Matt and Nic are back for another week of news and deals. In this episode: We review the US Open The Clippers scandal Fantasy football and the efficient market hypothesis Tax treatment of sports betting on Poly versus sports betting apps Are prediction markets more efficient than bookies? Galaxy launches a tokenized version of their stock NASDAQ is adding supervision rules for DATs Is it over for the DATs? World Liberty Fi launches and gets into a fight with Justin Sun Gemini files to go public Stripe releases details around their Tempo L1 Some academics have an explanation for why MSTR might trade at a persistent premium Content mentioned in this episode: Nic on Substack, Situating Stablecoins in the Payments Landscape Valuing Microstrategy
