Podcast
Hi, it’s Marc. ✌️ We sat down with Michael Blaugrund, the man bridging the world’s most important equity market, the NYSE, on-chain. The platform goes live later in 2026. It’s the biggest change to capital market since electronic trading. “Irrespective of where crypto asset prices are, the infrastructure
CEO Notes
Fidelity doesn't do crypto. It manages $6.8 trillion. So when the 79-year-old asset manager launched its own stablecoin on January 28, the game fundamentally changed. On January 28, 2026, the second-largest asset manager in America launched FIDD, a dollar-pegged stablecoin that Fidelity issues, distributes, and custodies in-house.
CEO Notes
News
This is 51 Insights, a brand new site by Marc Baumann that's just getting started. Things will be up and running here shortly, but you can subscribe in the meantime if you'd like to stay up to date and receive emails when new content is published!
CEO Notes
In 2021, U.S. regulators killed Facebook’s Diem stablecoin project with a phone call. No law, no court order, just the Fed’s General Counsel Mark Van Der Weide dialling Diem’s CEO Stuart Leve and its banking partners with a message that landed like a cease-and-desist. Fast forward
Podcast
Hi, it’s Marc. ✌️ There's a chart making the rounds right now. Gold at $5,400. Bitcoin at $66,000. One is at an all-time high. The other is down 47% from its October peak of ~$126,000. Same "store of value" thesis that the crypto
51 Insights - Weekly Briefing
Hey, it’s Marc & the 51 team. Welcome back to your weekly briefing. The US stablecoin regulation is maturing. The OCC just proposed new rules to put guardrails around stablecoins (digital money tied to the U.S. dollar), following the GENIUS Act that passed last year. The rules cover
CEO Notes
Wall Street went from dismissing DeFi to integrating DeFi for tokenized funds to acquiring governance stakes. Morpho Association announced a cooperation agreement with Apollo Global Management affiliates. The deal: Apollo may acquire up to 90 million MORPHO tokens, over the next four years. This came just 48 hours after BlackRock
Reports
Today we’re publishing our 2026 Outlook: The End of Crypto Ambiguity
CEO Notes
Hey, it’s Marc! For over 15 years, Stripe processed payments. It needed banks to hold the money. It needed card networks to move it. It needed partners for everything. That just changed. Now, Stripe owns a bank. Kind of. On February 17, 2026, the OCC conditionally approved Bridge, Stripe’
CEO Notes
You know what’s more powerful than a 1,000-page regulation? A two-page FAQ. On February 19, the SEC’s Division of Trading and Markets quietly dropped guidance that slashes the capital charge on stablecoins from 100% to 2% for broker-dealers. That’s the same haircut as money market funds.
51 Insights - Weekly Briefing
166: Apollo bought 9% of a DeFi protocol0:00/2001× Hey, it’s Marc & the 51 team. Welcome back to your weekly briefing. Here's where we are: * BTC is holding around $67K with the broader market steady near ~$2.3T. Polymarket odds for BTC reaching up $75K