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Geopolitics Disrupts (Prediction) Markets

In this episode of GLXY Grid, the hosts break down a chaotic weekend in macro markets and how on-chain perps like Hyperliquid shined while traditional exchanges slept. Lucas shares on-the-ground economic and crypto insights from his recent trip to China, followed by a deep dive into ZachXBT’s latest insider trading investigation at the meme coin platform Axiom. Finally, the crew debates the CFTC’s recent crackdown on prediction markets like Kalshi and shares what they are watching in the week ahead, from autonomous AI agents to the looming Clarity Act deadline.

Timestamps
0:00 Intro
1:30 Middle East Conflict & Markets
6:55 Lucas Back from China
13:37 ZachXBT Investigates Axiom
23:45 Prediction Markets Insider Trading
40:40 The Week Ahead

This episode was recorded on March 2nd, 2026.

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