Aug 7, 2026
Matt and Nic are back with more news and deals. In this episode:
- Why the Coldcard hack is worse than some major exchange and DeFi hacks
- What the Coldcard hack told us about the need for open weight models
- Is self custody over?
- MSTR sells more Bitcoin
- An FBI agent steals $1m in crypto
- NY state sues Kalshi
- Ethereum considers another change to issuance
- Ethereum needs to resist the urge to change monetary policy
- ai16z’s Eliza winds down
- the merit of reading sci fi
- The cofounder of Sui leaves for Anthropic
- Will Anthropic keep the discoveries to themselves?
- The WSJ gets it wrong on Clarity