Latest digital asset analysis

51 InsightsApr 29, 20262 min

western union goes solana

On the Q1 2026 earnings call, CEO Devin McGranahan announced that USDPT, a federally-regulated U.S. dollar stablecoin issued by Anchorage Digital Bank on Solana, will go live in May.

51 InsightsApr 28, 20262 min

Morgan Stanley just captured crypto's yield

On April 23, 2026, Morgan Stanley launched the Stablecoin Reserves Portfolio (MSNXX). It’s a money market fund holding cash and U.S. Treasuries (under 93 days), charging a 0.15% fee with a $10M minimum.

51 InsightsApr 16, 20262 min

European banks are building their stablecoin stack

On April 8, UBS, PostFinance, Sygnum, Raiffeisen, Zürcher Kantonalbank, and BCV launched a joint CHF stablecoin sandbox with Swiss Stablecoin AG. On April 9, ClearBank Europe became the first Dutch credit institution to secure MiCA approval as a CASP.

51 InsightsApr 6, 20262 min

SoFi is now a stablecoin bank

SoFi Bank, N.A. launched SoFi Big Business Banking, a regulated enterprise platform that unifies fiat currency, stablecoins, and select cryptocurrencies under a single nationally chartered bank on Solana.

51 InsightsMar 17, 20262 min

Florida's stablecoin bill

Hey, it’s Marc,

51 InsightsMar 11, 20262 min

Report

MoonPay, Iron, and the Stablecoin Endgame

In February 2025 Stripe acquired Bridge for $1.1B. A few months later, in March 2025, MoonPay acquired Iron, a German stablecoin infrastructure company, for a reported $100M+.

51 InsightsMar 5, 20262 min

Fidelity goes on-chain

Fidelity doesn't do crypto.

51 InsightsMar 4, 20262 min

USDC prints $2.7B. Coinbase keeps 60%

It's one thing to build a $75B stablecoin network.

51 InsightsMar 3, 20262 min

Meta's stablecoin comeback with Stripe

In 2021, U.S.

51 InsightsFeb 25, 20262 min

Stripe doesn’t need bank

The OCC's conditional approval of Bridge National Trust marks a turning point for Stripe and the broader stablecoin industry.

51 InsightsFeb 23, 20262 min

From 100% to 2%

You know what’s more powerful than a 1,000-page regulation? A two-page FAQ.On February 19, the SEC’s Division of Trading and Markets quietly dropped guidance that slashes the capital charge on stablecoins from 100% to 2% for broker-dealers. That’s the same haircut as money market funds. This makes stablecoins near-cash working capital and it might be the single most important regulatory shift for Wall Street in 2026.

51 InsightsFeb 11, 20262 min

Tether just put on a suit

For a decade, Tether (USD₮) was the “offshore casino chip,” massive, liquid, but operating in the regulatory shadows. Wall Street ignored it; regulators hunted it.But on January 27, 2026, Tether launched USA₮, a federally chartered stablecoin backed 1:1 by short-term Treasuries, held at Anchorage Digital Bank, and custody by Cantor Fitzgerald.The Fed didn’t lose control. It delegated it. Now $186.2B in private-sector dollars can settle 24/7 across blockchains without touching the Federal Reserve’s ledger.The collateral hierarchy just got disrupted by the very person who would have fought it hardest: a regulator.

51 InsightsDec 18, 20252 min

Signals

PRO Signal: The first bank-issued stablecoin is here (and it’s on Ethereum)

hey, it’s Marc.

51 InsightsNov 16, 20252 min

Japan's first stablecoin

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

51 InsightsNov 4, 20252 min

Signals

Visa’s new card: It’s called a stablecoin

Visa has just gone all-in on stablecoins, adding support for four tokens (USDC, PYUSD, USDG, EURC) across four different blockchains, representing two currencies, all of which are convertible into 25 fiat currencies.