On The Brink with Castle Island

Weekly Roundup 10/30/26 (Prediction market election hiccups, Hyperliquid onshoring, pubcos push back at tokenization, agents are using stables) (EP.747)

Editor's note: this episode was recorded before the Binance hack. Matt and Nic are back with another week of news. In this episode: Prediction markets keep screwing up around major elections Quantum firm Alice and Bob de...

2026-10-30

Episode notes

Editor's note: this episode was recorded before the Binance hack.

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

  • Prediction markets keep screwing up around major elections
  • Quantum firm Alice and Bob devise a new lower estimate for an ECDLP break
  • Google enters institutional crypto custody with Google MPC
  • ICE and Trade.xyz plan to bring Hyperliquid perps to the US, pending CFTC approval
  • DTCC's tokenization service goes live on Canton and its private Besu chain
  • Who is using Instinct?
  • Who's behind the anonymous WSJ ad warning companies against tokenized stocks?
  • Should public companies be able to opt out of tokenized trading?
  • Canton Strategic Holdings plans to tokenize its own shares
  • Bitcoin Core discloses three bugs found by an AI security scan
  • Does AI make yearlong vulnerability disclosure embargoes obsolete?
  • Category Labs unveils Quantum Cadence, a post-quantum consensus protocol
  • Can fast blockchains accommodate quantum-safe signatures?
  • Strategy shareholders approve daily dividends on its perpetual preferred stocks
  • Datavault AI says it can't withdraw its Bitcoin from Biconomy
  • Y Combinator's latest crypto request for startups
  • Why do Kalshi and Polymarket disagree on the midterms?

Content mentioned in this episode: