Podcast
Hi, it’s Marc. ✌️ The world is broken. Trust in nearly all institutions is lost. The complex systems we rely on for our survival are daunting and unwieldy. We are in the dying stages of an 80-year monetary regime and debt supercycle. The conclusion is clear: the current system is
51 Insights - Weekly Briefing
164: Capital is repricing0:00/2001× Hey, it’s Marc & the 51 team. What a week, folks – and only in crypto. We have a packed newsletter for you today to untangle everything that happened. In case you missed it: Bitcoin crashed 30% in 7 days below $60K (is not
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
Podcast
Hi, it’s Marc. ✌️ “The idea of general purpose blockchains or blockchains where all block space is worth the same is going to go away. Within a year, maybe two years, you can guarantee they’re pretty much identical. In that world, we recognized a need to differentiate ourselves again.
Podcast
Hi, it’s Marc. ✌️ “Everyone has a boss. The central bank’s boss is a devil known as inflation. When inflation is tame, they can tune the economy and bail out the system. But when price pressure stays steady, the central bank gets constrained. That’s the environment crypto sits
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