Digital Assets
Hey, it’s Marc. Visa CEO just went on CNBC to say they’ve been “preparing for this moment for years.” He was referring to stablecoins. Why now? The U.S. just passed the 𝗚𝗘𝗡𝗜𝗨𝗦 𝗔𝗰𝘁, a stablecoin bill that opens the door for banks, retailers, and fintechs to issue their own
Signals
JPMorgan just put real bank money on a public blockchain
Digital Assets
Hey, it’s Marc. A former Citi exec just launched Ubyx, a Visa-like clearing network for stablecoins, backed by Peter Thiel, Coinbase, and Galaxy. It aims to make stablecoins interoperable across banks, merchants, and chains like Solana and Base. [analysis] Then: We’re hosting a stablecoin event with Fintech Blueprint,
Digital Assets
How Stripe is building the world's first unified fiat-crypto payment stack at scale.
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
Digital Assets
acquires crypto wallet leader Privy with 75M+ accounts.
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
Circle's $18B IPO just changed everything. It's the start of a new capital rotation, away from tokens into companies.
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