Archive - 51 Insights

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

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20 hrs ago • 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…

23 hrs ago • Marc Baumann and Sangam Bharti

The U.S. crypto battlefield

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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?

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Feb 5 • Marc Baumann and Sangam Bharti

What would make this worth 10x more to you?

Feb 4 • Marc Baumann

Buy Bitcoin. Then What?

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Feb 3 • Marc Baumann and Sangam Bharti

Where regulation meets reality

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Feb 3 • Marc Baumann

January 2026

163: The Canton moment

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Jan 30 • Marc Baumann, Sangam Bharti, and Chandan

10:23

Crypto's $2.1B Custody IPO

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Jan 29 • Marc Baumann, Sangam Bharti, and Chandan

SWIFT’s vampire attack on crypto

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Jan 28 • Marc Baumann and Sangam Bharti

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