Signals
Circle's IPO is more than an IPO
Circle's $18B IPO just changed everything. It's the start of a new capital rotation, away from tokens into companies.
Newsletter
Signals
Google kills the checkout
Why this is the beginning of the end for e-commerce as we know it.
Newsletter
129: $2.3T just moved to stablecoin rails
Hey, it’s Marc. Circle filed for a $6B IPO with BlackRock backing it, while Worldpay, yes, the $2.3T payments behemoth, just plugged stablecoins into 180+ countries. And now, Stripe is in talks with banks to build stablecoins into global payments. This week’s top enterprise signals: * ETH gets
Reports
Stablecoins x AI: The next supercycle?
Our Stablecoin x AI report is out now (PDF below) Stablecoins and AI are quietly reshaping global finance. Stablecoin volumes hit $700B monthly, and tech giants like Google and Tether are racing to control machine-to-machine money. The implications? A complete rewrite of the financial stack and trillion-dollar shifts in business
Newsletter
128: What dies first?
Wall Street just got tokenized. For real this time.
Signals
The AWS moment of finance
Robinhood's push to put Wall Street onchain.
Newsletter
127: JPMorgan, Mastercard, and Dubai go onchain
Hey, it’s Marc. Another big week for stablecoins, as Mastercard integrates them for 150M merchants together with MoonPay. * JPMorgan becomes first global bank to settle financial transaction on public blockchain. * Databricks bets $1B on AI agents * Dubai introduces stablecoins And much more. Let’s unpack it. → Coming soon: our
Digital Assets
Mastercard x MoonPay = Stablecoins at 150M stores worldwide
Mastercard and MoonPay will join forces to enable people and businesses to pay and be paid using stablecoins across global markets.
Signals
Wall Street is going on chain
Newsletter
126: Stripe just skipped the banks
Hey, it’s Marc. Stripe just became the best crypto bank on earth. And they did it with one update. Coinbase rewrote the internet’s payment layer. Tether goes all-in on AI. And Paul Tudor Jones says “there’s a 10% chance AI wipes out half of us” (watch this!
Signals
Meet the $1M AI Agent from Dolce & Gabbana
How AI agents become culture.
Newsletter