Weekly Roundup 11/21/25 (Quantum FUD, DAT hangover, stablecoin duration risk) (EP.686)

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

• Is Quantum FUD causing Bitcoin to sell off?
• Ray Dalio is worry about Quantum
• Scott Aaronson is worried about quantum computing
• Vitalik is worried about quantum
• Quantum upgrade scenarios
• Are we still suffering from the flash crash?
• The DATs are selling
• DAT spot arbitrage
• Will the US government end up with the Satoshi coins
• Should the government bail out AI?
• Will NFTs come back?
• IBIT is Harvard's largest 13F position
• David Frum on stablecoins
• Will stablecoins require a bailout?