On The Brink with Castle Island

Weekly Roundup 09/26/25 (Tether worth $500b?, Cloudflare’s stablecoin, DAT insider trading) (EP.669)


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

  • We review the Coin Center dinner
  • Tether is going out to raise at $500b
  • Cloudflare wants to launch a stablecoin for agentic payments and launches the 402 protocol
  • Circle is thinking about reversible transactions
  • BitGo files for an S1
  • Strive acquires Semler Scientific
  • The SEC is looking into 200 DATs for insider trading
  • 9 major European banks are looking to launch a MiCA stablecoin
  • The Bank Policy Institute thinks stablecoins threaten banks
  • Senate Finance Cmte is looking at crypto taxes 
  • Naver is looking to acquire Upbit
...more
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On The Brink with Castle IslandBy Castle Island Ventures

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