Episode 663
Weekly Roundup 09/05/25 (Stripe's Tempo, NASDAQ tightens rules on DATs, WLF vs Sun) (EP.663)
On The Brink with Castle Island · Castle Island Ventures
September 5, 202534m 7s
Audio is streamed directly from the publisher (traffic.libsyn.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Matt and Nic are back for another week of news and deals. In this episode:
- We review the US Open
- The Clippers scandal
- Fantasy football and the efficient market hypothesis
- Tax treatment of sports betting on Poly versus sports betting apps
- Are prediction markets more efficient than bookies?
- Galaxy launches a tokenized version of their stock
- NASDAQ is adding supervision rules for DATs
- Is it over for the DATs?
- World Liberty Fi launches and gets into a fight with Justin Sun
- Gemini files to go public
- Stripe releases details around their Tempo L1
- Some academics have an explanation for why MSTR might trade at a persistent premium
Content mentioned in this episode:
- Nic on Substack, Situating Stablecoins in the Payments Landscape
- Valuing Microstrategy