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

On The Brink with Castle Island ·

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?