On The Brink with Castle Island
- Épisodes
- 757
- Parution
- hebdomadaire
- Dernier épisode
- 13 Nov 2026
À propos du podcast
Hosts Matt Walsh and Nic Carter of Castle Island Ventures explore news and deals in the public blockchain space and talk to some of the leading experts in the industry. Learn more and stay up to date at CastleIsland.vc and follow on twitter @CastleIslandVC
Épisodes 757
Weekly Roundup 11/13/26 (Jensen exits NVIDIA, 21 banks back Project Faro stablecoin, Warren prepares her agenda, MEXC sanctions violations, Vitalik on ETH SoV) (EP.749)
Matt and Nic are back with another week of news and deals. In this episode: Jensen Huang exits NVIDIA Did China hawks force Huang out? 21 banks commit $270m to Project Faro Warren prepares her Senate Banking …
Notes de l’épisode
Matt and Nic are back with another week of news and deals. In this episode:
Jensen Huang exits NVIDIA
Did China hawks force Huang out?
21 banks commit $270m to Project Faro
Warren prepares her Senate Banking agenda
NYSE picks Avalanche for its planned tokenized stock venue
ICE's initiatives with OKX and Trade.xyz
MSCI drops Strategy and Metaplanet
Kalshi ends Donald Trump Jr.'s advisory contract
Plume's Kimber Digital Securities registers as a broker-dealer
BNY adds institutional staking through Figment
Visa adds Monad to stablecoin settlement
This week's raises and Securitize's agreement to acquire River One
Hyperliquid's data-priority auctions and Wintermute's edge
- Vitalik edges Ethereum back towards a SoV narrative
Content mentioned in this episode:
Weekly Roundup 11/06/26 (Binance hacked for $6.3bn, Sherrod Brown returns, Blue Wave dents AI buildout) (EP.748)
Matt and Nic are back with another week of news and deals. In this episode: North Korean hackers pull off the largest crypto theft on record at Binance Democrats sweep the midterms and promise to slow the AI …
Notes de l’épisode
Matt and Nic are back with another week of news and deals. In this episode:
North Korean hackers pull off the largest crypto theft on record at Binance
- Democrats sweep the midterms and promise to slow the AI buildout
How a fake job interview and a compromised internal AI tool led to the breach
What role did EIP-7702 play in the hack?
Stablecoin issuers freeze billions as the attackers race to swap into ETH
Is Binance's SAFU fund enough?
North Korea denies responsibility
Mercado Bitcoin and Crédit Mutuel Arkéa also suffer attacks
Sherrod Brown returns despite crypto's spending against him
What did Fairshake get for its midterm spending?
The CFTC opens the door to stock perps and immediately gets sued
Monad introduces private settlement domains for institutions
SEC staff gives Canton Coin a no-action letter
Anchorage seeks CFTC swap dealer registration for crypto options
- Our latest thinking on Bitcoin's post-quantum prospects
Content mentioned in this episode:
Weekly Roundup 10/30/26 (Prediction market election hiccups, Hyperliquid onshoring, pubcos push back at tokenization, agents are using stables) (EP.747)
Editor's note: this episode was recorded before the Binance hack. Matt and Nic are back with another week of news. In this episode: Prediction markets keep screwing up around major elections Quantum firm Alice …
Notes de l’épisode
Editor's note: this episode was recorded before the Binance hack.
Matt and Nic are back with another week of news. In this episode:
- Prediction markets keep screwing up around major elections
- Quantum firm Alice and Bob devise a new lower estimate for an ECDLP break
- Google enters institutional crypto custody with Google MPC
- ICE and Trade.xyz plan to bring Hyperliquid perps to the US, pending CFTC approval
- DTCC's tokenization service goes live on Canton and its private Besu chain
- Who is using Instinct?
- Who's behind the anonymous WSJ ad warning companies against tokenized stocks?
- Should public companies be able to opt out of tokenized trading?
- Canton Strategic Holdings plans to tokenize its own shares
- Bitcoin Core discloses three bugs found by an AI security scan
- Does AI make yearlong vulnerability disclosure embargoes obsolete?
