On The Brink with Castle Island

Weekly Roundup 02/27/26 (Insider Predicting, OCC implements GENIUS, ZachXTB fingers Axiom, Jane St vs Terra) (EP.704)

Matt and Nic are back with another week of news and deals. In this episode: Kalshi has detected and banned two accounts for insider trading Is Polymarket going to have to add KYC? Is there a tradeoff between informatio...

2026-02-27

Episode notes

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

  • Kalshi has detected and banned two accounts for insider trading
  • Is Polymarket going to have to add KYC?
  • Is there a tradeoff between informational efficiency and market fairness
  • The OCC de facto bans stablecoin yield in its rulemaking around GENIUS
  • Meta is considering partnering with a stablecoin issuer
  • Stripe is bullish in their annual report
  • ZachXBT determines that Axiom employees have been abusing the platform
  • Terraform labs accuses Jane Street of insider trading
  • WSJ reports that Binance overlooked Iranian sanctions violations
  • Justin Drake unveils a post-quantum roadmap for Ethereum
  • Matt Corallo says Nic is wrong about Bitcoin and quantum

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