51 Insights - Weekly Briefing
155: Downgraded
Bitcoin erases 2025 gains (but read this)
Digital Assets
51 Insights - Weekly Briefing
154: Quantum, Kraken, Circle
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 back
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
Digital Assets
Europe’s €11 trillion stablecoin opportunity, with Sveinn Valfells, Co-Founder of Monerium
Hi, it’s Marc. ✌️ “Fiat needs to move 24/7. And that’s what blockchains are built for.” That’s Sveinn Valfells, co-founder of Monerium, one of Europe’s oldest and largest stablecoin players – and one of the few people in Europe who’s not just talking about on-chain finance
51 Insights - Weekly Briefing
152: Billion-dollar checks
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.
Digital Assets
Raoul Pal’s 2026 Playbook: Dollar, Debt, and Crypto's Big Debasement Trade
Hi, it’s Marc. ✌️ “We’ve now got the single most powerful factor in all of investing that’s ever existed… Everything is tied to this debasement of currency.” That’s Raoul Pal, CEO of Real Vision and one of the most respected macro thinkers in the world, explaining why
51 Insights - Weekly Briefing
151: Forget tokens
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 Rails
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
149: The Great Repricing
Blackrock to tokenize everything
Digital Assets
Ethereum's Endgame: Why Credible Neutrality Beats Speed, with William Mougayar
Hi, it’s Marc. ✌️ “You cannot build a reputation based on what you are going to do. Trust must be earned over time. The track record matters.” William Mougayar on why Ethereum’s 10-year record matters more than competitor speed claims. William Mougayar, an early internet pioneer and one of
51 Insights - Weekly Briefing
148: Half of Japan
148: Half of Japan0:00/2001× Hey, it’s Marc. Today, major news broke that G7 banks are about to launch a stablecoin. They’re coming for Tether and Circle. More on that below. Another story that caught my eye: Luxembourg’s sovereign wealth fund allocated 1% of its portfolio
Digital Assets
BNY Mellon’s $55T Bet on Tokenized Banking
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