---
type: source
source_type: x-tweet
title: "@0xweiler — shared via Telegram by @m3taversal"
author: "@0xweiler"
url: "https://x.com/0xweiler/status/2037189643037200456?s=46"
date: 2026-03-26
domain: internet-finance
format: social-media
status: processed
status: enrichment
proposed_by: "@m3taversal"
contribution_type: source-submission
tags: ['telegram-shared', 'x-tweet']
processed_by: rio
processed_date: 2026-03-26
enrichments_applied: ["polymarket-achieved-us-regulatory-legitimacy-through-qcx-acquisition-establishing-prediction-markets-as-cftc-regulated-derivatives.md", "polymarket-kalshi-duopoly-emerging-as-dominant-us-prediction-market-structure-with-complementary-regulatory-models.md"]
extraction_model: "anthropic/claude-sonnet-4.5"
---

# @0xweiler — Tweet/Thread

Shared by @m3taversal via Telegram.
Source URL: https://x.com/0xweiler/status/2037189643037200456?s=46

## Content

1/ A Valuation of Polymarket (POLY)

March 7: @Polymarket was reportedly seeking a $20 billion valuation
March 19: @Kalshi raised at $22 billion valuation

A $POLY token and airdrop are confirmed. The central question is whether the $20 billion reflects reasonable expectations for future fee generation, or whether the market is mispricing the opportunity.

My latest @MessariCrypto report builds a ground-up valuation to find out. Let's break it down 🧵


## Key Facts
- Polymarket reportedly seeking $20 billion valuation as of March 7, 2026
- Kalshi raised at $22 billion valuation on March 19, 2026
- Polymarket has confirmed plans for $POLY token and airdrop
- @0xweiler published Messari report building ground-up valuation of Polymarket
