ANNOUNCEMENT: $0.02timmy chain is scaling. New Layer-2 scheduled for Q2 2026. “Ultra-sound” money

If you aren't tuning into @katana spaces, you are missing so much alpha! Lombard Lux points are coming to all users katana - Vaults 4x (Morpho) - Dex Pools 3x (Sushi) - Everything else, 2-3x Added bonus: the BTCK : LBTC pool on Sushi APR is currently ~38%

Stablecoins are the future. The total market cap of stablecoins now exceeds $261B. This represents 1.4% of the U.S. M1 money supply. That is absolutely MASSIVE. Stablecoin MC is up 50% YoY while M1 is relatively flat. And the shift is just get started. We're headed toward a future where 10%, 50%, even 90% of M1 lives onchain. Genius Bill passing Circle stock up ~6x post-IPO debut JPMorgan is launching its own stablecoin More money is flowing onchain, and fast. What does this mean for business? You must adopt onchain payment rails or risk falling behind competitors already doing so. And when that happens, Polygon PoS is uniquely positioned to dominate. Major integrations across the industry, fast finality, ultra-low fees, 100k TPS soon, interoperability via Agglayer..... the list goes on. Polygon is building the future of money movement. And the network that wins payments, wins it all.

Set reminders for the most entertaining Between the Layers yet! Find out what it takes to get hired in web3, the truth about having an "onchain resume," & the most awkward HR conversations in crypto! See you tomorrow at 9AM ET | 1PM UTC | 6:30PM IST xitter.cf/i/spaces/1kvJpyjEPddxE

ICYMI, Agglayer CDK is now multistack. "But Timmy, I have no idea wtf that means?" That's okay, anon, I'll break it down for you. So first, what is Agglayer? The tl;dr is it's effectively an interoperability solution that unifies all of web 3. Agglayer fixes fragmentation. It makes different chains work like one chain—connected by shared liquidity and fast, secure cross-chain messaging, backed by ZK proofs. Imagine every chain, every VM, every stack, connected and able to transact with one another. The user experience is going to become so easy your grandma can use web 3. Chains sharing liquidity -> less slippage on trades, chains designed for a specific use case, and users experience every ecosystem. And today, we leveled up. Instead of building with just CDK Erigon (think the way devs have to code and deploy), now Agglayer also supports OP Stack chains (different design/code). This includes Optimism and Base. This means builders can now launch high performance, low-cost OP Stack chains with native Agglayer connectivity. OP Stack rollups can now plug directly into Agglayer, gaining deeper liquidity, cross-chain messaging secured by ZK proofs, with a sovereign design, and no tax (OP Stack charges a 15% tax). Builders choose what works best and everyone wins. For users, moving tokens between chains is faster and cheaper. Applications feel more connected, even if they live on different networks. Withdrawals that used to take days can happen in minutes (once full execution - wen? soon) The most bullish part of the announcement, in my opinion, More configurations are in development, including for stacks like Arbitrum Orbit and ABC Stack. The goal is to support as many different chain types as possible, while still connecting them through the same interoperable layer. The future of the internet is coming fast, and it's brought to you by Agglayer.

Me, with a portfolio comprising of VOO, Bitcoin, and gold, seeing 22 year old has $12M after investing Fartcoin, Pengu, and Bonk

The future of finance is decentralized. DEX volume share is eating away CEX dominance. We saw peak DEX-to-CEX spot volume in January. Despite a pullback, share remains near all-time highs, staying above 12%. This isn’t a blip, it's structural. Why is this happening? - Onramping has significantly less friction. - Custody risk post-FTX has changed behavior. - Stablecoins make settlement easy. - Protocols are leaner and more composable than ever. - Onchain liquidity is deeper and more efficient. - Incentives and yield is significantly higher onchain than in TradFi. Users are increasingly going onchain for trades, swaps, and stablecoin moves. The UX gap between DEXs and CEXs is shrinking fast, while incentives are flipping in favor of DEXs. Polygon is helping drive this shift. With fast finality, low fees, and deep integrations with DeFi protocols, our infrastructure is making onchain trading accessible at scale. zkEVM and CDK make it possible for institutions and retail to onboard safely. Onramps are getting better. Wallet UX is improving. Gas is abstracted away. Execution environments are customizable. The primitives are finally maturing. Decentralized finance is going to win.