A capa da nova música do Alok comigo, "Looking for Love" ❤️‍🔥 esta no ar e esta linda. Ficou curioso? Vai no Threads do @alokoficial. #L4L# The cover for my collaboration with Alok, "Looking for Love" ❤️‍🔥 is out and it’s beautifulll. Curious? Go to Alok’s Threads and let us know your thoughtsssss. La portada de mi nueva colaboración con Alok, "Looking for Love" ❤️‍🔥 ya está disponible y quedó hermosaaaa. Curioso? Ve al Threads de Alok.

Kyung Kye-hyun, a standing adviser and former head of Samsung Electronics' Device Solutions division: "Chinese companies are aggressively expanding their production capacity (CAPA)," "The market could shift starting in the second half of next year or the first half of 2028, when memory supply will surge." There is actually nothing new here. The industry widely expected it and priced it in accordingly. The problem is that everyone could still be wrong about AI demand, just as they have been over the past few years.

Robinhood Chain, Polygon, Morpho, Gearbox, Midas and Monerium. $frxUSD is showing up across a growing number of onchain markets lately. On Robinhood Chain, frxUSD became the first stablecoin pool on @fablesfi. Since then, Fables has added aUSD/frxUSD with Arrow, eUSD/frxUSD with Own and a new frxUSD/USDG market. The Own integration is a good example of where this is heading. eUSD is an overcollateralized dollar backed by tokenized S&P 500 exposure, giving frxUSD a direct liquidity pairing with another RWA-native dollar. On @0xPolygon, frxUSD is moving into FX and credit markets. @Featherlend launched BRZ and frxUSD Morpho vaults. sfrxUSD and tokenized Brazilian Treasury exposure can be used to borrow BRZ, while tGBP, BRZ, sPOL and sfrxUSD can be used to borrow frxUSD. Monerium, Frax and Capa also launched a EURe/frxUSD pool on Uniswap v3. EURe is a MiCA-compliant euro e-money token backed 1:1 by safeguarded euro reserves. The new pool gives EURe a direct onchain route into dollar liquidity through frxUSD, creating a simple EUR/USD market on Polygon. The RWA side is expanding as well. @GearboxProtocol launched one-click leverage for Midas’ mF-ONE and mGLOBAL strategies, managed by Fasanara Capital, with frxUSD as the borrowing asset. Users can access leveraged exposure to tokenized institutional credit through a single credit account. RE7 Labs also launched a Morpho V2 vault that accepts frxUSD deposits and deploys them into curated USDai markets, with sUSDai as the current lending market. RIFT added frxUSD to its onchain execution infrastructure across Ethereum, Base and Ink. Frax already has a strong FX presence on Polygon through Curve and DFB, with frxUSD paired against BRZ, tGBP, IDRX, AUDF and KRWQ. I like seeing frxUSD move into all these different markets. FX, tokenized equities, Brazilian Treasury exposure and institutional credit are all finding different ways to use frxUSD Lets see what comes next 👀

Kye-hyun Kyung, Samsung Electronics Senior Advisor: "Memory prices to fall in H2 next year… Korea must cultivate deep-tech manufacturing" Kye-hyun Kyung, Senior Advisor and former head of Samsung Electronics' Device Solutions (DS) Division, forecast that memory semiconductor prices will decline starting in the second half of next year, and urged Korean industry to prepare in advance. Delivering the keynote at the 285th NAEK Forum, hosted by the National Academy of Engineering of Korea (NAEK) at L-Tower in Seocho-gu, Seoul on the 18th, Advisor Kyung said, "Chinese players are aggressively expanding production capacity (CAPA)," adding that "as memory supply surges, the market could shift starting in the second half of next year or the first half of 2028." Citing global market research firms, Kyung projected that memory prices will fall from H2 next year, when global memory CAPA is expected to surge to 6 million wafers per month. "If Big Tech's return on capex deteriorates, there is a possibility that investment could be scaled back," he said, also warning that memory demand itself could contract from 2028 onwards. While Korean industry, led by Samsung Electronics and SK Hynix, is currently enjoying unprecedented growth by capturing Big Tech's memory demand, the former head of Samsung's semiconductor business argued that Korea must prepare in advance for the post-boom period. Advisor Kyung pointed out, "Korea holds nearly 70% share of the DRAM market, but only 1.5% of the fabless market, and unlike Taiwan, Korea lacks a full-stack semiconductor ecosystem that includes fabless." He went on to advise that "Korea must leap forward as a deep-tech-based manufacturing nation." The point is that Korea should independently build advanced technology capabilities—not only in memory but also in fabless-based system semiconductors and sovereign AI—and actively apply them to its existing strength in manufacturing. He added, "It is difficult for Korea to compete simultaneously with the U.S. and China in both hardware and software," and that "it is important for Korea to do what it does well, and to that end, we must seriously consider how to deploy AI."

Frax is bringing $frxUSD into a growing network of onchain FX markets on @0xPolygon. In May, @fraxfinance, Polygon, @CurveFinance and @DFB_DeFi launched a set of onchain FX markets on Polygon, pairing frxUSD with currencies including the Brazilian real, Indonesian rupiah, British pound, Australian dollar and Korean won. The setup has a clear purpose. Curve’s FXSwap pools provide the trading infrastructure, DFB supports market-making and liquidity, and Polygon handles settlement. Frax brings the dollar liquidity that connects these markets. This matters because moving money between currencies remains fragmented and can be expensive. Onchain FX can bring currency conversion closer to where funds are already held and used. For that to work at scale, though, markets need enough liquidity to keep spreads and slippage under control. Frax is also developing the economic side of this model. The reserves backing $frxUSD include tokenized US Treasury funds, and Frax has described using reserve yield to support liquidity incentives. That can help bootstrap markets while they build trading activity of their own. In October, another piece came together with the launch of an EURe/frxUSD pool on Uniswap v3 on Polygon, involving Monerium and Capa. EURe represents euros onchain, while $frxUSD provides the dollar side. Monerium connects EURe to its SEPA banking infrastructure, creating a route between traditional euro payments and onchain dollar liquidity. The pool gives applications another way to integrate currency conversion into their workflows. There is also a lending angle. On Polygon, Morpho markets allow users to borrow Brazilian real-denominated BRZ against collateral including $sfrxUSD. Another market lets BRZ holders borrow frxUSD. This connects dollar-denominated assets with local-currency borrowing, while leaving users exposed to borrowing costs and liquidation risk. These integrations serve different purposes, but they build on the same foundation. frxUSD can act as the dollar leg in FX markets, connect euro and dollar liquidity, and be used as collateral in lending markets. For Frax, each integration creates another potential use case for $frxUSD. For Polygon, these markets provide another route for FX trading, lending and payment-related activity to take place onchain. The next question is how much recurring demand these markets can attract beyond initial incentives. If trading and borrowing activity grows, the infrastructure can support more than a collection of isolated stablecoin pools. Frax is putting its dollar liquidity to work across more markets, while Polygon provides the network those markets can run on👀

if you cap a discord voice channel at 8kbps it perfectly recreates the experience of being on a 2012 skype call with your friend who used the webcam mic on his dad’s work laptop