On The Brink with Castle Island

Weekly Roundup 07/09/26 (BonkDAO exploit, Choke Point 2.0 extended to audit firms, Kraken v Mazars) (EP.729)

Matt and Nic are back with another week of news and deals. In this episode: Strategy sells $216m worth of BTC Where does Strategy go from here with STRC? Kalshi's case faces the ban of sports contracts in NY TeraWulf sig...

2026-07-10

Episode notes

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

  • Strategy sells $216m worth of BTC
  • Where does Strategy go from here with STRC?
  • Kalshi's case faces the ban of sports contracts in NY
  • TeraWulf signs a massive lease with Anthropic
  • BonkDAO's legal hack
  • Vanguard hires a head of digital assets
  • Kraken wins arbitration against Mazars for de-auditing them in 2022
  • Vitalik lays out a new four year plan
  • Polymarket's 5 minute BTC markets are being manipulated

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