51 Insights - Weekly Briefing
149: The Great Repricing
Blackrock to tokenize everything
Podcast
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
Podcast
How Stablecoins Are Eating Payments, with Chris Harmse, Co-founder & CBO of BVNK
Hi, it’s Marc. ✌️ “Money should travel at the speed of the internet. Stablecoins make that possible.” — Chris Harmse, Co-founder & CBO of BVNK BVNK, a leading stablecoin payment infrastructure provider, just hit $20 billion in annual transaction volume with 320 employees. In May, they partnered with Worldpay, which processes
51 Insights - Weekly Briefing
147: Everyone has a stablecoin
147: Everyone has a stablecoin0:00/2001× Hey, it’s Marc. Token2049, the world’s biggest crypto event, just wrapped in Singapore and this year felt different: stablecoin rails, tokenized treasuries, and prediction markets. Meanwhile, SWIFT just picked Ethereum to build a blockchain with 30+ global banks. The same network
Podcast
Inside Pantera’s $500M Solana Treasury Play, with Cosmo Jiang, GP at Pantera Capital
Hi, it’s Marc. ✌️ “Solana is just faster, cheaper, and more accessible. It maps perfectly to the same consumer demand cycle that made Amazon unbeatable.” — Cosmo Jiang, General Partner at Pantera Capital 🚨 We just opened new sponsorship slots for our podcast. Want to reach 35k+ digital asset leaders? Contact us
51 Insights - Weekly Briefing
146: Vanguard + 401(k)s
146: Vanguard + 401(k)s0:00/2001× Hey, it’s Marc. “There is room for both gold and Bitcoin to coexist on central bank balance sheets by 2030.” — Deutsche Bank, in a new report released this week. Did you know that Norwegian and Swiss National Bank already have $700M+ of
Podcast
Stable Fees, Infinite Scale with Matt Sorg, VP of Technology at Solana Foundation
Hey, it’s Marc. ✌️ “Solana’s built to be the internet’s capital market fast, decentralized, and ready for the future.” We sat down with Matt Sorg, VP of Technology at Solana Foundation, for an insightful look into why Solana’s high-speed, low-cost blockchain is redefining how value moves globally.
51 Insights - Weekly Briefing
145: SEC goes all-in on crypto
145: SEC goes all-in on crypto0:00/2001× Hey, it’s Marc. The SEC approved “generic listing standards” that cut crypto ETF approvals from 240+ days to just 75. What this means: instead of only Bitcoin and Ethen reum ETFs, we could see 100+ new ETFs (Solana, XRP, DOGE, you
Digital Assets
The $1.6B Solana Treasury Bet, with Kyle Samani, Co-Founder of Multicoin Capital
Hey, it’s Marc. ✌️ “Solana is the foundation for Internet Capital Markets. And we’re building the most on-chain public company in the world to prove it.” We sat down with Kyle Samani — co-founder of Multicoin Capital, early Solana backer, and now Chairman of Forward Industries — a newly launched $1.
51 Insights - Weekly Briefing
144: NASDAQ goes on-chain
144: NASDAQ goes on-chain0:00/2001× Hey, it’s Marc. This week felt like a turning point. Nasdaq tokenizing stocks, Tether entering the US, Fidelity moving Treasuries onchain, Franklin Templeton plugging into Binance, and then, this: “Crypto’s time has come. Most crypto tokens are not securities, and we will
CEO Notes
How America weaponized crypto
Hey, it’s Marc. Russia just accused America of weaponizing crypto to "erase its $35 trillion debt." Washington will "shove debt into stablecoins, devalue it, and reset the system." They're not wrong. July 18 was the day the U.S. stopped playing defence and