Welcome to The Big Picture — SolanaFloor's weekly livestream at the intersection of crypto, macro, and institutional capital flows.
This week we're joined by Marc Boiron, CEO of Polygon Labs — the company that just raised $100 million to move all money onchain. Marc is a former CLO at dYdX, a lawyer who became one of crypto's most important infrastructure CEOs, and the architect of the Open Money Stack: Polygon's vertically integrated stablecoin payments strategy built around x402 agentic payments, cross-border remittances, and the $250M acquisitions of Coinme and Sequence.
We cover:
→ The Open Money Stack and why Polygon is raising $100M to compete with Stripe for global payments infrastructure
→ x402 and agentic payments — Polygon's play for machine-to-machine settlement
→ Polymarket: 67% of Polygon's gas fees, what Polygon looks like post Polymarket
→ Remittances, Coinme, and whether Polygon can take stablecoin volume from Tron in Southeast Asia and Latin America
→ What Solana & Polygon have in common.
Last week: Haseeb Qureshi (Dragonfly Capital) on non-financial crypto, AI agents, and the $650M fund bet.
Next week: Lucas Bruder - Co-Founder and CEO at Jito Labs
11:00 EST | 16:00 BST every Thursday
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