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 TeraWulf signs a massive lease with Anthropic BonkDAO’s legal hack Vanguard hires a head of digital […]
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 transitioning MSTR into a Bitcoin hedge fund? Is Strategy doing anything tricky with their mNAV calculation The OpenUSD consortium is announced Is […]
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 marketing Trump’s Quantum EOs Check out this episode!
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 cascade mechanics What are Saylor’s options now? Is the US right to put the brakes on Fable? Will open […]
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 save STRC? Saylor bolsters his cash position What factors are dragging on the BTC price? Zcash fixes a […]
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 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 […]
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 Bitcoin pullback? Will Saylor defend STRC or MSTR? What are Saylor’s options here? Polymarket has another market resolution SNAFU How […]
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 gets free banking history wrong in their attack on stablecoins What does history tell us […]
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 actually drive down residential power prices Is AI less popular than crypto ever was? The negative societal […]
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 like the Clarity Act Will there be an ethics provision inserted into Clarity? The next fight in DC What’s up […]