Weekly Roundup 07/31/26 (Situational Awareness collapse, Coldcard exploit, latest on CLARITY, Visions of Bitcoin 8 years on) (EP.732)

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

What the novel Hyperion tells us about AI doom
Situational Awareness liquidates most of its public book after a sharp AI selloff
Will Leo have a second act?
Why has AI been selling off?
Over 1000 BTC stored in Coldcard wallets were stolen due to bad entropy
Where does self-custody go from here?
What happened with Coldcard?
Political winds are shifting against crypto as midterms loom
Strategy continues to strengthen its balance sheet with MSTR common sales
An ice cream shop in CA is hedging the weather with Kalshi
Circle buy's IBM's blockchain patent portfolio
Visions of Bitcoin turns 8 this week

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