
businessJul 31, 202638:26pending
Weekly Roundup 07/31/26 (Situational Awareness collapse, Coldcard exploit, latest on CLARITY, Visions of Bitcoin 8 years on) (EP.732)
About this episode
Matt and Nic are back for another week of news and deals. In this episode:
- What the novel Hyperion tells us about AI doom
- Situational Awareness liquidates most of its public book after a sharp AI selloff
- Will Leo have a second act?
- Why has AI been selling off?
- Over 1000 BTC stored in Coldcard wallets were stolen due to bad entropy
- Where does self-custody go from here?
- What happened with Coldcard?
- Political winds are shifting against crypto as midterms loom
- Strategy continues to strengthen its balance sheet with MSTR common sales
- An ice cream shop in CA is hedging the weather with Kalshi
- Circle buy's IBM's blockchain patent portfolio
- Visions of Bitcoin turns 8 this week
Content mentioned this episode:
- Nic and Hasu, Visions of Bitcoin
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