CEO note
Florida's stablecoin bill
Hey, it’s Marc,
51 Intelligence
Latest digital asset analysis
Understand the shifts changing digital assets and global finance.
See latest ↓Latest stories
416 publicationsExplore our research topics
CEO note
NYSE's parent just bought 120M crypto users
Hey, it’s Marc,
CEO note
4.5% broke Congress
Hey, it’s Marc,
CEO note
Nasdaq ate crypto and called it an upgrade
Hey, it’s Marc,
CEO note
The first crypto firm on Fedwire
Kraken Financial has become the first digital-asset bank in U.S. history to receive a Federal Reserve master account.
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+.
CEO note
BNP Paribas called it an 'experiment'
Hey, it’s Marc,
CEO note
Wall Street's weekend just died
Hey, it’s Marc!
CEO note
Santander let a bot spend real money
Santander and Mastercard executed Europe's first live AI-agent payment using two integrated systems: Mastercard's Agent Pay protocol and PayOS.
CEO note
Fidelity goes on-chain
Fidelity doesn't do crypto.
CEO note
USDC prints $2.7B. Coinbase keeps 60%
It's one thing to build a $75B stablecoin network.
CEO note
Meta's stablecoin comeback with Stripe
In 2021, U.S.
CEO note
Apollo bought 9% of a DeFi protocol
Hey, it’s Marc!
Report
12 signals the ambiguity is over
Today we’re publishing our 2026 Outlook: The End of Crypto Ambiguity
CEO note
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.
CEO note
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.
CEO note
The first nation to run on USDC
Hey, it’s Marc & the 51 team,
CEO note
BlackRock just plugged into DeFi
Hey, it’s Marc & the 51 team,
CEO note
Citi just picked Solana over Ethereum
Hey, it’s Marc
CEO note
Coinbase took Epstein's $3M in 2014
3.5 million pages of DOJ documents confirm what no compliance officer flagged in 2014: a convicted sex offender was funding Bitcoin’s development pipeline.