Weekly Roundup 04/24/26 (Finding Satoshi, KelpDAO retrospective, Insider weather betting, Coinbase's Quantum report) (EP.716) – On The Brink with Castle Island

Weekly Roundup 04/24/26 (Finding Satoshi, KelpDAO retrospective, Insider weather betting, Coinbase's Quantum report) (EP.716) – On The Brink with Castle Island — Transcript

Market views

Bullish

BTC— Bitcoin's purity of creation and Satoshi's pure motives set it apart from other cryptocurrencies, making it fundamentally unique.
COIN— Coinbase's quantum advisory group is taking the correct proactive stance on preparing for quantum computing threats now rather than waiting.

Bearish

DEFI— DeFi protocols face systemic security risks with insufficient yields to compensate for tail risks, leading to expected TVL contraction.
AAVE— Aave faces bad debt from the Kelp DAO hack and is exposed to security practices of every asset they list, creating systemic vulnerability.

Not investment advice.

Mentioned

Market views