On The Brink with Castle Island

Weekly Roundup 09/18/26 (Clarity fails to advance, Caroline Ellison's new job, AI leaking MNPI, Poland's oil snafu) (EP.740)

Matt and Nic are back for another week of news and deals. In this episode: How is SBF like Dario? The EAs are at it again Do we need new regulation to Pace the Frontier? Can Anthropic be regulated like a bank? Are baseba...

2026-09-18

Episode notes

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

  • How is SBF like Dario?
  • The EAs are at it again
  • Do we need new regulation to Pace the Frontier?
  • Can Anthropic be regulated like a bank?
  • Are baseball cards back?
  • Clarity fails at the final hurdle
  • Why did Clarity fail?
  • Stablecoin yield is still in effect
  • The SEC and CFTC are engaging in rulemaking
  • Circle launches Arc, their new L1
  • Robinhood employees get caught insider trading on Hyperliquid
  • Caroline Ellison is back and working for a former FTX portco
  • Can AI models leak MNPI?
  • A Polish oil company tried to buy sanctioned oil from Venezuela with USDT
  • The DOE launches a $250m Quantum computing competition