CEO Notes
Latest
Podcast
Why Polygon chose payments, with Marc Boiron, CEO of Polygon Labs
Hi, it’s Marc. ✌️ “The idea of general purpose blockchains or blockchains where all block space is worth the same is going to go away. Within a year, maybe two years, you can guarantee they’re pretty much identical. In that world, we recognized a need to differentiate ourselves again.
Podcast
Leading economist on why Bitcoin’s biggest risk isn’t regulation, with Garrick Hileman
Hi, it’s Marc. ✌️ “Everyone has a boss. The central bank’s boss is a devil known as inflation. When inflation is tame, they can tune the economy and bail out the system. But when price pressure stays steady, the central bank gets constrained. That’s the environment crypto sits
CEO Notes
China Pays Yield. America Bans It.
We’re 72 hours from a Senate vote that could reshape crypto.
51 Insights - Weekly Briefing
160: The signal showed up fast.
160: The signal showed up fast.0:00/2001× Hey, it’s Marc. 2026 didn’t wait. Last week, we shared our top 12 narratives for 2026. Seven days later, the market started confirming them. On January 5, Bank of America opened the door for 15,000 advisors to recommend
CEO Notes
Morgan Stanley enters crypto issuance
CEO Notes
Real-estate enters prediction markets
CEO Notes
The United States just seized 3% of Bitcoin
[Our daily CEO briefing for PRO readers]
Newsletter
Our top 10 signals of 2025
We filtered the noise so you don’t have to.
Newsletter
Tether’s Quiet U.S. Power Play
[Our daily CEO briefing for PRO readers]
51 Insights - Weekly Briefing
159: 2026, the year of...
159: 2026, the year of...0:00/2001× Hey, it’s Marc. Happy Holidays! Below are the sharpest signals we’ve seen hiding beneath the year-end noise. Here are my top 12 narratives I am interested in going into 2026: 1. RWA’s & 24/7 settlements 2. Stablecoin TradFi
CEO Notes
Stripe’s 1.5% tax on the old world
[Our daily CEO briefing for PRO readers; PDF at the bottom]