Archive - 51 Insights

stripe, visa and blackrock vs circle

Hey, it’s Marc.

15 hrs ago • Marc Baumann

184: Ethereum is tumbling

Kraken wants a piece of Aave. Ethereum Foundation cuts 40% of staff. And Europe's MiCA cliff just locked Binance out.

Jun 26 • Marc Baumann

9:17

Robots got bank accounts

Mastercard announced Agent Pay for Machines (AP4M), Visa announced Agent Score.

Jun 25 • Marc Baumann

He spent 15,000 hours trying to kill Bitcoin

Jeff Booth (Ego Death Capital, author of The Price of Tomorrow) on why Bitcoin is a protocol, not digital gold, the $350 trillion debt spiral and…

Jun 24 • Marc Baumann

54:03

183: Wall Street wants the float

Stablecoin reserves are Wall Street's new trade as State Street and Fidelity join BlackRock. Plus the CME–CFTC perps lawsuit and MiCA's July deadline.

Jun 19 • Marc Baumann

7:08

182: AI agents just got a credit card

Hey, it’s Marc & the 51 team,

Jun 12 • Marc Baumann

10:37

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…

Jun 11 • 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

Hey, it’s Marc

Jun 5 • Marc Baumann

9:00

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

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