Weekly Roundup 03/07/25 (Crypto Reserve, Debanking Bill, Broker Rule) (EP.600)
On The Brink with Castle Island
Release Date: 03/07/2025
Weekly Roundup 06/20/25 (GENIUS passes, Nobitex Hack, FUD dice retrospective) (EP.636)
On The Brink with Castle Island
Matt and Nic are back for another week of news and deals. In this episode: The GENIUS Act passes the Senate Should GENIUS be stapled to market structure? Bessent thinks stablecoins could be $3.7T by 2030 Stablecoin FUD Will stablecoins destabilize the US Treasury market JPM's stablecoin FUDs JPMD's deposit token will launch on Base The future of stablecoin yield in the US Circle hits a $50b market cap Yellowcard partners with Visa in Africa Kraken will launch a token for their Ink L2 Are Walmart and Amazon looking at their own stablecoins? An Iranian crypto exchange is...
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Santi Alvarado (XFX) on Improving FX for Stablecoins (EP.635)
On The Brink with Castle Island
Sean is joined by Santi Alvarado, CEO/Co-Founder of , to cover their seed raise and how money moves cross border. In this episode: Background of Santi and how he made his way into crypto How legacy FX settlement operates today How XFX enables more liquidity for cross border payment companies
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Greg Genega (KPMG) on Crypto Auditing (EP.634)
On The Brink with Castle Island
Wyatt is joined by , Digital Asset and Blockchain leader at KPMG, for a conversation on the state of crypto auditing. In this episode: How KPMG works with crypto companies and protocols Relevant new innovations in the crypto space What to look out for as a new founder
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Weekly Roundup 06/13/25 (Stripe buys Privy, Stablecoin FUD, Rogue Traders) (EP.633)
On The Brink with Castle Island
Matt and Nic are back for another week of news and deals. In this episode: Stripe acquires wallet infrastructure company Privy for an undisclosed sum Fireblocks’ stablecoin data Stablecoin FUD Were mnemonic phrases a local maxima? Bullish and Gemini have filed preliminary paperwork for IPOs Soc Gen is launching a USD stablecoin We look at some infamous rogue traders Gamestop’s bitcoin strategy is a flop DTCC is looking at issuing a stablecoin
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Weekly Roundup 06/06/25 (Circle IPO, Singapore rules, Trump wallet?) (EP.632)
On The Brink with Castle Island
Matt and Nic are back for another week of news and deals. In this episode: Circle goes public and has an explosive first day The IPO window is open Circle’s vision for CPN is launching a token Will cannibalize Solana? JPM will let clients use Bitcoin ETFs as collateral Strategy introduces new offerings Magic Eden’s strange Trump wallet app announcement Truth Social Bitcoin ETF A K Pop Bitcoin access vehicle Korea’s cultural renaissance Singapore’s abrupt change in posture
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Isha Varshney (Celo) on Stablecoin Adoption Across Markets (EP.631)
On The Brink with Castle Island
Wyatt sits down with from the to talk stablecoins. Covered in this episode: Payments in Kenya and Sub-Saharan Africa Stablecoin usage and USDT The future of non-stable tokens
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Weekly Roundup 05/30/25 (Bitcoin Access Vehicles, GME buys BTC, Pangea Fund) (EP.630)
On The Brink with Castle Island
Matt and Nic are back with another week of news and deals. In this episode: Warning signs for the Bitcoin access vehicles? Has Bitcoin lost the MoE battle? Is OCP 2.0 over? The Dept of Labor rescinds their anti-crypto 401k guidance Cantor Fitzgerald is launching a bitcoin/gold fund Is it mathematically possible to give Bitcoin upside and gold downside? Content mentioned:
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Anthony Yim (Artemis) on Stablecoin Payments from the Ground Up (EP.629)
On The Brink with Castle Island
We sit down with Anthony Yim, cofounder, to talk about the from Artemis, CIV, and Dragonfly, providing brand new estimates of stablecoin payments volume. In this episode: Why we decided to work on the new report How we obtained the estimates Why we decided to put together a bottom-up estimate Stablecoin b2b volumes compared to traditional b2b How do you measure stablecoin transactions? Download the report at
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Markus Franke and Denney Kwok (Mento Labs) on Stablecoins for FX (EP.628)
On The Brink with Castle Island
and from join the show. In this episode: Non-USD stablecoins On-chain FX Microlending and financing for emerging markets
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Weekly Roundup 05/23/25 (Genius Cloture, Sui hack, $Trump dinner) (EP.627)
On The Brink with Castle Island
Matt and Nic are back for another week of news and deals. In this episode: Trump’s crypto dinner reviewed Bitcoin access vehicles NYT stablecoin coverage Sui is hacked and censors the blockchain Kraken is launching tokenized stocks Circle in acquisition talks The GENIUS Act passes Cloture in the Senate Hong Kong passes stablecoin legislation
info_outlineMatt and Nic are back for another week of news and deals. In this episode:
- We debate the prudence of a BTC reserve
- A Strategic Reserve of just BTC or altcoins?
- How would a crypto reserve be “strategic”
- Should the US Government just seize BTC to build the reserve?
- Is there a “strategic” purpose to owning a gas token?
- SEC task force for crypto is starting roundtables
- SEC drops lawsuits against Kraken, Cumberland, and Yuga labs
- Tim Scott’s bill to eliminate reputational risk from bank regulation
- CME launches SOL futures
- An Argentine prosecutor is looking to seize $110m in the Libra case
- Tether and Circle are fighting in Washington
- SBF makes an appearance on Tucker