Matt and Nic are back for more news and deals:

• Jameson Lopp's BIP361 gets an official BIP number
• What about an official salvage process for the quantum-vulnerable Satoshi coins
• What about recycling Satoshi's bitcoins into long-term tail emissions
• Why the Satoshi freeze war will be unlike the Blocksize war
• Kraken confidential files for an IPO
• The SEC says defi frontends might not be broker dealers even if they list tokenized securities
• Goldman files for a Bitcoin ETF
• WLFi is having a feud with Justin Sun
• Ether Machine, an Ethereum DAT winds down
• There is a new Satoshi documentary coming out
• There is an A-list Hollywood movie coming out about Craig Wright
• Leo Aschenbrenner's secret
• Tether invests into Drift Protocol post-hack
• Why is USDC refusing to freeze funds after hacks?
• Do we need an "on-chain" Chancery Court for blockchains

Content mentioned on this episode:

• Nic on X, How to resolve the matter of the Satoshi coins without a freeze

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

• The New York Times thinks Adam Back is Satoshi
• The problems with the NYT's analysis
• The case for Len Sassaman
• The case for Satoshi not being alive
• Could Satoshi be a group?
• Why Satoshi might be discovered this year
• Morgan Stanley launches their Bitcoin ETF
• Scott Bessent asks for Congress to pass Clarity
• The White House finds that stablecoin yield would not harm the banking system
• Kalshi secures a key win in a NJ appeals court
• Anthropic's Mythos model is exposing vulnerabilities
• CZ is publishing a memoir
• Will Hormuz tolls be payable in Bitcoin?

Connor Dougherty, Co-Founder and CEO of Valinor Digital, joins the show. In this episode:

• Connor's background working at a large private credit shop
• Pioneering a new category of Open Credit and how it expands the TAM for private credit
• Explosion of stablecoin demand enabling new borrowing types
• Structuring deals to align with traditional private capital and onchain lending
• Building a modern credit institution by utilizing technology

See more at valinordigital.com

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

• The significance of the new Google and Oratomic papers on quantum computing and ECC256
• Why short range attacks are now part of the threat model
• Is Nic conflicted out from discussing quantum?
• What will be the fate of the Satoshi coins?
• What maritime law and shipwreck recovery tells us about the fate of Satoshi's coins
• Drift protocol is hacked
• Gary Gensler does not like prediction markets
• DATs are selling BTC

Content mentioned in this episode:

• Cain et al, Shor's algorithm is possible with as few as 10,000 reconfigurable atomic qubits
• Babbush et al, Securing Elliptic Curve Cryptocurrencies against Quantum Vulnerabilities: Resource Estimates and Mitigations

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

• Circle stock sells off big on a CLARITY yield update compromise
• Tether is doing their first big 4 financial audit
• Who is the CLARITY Act Yield "compromise" good for?
• Why Circle might benefit from closing the yield loophole
• Is no bill better than a bad bill?
• Should Coinbase back the bill?
• Fannie Mae will accept crypto-backed mortgages
• Ethereum Foundation launches their post-quantum roadmap
• Google has revised their quantum transition deadline up to 2029
• Why we will not have a lot of warning regarding quantum risk
• Where is Bitcoin on quantum preparedness?
• Why it's not all doom and gloom on quantum
• MARA sells $1b worth of BTC

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

• What happened with the disastrous Vanity Fair photoshoot
• Kraken postpones their IPO
• The SEC releases long-awaited guidance distinguishing securities from commodities
• A compromise may be developing over stablecoin yield
• The SEC drops their case against Nader Al-Naji
• Phantom gets a no-action letter from the CFTC
• Tempo mainnet launches
• Some regional banks are tokenizing deposits
• Will agentic payments be a thing
• Q-day is creeping closer

Content mentioned:

• Galaxy Research, Bitcoin Is Rising to the Challenge of Quantum Readiness
• Global Risk Institute, Quantum Threat Timeline Report 2025

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

• Are we in an oil crisis and energy shock
• Binance is suing the WSJ for defamation
• NASDAQ and Kraken partner to bring stocks on chain
• The SEC and CFTC issue an MOU
• Prediction markets need surveillance
• Across is considering converting their token into equity
• The White House's cyber strategy
• The banks are still fighting about stablecoin yield
• What risks do stablecoins actually pose to banks?

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

• What Dario Amodei and SBF have in common
• Trump wades in to the market structure debate and asks the banks to come to the table
• Why stablecoins are not like banks
• Kraken Financial gets a skinny Fed master account
• Visa and Bridge are rolling out stablecoin-linked cards
• The FBI arrests a suspect accused of stealing $46m in BTC from the US marshalls
• Morgan Stanley is coming out with their own Bitcoin ETF
• The Aave token governance controversy rumbles on
• Kalshi's traders are upset about their "death market" policy

Content mentioned in this episode:

• The CIV Youtube Channel
• Alpen Labs, Size Matters: Architecting BTC Credit Markets