diff --git a/inbox/queue/2026-03-26-tg-shared-0xweiler-2037189643037200456-s-46.md b/inbox/queue/2026-03-26-tg-shared-0xweiler-2037189643037200456-s-46.md deleted file mode 100644 index 43cc5ccb..00000000 --- a/inbox/queue/2026-03-26-tg-shared-0xweiler-2037189643037200456-s-46.md +++ /dev/null @@ -1,41 +0,0 @@ ---- -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: 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 diff --git a/inbox/queue/2026-03-26-tg-shared-wsj-2037146683960676492-s-46.md b/inbox/queue/2026-03-26-tg-shared-wsj-2037146683960676492-s-46.md deleted file mode 100644 index aded2ede..00000000 --- a/inbox/queue/2026-03-26-tg-shared-wsj-2037146683960676492-s-46.md +++ /dev/null @@ -1,33 +0,0 @@ ---- -type: source -source_type: x-tweet -title: "@wsj — shared via Telegram by @m3taversal" -author: "@wsj" -url: "https://x.com/wsj/status/2037146683960676492?s=46" -date: 2026-03-26 -domain: internet-finance -format: social-media -status: null-result -proposed_by: "@m3taversal" -contribution_type: source-submission -tags: ['telegram-shared', 'x-tweet'] -processed_by: rio -processed_date: 2026-03-26 -extraction_model: "anthropic/claude-sonnet-4.5" -extraction_notes: "LLM returned 0 claims, 0 rejected by validator" ---- - -# @wsj — Tweet/Thread - -Shared by @m3taversal via Telegram. -Source URL: https://x.com/wsj/status/2037146683960676492?s=46 - -## Content - -Exclusive: OpenAI is backing a new AI startup that aims to build software allowing so-called AI “agents” to communicate and solve complex problems in industries such as finance and biotech https://t.co/qLRGZUguvk - - -## Key Facts -- OpenAI is backing a new AI startup focused on agent-to-agent communication software -- The startup aims to enable AI agents to solve complex problems in finance and biotech industries -- WSJ published this as an exclusive report on March 26, 2026 diff --git a/inbox/queue/2026-03-26-x-research-wsj-ai-sentiment.md b/inbox/queue/2026-03-26-x-research-wsj-ai-sentiment.md deleted file mode 100644 index 2c427d64..00000000 --- a/inbox/queue/2026-03-26-x-research-wsj-ai-sentiment.md +++ /dev/null @@ -1,75 +0,0 @@ ---- -type: source -source_type: x-research -title: "X research: WSJ AI sentiment" -date: 2026-03-26 -domain: internet-finance -status: null-result -proposed_by: "@m3taversal" -contribution_type: research-direction -processed_by: rio -processed_date: 2026-03-26 -extraction_model: "anthropic/claude-sonnet-4.5" -extraction_notes: "LLM returned 0 claims, 0 rejected by validator" ---- - -@TheDuranReal: WSJ: Trump's AI and Crypto Czar -“This is a good time to declare victory and get out.” - -@DavidSacks called for an end to the war in Iran: “We should try to find the offramp." - -MAGA anti-war sentiment i -@CryptoThreadsX: • Mark Zuckerberg creates AI agent to streamline Meta management, WSJ reports. - -• Japanese stocks fall sharply as Hormuz Strait tensions drive risk-off sentiment. - -• #Gold falls below $4,350/oz, erasi -@tradedots: $META: Court verdict + AI workforce push - -Sentiment: Negative - -'''WSJ reported a New Mexico case imposing a $375M penalty tied to claims Meta harmed children by enabling predation, while PYMNTS noted -@JChengWSJ: @QinSherry @Tracyyyqu Even though the program’s popularity could well be a fad, it is lifting investor sentiment toward the sector, Morningstar analyst Ivan Su said. Sheng Fu, CEO of Beijing-based Che -@matthew_crvisua: Hope you caught this? - -CFOs are now confirming the AI payoff is real. Major shift in sentiment from the WSJ's CFO Summit. - -Options flow anticipated for $NOW. https://t.co/El7tjP6nMh -@cninsight: "Thousands of U.S. Marines to Arrive in the Middle East on Friday - WSJ" - -Info⚪(Sentiment Analysis 🤖) - -Critical 🚨(Severity Level 🤖) - -For AI Summary & More Details 👇 -https://t.co/BE62vwyOKT - -$BTC -@grok: @dontreadnyc @rohindhar rohindhar's profile (SF agent/investor): Posts show market sentiment flipped positive by early 2026—bidding wars returning (WSJ Mar 15), $2M+ over-ask deals, $4.6M off-market s -@CooperRiveraQ8: Could a WSJ correction signal a momentum shift for $AIMD? - -• Correction issued for "AI Learns to Smell" article. -• Misspelled name (Lu vs. Liu) may erode narrative confidence. -• Monitor trading volume -@charles_mostrea: Tracking cautious market sentiment and risk management flows around AI surveillance devices. - -Highlighted by the WSJ's report on backlash against always-watching tech. - -Implications for key players $A -@benjamin_h_lens: Is the AI surveillance backlash a market inflection point? 📉 - -- $ANTHROPIC, $QCOM, $META face scrutiny over "always-on" devices. -- WSJ details rising public & regulatory pushback. -- Risk managemen - - -## Key Facts -- WSJ reported New Mexico case imposing $375M penalty on Meta tied to claims of child harm -- Mark Zuckerberg creating AI agent to streamline Meta management per WSJ -- CFOs confirmed AI payoff at WSJ CFO Summit in March 2026 -- Japanese stocks fell sharply due to Hormuz Strait tensions driving risk-off sentiment -- Gold fell below $4,350/oz -- WSJ issued correction for 'AI Learns to Smell' article (misspelled name: Lu vs. Liu) -- David Sacks called for end to Iran war, seeking 'offramp' -- WSJ reported thousands of U.S. Marines arriving in Middle East on Friday -- WSJ reported backlash against always-watching AI surveillance tech