Izabella Kaminska (The Blind Spot) on Reconsidering Bitcoin Skepticism (EP.297)
On The Brink with Castle Island
Release Date: 03/14/2022
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On The Brink with Castle Island
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On The Brink with Castle Island
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On The Brink with Castle Island
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On The Brink with Castle Island
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Weekly Roundup 08/14/26 (Anti-Datacenter sentiment, dinosaur fossil investing, SEC is DIYing Clarity) (EP.734)
On The Brink with Castle Island
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Weekly Roundup 08/07/26 (Coldcard hack continues, Ethereum mulls an issuance tweak, ai16z winds down, Clarity deadline looms) (EP.733)
On The Brink with Castle Island
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On The Brink with Castle Island
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On The Brink with Castle Island
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Weekly Roundup 07/17/26 (Teleprompter insider trading, the AI DeFi apocalypse fizzles, NY’s datacenter ban) (EP.730)
On The Brink with Castle Island
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Weekly Roundup 07/09/26 (BonkDAO exploit, Choke Point 2.0 extended to audit firms, Kraken v Mazars) (EP.729)
On The Brink with Castle Island
Matt and Nic are back with another week of news and deals. In this episode: Strategy sells $216m worth of BTC Where does Strategy go from here with STRC? Kalshi’s case faces the ban of sports contracts in NY TeraWulf signs a massive lease with Anthropic BonkDAO’s legal hack Vanguard hires a head of digital assets Kraken wins arbitration against Mazars for de-auditing them in 2022 Vitalik lays out a new four year plan Polymarket’s 5 minute BTC markets are being manipulated Content mentioned:
info_outlineFormer FT Alphaville Editor and founder of The Blind Spot, Izabella Kaminska joins the show. In this episode:
- Izabella’s pre-FT career
- Izabella’s Polish ancestry and how that informed her monetary worldview
- Why Izabella was a skeptic about Bitcoin – and why she revisited her stance
- Izabella’s interest in anacyclosis and cyclicality in political systems
- Jeremy Bentham and his views on utilitarianism
- Consequentialism and its influence on contemporary elite ideology
- What Covid-19 policies revealed about freedoms in the West
- The flaws inherent in bureaucracy
- Izabella’s changing view on the politicization of finance
- The failure of AML/KYC rules in the West
- Reflections on the FT’s Wirecard story
- Izabella’s view on stablecoins and why she first compared them to Eurodollars
- Why stablecoins are mini central banks
- The paradoxes of Web3 and DeFi and the veil of decentralization
- Do crypto systems end up inherently recentralizing
- Why Central Banking is so obscure and difficult to penetrate
- Bitcoin narratives in the context of Bitcoin’s apparent failure to be a real rates hedge
- Is gold genuinely a good inflation hedge?
- Are there Bitcoiners Izy pays attention to?
- Izabella’s thoughts on Bitcoin ESG questions
- Is Bitcoin security worth paying for?
- Why Izabella is leaving the FT and starting the Blind Spot
Learn about The Blind Spot and follow Izabella on twitter.
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