Weekly Roundup 10/24/25 (Quantum, Crypto Pardons, Fed Payment Accounts) (EP.679)

Weekly Roundup 10/24/25 (Quantum, Crypto Pardons, Fed Payment Accounts) (EP.679) – On The Brink with Castle Island

Market views

Bullish

BTC— Bitcoin can adapt and survive quantum computing threats through protocol upgrades, requiring preparation now for potential quantum breaks within 5-10 years
COIN— Coinbase is strategically positioning to capture the full token lifecycle from creation to trading, expanding beyond their traditional exchange business
FINTECH— New Federal Reserve proposals for master accounts would give FinTechs direct access to the Fed, creating exciting opportunities in banking and payments
CEFI— Regional crypto exchanges present attractive consolidation opportunities for private equity roll-up strategies
KRAKEN— Kraken demonstrates impressive growth with $648 million in Q3 revenue, up 114% year-over-year

Bearish

BETTING— Sports betting should be illegal due to its correlation with domestic violence and lack of societal benefit
CARDS— Stripe is using blockchain technology to build a new payment network that directly threatens credit card interchange fees
DEFI— Proposed Senate Democrat legislation threatens to make decentralized finance illegal in the United States

Not investment advice.