6Pages Market Shifts
6Pages Market Shifts
3 Shifts Edition (Mar 6 2026): Consumers drawn to stablecoin yields, Google's big app-store changes, From copper to fiber-optic interconnects
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Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].
First, consumers hunting for yield are discovering stablecoin rewards. While returns on stablecoin can be significantly higher, the catch is that these aren’t FDIC-insured accounts, which means holders can be wiped out.
Next, Google is making sweeping changes to its app store as its long antitrust battle with Epic Games comes to a close. Developers have alternative billing options, the door is opening wider to 3rd-party app stores, and fees are generally coming down.
Finally, AI infrastructure is running into the “copper wall” – and fiber-optic interconnects may be the answer. Silicon-photonics startups are suddenly hot as AI players search for ways to move vastly more data using less power.
Enjoy.
Tam
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