Weekly Roundup 03/26/26 (Trump supports stablecoin yield, Kraken's master account, death prediction markets) (EP.707) – On The Brink with Castle Island
Bullish and bearish opinions expressed in this episode, paired with supporting transcript quotes. The quote confirms what was said—not whether the opinion is correct.
Bullish
$STABLES— Trump strongly supporting stablecoin industry and yield-bearing stablecoins against bank opposition, viewing it as critical for US crypto leadership
$INFRA— Stablecoin card infrastructure expanding rapidly with Visa/Bridge partnership to 100+ countries, meeting consumers where they are
$MS— Morgan Stanley emerging as the most forward-thinking bank on crypto, filing for their own Bitcoin ETF
Bearish
$ANTHROPIC— Anthropic's EA philosophy causing them to be antagonistic with government, self-destructing their IPO plans by flying too close to the sun
$JPM— JPMorgan and banks opposing stablecoin yield in bad faith, trying to protect their monopoly despite record profits