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Matt and Nic are back for another week of news and deals. In this episode:
- AI bailed out the mining companies
- AI people deal with the same energy use claims
- We reflect on the life of Jane Goodall
- DoubleZero gets a no-action letter from the SEC
- Will Tether and Circle lose market share?
- Who could challenge the Big Two stablecoins?
- Do optimists always win?
- Some DATs are troubled
- Is Kalshi starting to take over?
- Stripe announces Open Issuance
- The US Government is shut down
Content mentioned:
- Nic on Substack, The Stablecoin Duopoly is Ending
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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
…
Wyatt sits down with Guy Young, founder of Ethena, for Guy's third appearance on the pod. In this episode:
What has driven Ethena's success and durability?
Where is there demand for other yield assets?
Where is capital coming from?
Is full onchain portfolio construction possible today?
Why t…
Matt and Nic are back for another week of news and deals. In this episode:
We determine the winner of the bad boys theme song competition
Dwarkesh ignites controversy with his OpenAI hack recap
What actually happened with OpenAI and Huggingface?
Gwern's and Matt Huang's short story competiti…
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…
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 dep…
سلب مسئولیت: پادکست و آثار هنری تعبیه شده در این صفحه متعلق به Castle Island Ventures است که متعلق به صاحب آن است و به Listen Notes، Inc وابسته یا تایید نشده است.
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