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The latest from the newsletter firehose.
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Monday, March 23 (Today)
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Polymarket flagged 10 freshly created wallets that simultaneously wagered $160K on an Iran ceasefire by March-end, potentially paying out $1M and raising insider-trading suspicions.
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Resolv USR stablecoin collapsed 97% to $0.025 after an attacker exploited a compromised private key to mint $80M in unbacked tokens and drain ~$25M in ETH, leaving the protocol functionally insolvent.
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Gold posted its worst weekly drop since 1983 (-8.8%), wiping all 2026 gains, while BTC held above $70,000 throughout the Iran war, strengthening the BTC-to-gold ratio narrative.
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Gemini shares collapsed 80% from their $32 IPO price to ~$6, triggering a class-action lawsuit over alleged investor disclosure failures.
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WLFI's AgentPay SDK lets AI agents autonomously transact USD1 stablecoin across EVM chains with isolated private keys and policy-enforced spending caps, auto-installing into Claude Code, Codex, and Cursor.
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AgentCash bundles open protocols x402 and MPP into a unified agent payment layer serving 2,000+ agents, as AI traffic collapses ad revenue models with StackOverflow down 75% since GPT-4.
→Sunday, March 22 (Yesterday)
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Hyperliquid is targeting all of finance as its addressable market, with SmartestXYZ documenting HIP-3 deployers, trading frontends, and a rapidly growing builder ecosystem.
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Economist Michael Munger's scarcity principle — demand exceeding supply raises costs even without price changes — suggests 'financial hazing' like Duke's Krzyzewskiville creates long-term donor loyalty.
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Haseeb Qureshi argues decentralization is becoming dismissed by end users but remains structurally essential to prediction markets like Polymarket existing at all.
→Saturday, March 21
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The SEC and CFTC jointly released landmark crypto taxonomy guidance formally classifying major crypto assets under federal securities law, though legal experts warn key provisions leave issuers without a formal compliance verification process.
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TradeXYZ secured an official S&P 500 license from S&P Dow Jones Indices to launch the first sanctioned on-chain perpetual futures contract, exclusively on Hyperliquid.
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OP_NET launched a native DeFi stack on Bitcoin mainnet embedding smart contract execution directly into standard Bitcoin transactions, while OpenSea delayed its SEA token launch for the second time.
→Friday, March 20
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Tempo Mainnet launched with the Machine Payments Protocol (MPP), co-authored by Stripe and submitted to the IETF as an open internet standard, enabling agent-to-service payments with 100+ institutional partners including Anthropic, OpenAI, and Visa.
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RWA collateral on Morpho commands a 50-80% rate premium over crypto collateral (4.4-5.7% vs. 3.2-3.4%), with 3F automating one-click leverage loops using institutional-grade collateral from BlackRock, Fidelity, and Franklin Templeton.
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BVNK processed $16.2B in stablecoin volume in 2025 — surpassing Revolut's $14.3B — while Delphi Digital warns stablecoins threaten banking profits as Treasuries yield 3.89% versus savings accounts' 0.39%.
→Thursday, March 19
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Ethereum researcher Justin Drake says Q-Day has a clock, targeting 2032 as the critical quantum threat deadline and 2029 for Ethereum to achieve post-quantum readiness.
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MLB partnered with Polymarket for exclusive prediction market betting just months after a pitch fixing scandal rocked the league.
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Convex Finance has seen TVL collapse 97% from its $20B 2022 peak but reportedly still generates competitive DeFi yields for capital allocators in 2026.
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