Weekly Roundup 07/17/26 (Teleprompter insider trading, the AI DeFi apocalypse fizzles, NY's datacenter ban) (EP.730)

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

Nic licks his World Cup wounds
Do Bitcoin Treasury strategies make sense?
Trying to make sense of Saylor's "bitcoin rating"
Trump's teleprompter operator has been trading on what Trump is going to say in his speeches
Why do people keep insider trading on prediction markets?
Clarity Act odds are trickling down
Strategy shores up their balance sheet
Is the Bitcoin cycle finally turning?
Stripe bids for Paypal
The AI DeFi apocalypse didn't happen
Kathy Hochul's AI datacenter moratorium
Why is Anthropic running ads suggesting that they could cause extinction
The DTC is using Canton for it's tokenized settlement pilot
Brian Chesky's AI slop thread debacle
Jesse Pollak leaves Base
CBDCs are officially banned federally