9.7 Competitive Strategy

Short-Term (Year 1):

• Compete on Cost: 0.4% vs. 2% (Polymarket)

• Compete on Accessibility: $0 capital vs. high LP requirements

• Compete on Speed: Solana vs. Ethereum gas

Medium-Term (Year 2-3):

• Compete on Ecosystem: 20+ platforms vs. single UI

• Compete on Coverage: Long-tail markets enabled by LMSR

• Compete on Features: Multi-outcome, limit orders, conditionals

Long-Term (Year 3+):

• Network Effects: Platform ecosystem creates moat

• Creator Network: Professional market creators loyal to Path

• Liquidity Aggregation: Deepest markets across all categories

• Brand: "The AWS of prediction markets"