- Category Labs unveils Quantum Cadence, a post-quantum consensus protocol
- Can fast blockchains accommodate quantum-safe signatures?
- Strategy shareholders approve daily dividends on its perpetual preferred stocks
- Datavault AI says it can't withdraw its Bitcoin from Biconomy
- Y Combinator's latest crypto request for startups
- Why do Kalshi and Polymarket disagree on the midterms?
Content mentioned in this episode:
Category Labs, Quantum Cadence
Y Combinator, Crypto Request for Startups
Coin Metrics, 50 Shades of Gray: Explore Pricing
Weekly Roundup 10/23/26 (Gold alchemy, rogue financial AI agents, GENIUS implements stablecoin yield) (EP.746)
Matt and Nic are back with another week of news. In this episode: Marathon Fusion says it has turned mercury into stable gold What would commercially viable alchemy mean for Bitcoin's scarcity argument? AI …
Notes de l’épisode
Matt and Nic are back with another week of news. In this episode:
Marathon Fusion says it has turned mercury into stable gold
What would commercially viable alchemy mean for Bitcoin's scarcity argument?
AI tools uncover a major vulnerability in PHP
A certificate authority's private keys turn out to be trivially guessable
Railway warns developers to revoke their secrets after a cyberattack
Banks are finding third-party AI agents inside customer accounts
Who's responsible when your AI agent acts without instructions?
The OCC finalizes its GENIUS Act rules
Stablecoin issuers can't pay yield directly, but where does that leave third-party rewards?
a16z reportedly plans to drop "crypto" from its flagship fund's name
Ali Yahya is leaving to start a company
Microsoft, Alphabet, and Goldman Sachs object to tokenized versions of their shares
Should public companies have a veto over tokenizing their stock?
Polymarket faces growing pains as Kalshi gains ground
Are perpetual preferred shares a new source of Bitcoin demand?
Can compute derivatives give investors a way to short the AI boom?
Content mentioned in this episode:
Marathon Fusion, Alchemy
Fidelity Digital Assets, Perpetual Preferred Stock: The Newest Demand Catalyst in Bitcoin
Bitwise, Q4 2026 Staking Report
Wired, The DEA's Premier Crypto Detective: Clues Led Straight to Her Own Family
Bloomberg, Polymarket Investors Push CEO Coplan for Change as Kalshi Gains Ground
The Wall Street Journal, Want to Short the AI Boom? She Wants to Give You a Way to Bet on Compute Prices
Weekly Roundup 10/16/26 (OCC debanking report, Google's quantum advance, Ledger spy chips, Richard Heart apprehended) (EP.745)
Matt and Nic are back with another week of news and deals. In this episode: The OCC publishes its debanking findings on America's largest banks Will the banks' fixes satisfy regulators? Google makes another …
Notes de l’épisode
Matt and Nic are back with another week of news and deals. In this episode:
The OCC publishes its debanking findings on America's largest banks
Will the banks' fixes satisfy regulators?
Google makes another advance in quantum error correction
Coinbase lays out its requirements for Bitcoin's post-quantum migration
Can Bitcoin's quantum transition accommodate institutional MPC wallets?
OpenAI is reportedly in talks to buy Trail of Bits
Patrick Witt leaves the White House — where does that leave Clarity?
DWF Labs subsidiaries sue BitGo for $141m over allegedly premature token sales
Spy chips in reseller-supplied Ledger devices steal recovery phrases
Ledger announces an Android device with Solana Mobile
Cboe gets approval for binary options on public company metrics
The CFTC draws the line between prediction markets and sportsbooks
Richard Heart is reportedly detained in Istanbul
- What's NYC Mayer Zohran Mamdani doing with a quantum computer?
Content mentioned in this episode:
Weekly Roundup 10/09/26 (Going Bunker Mode, classical ECC breaks, AI's math discoveries) (EP.744)
Matt and Nic are back with more deals and news. In this episode: Is it appropriate to have AI manage your fantasy league? Quant firms are hiring "quals" Justin Drake scares everyone in crypto Did AI destroy …
Notes de l’épisode
Matt and Nic are back with more deals and news. In this episode:
- Is it appropriate to have AI manage your fantasy league?
