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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]
CEO Notes
Circle’s Arc: Wall Street’s New Blockchain?
[Our daily CEO briefing for PRO readers; PDF below]
CEO Notes
Zelle, Western Union upgrade infra with blockchain
[Our daily CEO briefing for PRO readers; PDF below]
CEO Notes
J.P. Morgan Will Lend Against Bitcoin and Ethereum
[Our daily CEO briefing for PRO readers; PDF below]
51 Insights - Weekly Briefing
150: Same Game, New Rails
150: Same Game, New Rails0:00/2001× Hey, it’s Marc. J.P. Morgan just did what no major bank had dared: it will now lend against Bitcoin and Ethereum. That single decision pulls crypto into the global credit system. This is a small step for JPM, but a big
CEO Notes
Coinbase goes full-stack, acquires Echo for $375M
[Our daily CEO briefing for PRO readers; PDF below]
51 Insights - Weekly Briefing
149: The Great Repricing
Blackrock to tokenize everything
CEO Notes
Ant Group's Builds On Ethereum
[Our daily CEO briefing for PRO readers; PDF below]
Digital Assets
Ethereum's Endgame: Why Credible Neutrality Beats Speed, with William Mougayar
Hi, it’s Marc. ✌️ “You cannot build a reputation based on what you are going to do. Trust must be earned over time. The track record matters.” William Mougayar on why Ethereum’s 10-year record matters more than competitor speed claims. William Mougayar, an early internet pioneer and one of