On The Brink with Castle Island
Hosts Matt Walsh and Nic Carter of Castle Island Ventures explore the political, ethical, and economic significance of Bitcoin and other public blockchains and talk to some of the leading experts in the industry. Learn more and stay up to date at CastleIsland.vc and follow on twitter @CastleIslandVC
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Chris Harmse (BVNK) on Building Global Stablecoin Infrastructure (EP.522)
04/24/2024
Chris Harmse (BVNK) on Building Global Stablecoin Infrastructure (EP.522)
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 more about BVNK visit their .
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Alexei Zamyatin (BOB) on the Bitcoin Renaissance (EP.521)
04/22/2024
Alexei Zamyatin (BOB) on the Bitcoin Renaissance (EP.521)
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)
04/19/2024
Weekly Roundup 04/19/24 (Stablecoin bill, Halving, Code is not law) (EP.520)
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 on BTC’s price as the 4th Bitcoin halving nears. Content mentioned in this episode: Timothy Massad,
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Cynthia Lo Bessette and Matt Horne on Digital Asset Management at Fidelity (EP.519)
04/15/2024
Cynthia Lo Bessette and Matt Horne on Digital Asset Management at Fidelity (EP.519)
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 types of opportunities for asset managers. Learn more about
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Weekly Roundup 04/12/24 (SEC sues Uniswap, Core dev funding controversy, CPI print) (EP.518)
04/12/2024
Weekly Roundup 04/12/24 (SEC sues Uniswap, Core dev funding controversy, CPI print) (EP.518)
Matt and Nic return for another week of news and deals. In this episode: Our reactions to the CPI print The SEC announces its intention to sue Uniswap Sen Warren doesn’t like the stablecoin bill Howard Lutnick weighs in on stablecoins again Saylor’s core dev funding controversy Sponsor notes: In Coin Metrics State of the Network Issue 254, we provide a data-driven overview of the Solana blockchain, exploring its architecture, ecosystem, network usage and adoption metrics
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Quinn Thompson (Lekker Capital) on why the Macro matters for Crypto (EP.517)
04/08/2024
Quinn Thompson (Lekker Capital) on why the Macro matters for Crypto (EP.517)
Quinn Thompson, founder and CIO of , joins the show. In this episode: Launching Lekker Capital Quinn’s investment strategy with Lekker Using crypto instruments to take a view on macro trends The significance of the move in the 10year How unusual is it to cut rates when inflation is running hot Is inflation the lesser of two evils? Why an inflationary reset is the only way out of our fiscal position Is Bitcoin more analogous to gold or NASDAQ? What are memecoins telling us about the crypto cycle? Institutional participation in Bitcoin dampening volatility? Quinn’s views on the halving Will Microstrategy shares ever converge to the value of their BTC? Why it is often mechanically difficult to bring meme stocks back to earth Quinn’s views on GBTC selling and the US govt’s seized Silk Road coins Further reading:
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Weekly Roundup 04/05/24 (WSJ attacks Tether, Chris Waller on Stables, Nic’s fight announced) (EP.516)
04/05/2024
Weekly Roundup 04/05/24 (WSJ attacks Tether, Chris Waller on Stables, Nic’s fight announced) (EP.516)
Matt and Nic are back with another week of news and deals. In this episode: How risky is Eigenlayer? The SEC is asking for public comment on ETH ETFs Is the US government about to liquidate $2b worth of Silk Road Bitcoin? Goldman wealth management CIO doesn’t like Bitcoin WSJ is back with a Tether hitpiece Fed Governor Chris Waller says crypto is good for the dollar Nic and David Hoffman are fighting at Karate Combat at Consensus Sponsor notes: In Coin Metrics State of the Network Issue 253, we take a data-driven look at the most important events that impacted the digital assets industry in Q1 2024.
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David Hoffman (Bankless) on Eigenlayer (EP.515)
04/03/2024
David Hoffman (Bankless) on Eigenlayer (EP.515)
David Hoffman of Bankless and Bankless Ventures returns to the show. In this episode we discuss: What Bankless Ventures has been focusing on, including Bitcoin Layer Twos. Eigenlayer – what originally attracted David to the project. The Eigenlayer value chain and the emerging categories of projects building in this ecosystem. Liquid Restaking Tokens, Actively Validated Services and how these primitives work in the Eigenlayer ecosystem. Views on risk management and leverage in the context of Eigenlayer. To learn more:
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DeFi Education Fund and Beba sue the SEC (EP.514)
04/02/2024
DeFi Education Fund and Beba sue the SEC (EP.514)
Miller Whitehouse-Levine and of the join the show. In this episode we discuss: Beba, an American apparel company based in Waco, TX and the DeFi Education fund against the SEC, challenging the agency’s pattern of regulation via enforcement. The specific’s of Beba’s airdrop campaign. The Debt Box case and the pattern of behavior that the case highlights. The status of Congressional action on market structure, stablecoins and SAB 121. How the DeFi Education Fund prioritizes key initiatives. How to get involved in this case and support the broader mission of the organization. To learn more about the Beba case: To learn more about the DeFi Education Fund:
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Weekly Roundup 03/29/24 (SBF sentenced, Blast and Munchables, the MSTR convergence trade) (EP.513)
03/29/2024
Weekly Roundup 03/29/24 (SBF sentenced, Blast and Munchables, the MSTR convergence trade) (EP.513)
Matt 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: In Coin Metrics State of the Network Issue 252, we zoom in on the impressive recovery of miner profitability amid improving market conditions
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Weekly Roundup 03/22/24 (SEC v Debtbox, ETH security drama, Blackrock’s BUIDL token) (EP.512)
03/22/2024
Weekly Roundup 03/22/24 (SEC v Debtbox, ETH security drama, Blackrock’s BUIDL token) (EP.512)
Matt and Nic are back for another week of news and deals. In this episode: Nic’s Columbia scandal Stablecoin growth ETH Foundation subpoena from the SEC ETH ETF prospects Blackrock releases their tokenized Treasury product with Securitize Are private blockchains obsolete? Fidelity amends their ETH ETF prospectus to add staking Japan's pension fund is learning about Bitcoin More GBTC outflows More bad boys Kyle Davies wants a debate Content mentioned: Brian Armstrong, ? Bitwise, Sponsor notes: In Coin Metrics State of the Network Issue 251, we leverage market data and datonomy™ sector classification to understand recent shifts in digital asset markets.
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Jeff Lunglhofer on Cybersecurity at Coinbase (EP.511)
03/18/2024
Jeff Lunglhofer on Cybersecurity at Coinbase (EP.511)
Jeff Lunglhofer, the Chief Information Security Officer at Coinbase joins the show. In this episode we discuss: Jeff’s background and what attracted him to joining Coinbase. How Coinbase approaches cybersecurity risk. The impact of the Bitcoin ETF and the custodial business at Coinbase. How users should protect themselves via multi-factor authentication. Phishing and how to protect oneself from this attack vector. Passkeys and how this is improving the log-in flow at Coinbase. How Coinbase uses bug bounty programs. To learn more about cybersecurity at Coinbase visit
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Weekly Roundup 03/15/24 (CSW is not Satoshi, Nigeria v Binance, Traeger and Bitcoin) (EP.510)
03/15/2024
Weekly Roundup 03/15/24 (CSW is not Satoshi, Nigeria v Binance, Traeger and Bitcoin) (EP.510)
Matt and Nic are back for another week of ATHs. In this episode: ETH’s Dencun upgrade goes live Is ETH stuck between two different stakeholder groups? Is Traeger going to hold Bitcoin? Saylor is still buying Bitcoin Nigeria holds two Binance executives for a $10b ransom A UK judge in the COPA case has determined that Craig Wright is not Satoshi Why the COPA v CSW case matters Blackrock will buy Bitcoin ETFs in their global allocation fund Greyscale filed for a low-fee spinoff of GBTC, ticker BTC John Griffin of Griffin and Shams is back with another terrible paper A new paper alleges that crypto finances slavery Sponsor notes: In Coin Metrics , we explore the market dynamics and risks of liquid staking tokens (LST’s)
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Weekly Roundup 03/08/24 (New ATH, Katie Porter out, ETH Denver reflections) (EP.509)
03/08/2024
