Newsletter
128: What dies first?
Wall Street just got tokenized. For real this time.
Latest
Signals
The AWS moment of finance
Robinhood's push to put Wall Street onchain.
Newsletter
127: JPMorgan, Mastercard, and Dubai go onchain
Hey, it’s Marc. Another big week for stablecoins, as Mastercard integrates them for 150M merchants together with MoonPay. * JPMorgan becomes first global bank to settle financial transaction on public blockchain. * Databricks bets $1B on AI agents * Dubai introduces stablecoins And much more. Let’s unpack it. → Coming soon: our
Digital Assets
Mastercard x MoonPay = Stablecoins at 150M stores worldwide
Mastercard and MoonPay will join forces to enable people and businesses to pay and be paid using stablecoins across global markets.
Signals
Wall Street is going on chain
Newsletter
126: Stripe just skipped the banks
Hey, it’s Marc. Stripe just became the best crypto bank on earth. And they did it with one update. Coinbase rewrote the internet’s payment layer. Tether goes all-in on AI. And Paul Tudor Jones says “there’s a 10% chance AI wipes out half of us” (watch this!
Signals
Meet the $1M AI Agent from Dolce & Gabbana
How AI agents become culture.
Newsletter
Coinbase Just Rewrote the Internet’s Payment Layer
Artificial Intelligence
"There’s a 10% chance AI wipes out half of humanity"
Newsletter
Tether goes all-in on AI
Newsletter
125: Visa, PayPal, OpenAI kill the checkout
Mastercard brings stablecoins to 150M stores. SaaS is now a national security risk. Visa, Mastercard & PayPal roll out AI agent payment rails. BCG’s point of view on AI agents. And more.
Newsletter
Forget MicroStrategy — This Bitcoin Play Is 10x Bigger
Tether, SoftBank, and Cantor just launched a public Bitcoin machine so audacious it makes MicroStrategy look small — and it’s fully live on Nasdaq.