Weekly Roundup 02/20/26 (CFTC claims Prediction Markets, rogue AI agents, ETH's existential crisis) (EP.703)

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

• Crypto VC funds have some dry powder • CFTC chair Mike Selig asserts jurisdiction over prediction markets relative to the States • Is Kalshi more reliable than interest rate futures? • The CLARITY Act inches closer to passing • Shake up at Gemini • OpenClaw agents are going to start phishing crypto users • Bitwise aims to launch prediction market ETFs • Bridge gets their OCC charter • Hyperliquid launches a lobbying arm • DAT hangover continues • Blockfills reveals a $75m hole • Ethereum is having an identity crisis • Base is moving away from Optimism • Neel Kashkari's bad faith stablecoin criticism