Sep 11, 2026
Matt and Nic are back for more deals and news. In this episode:
- We bring back his the theme music
- Anthropic employees think there’s a 10% chance AI destroys humanity
- Was Jacob Coxon astroturfed or real?
- Are Anthropic employees being sincere or cynical?
- Blockstream’s Liquid sidechain is hacked
- What does the Liquid...
Sep 4, 2026
Matt and Nic are back for another week of news and deals. In this episode:
- We determine the winner of the bad boys theme song competition
- Dwarkesh ignites controversy with his OpenAI hack recap
- What actually happened with OpenAI and Huggingface?
- Gwern’s and Matt Huang’s short story competition
- Will AI make us...
Sep 2, 2026
Wyatt sits down with Guy Young, founder of Ethena, for Guy's third appearance on the pod. In this episode:
- What has driven Ethena's success and durability?
- Where is there demand for other yield assets?
- Where is capital coming from?
- Is full onchain portfolio construction possible today?
- Why tokenize financial products...
Aug 28, 2026
Matt and Nic return for another week of deals and news. In this episode:
- Matt and Nic consider candidates for the new bad boys intro music
- 39 state banking associations form the BankChain alliance
- Blockstream researchers proposed SHRINCS, a PQ signature scheme for Bitcoin
- How much should depositors care about bank...
Aug 21, 2026
Matt and Nic return for another week of news and deals. In this episode:
- The boys review SALT Wyoming in Jackson Hole
- Why did Stripe buy Openrouter?
- Stripe says we have entered the Singularity
- People are upset about data centers
- The SEC proposes Reg Crypto governing token issuance
- The CFTC convenes a crypto roundtable...