On The Brink with Castle Island

Weekly Roundup 10/02/26 (Fat Model Hypothesis, Agentic bank runs, Hester Peirce retires from the SEC, ETH 2030) (EP.742)

Matt and Nic are back with another week of news and deals. In this episode: Are OpenAI and Anthropic reenacting the Fat Protocol Hypothesis Will AI agents cause bank runs optimizing bank balances for yield? If the AI com...

2026-10-02
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Episode notes

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

  • Are OpenAI and Anthropic reenacting the Fat Protocol Hypothesis
  • Will AI agents cause bank runs optimizing bank balances for yield?
  • If the AI complex bursts does it take down VC?
  • Our tribute to Hester Peirce as she retires from the SEC
  • The SEC and CFTC publish crypto FAQs
  • Vitalik lays out his vision for Ethereum in 2030
  • Quantum progress is accelerating
  • Illinois delays their crypto transaction tax
  • Is San Francisco better than it was?

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