On The Brink with Castle Island

Weekly Roundup 06/26/26 (Quantum EOs, STRC's selloff, more MSTR) (EP.727)

Matt and Nic are back for another week of news and deals. In this episode: Our recording snafu STRC's depeg explained Saylor's path forward Why Strategy's issue is the converts Polymarket's questionable marketing Trump's...

2026-06-26

Episode notes

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

  • Our recording snafu
  • STRC's depeg explained
  • Saylor's path forward
  • Why Strategy's issue is the converts
  • Polymarket's questionable marketing
  • Trump's Quantum EOs