Newsletter
Hey, it’s Marc. Stripe is not stopping: It acquired the wallet leader Privy and enabled millions of Shopify merchants across 34 countries to use stablecoins. Then: For over a decade, Bank of America dismissed crypto as “troubling.” Quietly, they were building the largest blockchain patent portfolio in finance. This
Signals
It’s quietly building the monetary operating system of the Internet.
Newsletter
Hey, it’s Marc. Three years ago, crypto was dead, IPOs were frozen, and Jamie Dimon called Bitcoin a fraud. This week: * Circle IPO’d, surged 4x, and is now trading at a $20B+ valuation. A business that earns a net interest margin is now trading at 146x 2024 earnings.
Signals
Why this is the beginning of the end for e-commerce as we know it.
Newsletter
Hey, it’s Marc. Circle filed for a $6B IPO with BlackRock backing it, while Worldpay, yes, the $2.3T payments behemoth, just plugged stablecoins into 180+ countries. And now, Stripe is in talks with banks to build stablecoins into global payments. This week’s top enterprise signals: * ETH gets
Reports
Our Stablecoin x AI report is out now (PDF below) Stablecoins and AI are quietly reshaping global finance. Stablecoin volumes hit $700B monthly, and tech giants like Google and Tether are racing to control machine-to-machine money. The implications? A complete rewrite of the financial stack and trillion-dollar shifts in business
Newsletter
Wall Street just got tokenized. For real this time.
Newsletter
Hey, it’s Marc. Another big week for stablecoins, as Mastercard integrates them for 150M merchants together with MoonPay. * JPMorgan becomes first global bank to settle financial transaction on public blockchain. * Databricks bets $1B on AI agents * Dubai introduces stablecoins And much more. Let’s unpack it. → Coming soon: our
Newsletter
Hey, it’s Marc. Stripe just became the best crypto bank on earth. And they did it with one update. Coinbase rewrote the internet’s payment layer. Tether goes all-in on AI. And Paul Tudor Jones says “there’s a 10% chance AI wipes out half of us” (watch this!
Signals
How AI agents become culture.
Newsletter
Mastercard brings stablecoins to 150M stores. SaaS is now a national security risk. Visa, Mastercard & PayPal roll out AI agent payment rails. BCG’s point of view on AI agents. And more.
Newsletter
Circle vs Swift. Tether + SoftBank's $3.6B Bitcoin play. Ledger's debit card. Paypal drops Agentic Toolkit. LayerZero lands $55M. Hidden Road (Ripple) wins FINRA approval.