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
Andy Edstrom on Bitcoin Adoption in the RIA Channel
Andy Edstrom, a financial advisor and Head of Institutional at Swan Bitcoin joins the show. In this episode we discuss:
Andy’s new book Why Buy Bitcoin and why he embarked on writing a book about Bitcoin His path to understanding Bitcoin through the lens of an RIA His views on the prospects of a new Bretton Woods or Plaza Accord style arrangement in the coming years Prospects for an exchange-traded Bitcoin fund in the United States Bitcoin as a corporate treasury asset and the outlook for more MicroStrategy style moves
To learn more about Andy visit his website, check out his book or follow him on Twitter at @edstromandrew
Brannin McBee (Core Weave) on Greening the Grid, the Texas Meltdown, and Bitcoin Mining
Core Weave chief strategy officer and former energy trader Brannin McBee joins the show to talk about the grid meltdown in Texas and the impact of renewables on the grid. In this episode:
Brannin's history in energy trading and energy analytics How his firm survived a 95% collapse in the price of natural gas – and how that presaged his work in the crypto space How Brannin's firm Core Weave alternates between mining ETH and monetizing GPUs through high-performance compute How wholesale power trading works – and how it provides valuable informational signals to the grid How the US grid is arranged – and how the energy mix has changed in the last decade How coal has been marginalized in the last decade through natural gas and renewables Why energy is not globally fungible Why forecasting wind is so difficult – and how that complicates including wind into the grid How renewables trade off reliability against carbon impact How increasing the share of wind and solar destabilizing the grid Why increasing units of wind requires new units of gas on the grid The confluence of causes behind the Texas grid failure last week How Core Weave selected their location on the grid – and how they took political risk into account How much energy Bitcoin consumes – and where that stands relative to the energy consumption of the US How flaring natural gas to mine Bitcoin works – and whether it's economical Does Bitcoin work as a load balancer for grids? Can you compare Bitcoin's footprint to that of entire countries?
Weekly Roundup 02/19/21 (MSTR's speculative attack, Coinbase trading at $77b, The Tulip Bubble Myth?)
Nic and Matt break down the headlines in yet another week of ATHs. In this episode:
Our cured meat scandal We dissect crypto mafias Necessary conditions for a corporate mafia to form Microstrategy's speculative attack on the dollar How the corporate adoption story took us by surprise Is there a goodwill dividend for buying bitcoin? Is buying bitcoin a bitcoin strategy? Nic's 50k road trip to Tahanis in Ontario Coin Metrics' partnership with Bitgo and KPMG Verge has a year-long reorg Is Coinbase fairly priced at $77b pre-IPO? Should Coinbase be worth more than Goldman? OFAC reminds us that it exists The implications of OFAC compliant mining How the tulip bubble is a Calvinist conspiracy Content mentioned in this episode:
Smithsonian Mag, There Never Was a Real Tulip Fever CM announces a partnership with BitGo and KPMG Coinbase pre-IPO shares trading at $77b
Teddy Fusaro (Bitwise) on the Bitwise DeFi Index Fund
Teddy Fusaro, the President of Bitwise Asset Management joins the show. In this episode we discuss:
The new Bitwise DeFi Index Fund The decentralized finance opportunity set and the narratives driving the space Teddy’s career path to cryptoassets and joining Bitwise The prospects of a Bitcoin ETFs Cured meats To learn more about Bitwise visit their website.
Rene Van Kesteren (BlockFi) on how BlockFi manages risk
BlockFi Chief Risk Officer Rene Van Kesteren joins the show to explain how crypto lender and brokerage BlockFi engages in risk management. In this episode:
Rene’s career trajectory and the path that led him to joining BlockFi The mechanics of how BlockFi offers interest bearing accounts The borrowing and lending market structure How BlockFi thinks about counterparty risk The reason why rates on U.S. Dollars are higher for stablecoins vs. dollars in a bank account How margin calls work Differences and similarities in market structure in ‘traditional’ vs. cryptoasset markets The biggest misconceptions about BlockFi and crypto lending in general To learn more about risk management at Blockfi visit:
To learn more about BlockFi’s products visit: www.blockfi.com
Zachary Kelman (Kelman Law) on the lingering effects of Choke Point
Repeat guest Zach Kelman joins the show to break down the contemporary effects of Operation Choke Point from his perspective as a lawyer having worked in compliance and regulatory for large financial institutions. In this episode:
The (pre)history of Choke Point – and how it wasn't a bolt from the blue How Choke Point was mechanically enforced against the banks Why industry-wide politicization of financial services is a poor policy to pursue How Choke Point lasted far beyond its original mandate Have banks been permanently politicized as a result of OCP? How Choke Point's effects are being felt in the crypto industry What to expect on an ongoing basis Prior episodes in the Choke Point 2.0 series
Iain Murray (Competitive Enterprise Institute) on the history of Operation Choke Point Amber Scott (Outlier Canada) on crypto-bank relationships in Canada
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If and only if I could take just one bitcoin podcast with me the rest of my life...well you get the point.
Hands down one of my favorites
Hands down one of my favorite podcasts focusing on public blockchain market news, businesses, etc.
My go to for crypto news
Great interviews, and nothing is more convenient than the weekly update. Keep up the good work y’all!