- Quant firms are hiring "quals"
- Justin Drake scares everyone in crypto
- Did AI destroy math?
- Why a classical ECDSA break would be worse than a quantum one
- Why we lean forward hash-based signatures for post-quantum
- Why rotating your address doesn't help now
- Is Bitcoin the "least of our concerns" if ECC breaks?
- Nic makes a new scientific discovery with Astra
- The NFL thinks that gambling should be state regulated
- What's driving interest in Pokemon cards?
Content mentioned in our episode:
- Coin Metrics, The Death and Life of the Average Memecoin
Esther Wong (Cashi) on Making Stablecoins Spendable (EP.743)
Esther Wong, founder and CEO of Cashi joins the show. Cashi is a stablecoin spending app and cashback card with a global footprint. In this episode we discuss: Customer personas and use cases for stablecoin …
Notes de l’épisode
Esther Wong, founder and CEO of Cashi joins the show. Cashi is a stablecoin spending app and cashback card with a global footprint. In this episode we discuss:
- Customer personas and use cases for stablecoin payments
- The future of tokenized equities on chain
- The landscape of layer one and two blockchains and how these platforms converge with global stablecoin applications
- Cashi's roadmap and plans for the coming year
To learn more about Cashi, visit their website and follow Esther Wong on X.
Weekly Roundup 10/02/26 (Fat Model Hypothesis, Agentic bank runs, Hester Peirce retires from the SEC, ETH 2030) (EP.742)
Matt and Nic are back with another week of news and deals. In this episode: Are OpenAI and Anthropic reenacting the Fat Protocol Hypothesis Will AI agents cause bank runs optimizing bank balances for yield? If …
Notes de l’épisode
Matt and Nic are back with another week of news and deals. In this episode:
- Are OpenAI and Anthropic reenacting the Fat Protocol Hypothesis
- Will AI agents cause bank runs optimizing bank balances for yield?
- If the AI complex bursts does it take down VC?
- Our tribute to Hester Peirce as she retires from the SEC
- The SEC and CFTC publish crypto FAQs
- Vitalik lays out his vision for Ethereum in 2030
- Quantum progress is accelerating
- Illinois delays their crypto transaction tax
- Is San Francisco better than it was?
Weekly Roundup 09/25/26 (Post Clarity rulemaking, Sherrod Brown is back, RIP BitMEX, Coldcard white hats, is EA a cult?) (EP.741)
Matt and Nic are back with another week of news and deals. In this episode: How loud are America's largest data centers? What's wrong with XAI's data center in Mississippi? The Trump admin is reportedly trying …
Notes de l’épisode
Matt and Nic are back with another week of news and deals. In this episode:
- How loud are America's largest data centers?
- What's wrong with XAI's data center in Mississippi?
- The Trump admin is reportedly trying to promote dollar stablecoins
- Binance invests in Circle
- We pick up the pieces after Clarity
- Fairshake plans to spend $30m opposing Sherrod Brown in Ohio
- How AI anxiety helps the Democrats
- Sherrod Brown is back to haunt crypto
- Coinbase is listing IPOs now
- Are prediction markets out of step with the original vision?
- BitMEX finally closes its doors
- 52 BTC were saved from the Coldcard hack by white hats
- Is Anthropic privatizing the frontier?
- A White House memo says effective altruism is a cult
Content mentioned in this episode:
- Nic on Substack, How Noisy are America's Largest Data Centers?
Weekly Roundup 09/18/26 (Clarity fails to advance, Caroline Ellison's new job, AI leaking MNPI, Poland's oil snafu) (EP.740)
Matt and Nic are back for another week of news and deals. In this episode: How is SBF like Dario? The EAs are at it again Do we need new regulation to Pace the Frontier? Can Anthropic be regulated like a bank? …
Notes de l’épisode
Matt and Nic are back for another week of news and deals. In this episode:
- How is SBF like Dario?
- The EAs are at it again
- Do we need new regulation to Pace the Frontier?
