On The Brink with Castle Island

Weekly Roundup 07/31/26 (Situational Awareness collapse, Coldcard exploit, latest on CLARITY, Visions of Bitcoin 8 years on) (EP.732)

Matt and Nic are back for another week of news and deals. In this episode: What the novel Hyperion tells us about AI doom Situational Awareness liquidates most of its public book after a sharp AI selloff Will Leo have a ...

2026-07-31
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Episode notes

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

  • What the novel Hyperion tells us about AI doom
  • Situational Awareness liquidates most of its public book after a sharp AI selloff
  • Will Leo have a second act?
  • Why has AI been selling off?
  • Over 1000 BTC stored in Coldcard wallets were stolen due to bad entropy
  • Where does self-custody go from here?
  • What happened with Coldcard?
  • Political winds are shifting against crypto as midterms loom
  • Strategy continues to strengthen its balance sheet with MSTR common sales
  • An ice cream shop in CA is hedging the weather with Kalshi
  • Circle buy's IBM's blockchain patent portfolio
  • Visions of Bitcoin turns 8 this week

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