Weekly Roundup 12/05/25 (The trouble with Taproot, a prediction market paradox, HFSC OCP.2 report) (EP.689)

On The Brink with Castle Island ·

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

• Quantum risk again • Are banks filled with spooks? • The trouble with Taproot addresses • Microstrategy's dollar reserve • Kalshi is going on chain • Prediction market predicaments • Are insiders monetizing Google search information on Polymarket? • Are prediction markets insider trading machines by definition? • DAT activist fights • Vanguard adds Bitcoin ETFs • House Financial Services Committee releases their final report on OCP2.0 • What's going on with leverage in crypto? • Are AI agents going to start stealing crypto? • Is Eliezer Yudkowski to be trusted? • AI is going to usher in the golden age of fraud