Newsletter
📝#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.
Newsletter
Newsletter
Roblox: The Future of E-commerce in Virtual Worlds?
Hi, it’s Marc. ✌️ With over 79.5M daily active users, Roblox is a fast-growing platform for brands aiming to reach digital-first consumers. For businesses, Roblox offers something rare—a young, engaged audience ready to interact, explore, and spend. And it’s working: in 2023, over 3.7B virtual transactions
Newsletter
📝#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.
Newsletter
📝#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.
Newsletter
📝#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.
Newsletter
📝#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.
Newsletter
📝#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.
Newsletter
📝#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"?
Newsletter
📝#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. Most of these experiments failed. You might think: “It’s the missing UX”. Maybe. But there’s more. Brands understand that successful engagement isn’t about throwing technology at people (such as NFTs or
Newsletter
📝#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.
Newsletter
📝#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.