Jan 16, 2026
Matt and Nic are back after a week off. In this episode:
- The Clarity market structure bill markup is delayed for now
- Coinbase backs out of supporting Clarity
- The bank lobby is trying to torpedo Clarity
- Kontigo is accused of ignoring sanctions
- X changes its API to block InfoFi
- California’s wealth tax has backfired...
Jan 2, 2026
Matt and Nic are back for the first OTB show of 2026. In this episode:
- Matt’s ice rink adventures
- The House issues a draft of the PARITY Act
- The trouble with wealth taxes
- DATs continue to bleed out
- We talk about Nic’s fiction story
- Predictions for 2026
- Is there a secret exchange insolvency?
- What constitutes insider...
Dec 19, 2025
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...
Dec 12, 2025
Matt and Nic are back with more news and deals. In this episode:
- CIV grows the team
- Nic does not regret 8 years in crypto
- People are getting blackpilled about crypto
- Does speculation in crypto have positive externalities?
- Matt has never seen LOTR
- Will web3 ever come back?
- The OCC lets banks broker crypto trades
- The...
Dec 5, 2025
Matt and Nic are back with another week of news and deals. In this episode:
- Quantum risk again
- Are banks filled with spooks?
- The trouble with Taproot addresses
- Microstrategy’s dollar reserve
- Kalshi is going on chain
- Prediction market predicaments
- Are insiders monetizing Google search information on Polymarket?
- Are...