Newsletter

CEO Notes

Why the U.S. Treasury can't let Tether fail

hey, it’s Marc. S&P Global downgraded Tether to “Weak” on Wednesday, citing a balance sheet that defies traditional risk management. The math is stark: Tether’s exposure to Bitcoin now exceeds its equity cushion. With $180B in assets and zero deposit insurance, Tether is running the boldest

CEO Notes

Will Strategy's flywheel break?

( most people are still blind to this)

CEO Notes

Quantum Threat: Solana > Ethereum > Bitcoin

Spoiler alert: it’s not what you think. [Our daily CEO briefing for PRO readers; PDF at the bottom]

CEO Notes

USDC’s Biggest Upgrade Yet

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

CEO Notes

Franklin Templeton joins Canton Network

[Our daily CEO briefing for PRO readers; PDF below]

CEO Notes

The "Netscape Moment" for DeFi (And how to trade it)

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

CEO Notes

Coinbase: ICO's 2.0

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

CEO Notes

Japan's first stablecoin

[Our daily CEO briefing for PRO readers; PDF below]

CEO Notes

Tether isn’t what you think it is

[Our daily CEO briefing for PRO readers; PDF below]

CEO Notes

JP Morgan x DBS: The $1.5 Trillion On-Chain Bridge

[Our daily CEO briefing for PRO readers; PDF below]

CEO Notes

Ripple's $40B valuation, better than Circle?

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

CEO Notes

Google Integrates Polymarket Data for Billions of Users

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