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. 6 DAYS AGO

    Weekly Roundup 11/15/24 (Congressional agenda, FTX vs Binance, Polymarket raid)

    Matt and Nic return for news and deals. In this episode:  Nic recaps his trip to Congress Vibes in Congress post election The likelihood for stablecoin and market structure bills What are the prospects for the Strategic Bitcoin Reserve What’s happening in Devcon? 18 state AGs are suing Gensler and the SEC Gensler is hinting at retirement FTX sues Binance and CZ Sam Trabucco forfeits $70m in assets to the FTX estate Polymarket’s Shayne Coplan raided by the FBI Doodles partnership with McDonalds The verdict on Fairshake's efforts in the election  OCP developments and how Congress will tackle it We review Trump's cabinet appointments so far  Sponsor notes: Coin Metrics, The Election Bull Run From the Perspective of Options Markets: Analyzing options markets to contextualize the election bull-run that brought BTC prices to $85,000.

    43 min

  2. NOV 13

    David Low (Hata) on Crypto in Southeast Asia

    David Low, CEO and cofounder of Hata joins the show. In this episode,  In this episode, Wyatt and David discuss: Crypto adoption in Southeast Asia Regulatory attitudes Operating a centralized exchange Bitcoin interest vs other cryptoassets in the region

    24 min

  3. NOV 8

    Weekly Roundup 11/08/24 (Trump wins, crypto candidates win, Election implications)

    Nic and Matt are back with more news and deals. In this episode: Trump resoundingly wins the election A demographic realignment Polymarket versus the polls Podcasts and twitter versus the legacy media How did the pro-crypto candidates do? Trump promises to fire Gensler on day 1 How did the Fairshake PAC do? Review of key Senate races Will Trump execute on his crypto promises? Moreno defeats Brown in Ohio Will OCP2.0 finally end? What’s the deal with Trump’s Bitcoin reserve? How would the SEC change token issuance rules? How will Trump's election affect DeFi and cashflowing tokens? Why Tether is a big winner from the election Sponsor notes: Coin Metrics, Crypto Market & Polymarket Dynamics Heading Into Elections: In Coin Metrics' State of the Network issue 284, we analyze Bitcoin’s (BTC) historical performance around prior elections and examine Polymarket data driven by 2024 elections.

    48 min

  4. NOV 4

    Hadley Stern (Marinade) on Institutional Staking

    Hadley Stern, the Chief Commercial Officer of Marinade joins the show. In this episode we discuss: Hadley’s career in the blockchain industry. The early days of researching and building blockchain products at Fidelity.   The landscape for banks in the United States as it relates to digital asset product development. The evolving regulatory landscape and the prospects of pro-innovation legislation. The staking landscape and how Marinade is going to market with its products and services. To learn more about Marinade visit www.marinade.finance

    37 min

  5. NOV 1

    Weekly Roundup 11/01/24 (US Treasury on Stables, Polymarket volume, Singh Sentenced)

    Matt and Nic return for another week of news and deals. In this episode: We check in on the presidential odds State races to watch As part of their quarterly earnings release, Microstrategy announced a plan to raise $42 billion in the next 3 years in order to buy more Bitcoin. The raise will be evenly split between equity offerings and sales of fixed-income securities. Coinbase pledged a future donation of $25 million to Fairshake to be used for the 2026 midterm elections. Nishad Singh, the former director of engineering for FTX, avoided prison time following his guilty plea and cooperation in the investigation into the exchange's collapse. Blackrock's IBIT Bitcoin ETF saw $872 million of net inflows on Wednesday, which marked a new record for the fund since the launch in January. The US Treasury released a quarterly fiscal report this week that had a section dedicated to digital assets, noting stablecoins growth has caused "a modest increase in demand for short-dated treasuries." The Bank for International Settlements announced they are no longer working on Project mBridge, a cross-border payment network for CBDCs backed by China, Hong Kong, UAE, Saudia Arabia, among others. Content mentioned: Treasury Presentation to TBAC Fortune, Wash Trading on Polymarket Blockchain Association, Regulation by Enforcement Sponsor notes: Polymarket and the Power of Collective Intelligence: In Coin Metrics' State of the Network issue 283, we dive into how Polymarket’s prediction markets operate on Polygon and analyze data behind the 2024 U.S. Presidential Election Withum’s Digital Currency and Blockchain Technology Team specializes in crypto-assets, offering accounting, tax and advisory solutions to fortify trust in a dynamic industry. Contact them today to get started. - withum.com/crypto

    32 min

  6. OCT 29

    Pat Larsen (Zenledger) on Digital Asset Tax and Compliance

    Pat Larsen, the founder and CEO of Zenledger joins the show. In this episode we discuss: The latest developments in the tax and compliance categories within digital assets. How asset managers and large financial institutions are increasingly adopting digital assets. The compliance obligations of financial services firms as it relates to digital asset trading. The venture capital landscape for digital asset startups. The use cases that are currently driving adoption in the blockchain industry. To learn more about Zenledger, visit www.zenledger.io

    30 min

  7. OCT 25

    Weekly Roundup 10/25/24 (Stripe acquires Bridge, Polymarket whale, Stables as Fintech 3.0)

    Matt and Nic are back for more news and deals. In this episode: The Polymarket whale is identified BTCUSD predictions for the election Election models versus prediction markets Stripe acquires Bridge for $1.1b Did the Bridge deal make sense for Stripe? Stablecoins as Fintech 3.0 Nigeria frees Tigran Gambaryan Kraken is launching the Ink blockchain Buenos Aires is launching a blockchain-based identity solution Opera launches the minipay wallet A new paper from the Fed gives us new insight into the 2023 bank run Coinbase FOIAs the regulators behind OCP 2.0 Content mentioned in this episode: NY Fed, Tracing Bank Runs in Real Time Sponsor notes: Introducing Exchange Flow Metrics: In Coin Metrics' State of the Network issue 282, we introduce Coin Metrics’ new exchange flow metrics for BTC & ETH Withum’s Digital Currency and Blockchain Technology Team specializes in crypto-assets, offering accounting, tax and advisory solutions to fortify trust in a dynamic industry. Contact them today to get started. - withum.com/crypto

    30 min

  8. OCT 18

    Weekly Roundup 10/18/24 (Hagerty’s Stablecoin Bill, WLF Launches, GOAT Coin)

    Matt and Nic are back for another week of news and deals. In this episode: Nic’s Dutch misadventures Federal versus State regulation of Stablecoins TD Bank filed $3b for money laundering Are stake rewards property or income? Italy hikes capital gains taxes on Bitcoin Is Polymarket manipulated? Has the first AI bot millionaire been minted? The World Liberty Financial tokensale flopped Sponsor notes:  Withum’s Digital Currency and Blockchain Technology Team specializes in crypto-assets, offering accounting, tax and advisory solutions to fortify trust in a dynamic industry. Contact them today to get started. - withum.com/crypto An Overview of the Flow Blockchain: In Coin Metrics' State of the Network issue 281, we provide an overview of the Flow Blockchain

    33 min
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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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