Weekly Roundup 02/13/26 (SBF wants a retrial, taking stock of Web3, Clarity deadlocked) (EP.701)
Matt and Nic are back with another week of news and deals. In this episode: Matt reflects on the Patriots season We review the Superbowl Ads Looking forward to the OpenAI wearable Is “something big happening” in AI? Does crypto accelerate the rise of malicious AI? Are all communications networks going to break down in […]
Bhavin Vaid (Birch Hill) on Better Markets for Tokenized Assets (EP.700)
Wyatt sits down with Bhavin, co-founder of Birch Hill to chat about the tokenized asset and DeFi market broadly. In this episode: Who is assessing whether cryptoassets are safe in DeFi today? Who is assessing risk and ensuring assets are solvent and not fraudulent? How have these standards been set and how are they evolving? […]
Weekly Roundup 02/06/26 (Bitcoin bloodbath, Digesting Epstein’s Emails, Ethereum rethinks L2s) (EP.699)
Matt and Nic are back with another week of news and deals. In this episode: Bitcoin grapples with the fallout of the Epstein Emails Did Jeffrey Epstein influence Bitcoin development? Is Bhutan selling their Bitcoin? Do Bitcoin devs care about quantum? Is Bitcoin Core under the influence with sophons Kyle Samani steps back from Multicoin […]
Weekly Roundup 01/30/26 (Fidelity’s FIDD, Gold rally, Worldcoin and AI bots, digital alibis) (EP. 698)
Matt and Nic are back with another week of news and deals. In this episode: Matt is heated about the Belichick HoF vote Fidelity launches a stablecoin FIDD on Ethereum Market structure passes Senate Ag Cmte The White House crypto council is being revived to find a compromise on stablecoin yield Fairshake has another war […]
Weekly Roundup 01/23/26 (CLARITY stalls, Iran’s USDT reserves, Is Web3 Social over?) (EP.697)
Nic and Matt are back for another week of news and deals. In this episode: There’s a big storm coming Matt’s playoff picks Farcaster sells to Neynar Is this the nail in the coffin for Web3Social? Where Farcaster went wrong BitGo goes public NYSE is building a tokenized security trading platform Are we looping back […]
Weekly Roundup 01/16/26 (CLARITY problems, InfoFi Dead, CA Wealth Tax, Kontigo) (EP.696)
Matt and Nic are back after a week off. In this episode: The Clarity market structure bill markup is delayed for now Coinbase backs out of supporting Clarity The bank lobby is trying to torpedo Clarity Kontigo is accused of ignoring sanctions X changes its API to block InfoFi California’s wealth tax has backfired already […]
Wyatt & Jake Lynch on Onchain Financial Markets (EP.695)
Wyatt, Henry, and Jake recently put out a report called “Total Value Lost”, exploring how best to assess the value of various DeFi markets – starting with lending markets. This episode is a continuation of that conversation, exploring what carries value in DeFi going forward, particularly on the back of a shaky market period. This […]
Weekly Roundup 01/02/26 (2026 predictions, wealth taxes, secret insolvencies) (EP.694)
Matt and Nic are back for the first OTB show of 2026. In this episode: Matt’s ice rink adventures The House issues a draft of the PARITY Act The trouble with wealth taxes DATs continue to bleed out We talk about Nic’s fiction story Predictions for 2026 Is there a secret exchange insolvency? What constitutes […]
2025 Highlights and 2026 Predictions with Blockchain Coinvestors (EP.693)
Matthew Le Merle and Mitch Mechigian of Blockchain Coinvestors join the show. In this episode we discuss: The top 5 themes of 2025 for the blockchain industry 2026 predictions and key themes to monitor To learn more about Blockchain Coinvestors visit fifthera.com/blockchain Check out this episode!
Weekly Roundup 12/19/25 (Quantum FUD, CLARITY markup, are forks obsolete?) (EP.692)
Matt and Nic are back for more deals and news. In this episode: Secret exchange insolvency rumors Caroline Ellison is free David Sacks says CLARITY is getting a markup The Fed rescinds their 2023 Novel Activities Supervision program Insolvent exchange prediction markets Visa’s stablecoin advisory business JPM launches a tokenized Treasury fund MONY Quantum FUD […]