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December 19, 2025 42 mins

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: 

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