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On The Brink with Castle Island


Jun 19, 2026

Matt and Nic are back for a week of news and deals. In this episode: 

  • The Tartan Army takes over Boston
  • Europeans are shocked that American infrastructure works
  • STRC falls into the low $80s
  • STRC’s liquidation cascade mechanics
  • What are Saylor’s options now?
  • Is the US right to put the brakes on Fable?
  • Will open weight models puncture the AI boom?
  • Are we living in a vulnerable world?
  • Kristin Gillebrand’s son raises $30m for a perps exchange
  • Make sure your tokenized equity provider has the equity
  • Why aren’t publishers doing pay per content

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