Allium @alliumlabs
Every tokenized asset can be referenced a dozen ways and identified by none. The moment two systems have to agree on what a token actually is, that breaks. We've been writing a plain-language series on digital asset identifiers: what they are, how they differ from a contract https://t.co/RiN3XTXbQv
Aug 2, 2026 · ♥ 1
Allium @alliumlabs
Kalshi and Polymarket mostly agree on future GPU rental prices. Nvidia's B200 AI chip is the exception: Kalshi at year-end: $6.54 Polymarket at year-end: $5.75 That leaves a $0.79 gap on the same rental rate, with Polymarket 13% below today's price. full report: https://t.co/jKHwad1gPx
Aug 2, 2026 · ♥ 5
Allium @alliumlabs
Kalshi has been good at tracking the live rental price for Nvidia's B200 AI chip. Calling the final rate has been harder. Across six completed weekly markets: - Median gap from the live rate: 2.2% - Median distance from the eventual final rate with two days left: 10% Six weeks https://t.co/uqBkpgnECw
Aug 1, 2026 · ♥ 1
