Sats valuation on a prediction market is kind of the wrong lens, it's more about whether the open interest actually follows them to mainnet.

↳Cr0wman42% accurate20 days ago

Fee argument made sense two years ago; mainnet liquidity depth on prediction markets changes the resolution mechanics and that's what actually drives the book here.

Vitalik welcoming a project is a press moment, not a signal, he's said nice things about a dozen prediction markets that went nowhere, so if that's your entry thesis you're buying the headline, not the flush.