- Can Anthropic be regulated like a bank?
- Are baseball cards back?
- Clarity fails at the final hurdle
- Why did Clarity fail?
- Stablecoin yield is still in effect
- The SEC and CFTC are engaging in rulemaking
- Circle launches Arc, their new L1
- Robinhood employees get caught insider trading on Hyperliquid
- Caroline Ellison is back and working for a former FTX portco
- Can AI models leak MNPI?
- A Polish oil company tried to buy sanctioned oil from Venezuela with USDT
- The DOE launches a $250m Quantum computing competition
Weekly Roundup 09/11/26 (Liquid hack, AI x-risk, Silvergate revisited, can AI leak MNPI?) (EP.739)
Matt and Nic are back for more deals and news. In this episode: We bring back his the theme music Anthropic employees think there's a 10% chance AI destroys humanity Was Jacob Coxon astroturfed or real? Are …
Notes de l’épisode
Matt and Nic are back for more deals and news. In this episode:
- We bring back his the theme music
- Anthropic employees think there's a 10% chance AI destroys humanity
- Was Jacob Coxon astroturfed or real?
- Are Anthropic employees being sincere or cynical?
- Blockstream's Liquid sidechain is hacked
- What does the Liquid hack mean for privacy coins?
- Hunter Biden launches the $LAPTOP memecoin
- IONQ says they will be able to crack ECC in two years
- Ex Silvergate CEO Alan Lane speaks out
- OpenAI offers a solution to the Navier-Stokes problem
- Can insider information leak through AI models?
- Why AI doom is like Pascal's mugging
Content mentioned:
Weekly Roundup 09/04/26 (HuggingFace hack breaks containment, Hyperliquid onshoring, RSA260 factored, is the stablecoin sandwich cheaper?) (EP.738)
Matt and Nic are back for another week of news and deals. In this episode: We determine the winner of the bad boys theme song competition Dwarkesh ignites controversy with his OpenAI hack recap What actually …
Notes de l’épisode
Matt and Nic are back for another week of news and deals. In this episode:
- We determine the winner of the bad boys theme song competition
- Dwarkesh ignites controversy with his OpenAI hack recap
- What actually happened with OpenAI and Huggingface?
- Gwern's and Matt Huang's short story competition
- Will AI make us dumb?
- 200m Americans KYC data has been hacked
- Prediction markets lawsuit heading to SCOTUS?
- Robinhood Chain is taking off
- Strategy is buying Bitcoin again
- Should Members of Congress be paid more?
- Cronos suffers a defi hack
- Revolut gets a bank charter
- Is the stablecoin sandwich cheaper for cross border?
- RSA260 factored - panic?
Content mentioned in the episode:
Guy Young (Ethena) on Digital Financial Markets (EP.737)
Wyatt sits down with Guy Young, founder of Ethena, for Guy's third appearance on the pod. In this episode: What has driven Ethena's success and durability? Where is there demand for other yield assets? Where is …
Notes de l’épisode
Wyatt sits down with Guy Young, founder of Ethena, for Guy's third appearance on the pod. In this episode:
- What has driven Ethena's success and durability?
- Where is there demand for other yield assets?
- Where is capital coming from?
- Is full onchain portfolio construction possible today?
- Why tokenize financial products at all?
- Who are the eventual winners?
- How is Ethena positioning to an evolving onchain yield landscape?
Weekly Roundup 08/28/26 (BankChain alliance, Goat grazing hedges, SHRINCS, is maximalism over?) (EP.736)
Matt and Nic return for another week of deals and news. In this episode: Matt and Nic consider candidates for the new bad boys intro music 39 state banking associations form the BankChain alliance Blockstream …
Notes de l’épisode
Matt and Nic return for another week of deals and news. In this episode:
- Matt and Nic consider candidates for the new bad boys intro music
- 39 state banking associations form the BankChain alliance
- Blockstream researchers proposed SHRINCS, a PQ signature scheme for Bitcoin
- How much should depositors care about bank credit risk?
- Kalshi hosts a prediction market on goat grazing regulation
- Are trading bot agents getting good?
