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Weekly Roundup 02/20/26 (CFTC claims Prediction Markets, rogue AI agents, ETH's existential crisis) (EP.703)

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

  • Crypto VC funds have some dry powder
  • CFTC chair Mike Selig asserts jurisdiction over prediction markets relative to the States
  • Is Kalshi more reliable than interest rate futures?
  • The CLARITY Act inches closer to passing
  • Shake up at Gemini
  • OpenClaw agents are going to start phishing crypto users
  • Bitwise aims to launch prediction market ETFs
  • Bridge gets their OCC charter
  • Hyperliquid launches a lobbying arm
  • DAT hangover continues
  • Blockfills reveals a $75m hole
  • Ethereum is having an identity crisis
  • Base is moving away from Optimism
  • Neel Kashkari's bad faith stablecoin criticism
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