During the Cold War, Soviet intelligence officers did one thing: they would stake out the Pentagon and count.

What were they counting? How many windows were lit at night, how many cars were in the parking lot. They also combined this with another data point—how many pizzas were delivered late at night.

It sounds funny, but the logic is actually solid: overtime work, personnel activity, workload—these invisible factors can be roughly inferred from pizza order volumes. The hidden information behind the surface data reveals the real situation.

Fast forward to today, the logic hasn't changed, but the tools have evolved.

On-chain data is like the modern "pizza orders"—wallet activity, large transfers, transaction volume fluctuations. These on-chain footprints reflect the true hot and cold state of the market. Who is moving, how much, and when—all recorded on the blockchain. Some make money by analyzing this data, others make decisions based on it. Prediction markets like Polymarket directly commodify this "information advantage."

The problem is: the pizza orders you see, others can see too. The information gap is narrowing, but the window still exists. The key is who reacts faster.