Weekly Roundup 03/04/22 (Sanctions chaos, Ukraine's crypto fundraiser, remonetizing gold, web3 geofencing) (EP.293)
On The Brink with Castle Island
Release Date: 03/04/2022
On The Brink with Castle Island
Wyatt sits down with , head of digital assets at Franklin Templeton, to cover Sandy's work with the CFTC and DTCC and creating sandboxes for onchain financial markets. In this episode: How wallets stand to become the hub of asset management Lasting policy for crypto Protecting consumers in an open financial system
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Matt and Nic are back with another week of news and deals. In this episode: Wyoming releases a stabletoken “FRNT” Matt’s bear encounter Bowman and Waller’s speeches at Jackson Hole Eric Trump’s Bitcoin prediction Is there an example of a DAT that makes sense? Should DATs trade at a persistent premium? Figure is going public Bullish goes public Is Saylor cornered? Quintenz’ nomination The DoJ decriminalizes writing open source code Is Polymarket cooked? Does a trial by a jury of your peers make sense? Content mentioned: Reducible Errors,
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Wyatt sits down with the founders of In this episode: How social engineering attacks are being used to exploit companies in crypto and beyond How companies can better protect themselves and be vigilant of these exploit attempts The future of cybersecurity software for crypto
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Wyatt sits down with , cofounder of for a conversation about Bitcoin yield. In this episode: What makes financial markets for BTC unique How BTC DeFi will evolve, in the backdrop of the broader macro environment DeFi vs CeFi financial systems for BTC
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Matt and Nic return for another week of news and deals. In this episode: We review the DAT fine print Why being in power is sometimes the hardest part Stripe and Circle announce their own L1s We make the case for stablecoin L1s The irony in Stripe's L1 What about a DAT of DATs? Bullish goes public Breakfast cereals Do Kwon pleads guilty BPI sends a letter to Congress complaining about stablecoin interest Can you prohibit stablecoin yield? Bo Hines steps down Bessent says the USG will not be buying Bitcoin Is monero being 51% attacked? Content mentioned: BitMEX...
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We sit down with , founder of . In this episode: What pair trading is, the benefits of Pear trading, and different strategies How to approach different market regimes from a trader's perspective Applying trading strategies to other asset classes
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, the founder and CEO of joins the show. In this episode we discuss: The passage of The Genius Act and the impact it will have on the digital asset industry. The launch of Anchorage’s white label stablecoin issuance platform. Anchorage Digital Prime and how the company is working with its customers on trade execution, lending and custody. The status of the market structure bill. The Roman Storm case. To learn more about visit their . Follow Nathan on . See also:
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Matt and Nic are back for another week of news and deals. In this episode: What’s wrong with NYC? China bans Bitcoin for the 15th time Is China really lauching an RMB stablecoin? We dissect the Trump debanking EO OpenAI releases GPT5 SEC: Liquid staking tokens are not securities Roman Storm is found guilty on one of three counts Hester Peirce’s speech on financial privacy How should we solve debanking? Will stablecoins replace bank wires? Is AI going to reveal the identity of Satoshi Further reading: Hester Peirce, Nic on Substack,
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CEO and cofounder joins the show to talk about Maple's huge year so far. In this episode: Syrup and Maple's evolution into an on-chain asset manager Traditional credit players servicing on-chain finance DeFi's strengths and weaknesses relative to traditional markets
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Matt and Nic are back for another week of news and deals. In this episode: The White House publishes their highly awaited crypto report SEC Chair Paul Atkins makes a landmark speech Stablecoin-focused L1s DAT mNAV premia are converging to 1 Figma IPO The SEC embraces tokenized securities, airdrops, token issuance, and DeFi In-kind create and redeem has been authorized for Bitcoin ETFs JPM deepens their partnership with Coinbase Roman Storm verdict is imminent Further reading: Blockworks’ Omid Malekan and Zach Pandl, White House, Paul Atkins, Nic Carter,
info_outlineNic and Matt return for another wild week. In this episode:
- OTB theme music controversy
- Is Bitcoin a risk off asset
- Ukraine raises crypto to fund the war effort
- Why Ukrainians were better positioned to deal with a banking sector failure
- The U.S. cuts Russia out of SWIFT (mostly)
- Can the U.S. pull the SWIFT deplatforming again?
- Will gold be remonetized?
- Metamask, Infura, and Opensea are banned in Iran and Venezuela
- Why the cost of running a full node matters
- Can NFTs be securities?
- Is Russia evading sanctions with crypto?
- Powell’s comment on multiple reserve currencies
Content mentioned:
- JP Schnapper-Casteras in the New Atlanticist, Here’s why crypto won’t save the Kremlin from sanctions
- Jon Sindreu in the WSJ, If Russian Currency Reserves Aren’t Really Money, the World Is in for a Shock
Sponsor notes:
- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Learn more at fireblocks.com