Weekly Roundup 11/17/22 (John Ray’s FTX filing, will FTX political contributions be repaid, what’s wrong with effective altruism?) (EP.372)
On The Brink with Castle Island
Release Date: 11/18/2022
Daniel Lev (Coinflow) on Stablecoin Payments (EP.662)
On The Brink with Castle Island
Wyatt sits down with , the founder of , to discuss the evolution of payments amidst a wave of stablecoin-enabled innovation. In this episode: Lurking legacy issues of payment networks How our current payment networks benefit end users but not merchants Types of merchant profiles and who stands to benefit Creating faster settlement Marketplace models and better rails How blockchain can reduce fraud and help businesses know their customers
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Weekly Roundup 08/29/25 (Stablecoins in CDMX, DAT issues, GDP on the blockchain) (EP.661)
On The Brink with Castle Island
Nic and Matt return for another week of news and deals. In this episode: Nic reviews the stablecoin conference in Mexico City Will the banks obsolete stablecoins? Some DATs are having trouble The government is putting GDP on the blockchain The CFTC opens the door to US customers trading on non-US exchanges Trump fires Lisa Cook Can the Fed be considered “independent” Google is developing a blockchain A BNB DAT gets delisted Tether is building on Bitcoin via RGB How does insider trading work in prediction markets?
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Sandy Kaul (Franklin Templeton) on Onchain Asset Management (EP.660)
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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Weekly Roundup 08/22/25 (SALT Jackson Hole, Wyoming Stable Token, Fed drama) (EP.659)
On The Brink with Castle Island
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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Cupid & Hercules (Groom Lake) on Preventing and Responding to Cybercrime (EP.658)
On The Brink with Castle Island
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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Luke Xie (SatLayer) on The Next Generation of Bitcoin Yield (EP.657)
On The Brink with Castle Island
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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Weekly Roundup 08/15/25 (DAT fine print, stablecoin L1s, banks vs stables) (EP.656)
On The Brink with Castle Island
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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Huf Haus (Pear Protocol) on Trading Strategies Across Crypto Cycles (EP.655)
On The Brink with Castle Island
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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Nathan McCauley on Anchorage Digital Prime and Stablecoin White-Label (EP.654)
On The Brink with Castle Island
, 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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Weekly Roundup 08/08/25 (Debanking EO, Storm Verdict, RMB stables) (EP.653)
On The Brink with Castle Island
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,
info_outlineMatt and Nic return for another week of news and deals. In this episode:
- Matt’s blog post, ‘It’s Time to Grow Up’
- The Alameda - FTX relationship was always sketchy
- Would FTX ever have been able to go public?
- Why don’t we have decent disclosure for token emissions?
- How do we put this crisis to use?
- John Ray’s Day 1 filing about the state of affairs at FTX
- So what in the hell happened to the client funds at FTX?
- Will funds donated to politicians be clawed back?
- What’s wrong with utilitarianism?
- How effective altruism is like Stalinism
- One theory on how Alameda lost money on Luna
- Some lending firms kicked out Alameda after the summer credit crisis
- Is Serum forking out coins which are due to FTX creditors?
- Why has the DOJ been so passive so far?
- We introduce some new bad boys
- Su Zhu and Kyle are trying to redeem themselves
- Do Kyle and Su have a new venture underway?
- Rep. Tom Emmer is elected as the GOP Whip in the House
- Will the Republican led House subpoena Gensler?
Content mentioned in this episode:
- Matt Walsh in Medium, It’s Time to Grow Up
- FTX CEO John Ray’s Day 1 filing
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