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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