Weekly Roundup 05/30/26 (DeFi’s worst ever month, PTJ on Bitcoin, quantum canaries) (EP.718)
Matt and Nic are back for another week of news and deals. In this episode: DeFi had its worth month of hacks ever How are people falling for the fake Zoom link hack The KelpDAO Aave bailout is happening Is Bitcoin’s security degrading because miners are pivoting to AI? Litecoin suffers a 51% attack Is […]
Pluto (Harbor) on the fate of DeFi after KelpDAO (EP.717)
Pluto is a veteran of DeFi and cross chain systems, with prior stints at Thorchain and Airswap, now building Harbor, a native asset DEX. In this episode, we talk about the KelpDAO exploit and how DeFi can regain people’s trust. Nic sits down with him to discuss: What exactly happened with the KelpDAO/ Aave hack? […]
Weekly Roundup 04/24/26 (Finding Satoshi, KelpDAO retrospective, Insider weather betting, Coinbase’s Quantum report) (EP.716)
Matt and Nic are back for another week of news and deals: The Finding Satoshi documentary has a new guess Was it Hal or Len? Could Satoshi have been a team? Why Stylometry might not reveal Satoshi Why the cypherpunks were interested in resurrection What happened with KelpDAO? Is DeFi cooked? Is Arbitrum decentralized? The […]
Brandon Arvanaghi (Meow) on Banking AI Agents (EP.715)
Brandon Arvanaghi, the co-founder and CEO of Meow, joins the show. In this episode we discuss: The rise of agentic payments and the convergence of LLMs and financial services. Meow’s approach to banking the agentic economy. How financial services firms and banks will need to evolve in order to service AI agents. Meow’s product roadmap. […]
Weekly Roundup 04/17/26 (BIP361 proposal, SEC’s DeFi frontend policy, CSW’s Bitcoin movie) (EP.714)
Matt and Nic are back for more news and deals: Jameson Lopp’s BIP361 gets an official BIP number What about an official salvage process for the quantum-vulnerable Satoshi coins What about recycling Satoshi’s bitcoins into long-term tail emissions Why the Satoshi freeze war will be unlike the Blocksize war Kraken confidential files for an IPO […]
Weekly Roundup 04/10/26 (New Satoshi candidates, Mythos’ 0-days, CZ’s memoir) (EP.713)
Matt and Nic are back with another week of news and deals. In this episode: The New York Times thinks Adam Back is Satoshi The problems with the NYT’s analysis The case for Len Sassaman The case for Satoshi not being alive Could Satoshi be a group? Why Satoshi might be discovered this year Morgan […]
Connor Dougherty (Valinor) on the Evolution of Private Credit (EP.712)
Connor Dougherty, Co-Founder and CEO of Valinor Digital, joins the show. In this episode: Connor’s background working at a large private credit shop Pioneering a new category of Open Credit and how it expands the TAM for private credit Explosion of stablecoin demand enabling new borrowing types Structuring deals to align with traditional private capital […]
Weekly Roundup 04/03/26 (Two big quantum papers, Drift protocol hack, Maritime Salvage law) (EP.711)
Matt and Nic are back for another week of news and deals. In this episode: The significance of the new Google and Oratomic papers on quantum computing and ECC256 Why short range attacks are now part of the threat model Is Nic conflicted out from discussing quantum? What will be the fate of the Satoshi […]
Weekly Roundup 03/27/26 (Google’s Quantum Deadline, Circle’s selloff, DATs are selling) (EP.710)
Matt and Nic are back for another week of news and deals. In this episode: Circle stock sells off big on a CLARITY yield update compromise Tether is doing their first big 4 financial audit Who is the CLARITY Act Yield “compromise” good for? Why Circle might benefit from closing the yield loophole Is no […]
Weekly Roundup 03/20/26 (Vanity Fair fiasco, SEC token taxonomy, tokenized deposits) (EP.709)
Matt and Nic are back for another week of news and deals. In this episode: What happened with the disastrous Vanity Fair photoshoot Kraken postpones their IPO The SEC releases long-awaited guidance distinguishing securities from commodities A compromise may be developing over stablecoin yield The SEC drops their case against Nader Al-Naji Phantom gets a […]