51 Insights - Weekly Briefing
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
51 Insights - Weekly Briefing
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
51 Insights - Weekly Briefing
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
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
Digital Assets
Hi, it’s Marc. ✌️ "We think the space now moves to a growth phase where the underlying build-out is largely done and value really shifts to the applications that sit on top.” That’s Richard Galvin, Executive Chairman and Chief Investment Officer at Digital Asset Capital Management (DACM), describing
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?
Digital Assets
Hi, it’s Marc. ✌️ “Capitalism is the superior system broadly. But when left unchecked, it has a lot of problems. And the reason communism and socialism have become more popular is because most people in the world are not participating in the capitalist system.” That’s Yat Siu, Co-founder and
51 Insights - Weekly Briefing
(but read this)
Digital Assets
Hi, it’s Marc. ✌️ “The $400 trillion market is any asset that is recorded on an antiquated ledger... If we go to $2 trillion in the next five or 10 years, that would be a very good outcome for everybody.” That’s Carlos Domingo, CEO and co-founder of tokenization pioneer
51 Insights - Weekly Briefing
(but read this)
Digital Assets
Hi, it’s Marc. ✌️ “Zero is crazy because it means you’re just completely against the market... The starting point is about 2% of the size of the equity market and that should be the neutral starting point.” That’s Matt Hougan, CIO of Bitwise Asset Management, on Bitcoin allocation.