Weekly Roundup 02/13/26 (SBF wants a retrial, taking stock of Web3, Clarity deadlocked) (EP.701) – On The Brink with Castle Island

Weekly Roundup 02/13/26 (SBF wants a retrial, taking stock of Web3, Clarity deadlocked) (EP.701) – On The Brink with Castle Island — Transcript

Market views

Bullish

AIMODELS— AI models are becoming dramatically more powerful and accessible, with applications expanding beyond tech into everyday tasks like plumbing, creating massive disruption opportunity.
STABLES— Stablecoins are becoming the most efficient payment rails for AI and digital dollar movement, with major institutional adoption from BlackRock.
UNI— BlackRock partnership to enable tokenized money market fund trading on Uniswap shows major institutional validation, with BlackRock purchasing UNI tokens.
HOOD— Robinhood launching institutional prediction market Rothera to capture economics currently going to competitors, positioning for major revenue growth.

Bearish

POLYMARKET— Facing major competitive threat from Robinhood's Rothera which will redirect significant volume away, plus regulatory challenges from state attorneys general.
CEFI— Centralized crypto lenders showing signs of stress with Blockfills halting withdrawals, suggesting more failures to come in the sector.

Not investment advice.