Episode 651
Weekly Roundup 08/01/25 (SEC's Project Crypto, In-kind ETFs, White House report) (EP.651)
On The Brink with Castle Island · Castle Island Ventures
August 1, 202531m 12s
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Show Notes
Matt and Nic are back for another week of news and deals. In this episode:
- The White House publishes their highly awaited crypto report
- SEC Chair Paul Atkins makes a landmark speech
- Stablecoin-focused L1s
- DAT mNAV premia are converging to 1
- Figma IPO
- The SEC embraces tokenized securities, airdrops, token issuance, and DeFi
- In-kind create and redeem has been authorized for Bitcoin ETFs
- JPM deepens their partnership with Coinbase
- Roman Storm verdict is imminent
Further reading:
- Blockworks' DAT Dashboard
- Omid Malekan and Zach Pandl, Stablecoins and the Singleness of Money
- White House, Strengthening American Leadership in Digital Financial Technology
- Paul Atkins, American Leadership in the Digital Finance Revolution
- Nic Carter, The Last Word on Stablecoins and Free Banking