Weekly Roundup 03/08/24 (New ATH, Katie Porter out, ETH Denver reflections) (EP.509)
Nic and Matt return for a week of blockbuster price action and new ATHs. In this episode: ETF flows recap Warren favorite Katie Porter loses her primary in CA Super Tuesday recap Are crypto PACs working? Why the Ohio senate race matters for crypto State AGs amicus brief in Kraken v SEC The WSJ is accused of defamation in their Tether coverage Were Signature and Silvergate wrongly accused? Arizona state Senate considers adding Bitcoin to state reserves Saylor buys Bitcoin SEC comissioners Pierce and Uyeda write an entertaining dissent in the Shapeshift case Is Prometheum the SEC's patsy? Nic reviews ETH Denver How priced in in the Halving? Sponsor notes: In Coin Metrics State of the Network Issue 249, we examine fund flows among mining pools and miners, revealing hidden connections to gauge mining decentralization Join the conversation on
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Weekly Roundup 03/01/24 (DOE order stayed, Bitcoin renaissance, SBFs autism plea) (EP.508)
03/01/2024
Weekly Roundup 03/01/24 (DOE order stayed, Bitcoin renaissance, SBFs autism plea) (EP.508)
Matt 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, Fidelity Digital Assets, Sponsor notes: In the Coin Metrics , we provide an overview of the paper—Breaking BFT—and examine the importance of network security
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Guy Young (Ethena) on the Past and Future of Crypto Interest Rates (EP.507)
02/28/2024
Guy Young (Ethena) on the Past and Future of Crypto Interest Rates (EP.507)
, the founder of , rejoins the show to give us an update on Ethena and to discuss the nature of crypto interest rates. In this episode: Reflections on the Ethena launch ETH funding rates versus ETH ETF expectations Funding rates on crypto native exchanges versus CME Why Ethena versus doing the cash and carry trade At what point does Ethena start to drive down funding rates The history of the cash and carry trade in crypto Did yield farming represent a real form of yield? Why is yield farming less viable today? The ultimate convergence between tradfi and crypto yields Where risk premia come from for Ethena versus the risk free rate ETH taking yields and their development Guy’s concerns about Eigenlayer and its effect on DeFi Interactions between real rates and crypto rates Stablecoin supply versus tradfi interest rates Crypto yields versus RWA supply The share of stablecoins that is speculative in nature Guy’s expectations for the medium term future of crypto rates
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Chase Lochmiller (Crusoe) on Powering the AI Revolution (EP.506)
02/26/2024
Chase Lochmiller (Crusoe) on Powering the AI Revolution (EP.506)
CEO and Co-Founder joins us for an episode sharing an update on improving the efficiency of power production with on-site digital infrastructure. In this episode: Solving the broken links between supply (flaring, renewables) and demand for energy (BTC, high performance compute) Engineering a portfolio of applications to pair with different sources of energy Aligning economic incentives with climate solutions New hardware coming online and the impact to AI inference and training Decentralized Airbnb for GPU networks – what works and what doesn’t Halvening impact on BTC Miners Crusoe’s climate impact
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Weekly Roundup 02/23/24 (ECB's very bad blog, more bad boys, 3ac boys latest) (EP.505)
02/23/2024
Weekly Roundup 02/23/24 (ECB's very bad blog, more bad boys, 3ac boys latest) (EP.505)
Nic and Matt are back for another week of news and deals. In this episode: Wireless outage in the US Russia's space weapons and Rods from God Will the market like the cubes once again? Brink nation farcaster update Our ETH ETF skepticism Circle leaves Tron Revolving door between SEC and biglaw Whip Emmer's letter to the OMB The ECB's very bad, no good Bitcoin blog Reddit hold Bitcoin and ETH SBF's photoshoot Latest on the 3AC boys The SEC's mysterious ETF correlation analysis Content mentioned in this episode: ECB, Rep. Emmer NYMAG, Sponsor notes: The Coin Metrics Team will be hosting a ! Learn more about the event & At the Crossroads: Bitcoin ETFs & Coinbase In Coin Metrics , we zoom into the latest developments with Bitcoin ETFs and Coinbase Q4 2023 earnings
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Weekly Roundup 02/16/24 (Treasury rebukes WSJ, BitVM, Ethereum ETF prospects) (EP.504)
02/16/2024
Weekly Roundup 02/16/24 (Treasury rebukes WSJ, BitVM, Ethereum ETF prospects) (EP.504)
