CEO Notes

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

CEO Notes

Polygon’s $250M payment pivot

CEO Notes

China Pays Yield. America Bans It.

We’re 72 hours from a Senate vote that could reshape crypto.

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]

CEO Notes

Stripe’s 1.5% tax on the old world

[Our daily CEO briefing for PRO readers; PDF at the bottom]

CEO Notes

The GENIUS Act’s first victims

Traditional bank moats

CEO Notes

DTCC, Goldman, Citadel pick Canton: Why Wall Street chose a private blockchain

CEO Notes

Coinbase is no longer a crypto exchange

Hey, it’s Marc. Stop calling Coinbase a crypto exchange. As of yesterday, that label is dead. At its System Update event, Coinbase did not launch features. It dismantled categories. Stocks, derivatives, prediction markets, stablecoins, and tokenized real-world assets were all pulled into a single on-chain environment, settled on Base,

CEO Notes

SEC & DTCC: the $100 trillion green light

[Our daily CEO briefing for PRO readers; PDF at the bottom]