Search results for "SANTOS"

When prediction markets become the new gambling table: Will involvement in betting cause super apps like Robinhood to decline?

The rise of prediction markets has led financial platforms like Robinhood, Coinbase, and Gemini to successively add related trading features. However, Inversion Capital CEO Santiago Santos warns that this trend is actually eroding the foundation of the financial super app (Super App). He pointed out that while the prediction market can bring impressive income in the short term, its "casino-like" characteristics will accelerate user churn, causing the platform to lose long-term value in user retention. (Introduction to Polymarket Ecosystem: An Overview of 10 Major prediction market Tools to Assist Traders' Decisions) The prediction market's "gambling nature" has become a short-term highlight, but it also poses a long-term risk for financial applications. Santos emphasized that while he agrees with the core concept of prediction markets, the entry of prediction markets into financial applications is entirely different.
ChainNewsAbmedia·2025-12-22 03:23

Fintechs prediction market addons will cost them in churn: Inversion CEO

Finance platforms racing to add prediction markets are doing so at the cost of accelerated “casino-like” user churn, says venture capital firm Inversion Capital founder and CEO, Santiago Roel Santos. Santos argued in a blog post on Saturday that while he is a “believer in the underlying idea” of pr
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Cointelegraph·2025-12-22 02:05

Abandon the illusion — prepare for the most agonizing moments in the crypto market

Author: Santiago Roel Santos; Translation: Tim, PANews Price and Adoption Paradox Crypto adoption will continue, but market prices may not recover for a long time. This contradiction between accelerating real-world adoption and lagging market prices is not a flaw but a necessary feature of the current stage of crypto market evolution. If you view the crypto market from a ten-year perspective, its prospects are highly attractive. However, maintaining this long-term view can be psychologically challenging. You should be prepared for: witnessing adoption rates continuously expanding while prices stagnate or slowly decline; and being ready to see others profit in other fields (artificial intelligence, stocks, or the next hot trend) while the crypto space seems to be forgotten. This feeling can seem unfair, and the process may be agonizing. But the price lag is inevitable. Fundamentally, many of these...
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金色财经_·2025-12-20 12:02

The most challenging phase in the crypto industry has already arrived

Author: Santiago Roel Santos Source: Retrospectively Translation: Shan Ouba, Golden Finance Price - The Application Paradox The pace of real-world application adoption will not slow down, but the cryptocurrency prices may struggle to recover for a long time. The contradiction between the accelerating popularization of practical applications and the sluggish market prices is not a "fault" in industry development, but a core characteristic of this round of crypto industry evolution. If you hold a long-term perspective of ten years on the crypto industry, current strategic positioning is quite attractive. However, maintaining this long-termism requires enduring significant psychological pressure. You need to be prepared: watching application scenarios continuously expand, yet prices remain stagnant or even decline; seeing others profit immensely from trending sectors like artificial intelligence and stocks, while the crypto field seems to have been completely forgotten by the market. This disparity can evoke feelings of injustice, and
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金色财经_·2025-12-19 08:45
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Is it difficult for Ethereum to reach new highs again? Analyzing the debate between Santiago and Haseeb: Are L1s seriously overvalued?

Inversion founder Santiago Santos and Dragonfly managing partner Haseeb Qureshi recently got into a heated argument on X regarding L1 valuations. The former bluntly claimed, "Most L1s are severely overvalued, and ETH may never return to its ATH," while the latter fired back, "These aren't companies, they're nation-level infrastructure—you are underestimating long-term exponential growth." Now, the two have participated in a live debate lasting over an hour, moderated by crypto KOL Threadguy, delivering an intense and in-depth exchange on the topic of "How should L1s actually be priced?" L1 Value Bubble? Santiago: Valuations are out of touch with reality, demand isn't there Before the debate even began, Santiago got straight to the point: "In the past ten years, over a hundred
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ChainNewsAbmedia·2025-12-04 09:24