Some nice coverage of the @artemis, @dragonfly_xyz, and @Cas | HadickM on Binance Square

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Some nice coverage of the @artemis, @dragonfly_xyz, and @CastleIslandVC report from last week in Bloomberg today from @Suvajourno

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Another fantastic event at this year's Goldman Digital Asset Summit. Our panel was the first of the day, and was still standing room only in a 500 person auditorium at 9am - showcasing that the institutional excitement for crypto, stablecoins and tokenization is at ATHs

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On a fully diluted basis, at this morning's high, Circle market cap flipped Coinbase, the Company who gets >50% of their gross revenue.

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Over half of all "crypto" spot trading in latam is stablecoins - up from ~30% 18 months ago. Stables + BTC are over 75%. Increasingly the demand for non-BTC and stables outside of small pockets of crypto native speculators is drying up. With a few L1s, defi, and memes taking the rest of the liquidity. Clear that stablecoins and BTC have the most PMF, but also that for the rest of this ecosystem to survive we need to show real PMF, with protocols that solve a need for real users, and to move away from just pushing forward the casino.

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Every conversation I have with a builder around the stablecoin + RWA space today revolves around how to own the end customer. There is very little belief that there is defensibility in infrastructure businesses anymore. Always the same concern whether its someone working on a blockchain, a wallet, issuing, orchestrating, or anything in between. Seems clear that the whole value chain is being compressed and whoever has the best wedge product(s) and GTM will win.

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Incredible how well @Polymarket has continued to execute and just how far ahead they are of their competitors. Over $1bn in volume in May, largest of any month before last October. Trending to do more vol in '25 than '24. 10x the size of their closest pure play competitor. Just announced the X deal which will accelerate growth. One of the most valuable consumer brands period - crypto or not.

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