Archive - 51 Insights

the Binance ETF

In May 2026, VanEck and Grayscale filed amended S-1 registrations for spot BNB ETFs on the same day.

26 mins ago • Marc Baumann and Sangam Bharti

BCG's new digital asset playbook

Hey, it’s Marc,

9 hrs ago • Marc Baumann

178: Moody’s AAA for an ERC-20

🚨Coming Monday: BCG’s flagship report on the future of digital assets in banking.

May 15 • Marc Baumann and Sangam Bharti

7:17

How stablecoins saved the dollar, with Brent Johnson, Santiago Capital

Hi, it’s Marc.

May 15 • Marc Baumann and Sangam Bharti

36:11

moody's just rated an ERC-20

On 13 May 2026, Fidelity International publicly introduced FILQ (Fidelity USD Digital Liquidity Fund), a yield-bearing, fully digital USD liquidity fund…

May 14 • Marc Baumann and Sangam Bharti

Why “DeFi is dead” and what replaces it with Sidney Powell, CEO of Maple Finance

Hi, it’s Marc.

May 12 • Marc Baumann and Sangam Bharti

37:16

Circle isn't a stablecoin company anymore

On May 11, 2026, Circle released its Q1 2026 report and it was more than just the revenue. Circle is evolving more than a stablecoin company.

May 12 • Marc Baumann and Sangam Bharti

BlackRock's stablecoin loophole

On May 8, 2026, BlackRock filed two SEC registration statements that quietly collapsed the line between traditional finance and crypto. One turns a $7B…

May 11 • Marc Baumann and Sangam Bharti

177: DTCC's $20T October debut

Hey, it’s Marc & the 51 team,

May 8 • Marc Baumann and Sangam Bharti

8:59

Russell 1000 goes on-chain

On May 4, 2026, the DTCC publicly advanced DTC's native tokenization service, and announced its commercial launch in October.

May 8 • Marc Baumann and Sangam Bharti

The $320B stablecoin loophole just closed

Senators Tillis and Alsobrooks dropped the Section 404 compromise for the CLARITY Act. And, it is good news for crypto-native companies.

May 5 • Marc Baumann and Sangam Bharti

176: the disruptors are paying rent

Hey, it’s Marc & the 51 team,

May 2 • Marc Baumann and Sangam Bharti

9:18

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