Oct 3, 2025
Matt and Nic are back for another week of news and deals. In this episode:
- AI bailed out the mining companies
- AI people deal with the same energy use claims
- We reflect on the life of Jane Goodall
- DoubleZero gets a no-action letter from the SEC
- Will Tether and Circle lose market share?
- Who could challenge the Big Two stablecoins?
- Do optimists always win?
- Some DATs are troubled
- Is Kalshi starting to take over?
- Stripe announces Open Issuance
- The US Government is shut down
Content mentioned:
- Nic on Substack, The Stablecoin Duopoly is Ending