385 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 • 236 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 12/01/22 (Is SBF playing the media, more Bad Boys, Binance’s Proof of Reserve)

    Weekly Roundup 12/01/22 (Is SBF playing the media, more Bad Boys, Binance’s Proof of Reserve)

    Matt and Nic are back for another week of news and deals. In this episode: 
    Tether collapse scenarios The wrapped Bitcoin issue Ria and others are named Forbes 30 under 30 Sam is still not in jail Sam’s hidden media strategy How Sam could be positioning himself for the case Was FTX really a case of negligence or was it fraud? Sam is muddying the waters Sam Trubucco is our bad boy of the week Should the US really annex the Bahamas? Members of CT are running around Nassau looking for Sam Should the US be pressuring the Bahamas for more action here? Beto returns his FTX donation The CFTC met with FTX 10 times The SEC’s culpability in the FTX scandal The Farmington Bank acquisition scandal Did Sam Trubucco and Caroline really not know about the malfeasance? SBF is throwing his former colleagues under the bus Kyle Davies’ embarassing attempted comeback What’s the fate of the charity boxing match? Casa rolls out support for Ethereum Binance rolls out a Proof of Reserve - but it has issues Content mentioned: 
    NYMAG, Interview with SBF Sponsor notes:
    Talos powers institutional access to the entire digital assets ecosystem via a single-point of entry. Connect directly to your preferred prime brokers, lenders, investors, custodians, exchanges, OTC desks and more, or meet them on Talos. Get started at Talos.com Subscribe to the Coin Metrics State of the Network newsletter

    • 48 min
    Mahesh Ramakrishnan (Escape Velocity) on Decentralized Wireless

    Mahesh Ramakrishnan (Escape Velocity) on Decentralized Wireless

    Mahesh Ramakrishnan of Escape Velocity joins the show. In this episode we discuss:
    Mahesh’s career in traditional financial services and the path that led him to launching Escape Velocity. The decentralized wireless market and how it is likely to evolve. How tokenized protocols and USD stablecoins are likely to play a role in this evolution. How incumbents are positioned in this emerging category. Views on FTX and how that impacts the market more broadly. To learn more about Escape Velocity visit www.EV3.xyz.  
     

    • 36 min
    Mike Belshe (BitGo) on FTX and the impact on crypto market structure

    Mike Belshe (BitGo) on FTX and the impact on crypto market structure

    Mike Belshe, co-founder and CEO of BitGo joins the show. In this episode we discuss:
    Mike’s thoughts on FTX and the unfolding fraud case. His views on crypto market structure and how it is likely to evolve in the face of the FTX collapse. The regulatory landscape and the path forward for spot market regulation. Views on the MPC custody landscape and advances in zero knowledge cryptography. To learn more about BitGo visit bitgo.com
     

    • 38 min
    Weekly Roundup 11/24/22 (SBF is at large, DCG’s fate, what we are thankful for)

    Weekly Roundup 11/24/22 (SBF is at large, DCG’s fate, what we are thankful for)

    Matt and Nic return for a Thanksgiving episode of OTB. In this episode: 
    Liz Warren writes her first good letter ever? SBF is striking a defiant tone Sam’s new letter to employees Is the Alameda/FTX situation really that complicated? Sam’s parents bought tens of millions worth of Bahamas property The Bahamas steps in and seizes some funds Should the US annex the Bahamas? Should the US use ‘extraordinary rendition’ on SBF? Is this the death of meme rounds of financings? Semafor reports on SBF without disclosing that he was an investor Was FTX ‘just a classic bank run’? Why don’t journalists understand that the FTX situation was fraud? Where are the Bahamas prosecutors in all this? Further contagion in the crypto lending market What is to become of DCG? Could Grayscale use Reg M to do GBTC redemptions? NY Governor Kathy Hochul finally signs a moratorium on Bitcoin mining OkX launches a Proof of Reserve Who are we thankful for? Sponsor notes:
    Talos powers institutional access to the entire digital assets ecosystem via a single-point of entry. Connect directly to your preferred prime brokers, lenders, investors, custodians, exchanges, OTC desks and more, or meet them on Talos. Get started at Talos.com Subscribe to the Coin Metrics State of the Network newsletter

    • 43 min
    Travis Scher on the FTX impact on Crypto VC

    Travis Scher on the FTX impact on Crypto VC

    Travis Scher, co-founder of North Island Ventures joins the show. In this episode we discuss:
    Travis’ investing career including his tenure at DCG and his path to founded North Island Ventures. How Travis initially met SBF and his reasons for passing on the deal. Analysis of the bankruptcy process and the likely second order impacts. How this event will change the early crypto VC landscape. To learn more visit northisland.ventures and follow Travis on Twitter.

    • 32 min
    Weekly Roundup 11/17/22 (John Ray’s FTX filing, will FTX political contributions be repaid, what’s wrong with effective altruism?) (EP.372)

    Weekly Roundup 11/17/22 (John Ray’s FTX filing, will FTX political contributions be repaid, what’s wrong with effective altruism?) (EP.372)

    Matt and Nic return for another week of news and deals. In this episode:
    Matt’s blog post, ‘It’s Time to Grow Up’ The Alameda - FTX relationship was always sketchy Would FTX ever have been able to go public? Why don’t we have decent disclosure for token emissions? How do we put this crisis to use? John Ray’s Day 1 filing about the state of affairs at FTX So what in the hell happened to the client funds at FTX? Will funds donated to politicians be clawed back? What’s wrong with utilitarianism? How effective altruism is like Stalinism One theory on how Alameda lost money on Luna Some lending firms kicked out Alameda after the summer credit crisis Is Serum forking out coins which are due to FTX creditors? Why has the DOJ been so passive so far? We introduce some new bad boys Su Zhu and Kyle are trying to redeem themselves Do Kyle and Su have a new venture underway? Rep. Tom Emmer is elected as the GOP Whip in the House Will the Republican led House subpoena Gensler? Content mentioned in this episode:
    Matt Walsh in Medium, It’s Time to Grow Up FTX CEO John Ray’s Day 1 filing Sponsor notes:
    Talos powers institutional access to the entire digital assets ecosystem via a single-point of entry. Connect directly to your preferred prime brokers, lenders, investors, custodians, exchanges, OTC desks and more, or meet them on Talos. Get started at Talos.com Subscribe to the Coin Metrics State of the Network newsletter

    • 44 min

Customer Reviews

4.8 out of 5
236 Ratings

236 Ratings

PC in DC ,

Weekly roundup

I’m a big fan of fake deals by the intern. Probably the best mind in crypto these days.

Amerzel ,

Brought Down By…

Now that it’s football season, every time I hear the announcer say “Brought down by” I can’t help but finish it in my head with “bad mortgage investments”. 5/5 stars.

Pete-r ,

Love this

So glad I discovered this. I love the content and tone. Thanks guys.

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