Reports
MoonPay, Iron, and the Stablecoin Endgame
In February 2025 Stripe acquired Bridge for $1.1B. A few months later, in March 2025, MoonPay acquired Iron, a German stablecoin infrastructure company, for a reported $100M+.
12 signals the ambiguity is over
Today we’re publishing our 2026 Outlook: The End of Crypto Ambiguity
The New Entertainment Economy
How blockchain is rewriting music and entertainment.
Money’s new operating system
Our most practical, enterprise-focused stablecoin briefing yet.
Money Movement 2.0
How stablecoins are rebuilding global finance and commerce.
Stablecoins x AI: The next supercycle?
Our Stablecoin x AI report is out now (PDF below) Stablecoins and AI are quietly reshaping global finance. Stablecoin volumes hit $700B monthly, and tech giants like Google and Tether are racing to control machine-to-machine money. The implications? A complete rewrite of the financial stack and trillion-dollar shifts in business infrastructure. Here’s the inside scoop executives can’t afford to miss. Subscribe now The Trojan Horse for Institutional Adoption Stablecoins aren’t crypto toys
The Future of Ticketing
How Blockchain is Unlocking New Revenue and Engagement
Winning the Next Era of Payments
How your business can leverage onramps to convert more users, lower costs, and expand worldwide.
The Future of Fan Engagement
How Web3 is Unlocking Billions in New Revenue for Sports Clubs & Brands
The State of AI in 2025
(Beyond the Hype)
Memecoins: How To Separate Value from Hype
Memecoins are more than speculation—they are powerful tools to capture value, energy, and attention.
AI Agents Are Coming
Hey, it’s Marc. ✌️ This is our first big report on AI agents and how they intersect with crypto. Use this as a tool for your busy friends to show them what’s going on. We also launched a newsletter called “51x” on AI x crypto where we go deeper and share all the alpha. Subscribe as long as it’s free! Subscribe Now to 51x Today, we will unpack: * Agents in Web2 & Web3: Filtering signal from noise * The trillion dollar opportunity of AI agents * The most important frameworks & agents in cry
State of Web3 Adoption Report 2025
On the surface, 2024 may have felt subdued, but beneath it all, a seismic shift was taking shape. Stablecoins, memecoins, and crypto x AI aren’t isolated phenomena—they’re signs of a larger movement.
State of Play: Web3 & Gaming
The definitive state of play on gaming for consumer brands, including Web3 gaming, sector snapshot, actionable takeaways, and what's next.
Unlocking Crypto for Half a Billion People: Inside MoonPay and PayPal's Partnership
In April, MoonPay and PayPal launched a partnership to onboard nearly 500M PayPal users to crypto. Why this is the most underrated news of the year for consumer crypto.
The State of Web3 in 2023
How Web3 is transforming brands, the 5 key themes of 2023, top resources, and what's next.
Tokenization in 2024: Opportunities for Brands
This year, major brands have started connecting physical goods to virtual counterparts to create 'phygital' experiences. Here are the key trends, brand adoption, and what's next.
Web3: The Future of Loyalty?
The state of play on Web3 loyalty, including the Web3 loyalty playbook, sector snapshot, actionable take-aways, and what's next.
The State of Web3 in 2023: Nothing Has Changed... Right?
"The NFT bubble is bursting," says the street. Interest has hit rock bottom. Big-brand NFTs are losing relevance. What's happening and what comes next? Here's everything you need to know.
Wouldn’t You Go to Prison to Help End This War?
Edward Snowden drops his 2nd NFT (after selling the first one for $5.1m). Here is why it's important.
Rebels With a Cause: A Case for Crypto
Shortly before New Year's Eve, Bloomberg dropped a high-profile crypto story: “How Not to Play the Game” – putting crypto on trial. I ask: What game? Let's go back to reality.
The Web3 Opportunity: What's Next
The Web3 opportunity, catalysts for 2023, and why every brand needs to start thinking about it now.
"Bitcoin's Last Stand" – ECB's misguided Take on Bitcoin
Yesterday, the European Central Bank published a damning article on Bitcoin its official blog. It’s an attack on Bitcoin from one of the biggest monetary institutions. Let’s clarify & fact check.
What is going on with Grayscale Bitcoin Trust (GBTC), the world’s largest crypto fund?
Shares of the world's largest crypto fund ($10.5bn) are trading at 40% discount to the value of its holdings. What does this mean? Why does this matter? And should we be worried?