- Blockstream proposes SHRINCS for Bitcoin
- Zcash hits an 8-year high
- Treasury designates anyone helping Iran's crypto sector
- AI watermarking
Bad boys theme song submissions:
Content mentioned:
Weekly Roundup 08/21/26 (SALT Wyoming, SEC's Reg Crypto, Tether's big 4 audit, Crypto Privateers) (EP.735)
Matt and Nic return for another week of news and deals. In this episode: The boys review SALT Wyoming in Jackson Hole Why did Stripe buy Openrouter? Stripe says we have entered the Singularity People are upset …
Notes de l’épisode
Matt and Nic return for another week of news and deals. In this episode:
- The boys review SALT Wyoming in Jackson Hole
- Why did Stripe buy Openrouter?
- Stripe says we have entered the Singularity
- People are upset about data centers
- The SEC proposes Reg Crypto governing token issuance
- The CFTC convenes a crypto roundtable in Washington
- FASB proposes treating stablecoins as cash equivalent under GAAP
- World Liberty gets an OCC charter
- Trump should divest his WLF tokens to push Clarity through
- Saylor wriggles out of another jam
- Tether passes a big 4 audit
- The White House issues a "crypto privateer" memo
Weekly Roundup 08/14/26 (Anti-Datacenter sentiment, dinosaur fossil investing, SEC is DIYing Clarity) (EP.734)
Matt and Nic are back for another week of news and deals. In this episode: Who is the main character in AI? Why are people so mad about datacenters? Sherrod Brown is back and he's running against AI Are …
Notes de l’épisode
Matt and Nic are back for another week of news and deals. In this episode:
- Who is the main character in AI?
- Why are people so mad about datacenters?
- Sherrod Brown is back and he's running against AI
- Are datacenters being built with Flock?
- Culturally scarce goods and dinosaurs are rallying
- The SEC starts to fill the gap left by the Clarity Act
- FinCEN ends beneficial ownership reporting
- The CFTC charges a $400m Ponzi operator
- Are there successful Ponzi schemers?
- Is Bitcoin at risk from miners transitioning to AI?
- The collapse of the diamond market
Weekly Roundup 08/07/26 (Coldcard hack continues, Ethereum mulls an issuance tweak, ai16z winds down, Clarity deadline looms) (EP.733)
Matt and Nic are back with more news and deals. In this episode: Why the Coldcard hack is worse than some major exchange and DeFi hacks What the Coldcard hack told us about the need for open weight models Is …
Notes de l’épisode
Matt and Nic are back with more news and deals. In this episode:
- Why the Coldcard hack is worse than some major exchange and DeFi hacks
- What the Coldcard hack told us about the need for open weight models
- Is self custody over?
- MSTR sells more Bitcoin
- An FBI agent steals $1m in crypto
- NY state sues Kalshi
- Ethereum considers another change to issuance
- Ethereum needs to resist the urge to change monetary policy
- ai16z's Eliza winds down
- the merit of reading sci fi
- The cofounder of Sui leaves for Anthropic
- Will Anthropic keep the discoveries to themselves?
- The WSJ gets it wrong on Clarity
Weekly Roundup 07/31/26 (Situational Awareness collapse, Coldcard exploit, latest on CLARITY, Visions of Bitcoin 8 years on) (EP.732)
Matt and Nic are back for another week of news and deals. In this episode: What the novel Hyperion tells us about AI doom Situational Awareness liquidates most of its public book after a sharp AI selloff Will …
Notes de l’épisode
Matt and Nic are back for another week of news and deals. In this episode:
- What the novel Hyperion tells us about AI doom
- Situational Awareness liquidates most of its public book after a sharp AI selloff
- Will Leo have a second act?
- Why has AI been selling off?
- Over 1000 BTC stored in Coldcard wallets were stolen due to bad entropy
- Where does self-custody go from here?
- What happened with Coldcard?
