30 lines
971 B
Markdown
30 lines
971 B
Markdown
---
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type: source
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source_type: x-tweet
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title: "@0xweiler — shared via Telegram by @m3taversal"
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author: "@0xweiler"
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url: "https://x.com/0xweiler/status/2037189643037200456?s=46"
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date: 2026-03-26
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domain: internet-finance
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format: social-media
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status: unprocessed
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proposed_by: "@m3taversal"
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contribution_type: source-submission
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tags: ['telegram-shared', 'x-tweet']
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---
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# @0xweiler — Tweet/Thread
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Shared by @m3taversal via Telegram.
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Source URL: https://x.com/0xweiler/status/2037189643037200456?s=46
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## Content
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1/ A Valuation of Polymarket (POLY)
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March 7: @Polymarket was reportedly seeking a $20 billion valuation
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March 19: @Kalshi raised at $22 billion valuation
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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.
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My latest @MessariCrypto report builds a ground-up valuation to find out. Let's break it down 🧵
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