Archive - 51 Insights

Wall Street's new darling

On Monday, Citadel Securities, the DTCC, the New York Stock Exchange, Google Cloud, ARK Invest, and Tether backed a single Layer 1 called Zero.

17 hrs ago • Marc Baumann and Sangam Bharti

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

Hi, it’s Marc.

Feb 11 • Marc Baumann

44:49

Tether just put on a suit

For a decade, Tether (USD₮) was the “offshore casino chip,” massive, liquid, but operating in the regulatory shadows. Wall Street ignored it; regulators…

Feb 11 • Marc Baumann and Sangam Bharti

The U.S. crypto battlefield

Hey, it’s Marc & 51 team,

Feb 11 • Marc Baumann and Sangam Bharti

Why crypto broke

Three pipes burst at the same time: the U.S. Treasury sucked $200B out of bank reserves, Japan ended 30 years of free-money leverage, and AI's hype…

Feb 10 • Marc Baumann and Sangam Bharti

164: Capital is repricing

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…

Feb 7 • Marc Baumann, Sangam Bharti, and Chandan

11:03

Hong Kong built the rails. Will the trains arrive?

Hey, it’s Marc & 51 team,

Feb 5 • Marc Baumann and Sangam Bharti

What would make this worth 10x more to you?

Feb 4 • Marc Baumann

Buy Bitcoin. Then What?

Hey, it’s Marc & 51 team,

Feb 3 • Marc Baumann and Sangam Bharti

Where regulation meets reality

Hey, it’s Marc

Feb 3 • Marc Baumann

January 2026

163: The Canton moment

Listen now | Hey, it’s Marc & the 51 team.

Jan 30 • Marc Baumann, Sangam Bharti, and Chandan

10:23

Crypto's $2.1B Custody IPO

Hey, it’s Marc,

Jan 29 • Marc Baumann, Sangam Bharti, and Chandan

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts