On The Brink with Castle Island

Hosts Matt Walsh and Nic Carter of Castle Island Ventures explore news and deals in the public blockchain space 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

Weekly Roundup 07/31/26 (Situational Awareness collapse, Coldcard exploit, latest on CLARITY, Visions of Bitcoin 8 years on) (EP.732) 07/31/2026

Weekly Roundup 07/24/26 (BTC Security Consortium, Genesis’ Terra trade, DAT departures, Farewell to BitMEX, Network State drama) (EP.731) 07/24/2026

Weekly Roundup 07/17/26 (Teleprompter insider trading, the AI DeFi apocalypse fizzles, NY’s datacenter ban) (EP.730) 07/17/2026

Weekly Roundup 07/09/26 (BonkDAO exploit, Choke Point 2.0 extended to audit firms, Kraken v Mazars) (EP.729) 07/10/2026

Weekly Roundup 07/03/26 (OpenUSD announced, Binance leaves the EU, Strategy’s new framework) (EP.728) 07/03/2026

Weekly Roundup 06/26/26 (Quantum EOs, STRC's selloff, more MSTR) (EP.727) 06/26/2026

Weekly Roundup 06/19/26 (STRC under pressure, Illinois’ crypto tax, Open weight AI vs the AI boom) (EP.726) 06/19/2026

Weekly Roundup 06/12/26 (Strategy survives, Zcash Orchard bug, the thin model hypothesis) (EP.725) 06/12/2026

Omid Malekan (Columbia Business School) on Private Money, Financial Systems, and Crypto in Geopolitics (EP.724) 06/09/2026

Weekly Roundup 06/05/26 (MSTR wobbles, Polymarket’s MSTR market, Andrew Left convicted) (EP.723) 06/05/2026

Weekly Roundup 05/29/26 (Was debanking real, SoFiUSD, WSJ gets free banks wrong, trouble in ETHland) (EP.722) 05/29/2026

Weekly Roundup 05/22/26 (AI and power bills, SpaceX IPO, Prime Trust clawbacks, USG invests in quantum) (EP.721) 05/22/2026

Weekly Roundup feat. Gus Coldebella 05/15/26 (Clarity advances, Circle’s Arc token) (EP.720) 05/15/2026

Weekly Roundup 05/08/26 (Consensus Miami, AI layoffs strike Coinbase, Clarity compromise, AI energy and water use) (EP.719) 05/08/2026

Weekly Roundup 05/30/26 (DeFi’s worst ever month, PTJ on Bitcoin, quantum canaries) (EP.718) 05/01/2026

Pluto (Harbor) on the fate of DeFi after KelpDAO (EP.717) 04/27/2026

Weekly Roundup 04/24/26 (Finding Satoshi, KelpDAO retrospective, Insider weather betting, Coinbase’s Quantum report) (EP.716) 04/24/2026

Brandon Arvanaghi (Meow) on Banking AI Agents (EP.715) 04/22/2026

Weekly Roundup 04/17/26 (BIP361 proposal, SEC’s DeFi frontend policy, CSW’s Bitcoin movie) (EP.714) 04/17/2026

Weekly Roundup 04/10/26 (New Satoshi candidates, Mythos’ 0-days, CZ’s memoir) (EP.713) 04/10/2026

Connor Dougherty (Valinor) on the Evolution of Private Credit (EP.712) 04/09/2026

Weekly Roundup 04/03/26 (Two big quantum papers, Drift protocol hack, Maritime Salvage law) (EP.711) 04/03/2026

Weekly Roundup 03/27/26 (Google’s Quantum Deadline, Circle’s selloff, DATs are selling) (EP.710) 03/27/2026

Weekly Roundup 03/20/26 (Vanity Fair fiasco, SEC token taxonomy, tokenized deposits) (EP.709) 03/20/2026

Weekly Roundup 03/13/26 (SEC vs CFTC detente, prediction market surveillance, equitizing tokens) (EP.708) 03/13/2026

Weekly Roundup 03/26/26 (Trump supports stablecoin yield, Kraken’s master account, death prediction markets) (EP.707) 03/06/2026

Alex Wilson (Cyclops) on Crypto and Stablecoin Payment Solutions (EP.706) 03/04/2026

Dana Syracuse and Josh Boehm (Paul Hastings) on the regulatory picture post-Genius (EP.705) 03/03/2026

Weekly Roundup 02/27/26 (Insider Predicting, OCC implements GENIUS, ZachXTB fingers Axiom, Jane St vs Terra) (EP.704) 02/27/2026

Weekly Roundup 02/20/26 (CFTC claims Prediction Markets, rogue AI agents, ETH’s existential crisis) (EP.703) 02/20/2026