On The Brink with Castle Island

Weekly Roundup 11/21/25 (Quantum FUD, DAT hangover, stablecoin duration risk) (EP.686)


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

  • Is Quantum FUD causing Bitcoin to sell off?
  • Ray Dalio is worry about Quantum
  • Scott Aaronson is worried about quantum computing
  • Vitalik is worried about quantum
  • Quantum upgrade scenarios
  • Are we still suffering from the flash crash?
  • The DATs are selling
  • DAT spot arbitrage
  • Will the US government end up with the Satoshi coins
  • Should the government bail out AI?
  • Will NFTs come back?
  • IBIT is Harvard's largest 13F position
  • David Frum on stablecoins
  • Will stablecoins require a bailout?
...more
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On The Brink with Castle IslandBy Castle Island Ventures

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