51 | fiftyone.xyz

“The game is no longer about picking stocks. It’s about outrunning the denominator. The debasement trade is the most powerful macro force of all time.” This might be the most important macro conversation we’ve had all year. We sat down with @RaoulGMI, legendary macro investor and @RealVision CEO, to break down the debasement trade and why digital assets aren’t a bet anymore… they’re a necessity. In his words: “We are witnessing the most powerful macro force in investing history: the destruction of fiat purchasing power. The only play left? Move faster than the money printer.” “By 2030–2032, we’ll hit the economic singularity — infinite population growth, exponential productivity. But until then, they have to keep running the debasement playbook.” We covered: - The "biggest macro trade of all time" - The endgame of currency debasement and debt - Why gold is a store of value but not a compounder of wealth - The macro trends that are driving crypto adoptions - Why the four-year crypto cycle is dead - The most surprising fact about this crypto cycle - Why NFTs still have value - Which L1s are going to win - Why AI and blockchain will be the solution to our debt spiral 💥 “Gold is a store of value. Crypto is a compounder of wealth.” 💥 “We’re entering a forced migration to blockchain.” 💥 “Digital identity for 8 billion people is not optional. Blockchain + ZK is the only solution.” This is the macro playbook for what comes next. links below👇

👉PRO analysis: 51insights.xyz/p/hester-peirc… 📺Youtube: youtu.be/l8ueVwbD6fU 🔺 Subscribe & join 100,000+ execs getting the digital asset signals that matter: join.fiftyone.xyz

🚨 Yesterday the SEC published its token taxonomy. Possibly the single most important crypto legislation. 16 crypto assets officially classified as digital commodities. Not securities. The decade-long jurisdictional war between the SEC and CFTC? Over. We recorded this conversation with Commissioner Hester Peirce before the announcement. She told us exactly where this was heading: "Part of what has gotten us going down the wrong road is that sometimes we make too much of the crypto label." Her prediction: five years from now, most stocks and bonds sit on blockchain rails and nobody thinks twice about it. The "crypto" distinction disappears entirely. Timestamps: 00:00 Introduction to Hester Purse and Her Journey 01:50 Balancing Regulation and Freedom in Finance 04:35 Understanding Project Crypto and Its Goals 06:54 The SEC's Token Taxonomy Submission 08:47 Progress and Challenges in Crypto Regulation 10:48 The Shift in SEC's Stance on Crypto 12:14 Legislative Developments: Genius Act and Clarity Act 15:49 Political Influence on Crypto Regulation 18:52 Surveillance and Privacy in the Financial System 22:11 Meme Coins: Risks and Opportunities 26:44 Stablecoin Haircuts and Regulatory Guidance 28:22 Project Crypto's Institutional Credibility 30:38 The Impact of Stablecoins on U.S. Treasuries 31:21 NFTs and DeFi: Future Innovations 34:26 Learning from Past Regulatory Mistakes 35:55 Hester's Goals Before Her Term Ends 37:19 Innovation Exemption and Market Dynamics 38:27 Looking Forward: The Future of Crypto Regulation 42:15 Final Thoughts for Innovators in Crypto links below 👇

SEC Just Sent Crypto Rules to the White House 🚨 Taxonomy Explained by Hester Peirce!

The SEC Just Drew the Line on Crypto 👀 "Many Crypto Assets Are NOT Securities!"

42+ million lifetime views. These voices have been behind some of the most influential conversations in Web3. We bet you know them. Asking the hard questions, breaking down complex ideas, and interviewing the founders building this industry week after week. This year, the Podcast Power House steps into the Proof of Talk Media Room. @amandacassatt built @serotonin_hq into one of Web3's most respected strategy firms. Now she hosts Endgame, where culture, marketing, and Web3 collide. @andyyy hosts @therollupco. One of the most recognized podcasts dedicated to @ethereum and the builders pushing the technology forward. ~4M views since 2020. Kevin Follonier @KevinWSHPod leads When Shift Happens. 160+ episodes. 500K-1M views. Kevin has sat across from the founders of Ethereum and @0xPolygon, the CEOs of @Bitwise and @JupiterExchange, unpacking the technological and economic shifts shaping crypto's future. Marc Baumann @marcb_xyz runs 51 Insights @fiftyonexyz. 200-500K views. Featuring conversations with entrepreneurs, investors, and operators building the next generation of Web3 companies. Michaël van de Poppe @CryptoMichNL hosts @new_era_finance, speaking with voices navigating digital asset evolution. 25-35M lifetime views across 500+ videos. Market insights and macro analysis that move the conversation. Your best chance to be in the spotlight of the most respected podcast houses in the space. Be there. bit.ly/3Pj1dEU

