51 Insights

51 Insights

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192: Washington ships
Pens down.
 • Marc Baumann
7:04
The $2T market still running on spreadsheets
How blockchain is transforming private credit.
 • Marc Baumann
35:16
A Wyoming Bank Beat JPMorgan Out the Door
Narrow banking.
 • Marc Baumann
191: Goldman didn't buy bitcoin
Pay me to wait.
 • Marc Baumann
6:02
Cloudflare gives AI agents a corporate card
Spend management.
 • Marc Baumann
why a KKR partner left for DeFi (with Xiao-Xiao, President of Jupiter)
Jupiter President Xiao-Xiao on the fat app thesis, $1.2 trillion in onchain volume, why AI agents need onchain rails, and the roadmap from Solana super…
 • Marc Baumann
19:14
190: Western Union ships a stablecoin card
Mastercard closed BVNK, Western Union shipped a stablecoin card, Visa opened stablecoin payouts, and Circle's numbers explain why: volume is exploding…
 • Marc Baumann
Circle Built a $73 Billion Dollar and Keeps a Quarter of a Cent
Circle reported $701 million in Q2 revenue this morning, took final approval from the OCC for its national trust bank charter, and set 16 September as…
 • Marc Baumann
"waiting isn't a strategy", with Christian Schmid, Global Banking Lead, BCG
BCG Senior Partner and global banking leaChristian Schmid , lead author of The Future of Digital Assets, on the 30% of profit at risk by 2035…
 • Marc Baumann
40:49
Tether’s gold pile grows while its safety buffer shrinks
Tether published its Q2 2026 attestation in late July.
 • Marc Baumann

July 2026

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