Money Stuff: The Podcast Key Beast Risk: BMNR, 10%, OLMA
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Jan 16, 2026 Katie and Matt explore the intriguing world of Beast Industries, diving into its $200 million investment and shifts in blockchain strategies. They debate the implications of a 10% credit card interest cap and its potential to reshape borrower options. Additionally, they uncover a shocking insider trading case linked to drug trials, revealing serious ethical concerns. With a dash of humor, they also examine the future of creator influence and fintech ambitions, making for a lively discussion on money and morality.
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Crypto Treasuries Need New Plays
- Bitmine pivoted from immersion Bitcoin mining to becoming a large corporate holder of Ether and a crypto treasury manager.
- Matt Levine notes treasuries now must find new uses for large token pots beyond simply buying more of the same crypto.
Key Beast Risk: Succession For Creator Empire
- Beast Industries is the corporate vehicle around Mr. Beast's YouTube empire rather than just Jimmy Donaldson himself.
- Matt Levine jokes about 'key beast risk' and wonders how succession would work for a creator-led business.
Why Creators Appeal To Crypto Treasuries
- Crypto treasuries with large token holdings must diversify because marginal buys of the same token no longer move the needle.
- One option is deploying capital into unconventional investments like creator partnerships, which could boost token adoption or price.