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<v Speaker 1>Hey, it's Alex with the Token Metrics Daily Pulse for

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<v Speaker 1>March second, twenty twenty six. Hope you had a good weekend.

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<v Speaker 1>We've got a honestly a pretty wild mix today, massive

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<v Speaker 1>sector rotations, some real drama at polymarket. But first, a

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<v Speaker 1>quick word from our sponsor. Okay, so here's what's happening,

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<v Speaker 1>and Jack Dorsey making moves that tell us a lot

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<v Speaker 1>about where fintech is heading. So let's talk about where

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<v Speaker 1>the money is actually going. If you looked at your

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<v Speaker 1>portfolio this week, you might be confused. AI tokens they

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<v Speaker 1>took a hit down about thirteen percent, but gaming tokens

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<v Speaker 1>they went absolutely parabolic, up over sixty percent. That is

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<v Speaker 1>a violent rotation. It's not money leaving crypto, it's just

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<v Speaker 1>money sprinting from one room to another. While everyone was

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<v Speaker 1>staring at compute credits, gaming tokens quietly woke up. And

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<v Speaker 1>this isn't just noise. It's a five billion dollars sector

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<v Speaker 1>decoupling from the rest of the market. If you're holding

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<v Speaker 1>gaming band eggs, congrats, But if you're chasing it now,

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<v Speaker 1>be careful. Now, if you look at the big board,

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<v Speaker 1>it's deceptively quiet compared to that gaming pump. Bitcoin is

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<v Speaker 1>hanging around sixty seven sixty eight thousand, Ethereum is hovering

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<v Speaker 1>near two thousand. Nothing crazy on the surface, but here's

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<v Speaker 1>the thing. Bitcoin dominance is sitting tight at fifty six percent.

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<v Speaker 1>That tells me alts are bleeding against bitcoin. Unless you're

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<v Speaker 1>in that specific gaming narrative we just talked about. We're

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<v Speaker 1>kind of in this apathy zone for bitcoin, stuck between

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<v Speaker 1>sixty and sixty nine k. Sellers are tired, buyers are bored,

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<v Speaker 1>and usually that ends with a bang, not a whimper.

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<v Speaker 1>There's a few other stories that caught my eye today,

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<v Speaker 1>and this first one is just rich with irony. So

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<v Speaker 1>polymarket the truth market, right, Well, it turns out some

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<v Speaker 1>betters made over a million dollars front running a zach

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<v Speaker 1>XBT investigation before it went public, at least twelve wallets

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<v Speaker 1>positioned perfectly before the news dropped. It's it's the ultimate irony.

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<v Speaker 1>A platform designed to reveal the truth is being used

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<v Speaker 1>to profit from hidden info. If prediction markets just become

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<v Speaker 1>insider trading venues, they lose that oracle status pretty fast.

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<v Speaker 1>And then there's block Jack Dorsey's company. They're cutting forty

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<v Speaker 1>percent of their staff. Now. On the surface, they say

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<v Speaker 1>it's a pivot to AI, but look deeper. Stable coins

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<v Speaker 1>are pressuring payment margins by offering cheaper settlement rails. When

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<v Speaker 1>a fintech giant retreats to twenty nineteen scale, it's a

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<v Speaker 1>signal the efficiency of crypto rails is finally showing up

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<v Speaker 1>on corporate balance sheets, unfortunately as layoffs. Also, we have

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<v Speaker 1>to talk about world liberty financial I know, I know

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<v Speaker 1>a lot of people dismissed it as a gimmick, but

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<v Speaker 1>the supply of their stable coin just topped four point

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<v Speaker 1>seven billion dollars. That is a massive amount of capital

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<v Speaker 1>they're tying voting how to staking now, which effectively locks

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<v Speaker 1>that money down. Love it or hate it? Nearly five

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<v Speaker 1>billion in TVL makes them a heavyweight player overnight if

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<v Speaker 1>they decide to throw that weight around in governance votes.

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<v Speaker 1>All right, before we get into the risks, quick word

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<v Speaker 1>from our sponsor. Okay, we're back. Let's talk about what

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<v Speaker 1>to watch for. Things could get interesting. So what should

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<v Speaker 1>you actually be worried about right now? First off, complacency

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<v Speaker 1>prediction markets are pricing in nothing happens across the board,

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<v Speaker 1>and when the market gets this sure of itself, something

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<v Speaker 1>usually breaks. Second, don't get caught holding the bag on

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<v Speaker 1>this gaming rotation. When things move sixty percent in a week,

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<v Speaker 1>the pullback is usually nasty. And keep an eye on

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<v Speaker 1>the regulators. The OCC is looking at stable coin rewards,

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<v Speaker 1>which could squeeze yields for anyone relying on that passive income.

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<v Speaker 1>And looking ahead. We just wrapped up the monthly close.

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<v Speaker 1>We really need bitcoin to hold above sixty k to

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<v Speaker 1>keep the long term bullet structure alive. If we start

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<v Speaker 1>grinding below sixty six, we might be testing those lower

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<v Speaker 1>supports sooner than you'd like. Just keep your eyes on

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<v Speaker 1>the volume. By the way, if you want the full

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<v Speaker 1>written breakdown of that gaming rotation, check out our newsletter

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<v Speaker 1>at Pulse dot Tokenmetrics dot com. This is educational content,

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<v Speaker 1>not investment advice. Always do your own research. I'm alex

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<v Speaker 1>ce you next time.