CEO Notes
Hey, it’s Marc. Russia just accused America of weaponizing crypto to "erase its $35 trillion debt." Washington will "shove debt into stablecoins, devalue it, and reset the system." They're not wrong. July 18 was the day the U.S. stopped playing defence and
Reports
How blockchain is rewriting music and entertainment.
Digital Assets
Hey, it’s Marc. We're witnessing one of the biggest showdowns in crypto right now. Hyperliquid’s move to launch its own stablecoin isn’t just about cutting Circle out of $200M in annual yield is the opening salvo in a much bigger war: keeping crypto out of
Digital Assets
Hi, it’s Marc. ✌️ “BNB is the most overlooked blue-chip crypto asset in the space. It’s tied to the largest company in crypto, and yet Western investors still don’t fully get it.” We sat down with David Namdar — hedge fund veteran, Bitcoin OG, Galaxy Digital co-founder — now CEO
51 Insights - Weekly Briefing
143: Bad Databases0:00/2001× Hey, it’s Marc. The big story this week: Stripe is launching its own “blockchain for payments.” Circle has Arc. Google has GCUL. Who's operating the nodes? How decentralized is this? How do the validator economics look like? Here’s the truth: these
Signals
Jack Ma just bought $44M of ETH. If you think this is just another “crypto bet,” you’re missing the real story.
51 Insights - Weekly Briefing
142: Mastercard. Google. Onchain.0:00/2001× Hey, it’s Marc. “Ethereum is the Wall Street token.” That’s not crypto Twitter talking. It’s Jan van Eck, CEO of VanEck. His point is simple: every bank will need rails for stablecoins, and they’ll ask where to build them.
Digital Assets
Our conversation with OpenTrade CEO David Sutter and Ubyx CEO Tony McLaughlin on why stablecoins are becoming the global payment layer.
Digital Assets
Our conversation with the Co-founder and CEO of Iron, the stablecoin infrastructure company.
Digital Assets
Reports
Our most practical, enterprise-focused stablecoin briefing yet.
Digital Assets
Hey, it’s Marc. Stripe and Circle are building their blockchain. Bullish went public. Kraken launched its payment product. Across Bullish, Stripe, Circle, Coinbase and Kraken one pattern stands out: centralized digital asset companies are maturing faster and more aggressively than open protocols. This 12-18 month window post-GENIUS Act is