Episode notes
Nic and Matt are back for another week of news and deals. In this episode:
- The Fat Model Thesis
- Are OAI and Anthropic in real trouble with Kimi?
- The Bitcoin Security Consortium is announced to tackle quantum risk
- Galaxy announces their Quantum Readiness Initiative
- Clarity is beleaguered in Washington
- Polymarket and Kalshi keep feuding
- The SEC settles with Coinbase over Gensler's lost text messages
- We uncover some new documents revealing that Genesis inadvertently kicked off the UST depeg
- Jack Mallers leaves the XXI Capital DAT
- Movement Labs declares bankruptcy
- BitMEX finally winds down their exchange
- Balaji's Network State is unceremoniously evicted from of Malaysia
- The SEC warns about crypto vaults
- Matt comes around on soccer
