Sangam Bharti

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

51 Insights - Weekly Briefing

151: Forget tokens

151: Forget tokens0:00/2001× Hey, it’s Marc. When JPMorgan tokenizes private equity, Circle launches a blockchain with 100+ Wall Street partners, and Mastercard drops $2 billion on a crypto infrastructure deal, the signal is clear: We’re in a race to own the rails of the next financial

CEO Notes

JP Morgan: Stripe of Private Markets?

[Our daily CEO briefing for PRO readers; PDF below]