Hey, it’s Marc. ✌️

This week is all about consumer crypto going mobile and challenging traditional infrastructure players, aka DePIN. Plus: Big week for ETFs, Stack Overflow signs a deal with OpenAI and Microsoft is training its own AI model MAI-1 to compete with Google and OpenAI.

Let’s dive in. 🦈

“We finally have a way to coordinate large numbers of disparate parties trustlessly across the globe in real time through the use of economic incentives.” — Kyle Samani