Signals
PRO Signal: J.P. Morgan to launch crypto trading for institutional clients
For years, people focused on what Jamie Dimon said about Bitcoin. They missed what JPMorgan was building. Resources: * Bloomberg story Subscribe now What happened Yesterday, Bloomberg dropped a bombshell: the world’s most powerful bank is weighing spot and derivatives crypto trading for institutional clients. Acting as an intermediary, not just infrastructure provider. This shift follows a monumental regulatory "regime change" in December 2025. Specifically, the OCC issued Interpretiv
PRO Signal: The first bank-issued stablecoin is here (and it’s on Ethereum)
hey, it’s Marc. (This is part of a new series called 51 Signal, short & concise updates for PRO readers on what’s happening and why it matters). Please reply to this email for feedback. Finally, the bridge is built. For years, institutional stablecoins happened in walled garden like JPM Coin or a private blockchain nobody uses. Today, that changed. SoFi just became the first nationally chartered U.S. bank to issue a stablecoin on a public, permissionless blockchain. This isn’t a consumer pr
Coinbase to buy BVNK for $2B
[Our daily CEO briefing for PRO readers; PDF below]
Visa’s new card: It’s called a stablecoin
Visa has just gone all-in on stablecoins, adding support for four tokens (USDC, PYUSD, USDG, EURC) across four different blockchains, representing two currencies, all of which are convertible into 25 fiat currencies. [NEWS] Since 2020, Visa has processed more than $140B in crypto and stablecoin flows, with over 130 card programs now live in 40+ countries. It is transforming from a card network into a full-stack infrastructure company, becoming the connective tissue of the digital economy. Let’s
The First RWA Unicorn IPO
Figure’s Wall Street debut isn’t just another crypto IPO. Figure Technologies just proved that blockchain can actually fix broken parts of the financial system, and make money doing it. [RELEASE] At a $7.6B valuation and 18x revenue multiple, Figure now trades in line with Coinbase and Robinhood. That tells us two things: * Public markets are ready to treat blockchain rails as investable financial infrastructure, not speculative tech. * Tokenised credit markets are moving from pilot → scale,
Forget Bitcoin. Jack Ma buys ETH
Jack Ma just bought $44M of ETH. If you think this is just another “crypto bet,” you’re missing the real story.
SEC green lights crypto
in most bullish regulatory shift in crypto history.
America's crypto power move
With the Genius Act, the U.S. just pulled off the biggest power move in crypto history.
Kraken vs. PayPal vs. Revolut
The war to win cross-border payments.
Compute is the new oil
For now, the real scarce asset is compute, not tokens.
Stocks will be tokenized
Robinhood tokenizes 200+ US stocks. This isn't just a feature; it’s a platform transition.
JP Morgan's Stablecoin
JPMorgan just put real bank money on a public blockchain
Tether is not a stablecoin company
It’s quietly building the monetary operating system of the Internet.
Circle's IPO is more than an IPO
Circle's $18B IPO just changed everything. It's the start of a new capital rotation, away from tokens into companies.
Google kills the checkout
Why this is the beginning of the end for e-commerce as we know it.
The AWS moment of finance
Robinhood's push to put Wall Street onchain.
Wall Street is going on chain
In the past week: * Superstate launched a platform to issue SEC-registered stocks on Ethereum & Solana * Robinhood is building a blockchain to offer tokenized U.S. stocks to European investors * SEC Commissioner Hester Peirce proposed exemptions for issuing + settling securities onchain Robinhood CEO Vlad Tenev put it plainly: “I think tokenized securities can really push forward U.S. company dominance in the global market.” I remember in 2019 when people said “tokenization is the next bi
Meet the $1M AI Agent from Dolce & Gabbana
How AI agents become culture.
Cracking the Code: From NFTs to Real Engagement
Brands have experimented with Web3 for years, starting with flashy NFT drops and limited-edition digital collectibles. Most of these experiments failed. You might think: “It’s the missing UX”. Maybe. But there’s more. Brands understand that successful engagement isn’t about throwing technology at people (such as NFTs or wallets). It’s about creating customer value. Brands are now taking a step back, looking at their consumer engagement strategy more holistically, including Starbucks and Nik
Karate Combat: Reinventing Fan Engagement 🥋
Karate Combat, a full-contact sports league, pioneers a new fan engagement and loyalty model with Web3. How it works & how you can adopt this for your brand.
Polymarket: The Truth Machine
How the world’s largest prediction market is revolutionizing "truth-finding," why it has grown 100x since January, why Biden might drop out, and the opportunities for brands.
Telegram: The Next Big Consumer Platform for Brands?
If you haven't, you should pay attention.
Case Study: Hugo Boss Steps Into Web3 Loyalty – Will They Succeed?
As Starbucks and Nike retreat from Web3, Hugo Boss goes all-in. Why? Here's all you need to know.
Pudgy Penguins: A Blueprint for Community-Led Brands
This is a comeback tale of an NFT project that wants to build the world's biggest character IP brand and go mainstream. Here's how they do it and the key learnings for your brand.
Web3: A New Commerce Layer for the Internet
How maturing infrastructure, a wave of next-gen consumers, and the next Web3 adoption cycle will change eCommerce. Here's everything brand leaders must know.
Exclusive: Key Insights from 3,200+ NFT Patents
I spent 20+ hours analyzing more than 3,200 NFT-related patents to find out what major consumer brands are up to. Some findings were quite surprising. Here are the results.
The Potential of Web3 Commerce for Brands
Leading brands have started linking physical products to digital counterparts on-chain. “Real” Web3 commerce brings tremendous opportunities. Here's what brand leaders need to know.
Tokenization and Interoperable Loyalty: Unlocking Brand Growth
Tokenization opens a world of opportunities for brands – one of which is interoperable loyalty. Here's what you need to know and how this might play out.
What 1,500+ NFT-related Patent Applications Reveal About Big Brands
I looked at 1500+ NFT-related patent applications from the last 4 years. Here's what big brands are up to.
Bitcoin "Ordinals": From Magic Internet Money to Magic Internet JPEGs
A “Bitcoin Punk" NFT recently sold for 9.5 BTC, roughly $230'000. Bitcoin NFTs have exploded. What's the fuzz all about? How does it work? And will it change Bitcoin forever? A primer.
Man and Machine: A new Era
With the release of ChatGTP, OpenAI's latest feat, the world is waking up to new possibilities in AI. Its impact it will transformative. Let's buckle up folks. Disruption is coming.