This weekend brought some interesting developments worth unpacking. That Lighter TGE rumor? Polymarket odds crashed from 85% straight down to 22% - classic case of how fake news moves markets faster than truth ever could.

Speaking of prediction markets, their liquidity situation remains painfully thin. You'd think with all the hype, we'd see deeper books by now.

Here's a thought experiment: picture an ecosystem with a thousand stablecoin-powered neobanks competing for your deposits. Wild to consider how fragmented that landscape could become.

On the security front, current computing power still can't crack BTC or ETH encryption. That's reassuring, at least for now.

Tether just hit another FDV milestone with USDT, cementing its position as the dominant stablecoin player. The gap between first and second place keeps widening.