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# Conflicts: # 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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rio | 2026-03-26 |
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anthropic/claude-sonnet-4.5 |
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@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