On The Brink with Castle Island

Weekly Roundup 07/03/26 (OpenUSD announced, Binance leaves the EU, Strategy's new framework) (EP.728)

Matt and Nic are back with another week of news and deals. In this episode: Saylor releases Strategy's "Digital Credit Capital Framework" MSTR stabilizes for now though STRC is still discounted Is Saylor transitioning MS...

2026-07-03
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Episode notes

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

  • Saylor releases Strategy's "Digital Credit Capital Framework"
  • 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'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

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