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 mNAV calculation
- The OpenUSD consortium is announced
- Is the Tether and Circle duopoly broken?
- Can stablecoin consortiums work?
- What could cause OpenUSD to fail?
- Trump's 2025 diclosures include a lot of crypto
- Binance leaves the EU for now
- The K-pop DAT ends its digital asset ambitions
- Why the bottom might not be in