PODCAST · business
51 Insights - Weekly Briefing
by Marc Baumann
The most actionable intelligence in digital assets. Join 35k+ execs & investors at JP Morgan, Citi, VanEck, Cantor, Coinbase & more who read 51 every week. 5 minutes. Zero BS. Stay ahead (it’s free). 51insights.substack.com
Episodes
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179: Wall Street pushes back
Hey, it’s Marc & the 51 team, Before we get into this week’s signals, one thing worth flagging at the top. Karl from Proof of Talk pitched 51 as official research partner for June 2-3. My instinct was to decline. But I met this team for the first time 4 years ago at in Paris, just before they...
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178: Moody’s AAA for an ERC-20
🚨Coming Monday: BCG’s flagship report on the future of digital assets in banking. 68 pages, and probably the most important report on digital assets in banking this year. 51 got early access. Free download lands May 18. Reserve your copy below. Hey, it’s Marc & the 51 team, There is a lot...
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177: DTCC's $20T October debut
Hey, it’s Marc & the 51 team, Tuning in from Consensus Miami 2026 this week. The signal was clear: institutions aren’t waiting for the Clarity Act. My key takeaways: * Institutional participation was through the roof (35%, nearly double last year). I’ve never experienced a crypto conference that...
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176: the disruptors are paying rent
Hey, it’s Marc & the 51 team, I’ve been to several Bitcoin conferences. This time in Las Vegas, a sitting SEC Chair showed up. So did the Vice President. Here’s what you need to know: * Paul Atkins became the first SEC Chair ever to address a Bitcoin conference. He unveiled ACT (Advance, Clarify,...
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175: Stress test of DeFi
Hey, it’s Marc & the 51 team Nothing prepares you for a month where the Fed buys its own debt, the US military is running a Bitcoin node, and the Treasury Secretary Scott Bessent calls crypto "very important payment rails” for the country. The Senate Banking Committee was supposed to mark up…
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174: Goldman's first Bitcoin ETF
Hey, it’s Marc & the 51 team. I’ve watched banks lobby Washington for 100 years to keep their Fed access exclusive. This week, Deutsche Börse skipped the lobby and bought a seat. Deutsche Börse paid $200M for a 1.5% stake in Kraken, hours before Kraken confirmed it filed for a US IPO. The real...
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173: iran chose bitcoin
Hey, it’s Marc & the 51 team. A sanctioned country just made Bitcoin a toll booth for 20% of the world’s oil. Iran controls the Strait of Hormuz. About a fifth of global oil moves through it every day. After the 40-day war with the US and Israel ended in ceasefire on April 8, Iran started…
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172: four rules, five days
Hey, it’s Marc & the 51 team. I don't think Washington has ever shipped this much crypto policy in a single week. Each one would normally be the headline. * The US Labor Department proposed allowing Bitcoin in 401(k) plans, opening digital assets to $7.7 trillion in American retirement savings. *...
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171: NYSE and Nasdaq pick sides
Hey, it’s Marc & the 51 team. Tuning in from DAS New York this week (which was much more institutional than last year). A few things that caught my eye: * A bipartisan Senate deal on stablecoin yields finally broke months of gridlock on the Clarity Act (banks won). * Both NYSE and Nasdaq…
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Mastercard, PayPal, Stripe
Hey, it’s Marc & the 51 team. The SEC did something this week that people will look back on. * They issued a 68-page joint interpretation on token classifications together with the CFTC, for the first time in 183 years of combined existence. * Chairman Atkins proposed a principles-based…
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169: NYSE, OKX, Kraken, ECB, Revolut
Hey, it’s Marc & the 51 team. NYSE picked OKX. Nasdaq picked Kraken. America's two largest stock exchanges are now both building tokenized equities through crypto-native settlement partners, and neither picked a bank. Also this week, the SEC and CFTC signed a historic MOU to coordinate on digital...
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168: NYSE, OKX, Kraken
Hey, it’s Marc & the 51 team. The SEC submitted a proposal outlining how securities laws apply to crypto. This means: SEC won’t wait for Congress. And Washington is betting on private stablecoins and regulated crypto. [SEC] More on that below. Here are our highlights this week: * ICE (NYSE’s...
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167: Stripe wants to eat PayPal alive
Hey, it’s Marc & the 51 team. Welcome back to your weekly briefing. The US stablecoin regulation is maturing. The OCC just proposed new rules to put guardrails around stablecoins (digital money tied to the U.S. dollar), following the GENIUS Act that passed last year. The rules cover everything…
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166: Apollo bought 9% of a DeFi protocol
Hey, it’s Marc & the 51 team. Welcome back to your weekly briefing. Here's where we are: * BTC is holding around $67K with the broader market steady near ~$2.3T. Polymarket odds for BTC reaching up $75K in February sit at 15%. * Institutions kept averaging into the drawdown: BitMine bought 45,759...
