Weekly Roundup 03/29/24 (SBF sentenced, Blast and Munchables, the MSTR convergence trade) (EP.513)
On The Brink with Castle Island
Release Date: 03/29/2024
Weekly Roundup 05/17/24 (SAB121 repeal, Paul Ryan on stables, Bitcoin ETF 13Fs) (EP.528)
On The Brink with Castle Island
Matt and Nic are back with another week of news and deals. In this episode: The Senate votes to repeal SAB121 Which Democrats defied Biden on SAB121? Chuck Schumer breaks with Warren Paul Ryan’s pro-stablecoin comments on Bloomberg CME is launching a spot crypto exchange The State of Wisconsin owns over $100m of Bitcoin ETFs exploited MEV exploiters arrested by the DoJ What’s up with Roaring Kitty? Content mentioned in this episode: Matt Hougan, David Morris, Rep Mike Flood and Wiley Nickel, Sponsor notes: In Coin Metrics' State of the Network issue 259, we analyze the impact of...
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Weekly Roundup 05/10/24 (Biden threatens SAB121 veto, Trump embraces crypto, FDIC scandal deepens) (EP.527)
On The Brink with Castle Island
Matt and Nic return for another week of news and deals. In this episode: The SAB121 repeal bill passes the House with 21 Democrat votes Biden threatens to veto SAB121 repeal Trump endorses crypto Is Gensler a liability for Biden? A scandal deepens at the FDIC Senator Warren defends the embattled FDIC chair Robinhood gets a Wells Notice from the SEC Is FTX really offering over 100% recovery to creditors? We review the Ohio State commencement speech Greyscale withdraws their Ethereum ETF application Content mentioned in this episode: Nic on Medium, Wyatt on Medium, Sponsor notes: ...
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Will Peck on Digital Assets at WisdomTree (EP.526)
On The Brink with Castle Island
Will Peck, Head of Digital Assets at WisdomTree re-joins the show. In this episode we discuss: WisdomTree’s journey in digital assets and the firm’s strategy in the area. Views on the launch of spot Bitcoin ETFs in the United States. Will’s views on tokenization and how the firm is approaching this category. WisdomTree’s New York Trust Charter and the opportunities that the license opens up. The evolving stablecoin landscape. Views on evolving regulatory landscape. To learn more about WisdomTree visit their .
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Weekly Roundup 05/03/24 (CZ sentenced, Roger Ver arrested, Coinbase earnings) (EP.525)
On The Brink with Castle Island
Matt and Nic are back for more news and deals. In this episode: Matt get’s 2nd in Jeopardy at ETH Boston We reminisce over Nic’s 2020 holiday quiz Ian Cain’s Senate candidacy in MA CZ get 4 months in prison The significance of ‘4’ Did CZ deserve his sentence? Roger Ver arrested for tax fraud Tough week of outflows from the ETFs The chilling effects of the DoJ Samourai case Coinbase reports earnings Content mentioned: Sponsor notes: In Coin Metrics' State of the Network issue 257, we delve into our framework to assess exchange quality in digital asset markets
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Ian Cain on Running for U.S. Senate from Massachusetts (EP.524)
On The Brink with Castle Island
, republican candidate for U.S. Senate in the state of Massachusetts against Elizabeth Warren joins the show. In this episode we discuss: Ian’s personal background and path to politics. How he became interested in emerging / blockchain technology. Qubic Labs and fostering a startup ecosystem in Massachusetts. The on-chain municipal bond project in Quincy, MA. The key issues that MA voters care about. Elizabeth Warren’s posture on crypto and whether the “anti-crypto army” is a real thing or a political stunt. Stablecoins Digital asset market infrastructure and why it is important to...
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Weekly Roundup 04/26/25 (DEBTBox fallout, DoJ vs Samourai Wallet, IMF on Bitcoin flows) (EP.523)
On The Brink with Castle Island
Matt and Nic return for another week of news and deals. In this episode: CIV's new stablecoin survey What happened with Runes? Lawsuit against the SEC’s dealer rule New capital gains tax proposal How would taxing unrealized gains work? Two SEC lawyers leave in connection with the DEBT Box scandal The founders of Samourai wallet are arrested and charged by the DoJ Morgan Stanley close to permitting Bitcoin ETF to be solicited by their brokers Hong Kong Bitcoin ETFs go live Block is building Bitcoin mining hardware Visa’s stablecoin analytics dashboard Bitcoin Sign Guy sells his sign TikTok...
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Chris Harmse (BVNK) on Building Global Stablecoin Infrastructure (EP.522)
On The Brink with Castle Island
Chris Harmse, co-founder and VP of Revenue at joins the show. In this episode we discuss: Chris’ career and the path to founding BVNK. The origin story of BVNK and how the company has evolved over time. The key drivers behind the adoption of stablecoins. Segmenting the stablecoin market. Interest bearing stablecoins and the impact that this category will have on the overall market. Tokenized money funds and the future of securities settlement. How stablecoins will refactor the global FX market. The regulatory landscape and how stablecoin adoption is evolving in various regions. To learn...
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Alexei Zamyatin (BOB) on the Bitcoin Renaissance (EP.521)
On The Brink with Castle Island
In this episode we sit down with , the founder of (BOB). Topics covered: Why EVM-compatibility is important for Bitcoin and Bitcoin L2s Merge mining and fostering adoption of Bitcoin L2’s Why now for the Bitcoin Renaissance BitVM, use cases, and unlocks for Bitcoin
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Weekly Roundup 04/19/24 (Stablecoin bill, Halving, Code is not law) (EP.520)
On The Brink with Castle Island
Matt and Nic are back for another week of news and deals. In this episode: Dubai is underwater The Lummis Gillebrand stablecoin bill and its prospects Do stablecoins affect the US’ ability to make sanctions? Avraham Eisenberg has been found guilty for the Mango markets hack Stablecoins as proto CBDCs Do stablecoins disintermediate commercial banks? What do the 13F filings tell us about ETF flows? Sponsor notes: In Coin Metrics State of the Network Issue 255, we understand the significance of the Bitcoin halving, its impact on miners and potential effects...
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Cynthia Lo Bessette and Matt Horne on Digital Asset Management at Fidelity (EP.519)
On The Brink with Castle Island
Cynthia Lo Bessette and Matt Horne of join the show. In this episode we discuss: The history of digital asset innovation at Fidelity. The decision to operationalize a digital asset-management capability under Fidelity’s Asset Management business unit. The launch of the Fidelity Bitcoin ETF and the path to getting this product to market. How Bitcoin ETFs are currently being consumed and the distribution of these products to various investor types and platforms. How Fidelity is approaching the tokenization of real world assets. Broader views on the future of public blockchain assets and the...
info_outlineMatt and Nic return for another week of news and deals. In this episode:
- Was SBF’s 25-year sentence too lenient?
- Beba vs SEC
- Coinbase motion to dismiss is dismissed
- Coinbase notches a win vs the SEC over their Wallet product
- SDNY v Kucoin
- Ripple vs SEC
- Will MSTR ever converge to the fair value of their Bitcoin?
- North Korea allegedly hacks Blast’s Munchables farm
- How did Blast persuade the hackers to give the money back?
- What’s going on with ETH blobspace?
- Bitwise’s ETH vs ETH futs correlation analysis
Content mentioned:
Sponsor notes:
- State of the Network’s Q1 2024 Mining Data Special
- In Coin Metrics State of the Network Issue 252, we zoom in on the impressive recovery of miner profitability amid improving market conditions