CEO Notes
You know what’s more powerful than a 1,000-page regulation? A two-page FAQ. On February 19, the SEC’s Division of Trading and Markets quietly dropped guidance that slashes the capital charge on stablecoins from 100% to 2% for broker-dealers. That’s the same haircut as money market funds.
51 Insights - Weekly Briefing
166: Apollo bought 9% of a DeFi protocol0:00/2001× Hey, it’s Marc & the 51 team. Welcome back to your weekly briefing. Here's where we are: * BTC is holding around $67K with the broader market steady near ~$2.3T. Polymarket odds for BTC reaching up $75K
CEO Notes
CEO Notes
CEO Notes
CEO Notes
3.5 million pages of DOJ documents confirm what no compliance officer flagged in 2014: a convicted sex offender was funding Bitcoin’s development pipeline. The 2026 Tranche of Epstein files suggests that the roadmap of Bitcoin was a commercial strategy financed by Jeffrey Epstein. But the story is different
CEO Notes
On Monday, Citadel Securities, the DTCC, the New York Stock Exchange, Google Cloud, ARK Invest, and Tether backed a single Layer 1 called Zero. These aren’t institutions “exploring” blockchain. They’re the operating system of global capital and they just placed a bet on replacing their own plumbing. This
Podcast
Hi, it’s Marc. ✌️ The world is broken. Trust in nearly all institutions is lost. The complex systems we rely on for our survival are daunting and unwieldy. We are in the dying stages of an 80-year monetary regime and debt supercycle. The conclusion is clear: the current system is
CEO Notes
CEO Notes
Hey, it’s Marc & 51 team, Jamie Dimon interrupted Brian Armstrong’s coffee with Tony Blair at Davos. The JPMorgan CEO got in Armstrong’s face and told him he was “full of sh*t” for claiming banks were sabotaging crypto legislation. While CEOs traded insults in Switzerland, SEC
CEO Notes
Hey, it’s Marc & 51 team, For 18 months, the crypto pitch to allocators was simple: ETFs brought in real money, regulation was coming, and Bitcoin had decoupled from degen retail. Mature asset class. Uncorrelated store of value. Digital gold. Then three pipes burst at the same time: the
51 Insights - Weekly Briefing
164: Capital is repricing0:00/2001× Hey, it’s Marc & the 51 team. What a week, folks – and only in crypto. We have a packed newsletter for you today to untangle everything that happened. In case you missed it: Bitcoin crashed 30% in 7 days below $60K (is not