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165: The dip is being bought
Hey, it’s Marc & the 51 team. After last week’s brutal sell-off that pushed BTC toward the low around $60k (2024 level), the market has finally staged a calm. Institutions are back in business buying the dip; * BitMine bought 40,613 ETH ($79M) while Strategy added 1,142 BTC ($90M). * Binance’s...
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164: Capital is repricing
This is a free preview of a paid episode. To hear more, visit 51insights.substack.com Hey, it’s Marc & the 51 team. What a week, folks – and only in crypto. We have a packed newsletter for you today to untangle everything that happened. In case you missed it: Bitcoin crashed 30% in 7 days below...
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163: The Canton moment
This is a free preview of a paid episode. To hear more, visit 51insights.substack.com Hey, it’s Marc & the 51 team. While Blackrock took a quiet $100M stake in Canton, BitGo IPO’d at $2B and Tether launched its US stablecoin USAT, the biggest shift in crypto this week came from Capitol Hill:...
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162: Davos just confirmed it
This is a free preview of a paid episode. To hear more, visit 51insights.substack.com Hey, it’s Marc. Davos is usually where the establishment pats itself on the back. This year, they looked over their shoulder. Suddenly, crypto isn’t a “scam” , but national defense. And the bankers who spent a...
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161: Washington stalled. Bitcoin didn’t.
This is a free preview of a paid episode. To hear more, visit 51insights.substack.com Hey, it’s Marc. Big week for crypto regulation: The industry just shot itself in the foot. “We’d rather have no bill than a bad bill.” — Brian Armstrong, CEO and Co-founder of Coinbase Twenty-four hours before...
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160: The signal showed up fast.
This is a free preview of a paid episode. To hear more, visit 51insights.substack.com Hey, it’s Marc. 2026 didn’t wait. Last week, we shared our top 12 narratives for 2026. Seven days later, the market started confirming them. On January 5, Bank of America opened the door for 15,000 advisors to...
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159: 2026, the year of...
This is a free preview of a paid episode. To hear more, visit 51insights.substack.com Hey, it’s Marc. Happy Holidays! Below are the sharpest signals we’ve seen hiding beneath the year-end noise. Here are my top 12 narratives I am interested in going into 2026: * RWA’s & 24/7 settlements *...
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158: Exchange everything
This is a free preview of a paid episode. To hear more, visit 51insights.substack.com Hey, it’s Marc. “Public blockchains are more transparent than any legacy financial system ever built... crypto could become the most powerful financial surveillance architecture ever invented.” — Paul Atkins at...
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157: The Fed is bullish
This is a free preview of a paid episode. To hear more, visit 51insights.substack.com Hey, it’s Marc. “Under my leadership, SEC is prioritizing innovation and embracing new technologies to enable this on-chain future.” - That’s the Chair of the SEC, Paul Atkins, folks. Context: While crypto world...
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156: Wall Street just surrendered
This is a free preview of a paid episode. To hear more, visit 51insights.substack.com Hey, it’s Marc. For a decade, the “safe” career move for wealth managers was to mock Bitcoin. As of this week, that stance is officially a liability. Two massive dominos – managing a combined $13 trillion – just...
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155: Downgraded
This is a free preview of a paid episode. To hear more, visit 51insights.substack.com Hey, it’s Marc. Bitcoin has erased its 2025 gains and the macro ghosts have returned: the Fed is hesitant on cuts and thin liquidity is amplifying every sell order into a cascade. But if you look at the…
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154: Quantum, Kraken, Circle
This is a free preview of a paid episode. To hear more, visit 51insights.substack.com Hey, it’s Marc. Investors are trying to make sense of one of the sharpest, most confusing selloffs of the year. Here are the top 6 narratives right now: * Vitalik Buterin and Ray Dalio warning about crypto’s…
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153: ICO's are back
Hey, it’s Marc. Introducing… 💎 Investor Insights (PRO): our new bottom-of-newsletter section loaded with alpha: * Each week we break down the biggest news in crypto. * Now, for PRO readers, we answer the only question that matters: How can you act on that and front-run the market? You’ll get…
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152: Billion-dollar checks
Hey, it’s Marc. This week, I had the chance to speak with Raoul Pal on the big debasement trade, rising debt, Bitcoin vs Gold and the best macro play for the next 5 years. Then, the signal of the week: Mastercard: $2B for Zerohash. Coinbase: $2B for BVNK. Kraken: $1.5B for NinjaTrader. Ripple:...
