Ryan

And this is them going, I guess, would you call that upmarket?

They are verticalizing really in that they are getting the other stacks that they were missing, which is the on-ramp, off-ramp and bridge type stuff.

So this is Polygon saying our pivot really is a stable coin chain and we're going to be sort of a tempo or a circle arc or some of the other competitors in this space.

What do you think of this move?

You're saying you can't just as an L1 or EVM or like L2, you can't just copy a clone Ethereum L1 DeFi and just be like, yeah, we're that, but we have cheaper gas fees.

David, do you see what's going on with X this week?

So two things.

One, they're doing smart cache tags.

And two, they are restricting API access to Kaido.

Can you talk about those?

It's not just information.

You could buy and sell.

like in DeFi using this.

Oh, that is in this markup.

Yeah, buy and sell, right?

That's the blink part, which is pretty cool because what does this turn X into?

Kind of a crypto super app, sort of a financial super app.

It's a dark horse for a wallet competitor and also for a Stripe competitor, to be honest.

That's not the only thing they did, though.

There was a restriction of Kaido in InfoFi.