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41 lines
1.6 KiB
Markdown
41 lines
1.6 KiB
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: enrichment
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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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processed_by: rio
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processed_date: 2026-03-26
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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"]
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extraction_model: "anthropic/claude-sonnet-4.5"
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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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## Key Facts
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- Polymarket reportedly seeking $20 billion valuation as of March 7, 2026
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- Kalshi raised at $22 billion valuation on March 19, 2026
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- Polymarket has confirmed plans for $POLY token and airdrop
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- @0xweiler published Messari report building ground-up valuation of Polymarket
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