Weekly Roundup 02/27/26 (Insider Predicting, OCC implements GENIUS, ZachXTB fingers Axiom, Jane St vs Terra)

February 27
34 mins

Episode Description

Matt and Nic are back with another week of news and deals. In this episode: 

  • Kalshi has detected and banned two accounts for insider trading
  • Is Polymarket going to have to add KYC?
  • Is there a tradeoff between informational efficiency and market fairness
  • The OCC de facto bans stablecoin yield in its rulemaking around GENIUS
  • Meta is considering partnering with a stablecoin issuer
  • Stripe is bullish in their annual report
  • ZachXBT determines that Axiom employees have been abusing the platform
  • Terraform labs accuses Jane Street of insider trading
  • WSJ reports that Binance overlooked Iranian sanctions violations
  • Justin Drake unveils a post-quantum roadmap for Ethereum
  • Matt Corallo says Nic is wrong about Bitcoin and quantum

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