The biggest RWA on BNB Chain | On Chain Wall Street | Invested by @yzilabs
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Paimon Finance retweeted
🔥 World Premiere #listing
🌠 $xKLSH (Paimon Tradable Kalshi SPV Token) will be listed on LBank!
Paimon Tradable Kalshi SPV Token (xKLSH) is a tokenized product providing economic exposure related to Kalshi’s pre-IPO assets through Paimon.
❤️ Details: lbank.com/support/articles/2…
1/ Kalshi raised $1B at a $40B post-money valuation in its Series G on Oct 29, 2026 (co-led by Wellington & Sequoia).
Polymarket’s secondary market mark is ~$13–14B as of early Nov 2026, with reports of talks for a ~$20–21B round.
That’s roughly a 3x gap.
Is Polymarket undervalued, or is Kalshi simply stronger?
Sources: reuters.com/business/kalshi-… news.kalshi.com/p/kalshi-ser… defillama.com/pre-ipo/polyma… (as of Nov 1, 2026)
6/ So, is Polymarket undervalued?
On current volume and monetization (as of late Oct / early Nov 2026), the gap between Kalshi at $40B and Polymarket at $13–21B looks directionally justified.
It mainly reflects scale and U.S. market dominance rather than an obvious bubble.
Polymarket’s value sits more in its global brand and growth optionality than in undervalued current fundamentals.
7/ For Polymarket to prove it’s undervalued, two things need to happen:
1. Sustainably close the volume gap with Kalshi
2. Convert that volume into higher, more stable revenue and profit
Otherwise, the valuation gap will likely persist.
Data moves fast. Upcoming funding rounds and actual revenue numbers will give a clearer answer.
Paimon Finance stands with the Binance team and the community as they respond to this security incident.
We deeply appreciate the efforts of everyone working to support affected users and recover funds. Our trust in Binance’s commitment to its users remains strong.
To the @binance team @heyibinance @cz_binance and everyone working behind the scenes: thank you. We stand together for a safer, stronger ecosystem.
Binance has begun recovering affected assets for users and continues to work with law enforcement, issuers, blockchain intelligence firms and industry partners to trace, freeze and recover additional funds.
The company has already publicly committed to cover losses through company funds in the prior announcement.
Binance has already reserved over $6.34B of company funds to cover this incident. $5B of these funds are already held in the exact token assets that were impacted. We are completing the purchase of the remaining amount by buying token assets through market channels and OTC channels. We are doing this to match the format of the remaining token assets and address any asset shortfalls. This step can take longer because some tokens may have low liquidity and OTC settlement also takes time. We will share more progress as soon as we can.
These figures do not include frozen or protected assets, which remain subject to ongoing recovery and verification. Currently, $3bn has been frozen, with thanks to our industry partners. We are working with partners and law enforcement to recover the frozen assets.We will continue to use company resources to cover confirmed shortfall and will provide further verified updates as recovery efforts progress. Ultimately, all user funds will be verified publicly through our Proof of Reserves.
We will weather this storm. Thank you for the support.
DTC is creating 1:1 tokenized digital twins of securities held in custody, fully retaining ownership, investor protections, and shareholder rights.
The initial batch covers 34 securities (Russell 1000 stocks, ETFs, and U.S. Treasuries), representing ~$30T in potential assets. 💰 20 institutions have signed on, including J.P. Morgan, Citi, Morgan Stanley, and Fidelity.
Tokens can transfer 24/7 on Canton and DTCC’s private Besu network. 🔄
Paimon Finance retweeted
Kalshi valuation jumps to $40 billion in latest funding round cnbc.com/2026/10/29/kalshi-4…
🚀 Kalshi raises $1B at $40B valuation！
Co-led by Sequoia & Wellington.
From $5B → $40B in just one year.
Expanding into leveraged event contracts & perpetual futures.
Prediction markets are just the beginning.
Strong validation for Paimon's $xKLSH holders.
#Kalshi #xKLSH #Paimon #RWA
Kalshi valuation jumps to $40 billion in latest funding round cnbc.com/2026/10/29/kalshi-4…
PRE-IPO RADAR: Discord
1/ Discord’s last primary round in 2021 valued the company at about $15B.
Today secondary market marks sit closer to $8.5–10B.
The company confidentially filed for a U.S. IPO in January 2026 with Goldman Sachs and JPMorgan, but more than nine months later there is still no public S-1 and no listing date.
5/ The valuation gap is the main story.
The 2021 peak reflected a very different market. Secondary prices have stayed well below that level.
In 2025, Humam Sakhnini became CEO while co-founder Jason Citron moved to an advisory role.
The company has also been advancing age verification and safety features.
6/ If you are new to it, three lines are enough:
- Discord is a large community chat platform, especially strong in gaming.
- It makes money mainly through subscriptions and ads.
- Secondary valuation is well below the 2021 peak, and the IPO timeline remains uncertain.
How do you view Discord’s position — still primarily a gaming tool that expanded outward, or a broader community platform that just happens to be popular with gamers?
