267 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 • 208 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

    Weekly Roundup 11/26/21 (El Salvador's Bitcoin Bond, who we are thankful for, Big Poultry causing inflation?)

    Weekly Roundup 11/26/21 (El Salvador's Bitcoin Bond, who we are thankful for, Big Poultry causing inflation?)

    Matt and Nic return for another week of news and deals. In this episode: 
    Coinbase acquires Breadwallet El Salvador's Bitcoin City Is El Salvador's Bitcoin Bond worth buying? New merch on the website Midwest tungsten releases a new shape Is India banning crypto again? Miners coming back online in China The OCC, FDIC, and Fed will release cryptoasset guidance in 2022 Saule Omarova's nomination to run the OCC has fallen through Jerome Powell will keep helming the Fed Elizabeth Warren blames inflation on Big Poultry ConstitutionDAO crashes and burns Insider trading doesn't just apply to securities Who we are thankful for Merch: onthebrink.shop
    Sponsor notes: 
    This show supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions. For more information see coinbase.com/prime Corporations and institutions can allocate cash into Circle Yield to gain crypto lending exposure and earn superior returns compared to traditional markets. It’s secured, overcollateralized and built on the leading dollar digital currency. Visit circle.com/yield to book a meeting

    • 42 min
    James McGinniss (David Energy) on Mining as a Load Resource

    James McGinniss (David Energy) on Mining as a Load Resource

    We sit down with James McGinniss, CEO and Cofounder of David Energy to talk about Bitcoin's role in the energy transition and how Bitcoin mining is a useful source of flexible load for increasingly renewable grids. In this episode: 
    The fundamental change happening in the US grid today What distributed energy resources are and why they are important Why DERs are catching on in California Why bitcoin allows load to move to supply Why better metering improves the prospects for demand response How demand response works nationwide Why there's a fundamental tradeoff between uptime and power prices Why Bitcoin is the best demand response resource The prospects for other location agnostic load resources Do better batteries obsolete Bitcoin mining as a grid balancer? How David Energy is working with Bitcoin miners Why Bitcoin miners should trade mining uptime for cheaper power Are grid operators designing programs for bitcoin miners? Why there's a longer tail of energy assets that miners should take advantage of Sponsor notes: 
    This episode supported by Public.com. Start investing with as little as $1 and get a free slice of stock up to $50 when you join Public.com today. Visit public.com/onthebrink to download the app and sign up. This episode is brought to you by Withum, a top 25 accounting firm with a cutting-edge Digital Currency and Blockchain Technology practice. To learn more, visit  withum.com/crypto.

    • 46 min
    Weekly Roundup 19/11/21 (Keep Innovation in America, ConstitutionDAO, Chaum's Quantum FUD)

    Weekly Roundup 19/11/21 (Keep Innovation in America, ConstitutionDAO, Chaum's Quantum FUD)

    Nic and Matt return for more news and deals of the week. In this episode: 
    ConstitutionDAO Why you can't smelt tungsten Breaking down the Keep Innovation in America Act The SEC denies the Vaneck Bitcoin Trust Crypto.com buys the naming rights to the Lakers arena The US Marshalls are auctioning BTC seized from Bitconnect Is Gerald Cotten deceased? Load ze quantum FUD Is David Chaum right about Bitcoin's quantum FUD? What fraction of Bitcoins are quantum vulnerable? Can stablecoins be rendered run-proof? Sweden and Norway agitate against PoW Why banning Bitcoin mining can be counter productive What does the DAO do if they win the Constitution? Content mentioned in this episode: 
    David Andolfatto, Run Proof Stablecoins Derek Hsue and Larry Sukernik, I Pledge Allegiance Sponsor notes: 
    This show supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions. For more information see coinbase.com/prime Corporations and institutions can allocate cash into Circle Yield to gain crypto lending exposure and earn superior returns compared to traditional markets. It’s secured, overcollateralized and built on the leading dollar digital currency. Visit circle.com/yield to book a meeting

    • 36 min
    Kevin Anetsberger (Midwest Tungsten) on the Midwest Tungsten Story

    Kevin Anetsberger (Midwest Tungsten) on the Midwest Tungsten Story

    Nic and Sean sit down with Kevin Anetsberger, General Manager at Midwest Tungsten, to cover their journey as a business and their entry into the crypto industry In this episode: 
    The history of Midwest Tungsten How Midwest got its start making metal steam Industrial applications of tungsten Tungsten's physical properties and how that makes it suitable for industrial applications Military applications of tungsten Where Midwest Tungsten sits in the supply chain How Tungsten is actually refined and formed, given that it's impossible to smelt The upper limits to tungsten formed objects, and where the constraints derive from Why a 14 inch cube is actually the largest size Midwest can actually make How Kevin came to work in the tungsten industry Where is tungsten mined? Have the supply chain disruptions affected Midwest Tungsten How Midwest Tungsten resisted offshoring Why Midwest Tungsten began selling collectibles Who has bought the cubes historically Was this the largest spike in demand for the tungsten cubes ever? How the company came to accept Bitcoin and make the NFT Is Midwest Tungsten holding the Bitcoin they have earned in cube sales? Is tungsten safe to handle? Where Kevin falls on the cube vs sphere debate What is the optimal cube size? Why Midwest chose to sell the cube NFT Other metals that Kevin likes What about Osmium? Sponsor notes: 
    This episode supported by Public.com. Start investing with as little as $1 and get a free slice of stock up to $50 when you join Public.com today. Visit public.com/onthebrink to download the app and sign up. This episode is brought to you by Withum, a top 25 accounting firm with a cutting-edge Digital Currency and Blockchain Technology practice. To learn more, visit  withum.com/crypto.

