GM. This is the Never Die Newsletter, where I share whatever crypto news and content I feel like, every week, short and sweet, right to your beautiful little inbox.
This week we have:
🎙️Hot Off the Mic: Why 99% Of My Portfolio Is Now in Crypto
📰News: Fed Cuts Rates
🌟Narrative of the week: The Stablecoin Expansion Era Begins
NEWS📰
✂️ Fed Cuts Rates
The Fed cut rates by 25 bps to 3.75%-4%, a move investors had already priced in. Bitcoin dipped 2.4% after Powell hinted at a split within the FOMC over another cut in December. While rate cuts typically lift assets, analysts say U.S.-China trade tensions may keep investors cautious despite easier policy ahead.
💳 Mastercard Eyes $2B Deal for Zerohash
Mastercard is reportedly close to acquiring Zerohash, a crypto and stablecoin infrastructure startup, in a deal worth $1.5–$2 billion. The move would mark one of Mastercard’s biggest crypto bets, strengthening its stablecoin and tokenization network. Zerohash provides the backend rails for BlackRock’s BUIDL, Franklin Templeton’s BENJI, and other tokenized funds.
🎯 Polymarket Set to Relaunch in the U.S
Polymarket is reportedly just weeks away from reopening to U.S. users, starting with sports betting. The move follows a CFTC no action letter in September that cleared regulatory hurdles after Polymarket acquired a licensed crypto derivatives exchange. Polymarket’s U.S. relaunch could push its valuation toward $10 billion, up from $1 billion in June after its $200M funding round.
🪂 WLFI Airdrop
World Liberty Financial (WLFI) tied to Donald Trump’s crypto ventures is said to be airdropping 8.4 million WLFI tokens (~$1.2M) to users in its USD1 stablecoin loyalty program. The drop spans six exchanges — Gate.io, KuCoin, LBank, HTX, Flipster, and MEXC with rewards set by each platform.
📈 Blockchain Fees Near $20B as Real Use Surges
Blockchain fees are projected to hit $19.8B in 2025, showing the industry’s shift from speculation to real user demand. With RWAs surpassing $35B onchain and giants like JPMorgan and BlackRock pushing tokenization, the data signals a clear trend: crypto is evolving into a revenue generating asset class with real economic activity.
💶 ECB Pushes Ahead With Digital Euro Plans
The European Central Bank is advancing to the next phase of its digital euro project, aiming for a potential launch by 2029. So far, only Nigeria, the Bahamas, and Jamaica have fully launched CBDCs, according to the Atlantic Council, with 49 others still in pilot stages.
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Why 99% Of My Portfolio Is Now in Crypto
In this video, I break down The Great Debasement Trade the biggest economic shift of our lifetime. I’ll explain why I’ve put 99% of my net worth in crypto as governments across the world run it hot, inflating away debt and silently taxing savers through currency debasement.
Narrative of the Week: The Stablecoin Expansion Era Begins
Stablecoins dominated the spotlight again this week, with non USD launches and a major TradFi acquisition signalling just how deep this narrative runs.
MasterCard’s $2B Move: The payments giant is reportedly in late-stage talks to acquire ZeroHash for around $2 billion, marking a massive push into crypto infrastructure.
Yen on-Chain: JPYC officially launched Japan’s first yen-pegged stablecoin (JPYC), approved for domestic issuance.
Won Goes DeFi: IQ AI and Frax Finance teamed up to launch KRWQ, a Korean won pegged stablecoin deployed on Base.
MasterCard’s aggressive bet and the rise of non USD stablecoins show how fast traditional finance is moving on chain. As stablecoins evolve beyond the dollar, fiat is quietly going blockchain native.
SOME TWEETS
MEME OF THE WEEK
TEMPERATURE CHECK📒
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