On The Brink with Castle Island

Weekly Roundup 08/07/26 (Coldcard hack continues, Ethereum mulls an issuance tweak, ai16z winds down, Clarity deadline looms) (EP.733)

Matt and Nic are back with more news and deals. In this episode: Why the Coldcard hack is worse than some major exchange and DeFi hacks What the Coldcard hack told us about the need for open weight models Is self custody...

2026-08-07
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Episode notes

Matt and Nic are back with more news and deals. In this episode:

  • Why the Coldcard hack is worse than some major exchange and DeFi hacks
  • What the Coldcard hack told us about the need for open weight models
  • Is self custody over?
  • MSTR sells more Bitcoin
  • An FBI agent steals $1m in crypto
  • NY state sues Kalshi
  • Ethereum considers another change to issuance
  • Ethereum needs to resist the urge to change monetary policy
  • ai16z's Eliza winds down
  • the merit of reading sci fi
  • The cofounder of Sui leaves for Anthropic
  • Will Anthropic keep the discoveries to themselves?
  • The WSJ gets it wrong on Clarity

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