971 B
971 B
| type | source_type | title | author | url | date | domain | format | status | proposed_by | contribution_type | tags | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| source | x-tweet | @0xweiler — shared via Telegram by @m3taversal | @0xweiler | https://x.com/0xweiler/status/2037189643037200456?s=46 | 2026-03-26 | internet-finance | social-media | unprocessed | @m3taversal | source-submission |
|
@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 🧵