Weekly Roundup 07/24/26 (BTC Security Consortium, Genesis' Terra trade, DAT departures, Farewell to BitMEX, Network State drama) (EP.731)

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

The Fat Model Thesis
Are OAI and Anthropic in real trouble with Kimi?
The Bitcoin Security Consortium is announced to tackle quantum risk
Galaxy announces their Quantum Readiness Initiative
Clarity is beleaguered in Washington
Polymarket and Kalshi keep feuding
The SEC settles with Coinbase over Gensler's lost text messages
We uncover some new documents revealing that Genesis inadvertently kicked off the UST depeg
Jack Mallers leaves the XXI Capital DAT
Movement Labs declares bankruptcy
BitMEX finally winds down their exchange
Balaji's Network State is unceremoniously evicted from of Malaysia
The SEC warns about crypto vaults
Matt comes around on soccer