- Political winds are shifting against crypto as midterms loom
- Strategy continues to strengthen its balance sheet with MSTR common sales
- An ice cream shop in CA is hedging the weather with Kalshi
- Circle buy's IBM's blockchain patent portfolio
- Visions of Bitcoin turns 8 this week
Content mentioned this episode:
- Nic and Hasu, Visions of Bitcoin
Weekly Roundup 07/24/26 (BTC Security Consortium, Genesis' Terra trade, DAT departures, Farewell to BitMEX, Network State drama) (EP.731)
Nic and Matt are back for another week of news and deals. In this episode: The Fat Model Thesis Are OAI and Anthropic in real trouble with Kimi? The Bitcoin Security Consortium is announced to tackle quantum …
Notes de l’épisode
Nic and Matt are back for another week of news and deals. In this episode:
- The Fat Model Thesis
- Are OAI and Anthropic in real trouble with Kimi?
- The Bitcoin Security Consortium is announced to tackle quantum risk
- Galaxy announces their Quantum Readiness Initiative
- Clarity is beleaguered in Washington
- Polymarket and Kalshi keep feuding
- The SEC settles with Coinbase over Gensler's lost text messages
- We uncover some new documents revealing that Genesis inadvertently kicked off the UST depeg
- Jack Mallers leaves the XXI Capital DAT
- Movement Labs declares bankruptcy
- BitMEX finally winds down their exchange
- Balaji's Network State is unceremoniously evicted from of Malaysia
- The SEC warns about crypto vaults
- Matt comes around on soccer
Weekly Roundup 07/17/26 (Teleprompter insider trading, the AI DeFi apocalypse fizzles, NY's datacenter ban) (EP.730)
Matt and Nic are back with the deals and news of the week. In this episode: Nic licks his World Cup wounds Do Bitcoin Treasury strategies make sense? Trying to make sense of Saylor's "bitcoin rating" Trump's …
Notes de l’épisode
Matt and Nic are back with the deals and news of the week. In this episode:
- Nic licks his World Cup wounds
- Do Bitcoin Treasury strategies make sense?
- Trying to make sense of Saylor's "bitcoin rating"
- Trump's teleprompter operator has been trading on what Trump is going to say in his speeches
- Why do people keep insider trading on prediction markets?
- Clarity Act odds are trickling down
- Strategy shores up their balance sheet
- Is the Bitcoin cycle finally turning?
- Stripe bids for Paypal
- The AI DeFi apocalypse didn't happen
- Kathy Hochul's AI datacenter moratorium
- Why is Anthropic running ads suggesting that they could cause extinction
- The DTC is using Canton for it's tokenized settlement pilot
- Brian Chesky's AI slop thread debacle
- Jesse Pollak leaves Base
- CBDCs are officially banned federally
Weekly Roundup 07/09/26 (BonkDAO exploit, Choke Point 2.0 extended to audit firms, Kraken v Mazars) (EP.729)
Matt and Nic are back with another week of news and deals. In this episode: Strategy sells $216m worth of BTC Where does Strategy go from here with STRC? Kalshi's case faces the ban of sports contracts in NY …
Notes de l’épisode
Matt and Nic are back with another week of news and deals. In this episode:
- Strategy sells $216m worth of BTC
- Where does Strategy go from here with STRC?
- Kalshi's case faces the ban of sports contracts in NY
- TeraWulf signs a massive lease with Anthropic
- BonkDAO's legal hack
- Vanguard hires a head of digital assets
- Kraken wins arbitration against Mazars for de-auditing them in 2022
- Vitalik lays out a new four year plan
- Polymarket's 5 minute BTC markets are being manipulated
Content mentioned:
Weekly Roundup 07/03/26 (OpenUSD announced, Binance leaves the EU, Strategy's new framework) (EP.728)
Matt and Nic are back with another week of news and deals. In this episode: Saylor releases Strategy's "Digital Credit Capital Framework" MSTR stabilizes for now though STRC is still discounted Is Saylor …
Notes de l’épisode
Matt and Nic are back with another week of news and deals. In this episode:
- Saylor releases Strategy's "Digital Credit Capital Framework"
- MSTR stabilizes for now though STRC is still discounted
- Is Saylor transitioning MSTR into a Bitcoin hedge fund?
