Weekly Roundup 12/19/25 (Quantum FUD, CLARITY markup, are forks obsolete?) (EP.692)

Matt and Nic are back for more deals and news. In this episode:

• Secret exchange insolvency rumors • Caroline Ellison is free • David Sacks says CLARITY is getting a markup • The Fed rescinds their 2023 Novel Activities Supervision program • Insolvent exchange prediction markets • Visa's stablecoin advisory business • JPM launches a tokenized Treasury fund MONY • Quantum FUD • Why Quantum might be a surprise • Bitwise 2026 predictions • The four year cycle is over • Grabby aliens and the Dark Forest

Content mentioned in this episode:

• Talos and Factset, Year in Review