Market Health: DATS, Credit, and Crypto Prices

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

• AI bailed out the mining companies
• AI people deal with the same energy use claims
• We reflect on the life of Jane Goodall
• DoubleZero gets a no-action letter from the SEC
• Will Tether and Circle lose market share?
• Who could challenge the Big Two stablecoins?
• Do optimists always win?
• Some DATs are troubled
• Is Kalshi starting to take over?
• Stripe announces Open Issuance
• The US Government is shut down

Content mentioned:

• Nic on Substack, The Stablecoin Duopoly is Ending