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 researchers proposed SHRINCS, a PQ signature scheme for Bitcoin How much should depositors care about bank credit risk? Kalshi hosts […]
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 about data centers The SEC proposes Reg Crypto governing token issuance The CFTC convenes a crypto roundtable in […]
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 datacenters being built with Flock? Culturally scarce goods and dinosaurs are rallying The SEC starts to […]
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 self custody over? MSTR sells more Bitcoin An FBI agent steals $1m in crypto NY […]
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 Leo have a second act? Why has AI been selling off? Over 1000 BTC stored in Coldcard […]
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 risk Galaxy announces their Quantum Readiness Initiative Clarity is beleaguered in Washington Polymarket and Kalshi keep feuding The […]
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 teleprompter operator has been trading on what Trump is going to say in his speeches Why do people […]
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!