Weekly Brief
A free weekly briefing on stablecoins, tokenization and institutional adoption.
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Latest editions
📝#83: A Pivotal Moment
Versace goes Fortnite. Vans goes Roblox. Pudgy Penguins's new Telegram mini-game. Doodles launch movie. Blackrock doubles down on Bitcoin. US 210,000 strategic Bitcoin reserve? SEC approves ETH ETFs.
📝#82: Sports, Payments & Politics
Manchester United brings “digital” kit to 77M Gen Z Roblox users. Meanwhile, Coinbase & Stripe aim to bring payments to the masses.
📝#81: Adidas' NFT Revival
Hey, it’s Marc. ✌️
📝#80: Chasing Consumers
Hey, it’s Marc. ✌️ This week’s field notes, your 100% signal in Web3: Pudgy Penguin announced its parent company, Igloo Inc Solana launched new feature that could bring Web3 to millions OneFootball (230M active users) and Animoca Brands launch 'OneFootball Club'
📝#79: Ethereum Beats SEC
Hey, it’s Marc. ✌️
📝#78: Web3 Loyalty's Comeback
Hey, it’s Marc. ✌️ This weeks field notes, your 100% signal in Web3:
📝#77: Where There’s Smoke There’s Fire
Hey, it’s Marc. ✌️
📝#76: AI Tokens, Musk & Penguin Games
RTFKT x Nike. Mercedes-Benz' Web3 Strategy. Pudgy Penguins x Mythical Games. The Sandbox launches DAO. PayPal goes Solana. MasterCard launches crypto credentials. Musks xAI with $6B funding & more.
📝#75: Brave New World
Hugo Boss launches Web3 loyalty program. Lamborghini goes Roblox. Reebok launches digital wearables. Dolce & Gabbana sued. SEC approves spot ETH ETF. Metamask integrates Bitcoin & more.
📝#74: Biden vs. Crypto Trump
HUGO goes Roblox. Zara x Apple. Pudgy expands to target. Crypto's political showdown. Uniswap x Robinhood. Apple x OpenAI. OpenAI's new real-time conversational chat. Top charts & more.
📝 #73: A New Supercycle
Crypto goes mobile. Vodafone integrates crypto into SIM cards. RTFKTs new collection. Mercedes-Benz goes Farcaster. Solana x Google Cloud. Big week for ETFs. Microsoft's new AI model & more.
📝 #72: Crypto's Trojan Horse
Telegram X TON: Crypto's trojan horse? Animoca Brands comes to Bitcoin. Roblox announces immersive ads. Blackrock invests in RWA company. Amazon's new genAI chatbot. Top charts & more.
📝 #71: The Crypto Killer App
We're rebranding: New name, new home, new PRO subscription. Plus: Stripe ads crypto. Bitcoin Runes go live. CZ faces 3 years in prison. ConsenSys sues SEC. Telegram to tokenize stickers & more.
📝 #70: The Next NFTs
Culture coins. Token2049's big themes. Bitcoin Runes. Adidas X STEPN. Nike releases new digital sneakers. Christie's & Ordinals. EigenLayer launches on mainnet. a16z 7.2B fundraise. Top charts & more.
📝 #69: NFTs Didn't Work
The first-hand signal from NFT NYC. Telegram and Japan's Sony Bank go crypto. The rise of Memecoins. Funding Q1 snapshot. Record stablecoin supply. Paradigm plans $750M fund. Top charts & more.
📝 #68: What now?
After Starbucks. Web3 loyalty for restaurants. BlackRock's first tokenized fund. RWA boom. London Stock Exchange launches ETN. Coinbase record volume. SBF gets 25 in prison. Top charts & more.
📝 #67: Big Stakes
Starbucks ends Odyssey. Forbes goes Web3. Hugo Boss goes Roblox. Gucci on Apple Vision Pro. Grab Singapore goes crypto. BlackRock's tokenized fund. Big AI news from Apple. Fundings & more.
📝 #66: Payday
VeeFriends: From NFTs to IP franchise. Bitcoin all-time high. Casio and Japan Airlines in Web3. Metamask X Mastercard. Ethereum gets cheaper. Top fundings & more.
📝 #65: The Next Frontier
Adidas goes Roblox. Bitcoin NFTs are exploding. CryptoPunk sells for $16M. Coachella launches NFT. Record high digital asset inflows. Deutsche Boerse launches spot platform. Musk sues OpenAI & more.
📝 #64: Gearing Up
Yuga Labs launches NFT marketplace & brings back NFT royalties. VanEck launches NFT marketplace. Circle's metaverse. Record crypto inflows. New GPT-4 rival. Big funding rounds. Top charts & more.