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CEO Notes
Buy Bitcoin. Then What?
Newsletter
Where regulation meets reality
Hey, it’s Marc Your competitive intelligence just got uncomfortable. While Asia processed $12.5 trillion in stablecoin flows in 2025, the US quietly built the institutional infrastructure to trigger adoption on a scale few have dared to imagine. This is according to Consensus Miami 2026 Global Digital Asset Adoption
51 Insights - Weekly Briefing
163: The Canton moment
163: The Canton moment0:00/2001× Hey, it’s Marc & the 51 team. While Blackrock took a quiet $100M stake in Canton, BitGo IPO’d at $2B and Tether launched its US stablecoin USAT, the biggest shift in crypto this week came from Capitol Hill: “Advancing this bill brings
CEO Notes
Crypto's $2.1B Custody IPO
Hey, it’s Marc, Crypto custody has come a long way from scribbled seed phrases and anonymous exchanges. Today, it’s a multi‑billion‑dollar institutional industry led by players like BitGo, which now safeguards over $100 billion in digital assets. BitGo just accomplished what few thought possible on Wall
CEO Notes
SWIFT’s vampire attack on crypto
CEO Notes
What Davos really said about crypto
51 Insights - Weekly Briefing
162: Davos just confirmed it
162: Davos just confirmed it0:00/2001× Hey, it’s Marc. Davos is usually where the establishment pats itself on the back. This year, they looked over their shoulder. Suddenly, crypto isn’t a “scam” , but national defense. And the bankers who spent a decade mocking it? They are panic-buying
CEO Notes
The house model is dying
CEO Notes
The end of the closing bell
Yesterday, the New York Stock Exchange (NYSE) dismantled Wall Street’s most long-boundary: market hours. For 232 years, equity markets have operated under a simple constraint. Trading happens between 9:30am and 4:00pm ET, Monday through Friday. That created an entire ecosystem: futures markets for after-hours risk, “gap” strategies
CEO Notes
BNY Mellon rewrote how money moves
51 Insights - Weekly Briefing
161: Washington stalled. Bitcoin didn’t.
161: Washington stalled. Bitcoin didn’t.0:00/2001× Hey, it’s Marc. Big week for crypto regulation: The industry just shot itself in the foot. “We’d rather have no bill than a bad bill.” — Brian Armstrong, CEO and Co-founder of Coinbase Twenty-four hours before Congress was set to