Preview Mode Links will not work in preview mode

On The Brink with Castle Island


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 assets
  • Kraken wins arbitration against Mazars for de-auditing them in 2022
  • Vitalik lays out a new four year plan
  • Polymarket’s 5 minute BTC markets are being manipulated

Content mentioned: