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Part of 51 Insights – What Matters in Digital Assets. Follow the publication for all its platforms.
- Indexed issues, last 90 days
- 19
- Latest publication
- Sep 15, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 8, 2026
Latest issues
51 Insights has a new home. (opens the original)
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Sharper intelligence. Deeper research. A platform built for what comes next.We’ve moved from Substack to 51insights.xyz.51 Insights has a new home: 51insights.xyz.What began as a newsletter has grown into a wider body of work: research on stablecoins and tokenization, conversations with the people building financial infrastructure, and data on how institutions are adopting digital assets.We started 51 Insights with a simple ambition: help decision-makers understand where digital assets are headi
194: Wall Street builds its own hedge (opens the original)
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Hey, it’s Marc.Twenty-one firms committed to a stablecoin venture before disclosing its ownership, reserves or chain. Robinhood put $34.6B through its own network without disclosing what the company earns from it.Both moves reveal the week’s real bet: defend the customer relationship first, prove the margin later. The economics are still being written.<div class="p
Robinhood built a bigger business that makes less money (opens the original)
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I read Robinhood's two-month update on Robinhood Chain last night. On the surface it is a big win: $34.6B traded, 12.3M addresses, 576M transactions.Here is the part the update leaves out. Robinhood earns very little on that volume. The chain collected about $20M in fees in two months. The Robinhood app made $100M on $18B of crypto trades in Q2, about half the chain's volume.So Robinhood built a bigger venue that pays it roughly a tenth as much per dollar. This note explains why that is delibera
21 globally systemic banks to launch stablecoin (opens the original)
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On 1 September 2026, 21 financial firms committed to form a company that will issue one shared dollar stablecoin. Target launch: the first half of 2027. Seventeen of the 21 are globally systemic banks.Bank of America, Citi, Goldman Sachs, Wells Fargo, UBS, Deutsche Bank, Santander, MUFG and Standard Bank are all in. The company itself does not exist yet. It has no name, no charter, and no chief executive.THE SIGNALEveryone will call t
193: Your deposits are lazy (opens the original)
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Hey, it’s Marc, I keep coming back to one uncomfortable thought from this week:Friction may be one of banking’s most valuable assets.Banks make money because deposits sit still.Now 3,283 banks want to make those deposits programmable, while AI is getting good enough to manage money without us.The Dallas Fed ran the numbers: make deposits just 10% more rate-sensitive and b
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