Curently at @0xPolygon | Previously at @Mantle_Official | All view are my own and not financial advise.
Joined February 2023
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Pretty cool ngl. Future is here..
24 hours ago, MoonPay launched PayBox
224,000 people have signed up at paybox.sh
it’s the most viral Crypto x AI product of all-time (we might’ve broken Claude)
today at 6:15 PM ET, CEO @ivanhodl joins @blknoiz06 + @Banks on @MarketBubble to share what’s next…
LinkedIn just shipped a "Seems like AI slop" button. This is actually jokes 😂
I feel like everyyy social media platform needs this right now because im sick of seeing AI generated content, its boring.
You can always tell (especially if you use AI yourself…) whats AI and whats not AI. You need to understand that you still need taste to create content. Humans are craving that human feel to content again its why on short form video platforms like insta and tik tok the unpolished talking head videos are popping off, same thing.
Going back to Linkedin the number is wild. Around 41% of long-form LinkedIn posts are likely AI now. Nearly half the feed! No surprise that they shipped this slop button AND got rid of the rewrite tool they had.
IF you use AI for drafting content. You need a bulletproof set up one thats open loop, one thats tained on you voice and has access to 100s or 1000s of your tweets, you build file on your computer, create skills to help avoid AI doing AI things when writing…
Really enjoyed this one!
What I like about this edition is the coverage of multiple assets and angles. Super important to see what’s going on overall 🤝
Huge newsletter out later.
I really deep dive the macro, looking for the conditions for a bottom in crypto. When will it be?
Find it here later - theweeklyinsight.substack.co…
PavMann retweeted
Polygon leads stablecoin adoption in LATAM. in May we did more stablecoin transfer volume in the region than any other chain, around $309M and over half of all the active stablecoin wallets in LATAM were on Polygon too. highest on both. moreover many of the apps doing these stablecoin money movement services are now using Polygons Open Money Stack.
the case for emerging markets has been building for years now, non dollar stablecoin volume across all chains are up 16x in 3 years and the number of people holding them is up 30x. we keep seeing that same trend land on Polygon, emerging market stables just hit a new monthly high in May with BRLA and COPM both in the top 3.
ive been saying for a while that emerging market stablecoins are the thing to watch as all the worlds money moves onchain. dollar stablecoins get all the headlines for now, but the emerging market story is only just getting started, and its growing on @0xPolygon.
The 200th edition!! WOW
You best believe we spoke A LOT about $XRP in this one to celebrate this milestone!
It's live at 15:00 UTC. Check the link in my bio people!
@Cryptoinsightuk
Thank you brother 🩵
What a journey it’s been. Still a long way to go my guy!
Happy birthday to @TheCryptoMann1
We’ve been friends for nearly 20 years now.
Here are a few highlights
PavMann retweeted
Huge weekly bearish divergence forming on $USDT.D right at all time highs.
We have a very clear inverse correlation between $USDT.D and TOTAL 2.
Chart 3 is $USDT.D inverted over TOTAL 2 so you can clearly see this correlation.
This correlation adds confluence to what I discussed about TOTAL 2 in this week's newsletter.
If you're holding ALT coins it might be worth a read.
You can find my full thoughts here for free - theweeklyinsight.substack.co…
Honestly ethereum:native got so much shit this cycle. Now i'm looking at it thinking it's worth a dabble...
This is the ETH/BTC chart btw 👀
Wanted to add the chart to support this.
I think we're in the range / close to a cycle bottom here. And think we could chop here for a while. Time to just scoop spot up during the summer i guess
over 50% of all $BTC supply is now sitting underwater.
people quitting (even founders...), pivoting to AI blah blah blah
i've sat through this exact movie like 3 times now.
the bears were 10000% RIGHT about the flush.
i feel like ive seen a few ease off on their bearishness which is interesting. but there is still liquidity at $60K. guessing that gets taken first
gotta touch grass sometimes.
But make sure you're there Sunday 3PM UTC ⬇️
Link in zeeeee Bio
Fam.
Newsletter will be out Sunday 3pm UTC.
A day later than normal.
It’s @TheCryptoMann1 bday celebration tomorrow so we are going to push it back 24 hours.
Also, I’ll drop a YouTube tomorrow morning as I didn’t drop one today because I was out this morning and am travelling now 🫡
stocks printing new highs basically every week. crypto getting absolutely cooked at the same time.
$4T of IPOs lining up and the whole AI trade hoovering up every dollar of risk on money in the system.
few years ago "risk on" just meant crypto. you wanted beta, you bought alts. simple. now the beta trade is AI. nvidia, the IPO pipeline, the private rounds. thats where the size went.
the thing is with crypto.. we always think we're the main character. and right now we're just not the trade. thats the uncomfortable bit.
but honestly these are the windows you want. nobody's watching, nobody's FOMOing, you accumulate quietly while everyone stares at the AI casino.
money rotates. always has. it comes back to whatever's been left for dead. question is just whether you've still got dry powder when it does.
Not FA.
Madnessssss
The headlines keep coming. Whats next, what else is going to get thrown at us lol
JUST IN: Zcash crashes 48% after Claude AI finds critical vulnerability allowing unlimited minting of $ZEC.
It went unnoticed for 4 years until it was patched on June 1st.
Arthur Hayes just dumped his entire $HYPE and $NEAR bags.
meanwhile one whale wallet scooped 900k $HYPE ($65M) in 3 days.
so one of these two is about to look very smart and the other one not so much..
I can defo see @CryptoHayes theory though.
over 50% of all $BTC supply is now sitting underwater.
people quitting (even founders...), pivoting to AI blah blah blah
i've sat through this exact movie like 3 times now.
the bears were 10000% RIGHT about the flush.
i feel like ive seen a few ease off on their bearishness which is interesting. but there is still liquidity at $60K. guessing that gets taken first