One weekly newsletter. Thousands of hours of research condensed into what moves next. The trusted source for digital assets conversations. @marcb_xyz has been tracking institutional moves in digital assets since 2016. While the industry was still arguing about whether Bitcoin was real, he was building @BitcoinSuisseAG into a recognized brand and publishing the first deep research on corporate blockchain initiatives. That early instinct became a business. FiftyOne Ventures. Then @fiftyonexyz, publishing research that consistently ranks in the top 1% of industry quality. Today he also serves as Chief Growth Officer at @dfnsHQ, the wallet and custody infrastructure powering digital asset operations for banks and enterprises. From that position he sees what institutions are doing before they say it publicly. 51 Insights is where he turns that into something his audience can act on. @ethereumJoseph on AI, @ethereum, and the end of centralized trust. @mblaugrund, former @NYSE COO, on putting equities onchain and 24/7 tokenized trading. @SECGov Commissioner @HesterPeirce on regulatory clarity. Fidelity's onchain moves. @Meta's stablecoin plays with @stripe. 35,000 senior decision-makers read it every week because it saves them 10 hours or delivers one insight worth a hundred times the subscription. This June, @marcb_xyz brings his research, expertise and conversation with high-level leaders to the Louvre Palace. You've read the insights in your inbox. This is where you hear them in person. See you there → bit.ly/3Pj1dEU

$1.1B. @Stripe paid that to enter stablecoins. $100M. @MoonPay paid that to own the rails. The second deal might matter more. We spoke with Iron CEO @maxwallenberg before the acquisition. His thesis was simple: "What always breaks is fiat connectivity." In March 2025, @MoonPay bought Iron to fix exactly that. Iron's infrastructure: → APIs between fiat and stablecoins → Virtual accounts with auto-minting to local stablecoins → Cross-border payouts via SEPA, PIX, and more → Custom stablecoin issuance via M0 Now add MoonPay's existing position: → 35M+ consumers across wallets and platforms → NY BitLicense, Trust Charter, MiCA licensing → $175M Helio acquisition (B2B payments) Distribution, compliance, issuance, fiat rails, full stack. MoonPay CEO Ivan Soto-Wright called it "our Braintree moment." That's exactly right. PayPal's 2013 Braintree deal didn't add a payment processor. It built the plumbing that powered the next decade of digital payments. If you're running payments or treasury ops: the M&A window is open. Your competitors are buying the rails. Full story here for our @fiftyonexyz readers: 51insights.xyz/p/moonpay-iron… @KeithGrossman

We met this team for the first time 4 years ago in Paris, just before they launched the 1st edition. This is @proofoftalk 💥 And they've built it into one of the top digital asset conferences of the year. Excited that @fiftyonexyz is an official research partner of this years Proof of Talk. 2 & 3 of June, Louvre Palace. Attend it in person or hear it from the news. We'll see us there. bit.ly/3Pj1dEU

You've listened to their podcasts on your commute. You've read their bylines at midnight. Now imagine being in the same room. (MUST READ) @btschiller served as Managing Editor at CoinDesk through the most defining years this industry has ever seen. @christinenews is a Pulitzer Prize winner from Bloomberg, Reuters, and ProPublica. @EleanorTerrett from Crypto in America doesn't just follow the story. She breaks it, especially when it matters in Washington. @fintechfrank now sits at GSR at the intersection of media and markets. Nobody understands both sides of the table like Frank. @DelRayMan spent years at Forbes putting the most powerful people in crypto on the record. If it mattered, Michael wrote it down. @pete_rizzo_ is the Bitcoin Historian. Nobody has documented this industry's origins and battles with more depth or integrity. Together they carry 15+ years of digital asset history. And then our Podcast PowerHouse heard by more than 42 Million globally. @amandacassatt from Endgame helped build it. One of the clearest strategic minds on where Web3 is actually going versus where people think it's going. @andyyy from @therollupco has been breaking down the most complex corners of Web3 into the trends that actually matter. @KevinWSHPod from When Shift Happens Podcast has made a career out of finding the moments right before everything changes. @marcb_xyz from 51 Insights cuts through the noise with the kind of precision that makes you reconsider everything you thought you knew about digital assets. @CryptoMichNL from New Era Finance needs no introduction. Millions trust his market read. Now you'll hear it live and unfiltered. 2 & 3 of June, Louvre Palace. Attend it in person or hear it from the news. bit.ly/3Pj1dEU

NYSE & Nasdaq Are Coming For Crypto (This Changes Everything) 👀

Florida Becomes First U.S. State To Pass a Stablecoin Regulatory Bill! 🚨

Euro-Stablecoin 2026: ECB Says ENOUGH to Dollar Dominance!

Tokenized Treasuries, Equities & Beyond! 👀

Major Yield Curve Shift Is Coming This Year?! 🤔👀

Why Bonds Fall When Liquidity Is High — Explained Simply!

US Debt Default? Not a Chance — Here's the Truth! 👀

Stablecoins Will Extend the Dollar's Reach Across the Entire World! 🚀

Gold and Bitcoin: Positively Correlated Long Term, Opposites Short Term!

Crypto Won't Recover Until 2027?! 🤔 Here's the Data Behind It!

Bitcoin Is the Best Liquidity Barometer on the Planet — And It's Signaling Danger! 👀