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Weekly Roundup 12/19/25 (Quantum FUD, CLARITY markup, are forks obsolete?) (EP.692)
Episode 692

Weekly Roundup 12/19/25 (Quantum FUD, CLARITY markup, are forks obsolete?) (EP.692)

On The Brink with Castle Island · Castle Island Ventures

December 19, 202542m 20s

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Show Notes

Matt and Nic are back for more deals and news. In this episode:

  • Secret exchange insolvency rumors
  • Caroline Ellison is free
  • David Sacks says CLARITY is getting a markup
  • The Fed rescinds their 2023 Novel Activities Supervision program
  • Insolvent exchange prediction markets
  • Visa's stablecoin advisory business
  • JPM launches a tokenized Treasury fund MONY
  • Quantum FUD
  • Why Quantum might be a surprise
  • Bitwise 2026 predictions
  • The four year cycle is over
  • Grabby aliens and the Dark Forest

Content mentioned in this episode: