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Merge remote-tracking branch 'forgejo/extract/2026-03-26-tg-shared-0xweiler-2037189643037200456-s-46'

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#	domains/internet-finance/polymarket-kalshi-duopoly-emerging-as-dominant-us-prediction-market-structure-with-complementary-regulatory-models.md
#	inbox/archive/internet-finance/2026-03-26-tg-shared-0xweiler-2037189643037200456-s-46.md
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m3taversal 2026-04-01 16:30:12 +01:00
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@ -8,9 +8,14 @@ date: 2026-03-26
domain: internet-finance domain: internet-finance
format: social-media format: social-media
status: processed status: processed
status: enrichment
proposed_by: "@m3taversal" proposed_by: "@m3taversal"
contribution_type: source-submission contribution_type: source-submission
tags: ['telegram-shared', 'x-tweet'] 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 # @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. 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 🧵 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