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 new file mode 100644 index 00000000..043e0316 --- /dev/null +++ b/inbox/queue/2026-03-26-tg-shared-0xweiler-2037189643037200456-s-46.md @@ -0,0 +1,30 @@ +--- +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: unprocessed +proposed_by: "@m3taversal" +contribution_type: source-submission +tags: ['telegram-shared', 'x-tweet'] +--- + +# @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 🧵 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 new file mode 100644 index 00000000..295e154d --- /dev/null +++ b/inbox/queue/2026-03-26-tg-shared-wsj-2037146683960676492-s-46.md @@ -0,0 +1,23 @@ +--- +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: unprocessed +proposed_by: "@m3taversal" +contribution_type: source-submission +tags: ['telegram-shared', 'x-tweet'] +--- + +# @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 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 new file mode 100644 index 00000000..8f1c3911 --- /dev/null +++ b/inbox/queue/2026-03-26-x-research-wsj-ai-sentiment.md @@ -0,0 +1,59 @@ +--- +type: source +source_type: x-research +title: "X research: WSJ AI sentiment" +date: 2026-03-26 +domain: internet-finance +status: unprocessed +proposed_by: "@m3taversal" +contribution_type: research-direction +--- + +@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