528 episodes

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

    • Business
    • 4.8 • 272 Ratings

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

    Cynthia Lo Bessette and Matt Horne (FDAS) on Digital Asset Management at Fidelity

    Cynthia Lo Bessette and Matt Horne (FDAS) on Digital Asset Management at Fidelity

    Cynthia Lo Bessette and Matt Horne of Fidelity Digital Asset Management join the show. In this episode we discuss:
    The history of digital asset innovation at Fidelity. The decision to operationalize a digital asset-management capability under Fidelity’s Asset Management business unit. The launch of the Fidelity Bitcoin ETF and the path to getting this product to market. How Bitcoin ETFs are currently being consumed and the distribution of these products to various investor types and platforms. How Fidelity is approaching the tokenization of real world assets. Broader views on the future of public blockchain assets and the types of opportunities for asset managers. Learn more about Fidelity's Wise Origin Bitcoin Fund

    • 31 min
    Weekly Roundup 04/12/24 (SEC sues Uniswap, Core dev funding controversy, CPI print)

    Weekly Roundup 04/12/24 (SEC sues Uniswap, Core dev funding controversy, CPI print)

    Matt and Nic return for another week of news and deals. In this episode:
    Our reactions to the CPI print The SEC announces its intention to sue Uniswap Sen Warren doesn’t like the stablecoin bill Howard Lutnick weighs in on stablecoins again Saylor’s core dev funding controversy Sponsor notes:
    An Introduction to the Solana Network In Coin Metrics State of the Network Issue 254, we provide a data-driven overview of the Solana blockchain, exploring its architecture, ecosystem, network usage and adoption metrics

    • 31 min
    Quinn Thompson (Lekker Capital) on why the Macro matters for Crypto

    Quinn Thompson (Lekker Capital) on why the Macro matters for Crypto

    Quinn Thompson, founder and CIO of Lekker Capital, joins the show. In this episode: 
    Launching Lekker Capital Quinn’s investment strategy with Lekker Using crypto instruments to take a view on macro trends The significance of the move in the 10year How unusual is it to cut rates when inflation is running hot Is inflation the lesser of two evils? Why an inflationary reset is the only way out of our fiscal position Is Bitcoin more analogous to gold or NASDAQ? What are memecoins telling us about the crypto cycle? Institutional participation in Bitcoin dampening volatility? Quinn’s views on the halving Will Microstrategy shares ever converge to the value of their BTC? Why it is often mechanically difficult to bring meme stocks back to earth Quinn’s views on GBTC selling and the US govt’s seized Silk Road coins Further reading: 
    Follow Quinn on Twitter Fortune on Lekker Capital

    • 42 min
    Weekly Roundup 04/05/24 (WSJ attacks Tether, Chris Waller on Stables, Nic’s fight announced)

    Weekly Roundup 04/05/24 (WSJ attacks Tether, Chris Waller on Stables, Nic’s fight announced)

    Matt and Nic are back with another week of news and deals. In this episode:
    How risky is Eigenlayer? The SEC is asking for public comment on ETH ETFs Is the US government about to liquidate $2b worth of Silk Road Bitcoin? Goldman wealth management CIO doesn’t like Bitcoin WSJ is back with a Tether hitpiece Fed Governor Chris Waller says crypto is good for the dollar Nic and David Hoffman are fighting at Karate Combat at Consensus Sponsor notes:
    State of the Network’s Q1 2024 Wrap-Up In Coin Metrics State of the Network Issue 253, we take a data-driven look at the most important events that impacted the digital assets industry in Q1 2024.

    • 37 min
    David Hoffman (Bankless) on Eigenlayer

    David Hoffman (Bankless) on Eigenlayer

    David Hoffman of Bankless and Bankless Ventures returns to the show. In this episode we discuss:
    What Bankless Ventures has been focusing on, including Bitcoin Layer Twos. Eigenlayer – what originally attracted David to the project.   The Eigenlayer value chain and the emerging categories of projects building in this ecosystem. Liquid Restaking Tokens, Actively Validated Services and how these primitives work in the Eigenlayer ecosystem. Views on risk management and leverage in the context of Eigenlayer. To learn more:
    Bankless Bankless Ventures Eigenlayer Risk FAQ  

    • 41 min
    DeFi Education Fund and Beba sue the SEC

    DeFi Education Fund and Beba sue the SEC

    Miller Whitehouse-Levine and Amanda Tuminelli of the DeFi Education Fund join the show. In this episode we discuss:
    Beba, an American apparel company based in Waco, TX and the DeFi Education fund have filed a complaint against the SEC, challenging the agency’s pattern of regulation via enforcement. The specific’s of Beba’s airdrop campaign. The Debt Box case and the pattern of behavior that the case highlights. The status of Congressional action on market structure, stablecoins and SAB 121. How the DeFi Education Fund prioritizes key initiatives. How to get involved in this case and support the broader mission of the organization.  
    To learn more about the Beba case: https://www.defieducationfund.org/post/it-s-our-time-def-goes-on-offense-against-the-sec
     
    To learn more about the DeFi Education Fund: https://www.defieducationfund.org/
     

    • 30 min

Customer Reviews

4.8 out of 5
272 Ratings

272 Ratings

derekva ,

Excellent

Truly high quality content. And with very low key understated humor bonus.

WritersKitchen ,

Indispensable

Must-listen weekly snapshot of news and key deals from industry’s most-trusted crypto and comedy duo. I vote for Swan Lake as SEC theme song—inspired choice!

xSparrow82 ,

Great pod

Keep up the bad boys coverage and don't forget the music! I'll bump to 5 stars once the music is back 😁

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