On The Brink with Castle Island

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

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

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

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

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:
Settlement Manipulation in Prediction Markets