On The Brink with Castle Island

Castle Island Ventures
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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

  1. 22 HR. AGO

    Weekly Roundup 02/21/25 (Milei’s Libra scandal, physical gold chaos, are memecoins dead?)

    Matt and Nic are back with another week of news and deals. In this episode:  Milei launches and immediately abandons the Libra memecoin Is the memecoin sector dead? What is the future of Solana post memecoin fallout? Hagerty’s GENIUS act gains bipartisan support Why securities laws exist What laws apply to memecoins? What’s going on with physical gold?

    31 min

  2. FEB 14

    Weekly Roundup 02/14/25 (OCC and CFTC nominations, nation-state memecoins, Tigran retrospective)

    Matt and Nic are back for another week of news and deals. In this episode: Our episode with SEC Commissioner Hester Peirce The SEC and Binance are pausing their litigation Brian Quintenz nominated for CFTC Jonathan Gould nominated for OCC Central African Republic launches a memecoin Is Vitalik crashing out? CBOE wants to add staking to their ETH ETF We reflect on the Tigran Gambaryan story Rep Waters rolls out a draft stablecoin bill Is there a run on gold vaults underway? Tungsten is rallying

    29 min

  3. FEB 13

    SEC Commissioner Hester Peirce on the journey ahead

    SEC Commissioner Hester Peirce joins the show. In this episode we discuss: The past several years of digital asset policy at the SEC Different ways that regulators have the potential to stymie technical innovation through policy SAB 121 The impact on the SEC’s policies on capital formation in the digital asset industry The role of Congress, specifically with regards to market structure The future of token disclosures Tokenization and how a regulatory framework could emerge in this category Advice to founders You can follow Commissioner Peirce on X.

    30 min

  4. FEB 11

    Nathan McCauley (Anchorage) on the evolving banking and custody landscape

    Nathan McCauley, the co-founder and CEO of Anchorage joins the show. In this episode we discuss: The history of Anchorage and the evolution of the company from a product and regulatory perspective. Operation Chokepoint 2.0 and the debanking of digital asset startups. How banks are approaching the digital asset custody ecosystem and the sub-custody market. The evolution of stablecoins, the prospects of a stablecoin bill and the Global Dollar Network stablecoin consortium. Anchorage’s Porto Wallet and Atlas products and the role they are playing with institutional customers. To learn more about Anchorage visit www.anchorage.com

    35 min

  5. FEB 7

    Weekly Roundup 02/07/25 (FDIC Files, House & Senate Hearings, SEC crypto priorities)

    Matt and Nic are back for more news and deals. In this episode:  Matt and Nic’s ski adventure Berachain launches Mike Lempres of Silvergate finally speaks What we learned in the Senate debanking hearing The FDIC releases 790 pages of new documents related to the pause letters The FDIC is reprimanded by a judge in the Coinbase case Senator Lummis reveals a Fed memo that may be proof of OCP2.0 The SEC releases their list of priorities for the Crypto Task Force Hagerty releases the GENIUS Act on Stablecoins Czech Republic waives capital gains on Bitcoins held for 3 years Microstrategy is now just Strategy Truth.fi is releasing a Bitcoin product Ethereum’s existential crisis

    36 min

  6. FEB 5

    Mike Lempres on Silvergate’s Collapse, Bank Regulation, and Debanking

    Former Chairman of Silvergate Bank Mike Lempres joins us for a discussion of Silvergate, the crypto-focused bank that was forced into liquidation in early 2023 following a bank run. This are the first on the record comments from any Silvergate executive following the voluntary liquidation announced in March 2023. In this episode: Mike’s background at the DoJ, at Coinbase, and how he came to be chairman of the board at Silvergate How Silvergate grew to become the premier crypto-focused bank with $14b in deposits Why the Silvergate Exchange Network (SEN) was so useful to the crypto space How Silvergate suffered a bank run and ultimate liquidation following the FTX collapse How Silvergate survived a 70% bank run Regulatory shifts in 2023 What led the decision to voluntarily liquidate What has happened at Silvergate since the announcement of the liquidation? The effect of Elizabeth Warren’s letters and short seller behavior on the collapse Could Silvergate have survived and thrived? Should bank regulators be allowed to ringfence entire industries? Silvergate’s relationship with Alameda/FTX - and could they have detected the fraud? Was Silvergate a victim of FTX How the Signature case adds to the suspicion - were regulators sending a message? What was the issue with SEN monitoring? Silvergate’s settlements with the Fed, the SEC, and the CA DFP How Silvergate was rugpulled by the government with regards to Diem The Fed’s recent evolution on the topic of banks serving crypto Mike’s outlook on crypto banking and the domestic crypto industry Why Signature and Silvergate executives are limited in what they can say publicly The problem with “confidential supervisory information” Why we may not get a “smoking gun memo” from the regulators on Choke Point 2.0 What changes would Mike make to bank regulation in the US? Lingering misconceptions about Silvergate Do Silvergate shareholders have a legal case against the government? Further reading: Nic Carter in Piratewires, Operation Choke Point 2.0 Is Underway, And Crypto Is In Its Crosshairs  Nic Carter in Piratewires, Did The Government Start A Global Financial Crisis In An Attempt To Destroy Crypto? Nic Carter in Piratewires,  Inside the Biden Admin’s Plot to Destroy Silvergate and Debank Crypto for Good

    47 min

  7. JAN 31

    Weekly Roundup 01/31/25 (Senate Debanking Hearing, Powell's pivot, Tokenized Securities)

    Matt and Nic are back with another week of news and deals. In this episode:  Should we revisit Basel rules on Bitcoin?  Jay Powell evolves on banks serving crypto  Are banks going to offer crypto custody post SAB121?  Gensler joins MIT Sloan Should crypto firms boycott MIT?  The Senate will hold a hearing on debanking next week  Choke Point 2.0 is getting caught up in conservative debanking  Where are we on DeSci?  Is tokenization finally going to happen?  X is adding payments to the platform with Visa  Truth Social is launching Truth.Fi Christine Lagarde says the ECB will not buy Bitcoin  Is the Czech Republic buying bitcoin?  Kraken turns back on staking Apollo is launching a tokenized credit fund on Ethereum and Solana Fairshake raises another $116m for the midterms  SBF is asking Trump for a pardon Elliott says crypto is in a bubble Content mentioned:  Blockchain Association Unveils Digital Asset Market Structure Principles

    35 min

  8. JAN 24

    Weekly Roundup 01/24/25 (Trump EO, the Stockpile, Ross Free, SAB121 Gone!)

    The episode where we logged on and won forever. Probably the biggest week in crypto history...  In this episode:  Ross Ulbricht is granted a full pardon  Did Ross Ulbricht deserve a life sentence? SAB121 is finally gone  Why SAB121 was bad Crypto ball review Trump launches a memecoin Trump is inaugurated OCP2.0 is over  CBDCs are banned We review Trump's Executive Order No Strategic Bitcoin Reserve, but a stockpile instead Larry Fink calls for 600-700k BTC Mark Uyeda, announces the formation of a new task force: SEC Crypto 2.0 Senator Cynthia Lummis announces the formation of the Senate Banking Committee on Digital Assets A US court in Texas overturnes the sanctions placed on Tornado Cash

    40 min
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4.8
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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

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