- Is Strategy doing anything tricky with their mNAV calculation
- The OpenUSD consortium is announced
- Is the Tether and Circle duopoly broken?
- Can stablecoin consortiums work?
- What could cause OpenUSD to fail?
- Trump's 2025 diclosures include a lot of crypto
- Binance leaves the EU for now
- The K-pop DAT ends its digital asset ambitions
- Why the bottom might not be in
Weekly Roundup 06/26/26 (Quantum EOs, STRC's selloff, more MSTR) (EP.727)
Matt and Nic are back for another week of news and deals. In this episode: Our recording snafu STRC's depeg explained Saylor's path forward Why Strategy's issue is the converts Polymarket's questionable …
Notes de l’épisode
Matt and Nic are back for another week of news and deals. In this episode:
- Our recording snafu
- STRC's depeg explained
- Saylor's path forward
- Why Strategy's issue is the converts
- Polymarket's questionable marketing
- Trump's Quantum EOs
Weekly Roundup 06/19/26 (STRC under pressure, Illinois' crypto tax, Open weight AI vs the AI boom) (EP.726)
Matt and Nic are back for a week of news and deals. In this episode: The Tartan Army takes over Boston Europeans are shocked that American infrastructure works STRC falls into the low $80s STRC's liquidation …
Notes de l’épisode
Matt and Nic are back for a week of news and deals. In this episode:
- The Tartan Army takes over Boston
- Europeans are shocked that American infrastructure works
- STRC falls into the low $80s
- STRC's liquidation cascade mechanics
- What are Saylor's options now?
- Is the US right to put the brakes on Fable?
- Will open weight models puncture the AI boom?
- Are we living in a vulnerable world?
- Kristin Gillebrand's son raises $30m for a perps exchange
- Make sure your tokenized equity provider has the equity
- Why aren't publishers doing pay per content
Content mentioned:
- Nick Bostrom, The Vulnerable World Hypothesis
Weekly Roundup 06/12/26 (Strategy survives, Zcash Orchard bug, the thin model hypothesis) (EP.725)
Matt and Nic are back with a new week of news and deals. In this episode: Spanish soccer club Osasuna hedges their relegation on Kalshi Strategy shocks people by buying the dip Is Strategy sacrificing MSTR to …
Notes de l’épisode
Matt and Nic are back with a new week of news and deals. In this episode:
- Spanish soccer club Osasuna hedges their relegation on Kalshi
- Strategy shocks people by buying the dip
- Is Strategy sacrificing MSTR to save STRC?
- Saylor bolsters his cash position
- What factors are dragging on the BTC price?
- Zcash fixes a scary inflation bug
- SBF formally applies for a Presidential pardon
- The CFTC proposes banning a subset of prediction market contracts
- Polymarket thinks that Kalshi is spying on them
- European fans in America for the World Cup are discovering Buc-ees
- The DATs are struggling
- Hester Peirce gives her farewell address
- Japanese banks are launching a joint stablecoin
- Will there be offshore interest-bearing USD stablecoins?
- Anthropic drops Fable
- The thin model hypothesis
- What could pop the AI rally?
Omid Malekan (Columbia Business School) on Private Money, Financial Systems, and Crypto in Geopolitics (EP.724)
Wyatt sits down with Omid Malekan, a Professor at Columbia Business School, author of several books, and "Explainer-in-Chief" of blockchain technology. In this episode, Wyatt and Omid discuss: Why do …
Notes de l’épisode
Wyatt sits down with Omid Malekan, a Professor at Columbia Business School, author of several books, and "Explainer-in-Chief" of blockchain technology. In this episode, Wyatt and Omid discuss:
- Why do stablecoins carry a persisent sense of being "dangerous" or "ungovernable?
- Are stablecoins truly private money? How do we define private money?
- Who owns our current banking and payment systems?
- Why do banks vocally oppose stablecoins?
- Who will own and control digital money networks?
- Are blockchains the right medium for digital finance over the long term?
- Is digital trust a problem?
