Weekly Roundup 01/23/26 (CLARITY stalls, Iran's USDT reserves, Is Web3 Social over?) (EP.697)

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

• There's a big storm coming • Matt's playoff picks • Farcaster sells to Neynar • Is this the nail in the coffin for Web3Social? • Where Farcaster went wrong • BitGo goes public • NYSE is building a tokenized security trading platform • Are we looping back around to enterprise blockchains? • A MA judge has issued an injunction against Kalshi • Jeffries drops Bitcoin from its model portfolio over quantum risk • Coinbase launches an advisory board on quantum • Trump sues JPM for debanking him • Does the Central Bank of Iran really control $500m worth of USDT? • What's next for Caroline Ellison?