Dec 19, 2025
Matt and Nic are back for more deals and news. In this episode:
- Secret exchange insolvency rumors
- Caroline Ellison is free
- David Sacks says CLARITY is getting a markup
- The Fed rescinds their 2023 Novel Activities Supervision program
- Insolvent exchange prediction markets
- Visa’s stablecoin advisory business
- JPM launches a tokenized Treasury fund MONY
- Quantum FUD
- Why Quantum might be a surprise
- Bitwise 2026 predictions
- The four year cycle is over
- Grabby aliens and the Dark Forest
Content mentioned in this episode:
- Talos and Factset, Year in Review