Weekly Roundup 06/05/26 (MSTR wobbles, Polymarket's MSTR market, Andrew Left convicted) (EP.723)
Matt and Nic are back for another week of news and deals. In this episode: FIFA's World Cup ticketing scandal Andrew Yang is now a crypto and telecoms entrepreneur Are Strategy's woes responsible for the …
Notes de l’épisode
Matt and Nic are back for another week of news and deals. In this episode:
- FIFA's World Cup ticketing scandal
- Andrew Yang is now a crypto and telecoms entrepreneur
- Are Strategy's woes responsible for the Bitcoin pullback?
- Will Saylor defend STRC or MSTR?
- What are Saylor's options here?
- Polymarket has another market resolution SNAFU
- How UMA could be used to exploit Polymarket
- BitMine considers a perpetual preferred security
- Google's quantum circuit is optimized by hobbyists
- Galaxy launches OTC trading for prediction markets
- Treasury sanctions Iran's largest digital asset exchanges
- Andrew Left of Citron research is convicted of securities fraud
Weekly Roundup 05/29/26 (Was debanking real, SoFiUSD, WSJ gets free banks wrong, trouble in ETHland) (EP.722)
Matt and Nic are back with another week of news and deals. In this episode: The CEO of Lead bank says debanking was made up Which aspects of debanking were real? The SEC scraps its 50-year-old gag rule The WSJ …
Notes de l’épisode
Matt and Nic are back with another week of news and deals. In this episode:
- The CEO of Lead bank says debanking was made up
- Which aspects of debanking were real?
- The SEC scraps its 50-year-old gag rule
- The WSJ gets free banking history wrong in their attack on stablecoins
- What does history tell us about decentralized monetary issuance
- Why stablecoins aren't vulnerable to the same issues as free banks
- SoFi launches SoFiUSD and mixes a stablecoin with a tokenized deposit
- Sentiment is bottoming in Ethereum
- David Hoffman sells his ETH
- Are stablecoins parasitic to L1s
- Can L1s accrue value sustainably?
- The DATs are troubled
- Is AGI here already?
- AI cost discipline
Content mentioned in this episode:
- Nic on Substack, Stablecoins are private money. There's nothing wrong with that
Weekly Roundup 05/22/26 (AI and power bills, SpaceX IPO, Prime Trust clawbacks, USG invests in quantum) (EP.721)
Matt and Nic are back with another week of news and deals. In this episode: Are AI datacenters better or worse for the environment than Bitcoin miners? AI is not responsible for your power bills Why AI could …
Notes de l’épisode
Matt and Nic are back with another week of news and deals. In this episode:
- Are AI datacenters better or worse for the environment than Bitcoin miners?
- AI is not responsible for your power bills
- Why AI could actually drive down residential power prices
- Is AI less popular than crypto ever was?
- The negative societal effects of tech companies staying private for longer
- We analyze the SpaceX S1
- OpenAI solved one of the Erdos problems
- The US government is taking equity stakes in quantum computers
- Jane Street is still dealing with the Terra fallout
- Prime Trust is trying to claw back assets from Swan
- The SEC has questions about tokenized equities
Content mentioned in this episode:
- Nic on Substack, AI is not hiking your electricity bill - yet
Weekly Roundup feat. Gus Coldebella 05/15/26 (Clarity advances, Circle's Arc token) (EP.720)
Matt and Nic are aback with another week of news and deals, today joined by Gus Coldebella to cover the CLARITY Act. In this episode: The Clarity Act advances resoundingly from committee Sen. Warren doesn't …
Notes de l’épisode
Matt and Nic are aback with another week of news and deals, today joined by Gus Coldebella to cover the CLARITY Act. In this episode:
- The Clarity Act advances resoundingly from committee
- Sen. Warren doesn't like the Clarity Act
- Will there be an ethics provision inserted into Clarity?
- The next fight in DC
- What's up with Nantucket real estate?
- Nantucket's ponzinomics
- Nantucket is the birthplace of venture capital
- Circle is issuing a token
- Cprkrn recovers 5 BTC with the help of Claude
Voici les 40 derniers épisodes sur 757. Les épisodes plus anciens se trouvent dans le flux du podcast.
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