Episode 686
Weekly Roundup 11/21/25 (Quantum FUD, DAT hangover, stablecoin duration risk) (EP.686)
On The Brink with Castle Island · Castle Island Ventures
November 21, 202538m 41s
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Show Notes
Matt and Nic are back for another week of news and deals. In this episode:
- Is Quantum FUD causing Bitcoin to sell off?
- Ray Dalio is worry about Quantum
- Scott Aaronson is worried about quantum computing
- Vitalik is worried about quantum
- Quantum upgrade scenarios
- Are we still suffering from the flash crash?
- The DATs are selling
- DAT spot arbitrage
- Will the US government end up with the Satoshi coins
- Should the government bail out AI?
- Will NFTs come back?
- IBIT is Harvard's largest 13F position
- David Frum on stablecoins
- Will stablecoins require a bailout?