diff --git a/inbox/archive/internet-finance/2026-03-26-tg-shared-0xweiler-2037189643037200456-s-46.md b/inbox/archive/internet-finance/2026-03-26-tg-shared-0xweiler-2037189643037200456-s-46.md index bb391425..6633a7cb 100644 --- a/inbox/archive/internet-finance/2026-03-26-tg-shared-0xweiler-2037189643037200456-s-46.md +++ b/inbox/archive/internet-finance/2026-03-26-tg-shared-0xweiler-2037189643037200456-s-46.md @@ -8,9 +8,14 @@ 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 @@ -28,3 +33,10 @@ 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