Jul 31, 2026
Matt and Nic are back for another week of news and deals. In this episode:
- What the novel Hyperion tells us about AI doom
- Situational Awareness liquidates most of its public book after a sharp AI selloff
- Will Leo have a second act?
- Why has AI been selling off?
- Over 1000 BTC stored in Coldcard wallets were stolen due...
Jul 24, 2026
Nic and Matt are back for another week of news and deals. In this episode:
- The Fat Model Thesis
- Are OAI and Anthropic in real trouble with Kimi?
- The Bitcoin Security Consortium is announced to tackle quantum risk
- Galaxy announces their Quantum Readiness Initiative
- Clarity is beleaguered in Washington
- Polymarket and...
Jul 17, 2026
Matt and Nic are back with the deals and news of the week. In this episode:
- Nic licks his World Cup wounds
- Do Bitcoin Treasury strategies make sense?
- Trying to make sense of Saylor’s “bitcoin rating”
- Trump’s teleprompter operator has been trading on what Trump is going to say in his speeches
- Why do people keep...
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...