Jul 10, 2026
Matt and Nic are back with another week of news and deals. In this episode:
- Strategy sells $216m worth of BTC
- Where does Strategy go from here with STRC?
- Kalshi’s case faces the ban of sports contracts in NY
- TeraWulf signs a massive lease with Anthropic
- BonkDAO’s legal hack
- Vanguard hires a head of digital...
Jul 3, 2026
Matt and Nic are back with another week of news and deals. In this episode:
- Saylor releases Strategy’s “Digital Credit Capital Framework”
- MSTR stabilizes for now though STRC is still discounted
- Is Saylor transitioning MSTR into a Bitcoin hedge fund?
- Is Strategy doing anything tricky with their...
Jun 26, 2026
Matt and Nic are back for another week of news and deals. In this episode:
- Our recording snafu
- STRC's depeg explained
- Saylor's path forward
- Why Strategy's issue is the converts
- Polymarket's questionable marketing
- Trump's Quantum EOs
Jun 19, 2026
Matt and Nic are back for a week of news and deals. In this episode:
- The Tartan Army takes over Boston
- Europeans are shocked that American infrastructure works
- STRC falls into the low $80s
- STRC’s liquidation cascade mechanics
- What are Saylor’s options now?
- Is the US right to put the brakes on Fable?
- Will open...
Jun 12, 2026
Matt and Nic are back with a new week of news and deals. In this episode:
- Spanish soccer club Osasuna hedges their relegation on Kalshi
- Strategy shocks people by buying the dip
- Is Strategy sacrificing MSTR to save STRC?
- Saylor bolsters his cash position
- What factors are dragging on the BTC price?
- Zcash fixes a scary...