On The Brink with Castle Island

Matt and Nic are back for another week of news and deals. In this episode: 
Circle stock sells off big on a CLARITY yield update compromise
Tether is doing their first big 4 financial audit
Who is the CLARITY Act Yield "compromise" good for?
Why Circle might benefit from closing the yield loophole
Is no bill better than a bad bill?
Should Coinbase back the bill?
Fannie Mae will accept crypto-backed mortgages
Ethereum Foundation launches their post-quantum roadmap
Google has revised their quantum transition deadline up to 2029
Why we will not have a lot of warning regarding quantum risk
Where is Bitcoin on quantum preparedness?
Why it's not all doom and gloom on quantum
MARA sells $1b worth of BTC

Matt and Nic are back for another week of news and deals. In this episode: 
What happened with the disastrous Vanity Fair photoshoot
Kraken postpones their IPO
The SEC releases long-awaited guidance distinguishing securities from commodities
A compromise may be developing over stablecoin yield
The SEC drops their case against Nader Al-Naji
Phantom gets a no-action letter from the CFTC
Tempo mainnet launches
Some regional banks are tokenizing deposits
Will agentic payments be a thing
Q-day is creeping closer
Content mentioned:
Galaxy Research, Bitcoin Is Rising to the Challenge of Quantum Readiness
Global Risk Institute, Quantum Threat Timeline Report 2025

Matt and Nic are back for another week of news and deals. In this episode: 
Are we in an oil crisis and energy shock
Binance is suing the WSJ for defamation
NASDAQ and Kraken partner to bring stocks on chain
The SEC and CFTC issue an MOU
Prediction markets need surveillance
Across is considering converting their token into equity
The White House's cyber strategy
The banks are still fighting about stablecoin yield
What risks do stablecoins actually pose to banks?

Matt and Nic are back for another week of news and deals. In this episode: 
What Dario Amodei and SBF have in common
Trump wades in to the market structure debate and asks the banks to come to the table
Why stablecoins are not like banks
Kraken Financial gets a skinny Fed master account
Visa and Bridge are rolling out stablecoin-linked cards
The FBI arrests a suspect accused of stealing $46m in BTC from the US marshalls
Morgan Stanley is coming out with their own Bitcoin ETF
The Aave token governance controversy rumbles on
Kalshi's traders are upset about their "death market" policy
Content mentioned in this episode:
The CIV Youtube Channel
Alpen Labs, Size Matters: Architecting BTC Credit Markets

Alex Wilson, Co-Founder and CEO of Cyclops, joins the show. In this episode:
Alex's background running The Giving Block and the company's acquisition by Shift4
Difficulty in enabling stablecoin solutions when utilizing existing providers while inside of Shift4
Backgrounds of the founding team at Cyclops
Regulatory strategy for Cyclops
Products: Pay with Crypto (POS, E-Com), Stablecoin Settlement (for Merchants vs. Wire or ACH), Stablecoin Payouts (Payroll, Contractor Payments, Remittance)
Key features for building specifically for payments companies
See more at cyclops.io