Marc Boiron

Marc Boiron@0xMarcB · 12 天前政策影响

Solving onchain FX will 10x stablecoin growth easily. USD balances aren’t the only reason for stablecoins. Most businesses and consumers need to swap back into their local currencies. It’s unlikely to change anytime soon. Right now, the swap into a local currency forces money to move offchain. But keeping money onchain is how we’ll improve the entire financial system. We’ve already solved this for consumer use cases in some corridors where swaps onchain under $1k can give better pricing than the largest offchain FX providers but this hasn’t scaled at all. Gotta scale it!!!

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Marc Boiron@0xMarcB · 13 天前政策影响

RT @0xPolygon: Built for onchain money movement. $3.25B+ in stablecoins are moving every day on Polygon Chain. https://t.co/JhKZPZdipQ

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Marc Boiron@0xMarcB · 14 天前政策影响

RT @0xPolygon: Stablecoin wallets are more flexible than you'd guess. You don't have to lock into one wallet type, run custodial and embed…

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Marc Boiron@0xMarcB · 16 天前赛道影响

RT @sandeepnailwal: Thanks to Polygon community's vocal demand, the team has been working on a staking and tokenomics overhaul proposal. I…

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Marc Boiron@0xMarcB · 17 天前政策影响

We definitely agree that stablecoins in domestic use cases aren't that helpful (except in certain developing countries as you pointed out). But in this case, it isn't the stablecoins that matters. It is the nature of onchain wallets that provide a better agentic experience. In the current state of your setup with Shop, I get what you are saying (though ShopPay does accept USDC). But eventually, we'll move to sessioned wallets for agents as a commonplace, no different than corporates have moved to virtual cards with spending controls around them as commonplace. Benefits of cards is a whole other issue and good reason to use them, but only if they actually work. In this case, unless I'm not getting the transaction, it clearly didn't work. That might not be the card's fault but an unavoidable aspect of the cards is that verifications are needed. Without those verifications, an agent could spend an unlimited amount (a bunch of other things could happen too). Humans are needed to prevent it. But wallets with sessions don't have that issue. If you were to set one up with $500 and tell it can buy your helmet from whatever merchant you choose that supports USDC on ShopPay, then the agent can always execute that successfully. It's hard for me to understand how that isn't a better agentic experience.

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Marc Boiron@0xMarcB · 17 天前政策影响

This is why agentic payments should be stablecoin-native. With approval session, you verify the agent once, approve a capped spend, then let it complete payment without a human confirmation loop. Creating sessions that are time-bound, limited use, and revocable is powerful. All available through Polygon Wallets. Obviously need merchants accepting stablecoins but that is happening more and more directly and via PSPs. This can be done with traditional payments but it's actually much harder than with stablecoins.

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Marc Boiron@0xMarcB · 17 天前政策影响

Everyone is fighting about stablecoin regulation when the biggest problem for stablecoins is actually burn fees when redeeming them. Without those fees, the cost of cross-border money movement with stablecoins would be drastically lower at any size than what exists today. Like, such a big difference that no one would even need to think about using stablecoins twice and would fight to figure out how to do it immediately. Instead, we are stuck with companies hesitating to get into stablecoins, knowing that the cost of getting out is high. We should be in a situation where everyone's getting in and out of stablecoins freely, but slowly holding more and more of them and realizing the programmatic nature allows them to earn a lot more on their money and optimize their payments. The growth that would come from that approach would dwarf what exists today. I wish, as an industry, we could see this and start having stablecoins dominate in payments immediately rather than making it harder than it needs to be. It’ll happen regardless. It's just a question of time frame.

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Marc Boiron@0xMarcB · 18 天前观点输出

RT @mfisher10x: First day hitting $100m of 24hr volume @katanaperps https://t.co/miVtd2ZZBu

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Marc Boiron@0xMarcB · 18 天前赛道影响

@casaisdev FX will happen on DEXs. When all money is onchain in 10 years, you won’t need to worry about banks.

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Marc Boiron@0xMarcB · 18 天前市场影响

RT @0xPolygon: With OMS, you get webhooks on every event, role-based access for your whole team, and a sandbox that mirrors production down…

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