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 insider trading on prediction markets?
- Clarity Act odds are trickling down
- Strategy shores up their balance sheet
- Is the Bitcoin cycle finally turning?
- Stripe bids for Paypal
- The AI DeFi apocalypse didn’t happen
- Kathy Hochul’s AI datacenter moratorium
- Why is Anthropic running ads suggesting that they could cause extinction
- The DTC is using Canton for it’s tokenized settlement pilot
- Brian Chesky’s AI slop thread debacle
- Jesse Pollak leaves Base
- CBDCs are officially banned federally