Episode 704
Weekly Roundup 02/27/26 (Insider Predicting, OCC implements GENIUS, ZachXTB fingers Axiom, Jane St vs Terra) (EP.704)
On The Brink with Castle Island · Castle Island Ventures
February 27, 202634m 28s
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Show Notes
Matt and Nic are back with another week of news and deals. In this episode:
- Kalshi has detected and banned two accounts for insider trading
- Is Polymarket going to have to add KYC?
- Is there a tradeoff between informational efficiency and market fairness
- The OCC de facto bans stablecoin yield in its rulemaking around GENIUS
- Meta is considering partnering with a stablecoin issuer
- Stripe is bullish in their annual report
- ZachXBT determines that Axiom employees have been abusing the platform
- Terraform labs accuses Jane Street of insider trading
- WSJ reports that Binance overlooked Iranian sanctions violations
- Justin Drake unveils a post-quantum roadmap for Ethereum
- Matt Corallo says Nic is wrong about Bitcoin and quantum
Content mentioned:
- Larry Cermak: How Crypto Actually Works: The Missing Manual