Weekly Roundup 03/01/24 (DOE order stayed, Bitcoin renaissance, SBFs autism plea) (EP.508)
On The Brink with Castle Island
Release Date: 03/01/2024
On The Brink with Castle Island
Matt and Nic are back for another Thanksgiving episode of OTB. In this episode: Fire departments love thanksgiving Who we’re thankful for Eggnog is underrated Justin Sun puts $30m into World Liberty Financial Marc Andreessen appears on Joe Rogan and covers OCP 2.0 Why were non crypto tech peopled shocked by Choke Point revelations? Trump is looking to shift power from the SEC to the CFTC An appeals court rules that OFAC exceeded its authority by sanctioning Tornado Cash Cantor owns a 5% ownership stake in Tether that they acquired at a $12b valuation How prudent is the establishment of a...
info_outline Weekly Roundup 11/22/24 (Bitcoin $100k?, Gensler Resigns, Nocoiner Rankings, Looking Back) (EP.577)On The Brink with Castle Island
Matt and Nic return for another week in the markets. In this episode: How is the DOGE going to work? Bitcoin is heading to 100k Gary Gensler announces his resignation as SEC chair We look back at Gensler’s awful term 18 state AGs file a lawsuit against the SEC The SEC’s dealer rule is tossed by a judge Trump is mulling the creation of a crypto czar Microstrategy is trading at a massive premium The latest on OCP 2.0 FDIC Gruenberg chair testifies in the House and potentially perjures himself FTX cofounder Gary Wang given no time in prison Coinbase is delisting wBTC Trump nominates Lutnick...
info_outline Aaron McDonald (Futureverse) on Metaverse Technologies (EP.576)On The Brink with Castle Island
Aaron McDonald, the founder of joins the show. In this episode we discuss: Aaron’s professional career and the path that led him to founding Futureverse. How he has built the company through a mix of organic growth and acquisitions. How blockchains and digital currency interact with Metaverse technologies. The future of virtual worlds and gaming technologies. The L1 and L2 blockchain ecosystem and how Futureverse has built their platform. To learn more about Futureverse visit their .
info_outline Weekly Roundup 11/15/24 (Congressional agenda, FTX vs Binance, Polymarket raid) (EP.575)On The Brink with Castle Island
Matt and Nic return for news and deals. In this episode: Nic recaps his trip to Congress Vibes in Congress post election The likelihood for stablecoin and market structure bills What are the prospects for the Strategic Bitcoin Reserve What’s happening in Devcon? 18 state AGs are suing Gensler and the SEC Gensler is hinting at retirement FTX sues Binance and CZ Sam Trabucco forfeits $70m in assets to the FTX estate Polymarket’s Shayne Coplan raided by the FBI Doodles partnership with McDonalds The verdict on Fairshake's efforts in the election OCP developments and how Congress...
info_outline David Low (Hata) on Crypto in Southeast Asia (EP.574)On The Brink with Castle Island
, CEO and cofounder of joins the show. In this episode, In this episode, Wyatt and David discuss: Crypto adoption in Southeast Asia Regulatory attitudes Operating a centralized exchange Bitcoin interest vs other cryptoassets in the region
info_outline Weekly Roundup 11/08/24 (Trump wins, crypto candidates win, Election implications) (EP.573)On The Brink with Castle Island
Nic and Matt are back with more news and deals. In this episode: Trump resoundingly wins the election A demographic realignment Polymarket versus the polls Podcasts and twitter versus the legacy media How did the pro-crypto candidates do? Trump promises to fire Gensler on day 1 How did the Fairshake PAC do? Review of key Senate races Will Trump execute on his crypto promises? Moreno defeats Brown in Ohio Will OCP2.0 finally end? What’s the deal with Trump’s Bitcoin reserve? How would the SEC change token issuance rules? How will Trump's election affect DeFi and cashflowing tokens? Why...
info_outline Hadley Stern (Marinade) on Institutional Staking (EP.572)On The Brink with Castle Island
, the Chief Commercial Officer of joins the show. In this episode we discuss: Hadley’s career in the blockchain industry. The early days of researching and building blockchain products at Fidelity. The landscape for banks in the United States as it relates to digital asset product development. The evolving regulatory landscape and the prospects of pro-innovation legislation. The staking landscape and how Marinade is going to market with its products and services. To learn more about Marinade visit
info_outline Weekly Roundup 11/01/24 (US Treasury on Stables, Polymarket volume, Singh Sentenced) (EP.571)On The Brink with Castle Island
Matt and Nic return for another week of news and deals. In this episode: We check in on the presidential odds State races to watch As part of their quarterly earnings release, Microstrategy a plan to raise $42 billion in the next 3 years in order to buy more Bitcoin. The raise will be evenly split between equity offerings and sales of fixed-income securities. Coinbase a future donation of $25 million to Fairshake to be used for the 2026 midterm elections. Nishad Singh, the former director of engineering for FTX, prison time following his guilty...
info_outline Pat Larsen (Zenledger) on Digital Asset Tax and Compliance (EP.570)On The Brink with Castle Island
Pat Larsen, the founder and CEO of joins the show. In this episode we discuss: The latest developments in the tax and compliance categories within digital assets. How asset managers and large financial institutions are increasingly adopting digital assets. The compliance obligations of financial services firms as it relates to digital asset trading. The venture capital landscape for digital asset startups. The use cases that are currently driving adoption in the blockchain industry. To learn more about Zenledger, visit
info_outline Weekly Roundup 10/25/24 (Stripe acquires Bridge, Polymarket whale, Stables as Fintech 3.0) (EP.569)On The Brink with Castle Island
Matt and Nic are back for more news and deals. In this episode: The Polymarket whale is identified BTCUSD predictions for the election Election models versus prediction markets Stripe acquires Bridge for $1.1b Did the Bridge deal make sense for Stripe? Stablecoins as Fintech 3.0 Nigeria frees Tigran Gambaryan Kraken is launching the Ink blockchain Buenos Aires is launching a blockchain-based identity solution Opera launches the minipay wallet A new paper from the Fed gives us new insight into the 2023 bank run Coinbase FOIAs the regulators behind OCP 2.0 Content mentioned in this episode: ...
info_outlineMatt and Nic are back for another week of news and deals. In this episode:
- Funding rates in crypto
- Blockbuster ETF flows
- Bitcoin Renaissance
- BitVM opening the overton window
- Remembering PlusToken
- SBF is “too autistic” to go to jail
- The 3ac boys have another fake fundraise announcement
- Genesis reaches a settlement proposal
- The DOE’s demand for information from miners has been halted for now
- Should the Bahamas be a state
- Marathon is launching their own L2
Content mentioned in this episode:
- Alex Thorn, Why we aren’t Stopping
- Fidelity Digital Assets, Addressing Ethereum Risks
Sponsor notes:
- In the Coin Metrics State of the Network Issue 248, we provide an overview of the paper—Breaking BFT—and examine the importance of network security