On The Brink with Castle Island

Weekly Roundup 11/13/26 (Jensen exits NVIDIA, 21 banks back Project Faro stablecoin, Warren prepares her agenda, MEXC sanctions violations, Vitalik on ETH SoV) (EP.749)

Matt and Nic are back with another week of news and deals. In this episode: Jensen Huang exits NVIDIA Did China hawks force Huang out? 21 banks commit $270m to Project Faro Warren prepares her Senate Banking agenda NYSE ...

2026-11-13

Episode notes

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

  • Jensen Huang exits NVIDIA

  • Did China hawks force Huang out?

  • 21 banks commit $270m to Project Faro

  • Warren prepares her Senate Banking agenda

  • NYSE picks Avalanche for its planned tokenized stock venue

  • ICE's initiatives with OKX and Trade.xyz

  • MSCI drops Strategy and Metaplanet

  • Kalshi ends Donald Trump Jr.'s advisory contract

  • Plume's Kimber Digital Securities registers as a broker-dealer

  • BNY adds institutional staking through Figment

  • Visa adds Monad to stablecoin settlement

  • This week's raises and Securitize's agreement to acquire River One

  • Hyperliquid's data-priority auctions and Wintermute's edge

  • Vitalik edges Ethereum back towards a SoV narrative

Content mentioned in this episode: