Reports
Money’s new operating system
Our most practical, enterprise-focused stablecoin briefing yet.
Digital Assets
Digital Assets
140: Centralized wins
Hey, it’s Marc. Stripe and Circle are building their blockchain. Bullish went public. Kraken launched its payment product. Across Bullish, Stripe, Circle, Coinbase and Kraken one pattern stands out: centralized digital asset companies are maturing faster and more aggressively than open protocols. This 12-18 month window post-GENIUS Act is
Digital Assets
139: Crypto’s $8T unlock
Hey, it’s Marc. 🚨Save your spot for our upcoming stablecoin webinar! Digital asset treasuries companies (DATCOs) are exploding. This is why Standard Chartered sees more upside in public companies holding Ethereum than in ETFs, as investors get direct exposure plus yield. Just last week: Bitcoin: * Japan’s Metaplanet adds
Signals
SEC green lights crypto
in most bullish regulatory shift in crypto history.
Digital Assets
138: PayPal, Coinbase, Circle
Hey, it’s Marc. This was a massive week for digital assets in the US with Coinbase, Circle and PayPal as the big winners: 1. JP Morgan partnered with Coinbase, allowing 80M Chase customers to fund Coinbase with Chase credit cards. In 2026, they’ll also be able to redeem
Digital Assets
137: Goldman goes onchain
Hey, it’s Marc. It’s been just a week since the U.S. passed three major digital asset laws and the world is already reacting. Everyone from Western Union to China is suddenly moving faster on stablecoins. While banks and financial institutions are exploring the space, economists are flagging
Signals
America's crypto power move
With the Genius Act, the U.S. just pulled off the biggest power move in crypto history.
Digital Assets
136: Citi’s stablecoin
Hey, it’s Marc. The United States just rewrote the money playbook with stablecoins. The House passed 3 crypto bills Thursday after a 9-hour standoff — and one is already heading to Trump's desk for a signature. [Read more] Meanwhile, Bank of America and Citi have released plans to
Signals
Kraken vs. PayPal vs. Revolut
The war to win cross-border payments.
Digital Assets
#135: US bank bets on Bitcoin
Hey, it’s Marc. Don’t miss this sharp take on Tether by The Economist: How Tether became money-launderers’ dream currency. In 2024, Tether made profits of more than $13bn, almost twice as much as BlackRock, the world’s largest asset manager. We’ve said it: Tether is not a
Signals
Compute is the new oil
For now, the real scarce asset is compute, not tokens.
Reports
Money Movement 2.0
How stablecoins are rebuilding global finance and commerce.