Oct 9, 2026
Matt and Nic are back with more deals and news. In this episode:
- Is it appropriate to have AI manage your fantasy league?
- Quant firms are hiring “quals”
- Justin Drake scares everyone in crypto
- Did AI destroy math?
- Why a classical ECDSA break would be worse than a quantum one
- Why we lean forward hash-based...
Oct 5, 2026
Esther Wong, founder and CEO of Cashi joins the show. Cashi is a stablecoin spending app and cashback card with a global footprint. In this episode we discuss:
- Customer personas and use cases for stablecoin payments
- The future of tokenized equities on chain
- The landscape of layer one and two blockchains and how these...
Oct 2, 2026
Matt and Nic are back with another week of news and deals. In this episode:
- Are OpenAI and Anthropic reenacting the Fat Protocol Hypothesis
- Will AI agents cause bank runs optimizing bank balances for yield?
- If the AI complex bursts does it take down VC?
- Our tribute to Hester Peirce as she retires from the SEC
- The SEC...
Sep 25, 2026
Matt and Nic are back with another week of news and deals. In this episode:
- How loud are America’s largest data centers?
- What’s wrong with XAI’s data center in Mississippi?
- The Trump admin is reportedly trying to promote dollar stablecoins
- Binance invests in Circle
- We pick up the pieces after Clarity
- Fairshake...
Sep 18, 2026
Matt and Nic are back for another week of news and deals. In this episode:
- How is SBF like Dario?
- The EAs are at it again
- Do we need new regulation to Pace the Frontier?
- Can Anthropic be regulated like a bank?
- Are baseball cards back?
- Clarity fails at the final hurdle
- Why did Clarity fail?
- Stablecoin yield is still...