Signals
Compute is the new oil
For now, the real scarce asset is compute, not tokens.
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Money Movement 2.0
How stablecoins are rebuilding global finance and commerce.
Weekly Note
134: Goldman invests in Layer 1
Hey, it’s Marc.
Signals
Stocks will be tokenized
Robinhood tokenizes 200+ US stocks. This isn't just a feature; it’s a platform transition.
Weekly Note
133: Kraken vs. Paypal
Hey, it’s Marc.
Signals
JP Morgan's Stablecoin
JPMorgan just put real bank money on a public blockchain
Weekly Note
132: J.P. Morgan launches a stablecoin (sort of)
Hey, it’s Marc.
Insights
Stripe's Endgame
How Stripe is building the world's first unified fiat-crypto payment stack at scale.
Weekly Note
131: Stripe x Shopify x Privy =
Hey, it’s Marc.
Insights
Stripe just locked down the entire crypto stack
acquires crypto wallet leader Privy with 75M+ accounts.
Signals
Tether is not a stablecoin company
It’s quietly building the monetary operating system of the Internet.
Weekly Note
130: Circle IPOs, Jamie bends and Wall Street buys in
Hey, it’s Marc.
Signals
Circle's IPO is more than an IPO
Circle's $18B IPO just changed everything. It's the start of a new capital rotation, away from tokens into companies.
Signals
Google kills the checkout
Why this is the beginning of the end for e-commerce as we know it.
Weekly Note
129: $2.3T just moved to stablecoin rails
Hey, it’s Marc.
Report
Stablecoins x AI: The next supercycle?
Our Stablecoin x AI report is out now (PDF below)
Weekly Note
128: What dies first?
Wall Street just got tokenized. For real this time.
Signals
The AWS moment of finance
Robinhood's push to put Wall Street onchain.
Weekly Note
127: JPMorgan, Mastercard, and Dubai go onchain
Hey, it’s Marc.
Insights
Mastercard x MoonPay = Stablecoins at 150M stores worldwide
Mastercard and MoonPay will join forces to enable people and businesses to pay and be paid using stablecoins across global markets.