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On The Brink with Castle Island


Jan 30, 2026

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

  • Matt is heated about the Belichick HoF vote
  • Fidelity launches a stablecoin FIDD on Ethereum
  • Market structure passes Senate Ag Cmte
  • The White House crypto council is being revived to find a compromise on stablecoin yield
  • Fairshake has another war chest for the midterms
  • Do stablecoins cause bank deposit contraction?
  • Tether has 140 tons of gold now
  • Why is Bitcoin not participating in the “debasement” trade?
  • Is gold at risk from alchemy?
  • People are still worried about quantum
  • Will Worldcoin save us from AI bots?
  • What’s the solution to the AI slop apocalypse?
  • Digital alibis with blockchains

Content mentioned in this episode: