Marc Baumann - 51 Insights (Page 8)

51 Insights - Weekly Briefing

156: Wall Street just surrendered

(but read this)

CEO Notes

Bank of America embraces Bitcoin

And why 1% is the new 0% for crypto allocation.

CEO Notes

Why the U.S. Treasury can't let Tether fail

hey, it’s Marc. S&P Global downgraded Tether to “Weak” on Wednesday, citing a balance sheet that defies traditional risk management. The math is stark: Tether’s exposure to Bitcoin now exceeds its equity cushion. With $180B in assets and zero deposit insurance, Tether is running the boldest

Digital Assets

The crypto playbook for 2026, with Matt Hougan, CIO of Bitwise

Hi, it’s Marc. ✌️ “Zero is crazy because it means you’re just completely against the market... The starting point is about 2% of the size of the equity market and that should be the neutral starting point.” That’s Matt Hougan, CIO of Bitwise Asset Management, on Bitcoin allocation.

CEO Notes

Will Strategy's flywheel break?

( most people are still blind to this)

51 Insights - Weekly Briefing

155: Downgraded

Bitcoin erases 2025 gains (but read this)

CEO Notes

Quantum Threat: Solana > Ethereum > Bitcoin

Spoiler alert: it’s not what you think. [Our daily CEO briefing for PRO readers; PDF at the bottom]

51 Insights - Weekly Briefing

154: Quantum, Kraken, Circle

154: Quantum, Kraken, Circle0:00/2001× Hey, it’s Marc. Investors are trying to make sense of one of the sharpest, most confusing selloffs of the year. Here are the top 6 narratives right now: 1. Vitalik Buterin and Ray Dalio warning about crypto’s lack of quantum resistance 2.