yc @yc989 15h Kalshi is a plague on society and I’m not just saying that because I faded investing in it at $1B (I di...
Valuation rerating pressures CFO
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These are the assets attached to this thesis, along with direction, confidence, and outcome so far.
yc @yc989 15h Kalshi is a plague on society and I’m not just saying that because I faded investing in it at $1B (I di... yc @yc989 15h Kalshi is a plague on society and I’m not just saying that because I faded investing in it at $1B (I did) Matt Kalish @mattkalish 20h On Kalshi CFO quietly leaving suddenly: Not weird. We often see a CFO walk away from their likely life changing pre-IPO equity in a ‘$22 billion rocket ship’ with no explanation? Everything totally fine & numbers legit & just pay attention to polymarket and don’t look at us. 6 1.5K
Source proof
Source proof: Strong source proof | 5 extracted claims | 1 directional asset | 1 supporting author | headline-like title review
Single short political post about 2028 Democratic primary calendar changes; expresses a generic political sentiment (“bullish Ossof and Newsom”). No explicit market, sector, or company/ticker implications; no tradeable catalyst described.
Non-market social post sharing a NYT article about war, loss, memory, and forgiveness. No finance, macro, sector, or company content. No cashtags. Not actionable for investing.
Post is a negative opinion about private prediction-market company Kalshi, referencing a rumored/claimed CFO departure and skepticism about its pre-IPO valuation/metrics. No public-market ticker is mentioned; Polymarket is referenced but is also not a listed equity. Actionability for trading is low.
Single political/election prediction post: speaker asserts Trump will win (not close) and implies market pricing/odds were still “50/50” despite a “big lead in Nevada.” No cashtags, no specific sectors, no explicit trade, and no defined catalyst window beyond the election context.
Single short post expressing intent to buy a dip in Curve DAO Token (CRV), with a cited target dip range ($0.07–$0.03). No fundamental catalyst given; mostly a tactical price-level note.
Post warns Celsius (crypto lender) is burning ~50k ETH/week and may run out of liquid ETH in ~5 weeks, implying inability to honor redemptions due to stETH illiquidity and eventual redemption gating. This is a crypto-liquidity/solvency contagion thesis rather than a public-equity-specific call.
Post alleges Celsius ($CEL) is "functionally insolvent" due to an ETH liquidity mismatch: only 27% of its ETH is liquid while the remainder is in stETH or ETH2 staking (illiquid for ~1 year), implying heightened withdrawal/run risk and potential forced selling/peg stress in related assets.
Single-character emoji-only post with no tickers, claims, catalysts, or market/sector context. Not actionable for investing.
Supporting authors
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