CEO Notes
The GENIUS Act’s first victims
Traditional bank moats
Marc Baumann
51 Insights - Weekly Briefing
158: Exchange everything
Hey, it’s Marc. “Public blockchains are more transparent than any legacy financial system ever built... crypto could become the most powerful financial surveillance architecture ever invented.” — Paul Atkins at SEC crypto task force roundtable The real action this weeks are infrastructure updates: Coinbase, DTCC, SoFi, JP Morgan. The winners?
CEO Notes
DTCC, Goldman, Citadel pick Canton: Why Wall Street chose a private blockchain
Signals
PRO Signal: The first bank-issued stablecoin is here (and it’s on Ethereum)
CEO Notes
Coinbase is no longer a crypto exchange
Hey, it’s Marc. Stop calling Coinbase a crypto exchange. As of yesterday, that label is dead. At its System Update event, Coinbase did not launch features. It dismantled categories. Stocks, derivatives, prediction markets, stablecoins, and tokenized real-world assets were all pulled into a single on-chain environment, settled on Base,
Digital Assets
Why altcoins will be bigger than Bitcoin, with Yat Siu, Co-founder of Animoca Brands
Hi, it’s Marc. ✌️ “Capitalism is the superior system broadly. But when left unchecked, it has a lot of problems. And the reason communism and socialism have become more popular is because most people in the world are not participating in the capitalist system.” That’s Yat Siu, Co-founder and
CEO Notes
SEC & DTCC: the $100 trillion green light
[Our daily CEO briefing for PRO readers; PDF at the bottom]
51 Insights - Weekly Briefing
157: The Fed is bullish
(but read this)
CEO Notes
How the SEC is rewriting capital markets
[Our daily CEO briefing for PRO readers; PDF at the bottom]
Digital Assets
The $400 trillion tokenization migration, with Carlos Domingo, CEO Securitize
Hi, it’s Marc. ✌️ “The $400 trillion market is any asset that is recorded on an antiquated ledger... If we go to $2 trillion in the next five or 10 years, that would be a very good outcome for everybody.” That’s Carlos Domingo, CEO and co-founder of tokenization pioneer
CEO Notes
Re-Engineering of US Derivatives Markets
[Our daily CEO briefing for PRO readers; PDF at the bottom]
CEO Notes
Spoiler: Wall Street loves Bitcoin (fees)
[Our daily CEO briefing for PRO readers; PDF at the bottom]