    • 44 min
    Weekly Roundup 11/12/21 (Inflation hits 6.2%, Discord dithers on Web3, Is is really about the supply chain?)

    Weekly Roundup 11/12/21 (Inflation hits 6.2%, Discord dithers on Web3, Is is really about the supply chain?)

    Matt and Nic return for news and deals of the week. In this episode: 
    Circle launches an early stage venture fund SEC targets American CryptoFed DAO LLC The SEC references Nic's paper on DeFi risks Should DeFi teams be more aggressive in disclosing admin key risks? What would a DeFi disclosure regime look like? BlockFi files for a spot Bitcoin ETF Bitwise withdraws its futures-based ETF NYC mayor Eric Adams says NYC schools should teach about cryptocurrency Miami will airdrop BTC to residents Inflation prints at 6.2% annualized Why the 'supply chain' explanation for inflation obscures the underlying dynamics Is inflation really a supply chain issue? Real interest rates are as low as they were in the 1970s Why we have entered monetary repression Discord dithers on Web3 BrinkDAO Could tungsten rods in space improve on nuclear weapons? Content mentioned in this episode: 
    SEC, Statement on DeFi Risks, Regulations, and Opportunities Michael Greenwald, The Digital Asset Olympics 21Shares, Q3 Report  Nic Carter and Linda Jeng, DeFi Protocol Risks Sponsor notes:
    This show supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions. For more information see coinbase.com/prime Corporations and institutions can allocate cash into Circle Yield to gain crypto lending exposure and earn superior returns compared to traditional markets. It’s secured, overcollateralized and built on the leading dollar digital currency. Visit circle.com/yield to book a meeting

    • 36 min
    Brannin McBee (Core Weave) on moving from GPU mining to specialized compute

    Brannin McBee (Core Weave) on moving from GPU mining to specialized compute

    Core Weave cofounder and CSO Brannin McBee joins the show to talk GPU mining and high performance computation. In this episode: 
    Details on the Core Weave's latest fundraise Core Weave's hybrid data center model which combines Ethereum mining and generalized computation Transitioning from just crypto mining to the specialized compute market Why the hyperscale cloud providers aren't always suitable for firms with specialized computation needs The nature and size of Core Weave's GPU and CPU fleet How Core Weave services clients in VFX and rendering, machine learning, and blockchain Why Core Weave was able to build a generalizable computational fleet Why the demand for VFX/rendering-based compute is accelerating How film studios are going from capital intensive on-prem computation to outsourcing it to cloud providers How Core Weave is able to achieve a high utilization rate for their GPUs How Core Weave is working on open sourcing GPT-3 Why you can't access scale compute at conventional providers How Core Weave is managing Ethereum's transition to Proof of Stake When Brannin expects the final merge to occur How the market for GPU mining will change over time How NFTs are a new source of demand for large-scale compute Core Weave's attitude to Ethereum development Did Ethereum move away from some of its original principles? How proof of work was a strong distributive force during the early days of Ethereum Are miners less positively inclined towards the network now that their business model has an expiration date? Brannin's attitude towards MEV today Brannin's thoughts on Ethereum's security model as it moves towards PoS Does the abundance of capital make PoS more vulnerable than PoW? Why diseconomies of scale for electricity procurement protected PoW networks Why rendering PoW 'synthetic' in PoS makes it easier to pull off an attack How Core Weave pursues sustainability in their operations Sponsor notes: 
    This episode supported by Public.com. Start investing with as little as $1 and get a free slice of stock up to $50 when you join Public.com today. Visit public.com/onthebrink to download the app and sign up. This episode is brought to you by Withum, a top 25 accounting firm with a cutting-edge Digital Currency and Blockchain Technology practice. To learn more, visit  withum.com/crypto.

    • 53 min

Customer Reviews

4.8 out of 5
208 Ratings

208 Ratings

kfixbwhdisa ,

Great show

One of the best in crypto

95070b ,

A definite “must-have”

Obviously there are literally thousands of places to start your crypto journey - websites, Youtube channels, podcasts, etc. However, if you remain true to your desire for higher knowledge on this topic and continue to push off the allure of the various populist movements out there, you will eventually graduate to one of the two-three “must-haves” in the crypto sphere.

On the Brink is definitely one of these and I can’t thank Nic and Matt enough for helping to expand my knowledge. Specifically, Nic Carter’s work on the energy conversation as well as his excitement for Proof of Reserve is helping push the bitcoin blockchain and BTC forward (while providing much needed entertainment when he destroys BTC debaters, lol).

THANK YOU!!!

DrMexico24 ,

The number 1 Bitcoin Podcast in Cambridge

If I’m not in Clubhouse listening to BTC related experts (exhausting these days) I’m listening to a related podcast or reading a book / article on the same. After that I fill my time with Gensler circa 2018 MIT. This helps fill the time gap while I await the OTB weekly roundup. It’s easily my favorite podcast on everything crypto. It is my weekly CliffsNotes (Boomer reference, I hope Nic allows this) on the state of the industry. Great job guys! I challenge Matt to sneak a Boomer reference into each roundup to keep Nic on his toes.

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