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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.
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Rising gas prices from the Iran war are driving renewed EV interest, with a 2026 Chevrolet Equinox EV selling for $23,991—over 50% off sticker—as manufacturer incentives replace the eliminated $7,500 federal tax credit.
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Tesla Semi is receiving rave reviews in pilot tests with truckers, with 15,000 mass-produced units planned for delivery by end of 2026 and 50,000/year thereafter.
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S&P 500, Dow, and Nasdaq all posted a fourth straight week of losses, with Bitcoin down 22.34% YTD and Beyond Meat down 79% over the past year ahead of Wednesday earnings.
→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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David Hoffman argues that AI agents + stablecoins + blockchains are converging to replace the ad-based internet with native agentic commerce
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Mastercard is acquiring BVNK and Polymarket acquired Brahma, signaling major consolidation in crypto-adjacent fintech
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ETH ETFs now hold 5.1% of total ETH supply, and the SEC clarified that digital commodities, collectibles, tools, and certain stablecoins are non-securities
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m0xt sold 50% of his portfolio citing rising oil prices and the Iran conflict, cutting ETH, SOL, and DeFi while keeping revenue-generating plays like perps and stablecoins.
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Waymo is delivering 400k+ rides per week as Vincent's robotaxi playbook targets a ~$40-50B autonomous vehicle market by 2030 with a specific stock pick for cleanest exposure.
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Melvin holds high conviction in AI infrastructure plays AMD, Micron, Nebius, and Vistra, while he and Vincent debate whether Amazon is an AI winner or a capital-intensive trap.
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Iran's refusal to reopen the Strait of Hormuz has caused fuel station closures across Laos and Cambodia, four-day workweeks in the Philippines and Sri Lanka, and a $400M fuel cost surge for American Airlines.
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US gas prices have risen ~$1/gallon to nearly $4 since the war began, while jet fuel has spiked from $85–90 to as high as $200 per barrel.
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CBS News eliminated its 99-year-old radio division and cut ~6% of staff under new editor-in-chief Bari Weiss as parent company Paramount pursues acquisition of Warner Bros. Discovery.
→Friday, March 20
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SEC and CFTC jointly released sweeping crypto guidance, ending the era of broad regulatory uncertainty and giving the industry a clear compliance path.
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MLB announced a partnership with Polymarket, marking a major mainstream sports endorsement of a crypto-native prediction market platform.
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Amundi launched a fund on Ethereum and Stellar, while BTCfi protocol OP_NET launched on Bitcoin L1, signaling continued institutional and developer adoption.
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Starknet's STRK20 launches testnet next week and mainnet end of April, enabling private-by-default ERC-20 tokens via a single Privacy Pool contract with UTXO-style note transfers.
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Kalshi raised $1B at a $22B valuation led by Coatue Management, signaling massive institutional confidence in prediction markets.
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STRK20's compliance design uses threshold encryption so a quorum of independent auditors — not a single party — must agree before any user's transaction history can be decrypted.
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Quadruple witching today expires trillions in derivatives simultaneously, with historical data showing Bitcoin consistently weakens in the days-to-weeks after every witching Friday.
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Coinbase launched stock perpetual futures for non-U.S. users, offering 24/7 cash-settled trading in USDC on Apple, Microsoft, Tesla, and major indexes with up to 20x leverage on ETFs.
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CoinDesk PitchFest is shaping up as the key startup proving ground ahead of Consensus 2026 in Miami, with exposure to VCs including Dragonfly, CoinFund, and Outlier Ventures.
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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%.
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