Research
Same Loans, Better Rails
How tokenization is rewiring private credit infrastructure.
51 Insights · ResearchResearch reports
Independent research on digital assets, AI, and the infrastructure reshaping markets.
Independent research for institutions navigating digital assets.
2026 Flagship Report
Money Movement 2.0
Stablecoins are becoming financial infrastructure. See the companies, rules, and enterprise use cases shaping what comes next.
100+
issuers mapped
4
enterprise cases
2026
regulatory outlook
Partner
Highlights
Original reports on the forces reshaping institutional finance.
Investing strategies
Deep-dive research for institutional portfolios.
Top research
Reader favorites and defining 51 reports.
Latest research
View all
Research
Flagship report
Money Movement 2.0
How stablecoins are rebuilding global finance and commerce.
51 Insights · 2026 edition
Policy
The End of Crypto Ambiguity
The signals redefining the institutional path for digital assets.
51 Insights · Research
Market structure
Digital Dollars, Real Yield
Where digital money meets the next institutional yield stack.
51 Insights · Research
Technology
AI Agents Are Coming
The systems and incentives about to reshape financial workflows.
51 Insights · Research
Industry
The New Entertainment Economy
How ownership, distribution, and culture are being rebuilt.
51 Insights · ResearchCategories
Intelligence, organized for decision-makers
Four formats, each designed for a different cadence and depth of engagement.
Weekly Briefings
Five-minute reads covering every institutional move, regulatory shift, and market signal from the past week.
Published every Monday
Deep Dives
20-40 page sector analyses covering market structure, competitive dynamics, regulatory outlook, and portfolio implications.
1-2 per month
Sector Reports
Comprehensive maps of specific verticals — stablecoins, tokenization, custody, compliance — with competitive positioning matrices.
Quarterly updates
Analyst Alerts
Real-time flags on material developments — regulatory actions, major funding rounds, market-moving events — before the headlines.
As needed — avg. 3/week
Library
Recent publications
Date
Title
Category
Tags
Apr 4
The Stablecoin Regulatory Endgame
GENIUS Act and STABLE Act convergence, bank-issued stablecoins, and second-order
effects
Mar 31
Weekly Intelligence Briefing #251
Circle IPO update, Mastercard tokenization push, SEC custody guidance shifts
Mar 28
Tokenized Treasuries: The $2B Milestone
Mapping the competitive landscape of on-chain government securities
Mar 26
ALERT: SEC Commissioner Signals SAB 121 Reversal
Material implications for bank custody of digital assets
Mar 24
Weekly Intelligence Briefing #250
Bitcoin ETF flows accelerate, EU MiCA enforcement begins, Fireblocks expansion
Mar 21
Agentic AI in DeFi: Infrastructure or Hype?
Evaluating the institutional case for autonomous on-chain agents
Mar 17
Weekly Intelligence Briefing #249
PayPal PYUSD growth, institutional staking landscape, Japan regulatory update
Research that changes
the allocation.
Weekly briefings and deep dives that cut through noise. Written by analysts with 10+ years in digital assets.
Weekly Intelligence Briefing
Five minutes. Every institutional move, regulatory shift, and market signal from the past week. The only briefing that earns its place on your Monday calendar.
Deep-Dive Reports
20-40 page sector analyses. Market structure, competitive dynamics, regulatory outlook, and what it means for your portfolio.
Analyst Alerts
Real-time flags on material developments. Regulatory actions, major funding rounds, market-moving events -- delivered before the headlines.
Custom Research
Bespoke analysis scoped to your mandate. Competitive landscapes, due diligence support, market entry strategy.
Deep Dive
28 pages
The Stablecoin
Regulatory Endgame
Regulatory Endgame
Published March 7, 2026
Regulation
Stablecoins
Policy
Key findings
01
GENIUS Act and STABLE Act converging on unified licensing regime
02
Bank-issued stablecoins will reshape competitive landscape by 2027
03
Second-order effects on DeFi protocols and institutional custody
Competitive Positioning Matrix — We evaluate 12 stablecoin issuers across regulatory readiness, institutional partnerships...
The Bank Stablecoin Thesis — JPMorgan, PayPal PYUSD, and SG-Forge represent a new competitive vector...
Unlock the full report
35,000+ executives already subscribed