Weekly Roundup 09/05/25 (Stripe’s Tempo, NASDAQ tightens rules on DATs, WLF vs Sun) (EP.663)

Update: 2025-09-05

Description

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

We review the US Open
The Clippers scandal
Fantasy football and the efficient market hypothesis
Tax treatment of sports betting on Poly versus sports betting apps
Are prediction markets more efficient than bookies?
Galaxy launches a tokenized version of their stock
NASDAQ is adding supervision rules for DATs
Is it over for the DATs?
World Liberty Fi launches and gets into a fight with Justin Sun
Gemini files to go public
Stripe releases details around their Tempo L1
Some academics have an explanation for why MSTR might trade at a persistent premium

Content mentioned in this episode:

Nic on Substack, Situating Stablecoins in the Payments Landscape
Valuing Microstrategy

Comments

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1.0x

Weekly Roundup 09/05/25 (Stripe’s Tempo, NASDAQ tightens rules on DATs, WLF vs Sun) (EP.663)

#box-pro-ellipsis-175910095813557{-webkit-line-clamp:2;}Weekly Roundup 09/05/25 (Stripe’s Tempo, NASDAQ tightens rules on DATs, WLF vs Sun) (EP.663)

Weekly Roundup 09/05/25 (Stripe’s Tempo, NASDAQ tightens rules on DATs, WLF vs Sun) (EP.663)

Weekly Roundup 09/05/25 (Stripe’s Tempo, NASDAQ tightens rules on DATs, WLF vs Sun) (EP.663)