Weekly Roundup 11/21/25 (Quantum FUD, DAT hangover, stablecoin duration risk) (EP.686)

Update: 2025-11-21

Description

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

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?

Comments

In Channel

Weekly Roundup 11/21/25 (Quantum FUD, DAT hangover, stablecoin duration risk) (EP.686)

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Weekly Roundup 11/07/25 (Balancer hack, DATs are suffering, Zcash rally) (EP.684)

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Keone Hon (Monad Foundation) on Blockchains Built to Scale (EP.683)

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Giovanni Vignone (Octane Security) on Protecting Onchain Assets (EP.682)

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Weekly Roundup 10/31/25 (DATs selling coins, prediction market problems, Bessent's pesos) (EP.681)

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Geetha Panchapakesan (Tesser) on Enabling FIs to Utilize Stablecoins (EP.680)

2025-10-2919:07

Weekly Roundup 10/24/25 (Quantum, Crypto Pardons, Fed Payment Accounts) (EP.679)

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Weekly Roundup 10/17/25 (Flash crash, pig butchering scam busted, Erebor charter granted) (EP.678)

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Pbj (Perpl) on the Perp DEX Market & Monad's Imminent Launch (EP.677)

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Dave Balter (Flipside) on the convergence of AI and Blockchain Analytics (EP.676)

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Weekly Roundup 10/10/25 (Luxembourg buys BTC, N. Dakota's stablecoin, Salomon bros dust attack) (EP.675)

2025-10-1037:36

Pelle Braendgaard on the Notabene Flow payments platform (EP.674)

2025-10-0840:45

Mike Cagney (Figure) on Blockchain Capital Markets (EP.673)

2025-10-0736:50

Weekly Roundup 10/03/25 (Stablecoin Wars, SEC no action letters, Government shutdown) (EP.672)

2025-10-0333:57

Ben Ward & Steven Pack (RockSolid) on DeFi Vaults (EP.671)

2025-10-0131:42

Mark Coe (Intrinsic Edge) on The View From The Public Markets (EP.670)

2025-09-2929:48

Weekly Roundup 09/26/25 (Tether worth $500b?, Cloudflare's stablecoin, DAT insider trading) (EP.669)

2025-09-2633:30

Felipe Montealegre and Noah Goldberg (Theia Capital) on Investing in Internet Capital Markets (EP.668)

2025-09-2251:27

Weekly Roundup 09/19/25 (SEC listing standards, BoE stablecoin limits, Tether's USAT) (EP.667)

2025-09-1934:40

00:00

1.0x

Weekly Roundup 11/21/25 (Quantum FUD, DAT hangover, stablecoin duration risk) (EP.686)

#box-pro-ellipsis-176428078818099{-webkit-line-clamp:2;}Weekly Roundup 11/21/25 (Quantum FUD, DAT hangover, stablecoin duration risk) (EP.686)

Weekly Roundup 11/21/25 (Quantum FUD, DAT hangover, stablecoin duration risk) (EP.686)

Weekly Roundup 11/21/25 (Quantum FUD, DAT hangover, stablecoin duration risk) (EP.686)