169 episodi

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

On The Brink with Castle Island Castle Island Ventures

    • Investimenti
    • 5.0 • 1 valutazione

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

    Weekly Roundup 01/15/21 (Gensler in at SEC, the Spakkt, a new OCC charter)

    Weekly Roundup 01/15/21 (Gensler in at SEC, the Spakkt, a new OCC charter)

    Nic and Matt return for another explosive week. In this episode:
    The bike saga enters its final chapter Sci Hub tries Handshake Is Choke Point returning? We break down the Bakkt SPAC FinCEN extends the comment period for its notice of proposed rulemaking Gemini announces a credit card with crypto rewards What Gary Gensler as SEC Chairman means for the industry Prospects for a Bitcoin ETF under a Gensler SEC The OCC creates a national crypto bank charter One reason why Miami could make it as a tech hub We discuss the latest NYT article on losing coins Content mentioned in this article
    Nic Carter in Coindesk, Twitter, Trump, and the 'Private Company' Fallacy FinCEN extends its comment period OCC, OCC Conditionally Approves Conversion of Anchorage Digital Bank Brian Brooks in the FT, Get Ready for Self-Driving Banks  

    • 31 min
    Matthew Gould (Unstoppable Domains) on the blockchain domain name opportunity

    Matthew Gould (Unstoppable Domains) on the blockchain domain name opportunity

    Matthew Gould, co-founder and CEO of Unstoppable Domains joins the show. In this episode we discuss:
    Matthew’s path into the cryptocurrency industry and the insight behind launching Unstoppable Domains. How Matthew sees the opportunity for blockchain-based domain systems. Tradeoffs between the various layer-one blockchains that are addressing this opportunity. Views on single sign-on and potential future adjacent use-cases. To learn more about Unstoppable Domains visit their website.
    Sponsor notes:
    Withum is a forward-thinking, technology-driven advisory and accounting firm committed to helping our clients be more profitable, efficient and productive in today’s complex business environment. Our Digital Currency group is proud to partner with members of the cryptocurrency community. Get to know us at withum.com/crypto.

    • 32 min
    Weekly Roundup 01/08/21 (Banks can use blockchains, best FinCEN comment letters)

    Weekly Roundup 01/08/21 (Banks can use blockchains, best FinCEN comment letters)

    Nic and Matt return for another week of ATHs. In this episode: 
    Coindesk acquires Tradeblock The OCC says that banks can use public blockchains and stablecoins We digest the OCC letter Potential drawbacks to the new OCC guidance Has Brian Brooks had the most successful regulatory term in recent memory? The Treasury's comment period expires Does the Treasury even have the authority to pass these new rules? Our favorite comment letters in response to the Treasury rules Does JPM's price call make them hypocrites on the topic of Bitcoin? Ripple's series C lead investor is suing Ripple Strike announces Strike Global How crypto-based fiat-to-fiat remittances work Our favorite quarterly investor letters Content mentioned in this episode: 
    Coin Center, Supplemental Comments to FinCEN Neha Narula and Patrick Murck, Letter to FinCEN Fidelity Digital Assets, Letter to FinCEN Bill Miller, Q4 2020 Market Letter Stone Ridge, 2020 Shareholder Letter Matt Hougan and David Lawant, CFA research brief on Cryptoassets

    • 32 min
    Travis Schwab (Eventus) on trade surveillance, Bitcoin ETFs and 2021 predictions

    Travis Schwab (Eventus) on trade surveillance, Bitcoin ETFs and 2021 predictions

    Travis Schwab, the founder and CEO of Eventus Systems, a company specializing in trade surveillance, joins the show. In this episode we discuss:
    Travis’ entrepreneurial journey and path to starting Eventus Systems How he came to see cryptoassets as a market opportunity Thoughts on current market structure, the role of exchanges, and the institutional readiness of this market How trade surveillance directly impacts the prospects of a Bitcoin ETF 2021 predictions To learn more about Eventus visit their website.
    Sponsor notes:
    Withum is a forward-thinking, technology-driven advisory and accounting firm committed to helping our clients be more profitable, efficient and productive in today’s complex business environment. Our Digital Currency group is proud to partner with members of the cryptocurrency community. Get to know us at withum.com/crypto.

    • 35 min
    Weekly Roundup 01/01/21 (XRP delistings, OFAC fines BitGo, 2021 ETF prospects)

    Weekly Roundup 01/01/21 (XRP delistings, OFAC fines BitGo, 2021 ETF prospects)

    Matt and Nic return for the first roundup of 2021. In this episode: 
    Why some funds might be buying Bitcoin at year end Are Ripple fans buying Bitcoin? Are fair launches obsolete? Vaneck files for a new Bitcoin ETF CME futures are officially the most liquid futures market BitGo pays a fine to OFAC Exchanges start delisting XRP Will exchanges face repercussions for listing securities? Why being a security dooms the cross-border settlement use case for XRP Which Bitcoin skeptic we'd like to flip the most

    • 31 min
    Brian Venturo (CoreWeave) on the journey from mining crypto to the cloud

    Brian Venturo (CoreWeave) on the journey from mining crypto to the cloud

    Brian Venturo is the CTO of CoreWeave, the largest North American GPU miner, which also doubles as a cloud infrastructure firm for general computation. In this episode: 
    How Brian went from hobbyist Ethereum mining to wielding a fleet of 50,000 GPUs How Core Weave was able to cheaply acquire GPUs from insolvent mining farms The implications of the Ethereum DAG file growing beyond 4 GB and its effect on miners The effect of the looming PoS transition on miner decision-making Why Core Weave specifically limited their GPU fleet to NVIDIAs with more memory Brian's stance on Ethereum's transition to Proof of Stake Are miners pro-cyclical or counter-cyclical? Does Core Weave hold inventory in the coins they mine or do they divest them immediately? Brian's options based model for pricing hardware The mini gold rush happening in publicly traded mining firms Brian's opinion on hashrate swaps or derivatives How Core Weave is transitioning from purely mining based to public cloud services The feasibility of GPU miners moving into cloud computing Core Weave's plans to train an open source version of GPT-3 Brian's view of the role of miners in the Ethereum ecosystem The motivations behind monetary-related EIPs in Ethereum Brian's analysis of incentives to make Ethereum deflationary Why Proof of Work is an underrated distribution method Brian's position on increasing the gas limit Why tinkering with the fee market is counterproductive in terms of transactional efficiency The relationship between blockspace and fee revenue for miners Brian's thoughts on EIP 1559 and whether it increases Ethereum's security Brian's view on the pace of ethereum development Why Proof of Work launches are preferable to liquidity mining launches The current state of the ASIC v GPU debate Brian's retrospective on the Grin launch Why Core Weave is not interested in miner-extractable value (MEV) Sponsor notes: 
    Withum is a forward-thinking, technology-driven advisory and accounting firm committed to helping our clients be more profitable, efficient and productive in today’s complex business environment. Our Digital Currency group is proud to partner with members of the cryptocurrency community. Get to know us at withum.com/crypto.

    • 1h 4 min

Recensioni dei clienti

5.0 su 5
1 valutazione

1 valutazione

perhapsa ,

Probably one of the best in the space

Likely the most level-headed podcast, no hype, thoughtful conversations.

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