Matt and Nic are back with another week of news and deals. In this episode: Saylor releases Strategy&#x27;s &quot;Digital Credit Capital Framework&quot; MSTR stabilizes for now though STRC is still discounted Is Saylor transitioning MSTR into a Bitcoin hedge fund? Is Strategy doing anything tricky with their mNAV calculation The OpenUSD consortium is announced Is the Tether and Circle duopoly broken? Can stablecoin consortiums work? What could cause OpenUSD to fail? Trump&#x27;s 2025 diclosures include a lot of crypto Binance leaves the EU for now The K-pop DAT ends its digital asset ambitions Why the bottom might not be in

Weekly Roundup 07/03/26 (OpenUSD announced, Binance leaves the EU, Strategy's new framework)

On The Brink with Castle Island

[SPEAKER_A] Matt Walsh and Nic Carter are partners at Castle Island Ventures. All views expressed by them or the guests on this podcast are solely their opinions and do not reflect the opinions of Castle Island Ventures. Guests and hosts may maintain positions in the assets discussed in this podcast. You should not treat any opinion expressed by anyone on this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of their personal opinion. This podcast is for informational purposes only.

[SPEAKER_B] Brought down by bad mortgage investments. Lehman, which has 25,000 employees, will be liquidated.

[SPEAKER_A] The federal government loans American International Group, AIG, $85 $75 billion.

[SPEAKER_B] This is a different kind of market and the Fed is asleep. The federal government is stepping in to stabilize Fannie Mae and Freddie Mac, the two mortgage giants that have been threatened by the housing crisis. The Bank of England has pumped £75 billion more into Britain's ailing economy with a new round of quantitative easing.

[SPEAKER_A] You print a couple trillion dollars and all of a sudden people start to worry. So out of this worry, we have something called the Bitcoin.

[SPEAKER_C] Welcome to On the Brink. I'm Matt Walsh.

[SPEAKER_B] And I'm Nic Carter.

[SPEAKER_C] I guess this is the Fourth of July edition. Coming at you on the holiday, the 3rd this year.

[SPEAKER_B] Today is technically the 2nd, but we're going to wish you a happy 4th of July anyway.

[SPEAKER_C] Definitely one of— I think it's my second favorite holiday behind Christmas.

[SPEAKER_B] Thanksgiving is my favorite.

[SPEAKER_C] You like Thanksgiving?

[SPEAKER_B] Yeah, I give them thanks.

Weekly Roundup 07/03/26 (OpenUSD announced, Binance leaves the EU, Strategy's new framework)

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Weekly Roundup 07/03/26 (OpenUSD announced, Binance leaves the EU, Strategy's new framework)

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.