Congress will pass the Clarity Act within the next few months, establishing a regulatory framework for crypto market structure.
“in the next few months, we expect Congress is going to pass the Clarity Act, which is going to answer a number of open questions about how crypto market structure should be regulated.”
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Explanation
The Clarity Act still had not passed Congress as of August 2026, well beyond the 'next few months' Samani predicted: the House passed its version in July 2025, but the Senate had not cleared the bill by August 2026 despite a promised floor vote.
Prediction markets will increasingly become a primary source from which financial and sports media content is derived.
“we expect that the nature of media itself is going to change because a lot of media is now going to be derived from the prediction markets.”
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Explanation
Prediction markets (Polymarket, Kalshi) have become increasingly cited as a real-time news/media source through 2025-2026, but they haven't become a primary driver of financial and sports media content overall.
In the near future, people will trade stocks, crypto, and other assets directly within group chats via bots.
“I think in the pretty near future, our favorite besties are going to be trading directly in their group chat.”
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Explanation
No source confirms group-chat-native trading of stocks/crypto has become a mainstream behavior.
Group-chat-based sports betting among friends will go viral and become pervasive.
“We think in sports betting in particular, this is going to be super pervasive. Being able to chat with your friends and make bets on sports in a group chat is going to go viral.”
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Explanation
No source confirms group-chat sports betting has gone viral at the scale predicted.
GeoNet's annualized revenue run rate will more than triple over the next 12 months.
“the business just crossed about $1 million in annualized run rate a few days ago... and it's growing more than 3x year-over-year. I think it's going to probably more than triple over the next 12 months.”
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Explanation
There is not enough public data available to confirm GeoNet's revenue growth trajectory over the specified 12-month period.