove every artifact of it from the user experience.

        01
        Native iOS & Android apps
        Designed for rapid, one-handed execution. Built with smooth, native UI components running on top of high-performance architecture.
        02
        Social sign-on (SSO)
        Familiar email or social login. An embedded user profile is generated instantly in the background. The user is onboarded seamlessly and never encounters technical jargon.
        03
        Gasless experience
        No seed phrases to copy, no gas fees to calculate, and no complex prompts. The app sponsors gas behind the scenes; the user simply interacts with the interface.

        Self-custody preserved

        The convenience is in the UI, while security remains on the backend. The embedded system belongs entirely to the user — fully exportable and recoverable via their existing digital identity, ensuring institutional trust without UI friction.

        10Distribution & market generation

        Automating market supply where consumer attention lives.

        We solve market catalog scaling through three automated, parallel distribution loops.

        01
        One-click automatic markets
        The backend engine monitors breaking news, sports calendars, and trending media in real time, automatically formulating and deploying verified markets with automated seed liquidity.
        02
        Social comment triggers
        Users can launch a market directly from social platforms by tagging the platform bot in a comment section. The system generates a live link instantly, creating markets right where conversations occur.
        03
        Topic partnerships
        We onboard creators as topic operators. They seed markets within their niche and retain 80% of the trading fees, aligning their economic incentives to drive organic retail distribution.
        11Why Base

        Mass distribution via a 110M+ user retail funnel.

        Base provides the perfect backend architecture for mainstream consumer apps. Sub-cent fees, near-instant block times, and native USDC integration let us scale without asking users to bridge assets or leave a familiar ecosystem.

        <$0.01
        Fees. Micro-transactions remain highly practical; a $2 position doesn't eat its own economics.
        ~2s
        Block time. Delivers the instant feedback speed that retail users expect from modern apps.
        110M+
        Reach. Taps directly into verified retail liquidity and native financial on-ramps.
        12Competitive position

        We don't compete for institutional volume. We own the consumer long tail.

        The same paradigm shift as automated liquidity vs. centralised books. The long tail wins through aggregate volume and unconstrained market selection.

        Market tierEstablished CLOBsToldYou · Web2 UI + AMM
        Top 1%
        Major
        Deep institutional booksCapped by creator seed
        Mid 10%
        Regular
        Shallow, inconsistent liquidityAlways available via AMM
        Long tail 89%
        Everything else
        Effectively inactiveConstantly trading, zero friction

        Owning the long tail of cultural attention allows the platform to capture 89% of the unserved market surface area on day one.

        13Settlement layer

        Automated truth engine.

        Credible neutrality utilizing battle-tested primitives on day one, with high-speed automated resolution systems currently in development.

        Today · industry-standard trust layer

        UMA Optimistic Oracle

        Powered by UMA's Optimistic Oracle network. Operates via programmatic consensus to ensure absolute neutrality with zero platform intervention.

        • Credibly neutral — no platform discretion
        • Battle-tested — billions in cumulative settlements
        • Wired up on devnet, mainnet at launch
        In development · high-speed native oracle

        A coordinated fleet of independent AI models.

        Independent AI models voting on market outcomes. Achieves verified resolution in minutes rather than days, eliminating single points of failure while maintaining a fallback link to UMA.

        • Resolution in minutes, not days
        • No single point of failure
        • Diverse models — hard to game collectively
        • Falls back to UMA on tied votes
        14Economics

        Sustainable monetization driven by organic volume.

        Zero user acquisition cost per market because creators and automated trends bring their own built-in engagement.

        1%
        Take rate. Simple, flat fee on every transaction.
        80%
        To creators. Distributed to the market creators / partners to drive continuous platform activity.
        20%
        Platform retention. Programmatic, real-time USDC revenue settled every single block.
        15The flywheel

        The consumer attention loop.

        A cultural trend emerges → the market is populated instantly → users interact via a frictionless, mobile-first feed → high-velocity volume generates programmatic revenue → creators scale up activity, driving network effects.

        Bounded risk
        Backend systems restrict maximum downside to the initial seed capital. No catastrophic downside, no rugged creators.
        Volume-driven
        Creators maximize returns based on active audience engagement, not user losses. Aligned with category growth.
        Outcome-agnostic
        The platform scales strictly on trading volume, aligning platform incentives perfectly with the user base.
        16Capital structure & roadmap

        Built on sustainable fundamentals.

        Unit economics function out of the box without requiring venture subsidies. Revenue scales dynamically with network volume.

        Phase 1
        Bedrock foundation
        Finalizing capital partners based on core technical fundamentals and architecture.
        Phase 2
        Alpha release
        Invite-gated consumer testing, onboarding initial creator cohorts, and validating the social layer.
        Phase 3
        Mainnet rollout
        Public mobile access on Base mainnet with native consumer on-ramps and live USDC settlement.
        Phase 4
        Automated oracle integration
        Deploying the independent AI agent fleet to enable high-speed, automated trend resolution.
        Phase 5
        Ubiquitous infrastructure
        Cross-platform SDKs, native mobile discovery frameworks, and global leaderboards.