Weekly Roundup 01/30/26 (Fidelity's FIDD, Gold rally, Worldcoin and AI bots, digital alibis) (EP. 698)

On The Brink with Castle Island ·

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

• Matt is heated about the Belichick HoF vote • Fidelity launches a stablecoin FIDD on Ethereum • Market structure passes Senate Ag Cmte • The White House crypto council is being revived to find a compromise on stablecoin yield • Fairshake has another war chest for the midterms • Do stablecoins cause bank deposit contraction? • Tether has 140 tons of gold now • Why is Bitcoin not participating in the "debasement" trade? • Is gold at risk from alchemy? • People are still worried about quantum • Will Worldcoin save us from AI bots? • What's the solution to the AI slop apocalypse? • Digital alibis with blockchains

Content mentioned in this episode:

• Niall Ferguson and Manny Rincon-Cruz, Stablecoins Are the Future but Banks will Survive • McKinsey and Artemis, Stablecoins in payments: What the raw transaction numbers miss