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Podcast: On The Brink with Castle Island
Episode: Weekly Roundup 11/21/25 (Quantum FUD, DAT hangover, stablecoin duration risk)
Description: Matt and Nic are back for another week of news and deals. In this episode:Â 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?