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On The Brink with Castle Island


Mar 20, 2026

Matt and Nic are back for another week of news and deals. In this episode: 

  • What happened with the disastrous Vanity Fair photoshoot
  • Kraken postpones their IPO
  • The SEC releases long-awaited guidance distinguishing securities from commodities
  • A compromise may be developing over stablecoin yield
  • The SEC drops their case against Nader Al-Naji
  • Phantom gets a no-action letter from the CFTC
  • Tempo mainnet launches
  • Some regional banks are tokenizing deposits
  • Will agentic payments be a thing
  • Q-day is creeping closer

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