Matt and Nic are back with news and deals of the week. In this episode: On The Brink is now on The pitfalls of Web3 social The boys have problem with seed phrases Optimistic rollups on Bitcoin are now possible? ETF flow updates GBTC and Mt Gox flows Why the halving may not be bullish SEC vs Debt Box Why we think an Ethereum ETF is unlikely SAB121 update The Treasury rebukes the WSJ's story on Hamas' use of crypto Can John Deaton unseat Elizabeth Warren? Sponsor notes: Navigating the Avalanche: An Introduction to the Avalanche Network In Coin Metrics 6, we navigate Avalanche’s role in the digital asset ecosystem
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Weekly Roundup 02/08/24 (OPNX closes, COPA case, more SAB121) (EP503)
02/09/2024
Weekly Roundup 02/08/24 (OPNX closes, COPA case, more SAB121) (EP503)
Matt and Nic are back for another week of news and deals. In this episode: OPNX is very sadly shutting down Is jail good for you? GBTC outflows are declining Solicited versus unsolicited treatment of ETFs The Bitcoin L2 space is heating up The latest on COPA We revisit the Satoshi is the NSA conspiracy SAB121 stuff The DoE's Bitcoin mining data collection emergency What's happening with Farcaster? Brink Nation joins Farcaster Monero delisted from Binance Solana outage this week Content mentioned: Fidelity Digital Assets, Sponsor notes: In , we dive into the details of the Ethereum Dencun upgrade and highlight key indicators to monitor its success
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Weekly Roundup 02/02/24 (FTX recovery, Bitcoin Season 2, Tether’s Q4) (EP.502)
02/02/2024
Weekly Roundup 02/02/24 (FTX recovery, Bitcoin Season 2, Tether’s Q4) (EP.502)
Matt and Nic are back with another week of news and deals. In this episode: Where is the FTX tungsten cube? FTX will make a 100% recovery for creditors FTX 2.0 is not happening The Genesis Digital Assets mystery Tether’s blockbuster quarter Chris Larsen hacked New legislative developments on SAB121 Bitcoin Season 2 is underway The Biden admin is requesting information from Bitcoin miners How anti-AI energy activism is revealing about the decel agenda The CSW v COPA case is nearing trial We reflect on the terrible CSW era Elizabeth Warren letter watch The SEC withdraws their case against DebtBox in shame Content mentioned: Sponsor notes: In Coin Metrics State of the Network Issue 244, we highlight the complexities of calculating ETH’s total supply and share our method for arriving at an accurate figure
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Weekly Roundup 01/26/24 (GBTC chaos, BBerg’s stable coverage, Listener questions) (EP.501)
01/26/2024
Weekly Roundup 01/26/24 (GBTC chaos, BBerg’s stable coverage, Listener questions) (EP.501)
Matt and Nic are back with a celebratory 500th episode. In this episode: ETFs are off to a rocky launch with the GBTC premium trade closing Bitwise launches real time transparency for their ETF holdings Fraud in the metals market versus Bitcoin The boys confront some fake news Is there light at the end of the tunnel for GBTC redemptions? Nic’s spat with Bloomberg The US is selling $130m of BTC seized from the Silk Road TFL declares bankruptcy The boys learn about a face amount certificate We answer your listener questions Content mentioned: Bloomberg, Sponsor notes: In Coin Metrics State of the Network Issue 243, we explore Tether's impressive growth, adoption, nature of USDT usage and reserves through on-chain data
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Zach Abrams (Bridge) on Moving Money (EP.500)
01/22/2024
Zach Abrams (Bridge) on Moving Money (EP.500)
CEO and Co-Founder Zach Abrams joins us for an episode chronicling the explosion of stablecoin volume and how Bridge is building critical infrastructure. In this episode: Zach’s origin story and how he arrived at building Bridge Bridge’s core products today and how clients use their APIs Future issuance of stablecoins Key global use cases for stablecoins today Evolution of the stablecoin market Building a crypto company in a bear market
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Weekly Roundup 01/19/24 (ETF winners, Dimon's Satoshi theory, Lutnick on Tether) (EP.499)
01/19/2024
Weekly Roundup 01/19/24 (ETF winners, Dimon's Satoshi theory, Lutnick on Tether) (EP.499)
Matt and Nic return for another week of news and deals. In this episode: Our plans for episode 500 Jamie Dimon thinks Satoshi might return and vanish the bitcoins or increase the 21m cap Howard Lutnick goes to bat for Tether Chevron doctrine is challenged in SCOTUS Dunking on Tether Truthers Coinbase vs SEC resumes Coinhares acquires Valkyrie The relationship between GBTC and spot BTC BTC ETF rankings after 4 days of trading Coin Center declines to answer Elizabeth Warren Morgan Stanley on (and did they plagiarize?) Will restaking cause an ETH fork? Sponsor notes: In Coin Metrics State of the Network Issue 242, we introduce or reacquaint some to the field of on-chain data, underscoring the properties that make bitcoin an intriguing asset
