CEO Notes
Japan's first stablecoin
[Our daily CEO briefing for PRO readers; PDF below]
Marc Baumann
51 Insights - Weekly Briefing
153: ICO's are back
153: ICO's are back0:00/2001× Hey, it’s Marc. Introducing… 💎 Investor Insights (PRO): our new bottom-of-newsletter section loaded with alpha: * Each week we break down the biggest news in crypto. * Now, for PRO readers, we answer the only question that matters: How can you act on that
Digital Assets
Europe’s €11 trillion stablecoin opportunity, with Sveinn Valfells, Co-Founder of Monerium
Hi, it’s Marc. ✌️ “Fiat needs to move 24/7. And that’s what blockchains are built for.” That’s Sveinn Valfells, co-founder of Monerium, one of Europe’s oldest and largest stablecoin players – and one of the few people in Europe who’s not just talking about on-chain finance
CEO Notes
Tether isn’t what you think it is
[Our daily CEO briefing for PRO readers; PDF below]
CEO Notes
JP Morgan x DBS: The $1.5 Trillion On-Chain Bridge
[Our daily CEO briefing for PRO readers; PDF below]
CEO Notes
Ripple's $40B valuation, better than Circle?
[Our daily CEO briefing for PRO readers; PDF at the bottom]
51 Insights - Weekly Briefing
152: Billion-dollar checks
152: Billion-dollar checks0:00/2001× Hey, it’s Marc. This week, I had the chance to speak with Raoul Pal on the big debasement trade, rising debt, Bitcoin vs Gold and the best macro play for the next 5 years. Then, the signal of the week: Mastercard: $2B for Zerohash.
CEO Notes
Google Integrates Polymarket Data for Billions of Users
[Our daily CEO briefing for PRO readers; PDF at the bottom]
Signals
Coinbase to buy BVNK for $2B
[Our daily CEO briefing for PRO readers; PDF below]
CEO Notes
Mastercard’s $2B play to own digital money’s backend
[Our daily CEO briefing for PRO readers; PDF below]
Signals
Visa’s new card: It’s called a stablecoin
Digital Assets
Raoul Pal’s 2026 Playbook: Dollar, Debt, and Crypto's Big Debasement Trade
Hi, it’s Marc. ✌️ “We’ve now got the single most powerful factor in all of investing that’s ever existed… Everything is tied to this debasement of currency.” That’s Raoul Pal, CEO of Real Vision and one of the most respected macro thinkers in the world, explaining why