On The Brink with Castle Island

Weekly Roundup 06/12/26 (Strategy survives, Zcash Orchard bug, the thin model hypothesis) (EP.725)

Matt and Nic are back with a new week of news and deals. In this episode: Spanish soccer club Osasuna hedges their relegation on Kalshi Strategy shocks people by buying the dip Is Strategy sacrificing MSTR to save STRC? ...

2026-06-12

Episode notes

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

  • Spanish soccer club Osasuna hedges their relegation on Kalshi
  • Strategy shocks people by buying the dip
  • Is Strategy sacrificing MSTR to save STRC?
  • Saylor bolsters his cash position
  • What factors are dragging on the BTC price?
  • Zcash fixes a scary inflation bug
  • SBF formally applies for a Presidential pardon
  • The CFTC proposes banning a subset of prediction market contracts
  • Polymarket thinks that Kalshi is spying on them
  • European fans in America for the World Cup are discovering Buc-ees
  • The DATs are struggling
  • Hester Peirce gives her farewell address
  • Japanese banks are launching a joint stablecoin
  • Will there be offshore interest-bearing USD stablecoins?
  • Anthropic drops Fable
  • The thin model hypothesis
  • What could pop the AI rally?