Weekly Note
📝#105: PENGU
Google's new quantum computing chip. Pudgy Penguin launches token. Hugo Boss's IRL sales on Roblox. A new prediction platform launched. Apple's AI updates.
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Insights
Roblox: The Future of E-commerce in Virtual Worlds?
Hi, it’s Marc. ✌️
Weekly Note
📝#104: The End of Nike’s NFT Era
Coinbase integrates Apple Pay. Nike shuts down RTFKT. Ripple delays stablecoin launch. Circle earns regulation clarity in Canada. xAI to launch a consumer app. Top fundings & more.
Weekly Note
📝#103: FIFA's Big Bet on Web3
Amazon wants to buy Bitcoin. Metamask integrates Venmo. Suntory Group launches on Avax. Musk's xAI will launch a game studio. Estée Lauder & Microsoft partner for generative AI push & more.
Weekly Note
📝#102: Tether Enters $3B Tokenization Market
Tether launches tokenization platform. Sky (Maker) launches USD stablecoin on Solana. Tether, Kraken & Fabric Ventures invest in EUR stablecoin issuer. Global e-sports team launches on Sui.
Weekly Note
📝#101: Tether's AI Agents
Memecoins enter the White House. Ubisoft launches Web3 game. J.P. Morgan reboots Onxy. OpenAI launches AI agents. GenAI platform raised $200M. Top reads, fundings & more.
Weekly Note
📝#100: Paxos, Galaxy, Kraken, Robinhood Launch Stablecoin
Executive briefing: Trump becomes crypto president. Tokenized assets on Swift. Tether launches stablecoin for Middle East. Paxos, Galaxy, Kraken, Robinhood launch stablecoin.
Weekly Note
📝#99: AI Agents That Buy Your Sneakers
Crossmint launches AI agents platform for commerce. Cleveland Cavaliers enters Web3 fan engagement. Kraken launches layer 2. OpenAI launches Search, its biggest update yet. The end of "Google Search"?
Weekly Note
📝#98: Stripe Bets Big on Stablecoins
Stripe acquires Bridge for $1.1B. Avalanche's new Visa card. Buenos Aires launches digital ID. Stablecoin on/off ramp raises $33M. Nike's digital collectibles for Melbourne. Pudgy comes to Walgreens.
Signals
Cracking the Code: From NFTs to Real Engagement
Brands have experimented with Web3 for years, starting with flashy NFT drops and limited-edition digital collectibles.
Weekly Note
📝#97: Product-Market-Fit
Ripple launches stablecoin. MoonPay brings crypto to 60M Venmo users. 3D ads are hitting 300M Roblox users. Karate Combat's L2. World’s first network state raised $525M. Blockstream raised $210M.
Weekly Note
📝#96: Roblox Under Attack
Roblox faces criticism for inflated user metrics. Lamborghini unveiled its Fast ForWorld platform with digital supercars. AAA-Web3 game receives major attention on Twitch. Google goes Roblox.
Insights
PayPal, EY, and Google Cloud Now Use Crypto for B2B Payments
The corporate payments landscape is changing—fast.
Weekly Note
📝#95: Visa, EY & Google Go Crypto
Crypto.com sues the SEC. Visa's new tokenization platform. PayPal, EY, and Google Cloud are using crypto for B2B payments. Meta launches OpenAI Sora rival.
Insights
Meta’s Game-Changing AI Tool: Meet the Rival to OpenAI’s Sora
Is this what creators and brands have been waiting for?
Weekly Note
📝#94: Starbucks & Heidi Klum
Starbucks & Heidi Klum enter Roblox. Global MMA brand partners with Sui. Lamborghini x Animoca brands. Rimowa's new virtual store.
Insights
OpenAI: Biggest VC Deal of All Time
OpenAI has raised a megaround of $6.6B, valuing the company at $157B.
Insights
Starbucks ditches NFTs and hits Roblox with 35k 'virtual coffees'☕️
Is Roblox is the new frontier for customer engagement?
Weekly Note
📝#93: $16 Trillion By 2030
BlackRock is quietly backing a new stablecoin. CZ released from prison. SG Forge plans Euro stablecoin with Solana. Meta's new XR glasses. OpenAI CTO departs.
Insights
Orion: A New Lens on Reality
How XR might be the next big engagement tool for brands.