51 Insights | Marc Baumann | Substack

Money Movement 2.0: 2026 Edition [Report]

Today, live from Proof of Talk in Paris, we are publishing Money Movement 2.0 (2026), our most rigorous stablecoin report yet.

Jun 3 • Marc Baumann and Sangam Bharti

Raoul Pal’s 2026 Playbook: Dollar, Debt, and Crypto's Big Debasement Trade

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Nov 4, 2025 • Marc Baumann and Sangam Bharti

51:37

"I apologize", SEC Commissioner Hester Peirce on Crypto's New Rules

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Mar 19 • Marc Baumann and Sangam Bharti

44:11

Ethereum, AI, and the end of trust: Joseph Lubin, co-founder of Ethereum & CEO of Consensys

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Feb 11 • Marc Baumann and Sangam Bharti

44:49

BCG's new digital asset playbook

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May 18 • Marc Baumann

Recent posts

America is locking up its Bitcoin for 20 years

The full text of H.R. 8957, the American Reserve Modernization Act is public. A 20-year lock-up, mandatory proof-of-reserve, and zero new spending…

7 hrs ago • Marc Baumann and Sangam Bharti

US Banks are going on-chain

JPMorgan, Citi, BofA, and Wells Fargo just announced a shared tokenized deposit network through The Clearing House, targeting 2027.

Jun 10 • Marc Baumann and Sangam Bharti

Inside JP Morgan's $3T tokenization machine, with Dennis Cristallo, Head of Wealth Management at Kinexys, JPMorgan

JP Morgan's Dennis Cristallo on Kinexys Fund Flow, MONY on Ethereum, JPMD on Base, and why deposit tokens, not stablecoins, win wholesale.

Jun 8 • Marc Baumann and Sangam Bharti

36:02

Why DTCC picked Stellar over Ethereum

Stellar becomes the first public blockchain in DTCC's tokenization service, joining Canton in a two-track plan to put $114T of custody on-chain by 2027.

Jun 7 • Marc Baumann and Sangam Bharti

181: JPMorgan, Citi, big banks go all-in on tokenzied deposits

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Jun 5 • Marc Baumann

9:00

180: first bank to offer a stablecoin on a public blockchain

Hey, it’s Marc & the 51 team

May 29 • Marc Baumann

9:00

Bitwise just undercut 21Shares by 165 bps

Bitwise just listed Europe's second Canton Network ETP, and undercut the first mover by 165 basis points. The ETP is fully backed by CC, the native…

May 28 • Marc Baumann and Sangam Bharti

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Inside JP Morgan's $3T tokenization machine, with Dennis Cristallo, Head of Wealth Management at Kinexys, JPMorgan

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179: Wall Street pushes back

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