51 Insights - Weekly Briefing
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
51 Insights - Weekly Briefing
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
51 Insights - Weekly Briefing
Hey, it’s Marc. “Public blockchains are more transparent than any legacy financial system ever built... crypto could become the most powerful financial surveillance architecture ever invented.” — Paul Atkins at SEC crypto task force roundtable The real action this weeks are infrastructure updates: Coinbase, DTCC, SoFi, JP Morgan. The winners?
51 Insights - Weekly Briefing
(but read this)
51 Insights - Weekly Briefing
(but read this)
51 Insights - Weekly Briefing
Bitcoin erases 2025 gains (but read this)
51 Insights - Weekly Briefing
154: Quantum, Kraken, Circle0:00/2001× Hey, it’s Marc. Investors are trying to make sense of one of the sharpest, most confusing selloffs of the year. Here are the top 6 narratives right now: 1. Vitalik Buterin and Ray Dalio warning about crypto’s lack of quantum resistance 2.
51 Insights - Weekly Briefing
153: ICO's are back0:00/2001× Hey, it’s Marc. Introducing… 💎 Investor Insights (PRO): our new bottom-of-newsletter section loaded with alpha: * Each week we break down the biggest news in crypto. * Now, for PRO readers, we answer the only question that matters: How can you act on that
51 Insights - Weekly Briefing
152: Billion-dollar checks0:00/2001× Hey, it’s Marc. This week, I had the chance to speak with Raoul Pal on the big debasement trade, rising debt, Bitcoin vs Gold and the best macro play for the next 5 years. Then, the signal of the week: Mastercard: $2B for Zerohash.
51 Insights - Weekly Briefing
151: Forget tokens0:00/2001× Hey, it’s Marc. When JPMorgan tokenizes private equity, Circle launches a blockchain with 100+ Wall Street partners, and Mastercard drops $2 billion on a crypto infrastructure deal, the signal is clear: We’re in a race to own the rails of the next financial
51 Insights - Weekly Briefing
150: Same Game, New Rails0:00/2001× Hey, it’s Marc. J.P. Morgan just did what no major bank had dared: it will now lend against Bitcoin and Ethereum. That single decision pulls crypto into the global credit system. This is a small step for JPM, but a big
51 Insights - Weekly Briefing
Blackrock to tokenize everything