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151: Forget tokens
Hey, it’s Marc. When JPMorgan tokenizes private equity, Circle launches a blockchain with 100+ Wall Street partners, and Mastercard drops $2 billion on a crypto infrastructure deal, the signal is clear: We’re in a race to own the rails of the next financial system. Some are building them (JPM,...
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150: Same Game, New Rails
Hey, it’s Marc. J.P. Morgan just did what no major bank had dared: it will now lend against Bitcoin and Ethereum. That single decision pulls crypto into the global credit system. This is a small step for JPM, but a big step for crypto, particularly Ethereum (more below). In the same week, Aave...
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149: The Great Repricing
Hey, it’s Marc. When gold outperforms Bitcoin, BlackRock starts building on-chain infrastructure, and JP Morgan invests $1.5T in U.S. infrastructure, something is cooking (we’ll unpack all of this below and in our CEO Notes). “We need to be tokenising all assets, especially assets that have...
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148: Half of Japan
Hey, it’s Marc. Today, major news broke that G7 banks are about to launch a stablecoin. They’re coming for Tether and Circle. More on that below. Another story that caught my eye: Luxembourg’s sovereign wealth fund allocated 1% of its portfolio ($9M) to a BTC ETF. That’s first state-level Bitcoin...
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147: Everyone has a stablecoin
Hey, it’s Marc. Token2049, the world’s biggest crypto event, just wrapped in Singapore and this year felt different: stablecoin rails, tokenized treasuries, and prediction markets. Meanwhile, SWIFT just picked Ethereum to build a blockchain with 30+ global banks. The same network that moves $150T…
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146: Vanguard + 401(k)s
Hey, it’s Marc. “There is room for both gold and Bitcoin to coexist on central bank balance sheets by 2030.” — Deutsche Bank, in a new report released this week. Did you know that Norwegian and Swiss National Bank already have $700M+ of Bitcoin exposure by owning Strategy stocks? PS: Upgrade to…
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145: SEC goes all-in on crypto
Hey, it’s Marc. The SEC approved “generic listing standards” that cut crypto ETF approvals from 240+ days to just 75. What this means: instead of only Bitcoin and Ethen reum ETFs, we could see 100+ new ETFs (Solana, XRP, DOGE, you name it) in the next 12 months. [More] On top of that, the Fed cut...
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144: NASDAQ goes on-chain
Hey, it’s Marc. This week felt like a turning point. Nasdaq tokenizing stocks, Tether entering the US, Fidelity moving Treasuries onchain, Franklin Templeton plugging into Binance, and then, this: “Crypto’s time has come. Most crypto tokens are not securities, and we will draw the lines clearly.…
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143: Bad Databases
Hey, it’s Marc. The big story this week: Stripe is launching its own “blockchain for payments.” Circle has Arc. Google has GCUL. Who's operating the nodes? How decentralized is this? How do the validator economics look like? Here’s the truth: these aren’t blockchains. They’re databases with extra...
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142: Mastercard. Google. Onchain.
Hey, it’s Marc. “Ethereum is the Wall Street token.” That’s not crypto Twitter talking. It’s Jan van Eck, CEO of VanEck. His point is simple: every bank will need rails for stablecoins, and they’ll ask where to build them. His answer: Ethereum. That’s the backdrop this week as Google is building...
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ABOUT THIS SHOW
The most actionable intelligence in digital assets. Join 35k+ execs & investors at JP Morgan, Citi, VanEck, Cantor, Coinbase & more who read 51 every week. 5 minutes. Zero BS. Stay ahead (it’s free).
51insights.substack.com
HOSTED BY
Marc Baumann
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How many episodes does 51 Insights - Weekly Briefing have?
51 Insights - Weekly Briefing currently has 38 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is 51 Insights - Weekly Briefing about?
The most actionable intelligence in digital assets. Join 35k+ execs & investors at JP Morgan, Citi, VanEck, Cantor, Coinbase & more who read 51 every week. 5 minutes. Zero BS. Stay ahead (it’s free). 51insights.substack.com
How often does 51 Insights - Weekly Briefing release new episodes?
51 Insights - Weekly Briefing has 38 episodes. Check the episode list to see recent publication dates and frequency.
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Who hosts 51 Insights - Weekly Briefing?
51 Insights - Weekly Briefing is created and hosted by Marc Baumann.
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