Hey everyone! 👋

I don’t want to talk too much about yesterday...been in this space since 2017 but that was something else. Hope you’re all holding up!

Let’s focus on fundamentals with two stories slipping under the radar:

1⃣ Softbank's PayPay snagged a 40% stake in #Binance Japan to supercharge cashless payments & digital assets. With Japan eyeing looser crypto rules (Nikkei, March), Binance Japan users can now use PayPay Money for crypto buys/withdrawals

2⃣ Kalshi raised $300M (Sequoia, a16z, Paradigm, Coinbase Ventures) to take its prediction markets to 140+ countries, hitting a $5B valuation. Rivaling Polymarket’s $9B valuation (backed by ICE), it’s live globally but skips 38 countries like the UK, Canada, & France

What’s your take on these moves? Imo, when in doubt, zoom out & focus on fundamentals. WAGMI