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Weekly Roundup 01/12/24 (BTC ETFs launch, more ETF, even more ETF) (EP.498)
01/12/2024
Weekly Roundup 01/12/24 (BTC ETFs launch, more ETF, even more ETF) (EP.498)
Matt and Nic are back for a historic week in the history of Bitcoin. In this episode: Spot ETF approved and starts trading Why day 1 flows might disappoint but longer term flows could materialize Day 1 price action review The GBTC conversion effect ETF scoreboard after one day of launch The SEC’s multiple SNAFUS in their ETF launch Gensler’s grudging approval and his questionable logic Commissioner Crenshaw’s dissent Gensler may have made a strategic mistake in his dissent Prospects for an ETH ETF What’s next for the Bloomberg ETF boys Did Bitcoin change tradfi Fidelity is harvesting goodwill ETF fee review Sponsor notes In Coin Metrics State of the Network Issue 241, we explore digital asset market structure on the cusp of spot Bitcoin ETFs
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Matt Hougan (Bitwise) on the approval of spot Bitcoin ETFs (EP.497)
01/11/2024
Matt Hougan (Bitwise) on the approval of spot Bitcoin ETFs (EP.497)
, the CIO of joins the show. In this episode we discuss: Spot Bitcoin ETFs are approved! The process to get to this point. The competitive landscape for the 11 products that were approved by the SEC on Wednesday. , the Bitwise spot product which is the low cost option in the market. How it works and when it will trade. Bitwise’s plan to donate 10% of profits to The Human Rights Foundation, Brink and OpenSats The outlook for an evolving custody and trading market structure. Ethereum ETFs in the near future? Learn more about Bitwise's
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Matthew Le Merle and Mitch Mechigian (Blockchain Coinvestors) on 2024 Predictions (EP.496)
01/08/2024
Matthew Le Merle and Mitch Mechigian (Blockchain Coinvestors) on 2024 Predictions (EP.496)
Matthew Le Merle and Mitch Mechigian of Blockchain Coinvestors join the show. In this episode we discuss the . To learn more about Blockchain Coinvestors:
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Weekly Roundup 01/05/24 (ETF looming, DoJ drops SBF charges, TNG DDY) (EP.495)
01/05/2024
Weekly Roundup 01/05/24 (ETF looming, DoJ drops SBF charges, TNG DDY) (EP.495)
Matt and Nic return for another week of news and deals. In this episode: Matrixport’s bearish ETF take The DoJ drops campaign finance charges against SBF Goldman and JPM are authorized participants for the ETF Where will the fees settle out for the major Bitcoin ETFs Nic’s vanity license plate story Do we still believe in tungsten Sponsor notes: In Coin Metrics State of the Network Issue 240, we offer our perspective on some of the biggest trends to watch in 2024 in the digital assets industry.
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Nitya Subramanian (Capsule) on Leveraging Crypto's Superpower (EP.494)
01/03/2024
Nitya Subramanian (Capsule) on Leveraging Crypto's Superpower (EP.494)
In this episode, we host , founder and CEO of , which is building cross-application embedded wallet infrastructure. We discuss: Outstanding challenges with web3 onboarding How applications are integrating parts of the wallet experience How Capsule helps developers give their end users the key privileges Why interoperability is crypto's key superpower How Capsule simplifies the transaction signing process How Capsule's infrastructure is complimentary to smart contract wallets Learn more about Capsule . Follow Nitya .
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Weekly Roundup 12/29/23 (2024 predictions, BSA unconstitutional, ETH ETF prospects) (EP.493)
12/29/2023
Weekly Roundup 12/29/23 (2024 predictions, BSA unconstitutional, ETH ETF prospects) (EP.493)
Matt and Nic return for the last week of 2023. In this episode: South Shore bar pie Our 2024 resolutions Was Barry Silbert the main character Bitcoin miners had a good year ARK is selling their GBTC holdings The Cointucky Derby Will an ETH ETF be a fast follow? Will ETF sponsors sue the SEC over cash create for ETFs? Nic and Matt’s 2024 predictions for stablecoins, Bitcoin, Ethereum, DeFi, NFTs, and adoption Solana versus Ethereum debate ETH L2 gas usage and EIP4844 Is the BSA unconstitutional? Is 2024 the year the 3AC boys are finally apprehended? Sponsor notes In Coin Metrics State of the Network Issue 239, we reflect on a year full of riveting data and crucial events through the lens of the research team’s favorite issues from 2023
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