<description>&lt;p&gt;Matt and Nic are back with another week of news and deals. In this episode: &lt;/p&gt; &lt;ul&gt; &lt;li&gt;Quantum risk again&lt;/li&gt; &lt;li&gt;Are banks filled with spooks?&lt;/li&gt; &lt;li&gt;The trouble with Taproot addresses&lt;/li&gt; &lt;li&gt;Microstrategy's dollar reserve&lt;/li&gt; &lt;li&gt;Kalshi is going on chain&lt;/li&gt; &lt;li&gt;Prediction market predicaments&lt;/li&gt; &lt;li&gt;Are insiders monetizing Google search information on Polymarket?&lt;/li&gt; &lt;li&gt;Are prediction markets insider trading machines by definition?&lt;/li&gt; &lt;li&gt;DAT activist fights&lt;/li&gt; &lt;li&gt;Vanguard adds Bitcoin ETFs&lt;/li&gt; &lt;li&gt;House Financial Services Committee releases their final report on OCP2.0&lt;/li&gt; &lt;li&gt;What's going on with leverage in crypto?&lt;/li&gt; &lt;li&gt;Are AI agents going to start stealing crypto?&lt;/li&gt; &lt;li&gt;Is Eliezer Yudkowski to be trusted?&lt;/li&gt; &lt;li&gt;AI is going to usher in the golden age of fraud&lt;/li&gt; &lt;/ul&gt;</description>

On The Brink with Castle Island

Castle Island Ventures

Weekly Roundup 12/05/25 (The trouble with Taproot, a prediction market paradox, HFSC OCP.2 report) (EP.689)

DEC 5, 202533 MIN
On The Brink with Castle Island

Weekly Roundup 12/05/25 (The trouble with Taproot, a prediction market paradox, HFSC OCP.2 report) (EP.689)

DEC 5, 202533 MIN

Description

Matt and Nic are back with another week of news and deals. In this episode: Quantum risk again Are banks filled with spooks? The trouble with Taproot addresses Microstrategy's dollar reserve Kalshi is going on chain Prediction market predicaments Are insiders monetizing Google search information on Polymarket? Are prediction markets insider trading machines by definition? DAT activist fights Vanguard adds Bitcoin ETFs House Financial Services Committee releases their final report on OCP2.0 What's going on with leverage in crypto? Are AI agents going to start stealing crypto? Is Eliezer Yudkowski to be trusted? AI is going to usher in the golden age of fraud