517 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

    Weekly Roundup 03/01/24 (DOE order stayed, Bitcoin renaissance, SBFs autism plea)

    Weekly Roundup 03/01/24 (DOE order stayed, Bitcoin renaissance, SBFs autism plea)

    Matt and Nic are back for another week of news and deals. In this episode:
    Funding rates in crypto Blockbuster ETF flows Bitcoin Renaissance BitVM opening the overton window Remembering PlusToken SBF is “too autistic” to go to jail The 3ac boys have another fake fundraise announcement Genesis reaches a settlement proposal The DOE’s demand for information from miners has been halted for now Should the Bahamas be a state Marathon is launching their own L2 Content mentioned in this episode:
    Alex Thorn, Why we aren’t Stopping Fidelity Digital Assets, Addressing Ethereum Risks Sponsor notes:
    In the Coin Metrics State of the Network Issue 248, we provide an overview of the paper—Breaking BFT—and examine the importance of network security

    • 42 min
    Guy Young (Ethena) on the Past and Future of Crypto Interest Rates

    Guy Young (Ethena) on the Past and Future of Crypto Interest Rates

    Guy Young, the founder of Ethena, rejoins the show to give us an update on Ethena and to discuss the nature of crypto interest rates.
    In this episode:
    Reflections on the Ethena launch ETH funding rates versus ETH ETF expectations Funding rates on crypto native exchanges versus CME Why Ethena versus doing the cash and carry trade At what point does Ethena start to drive down funding rates The history of the cash and carry trade in crypto Did yield farming represent a real form of yield? Why is yield farming less viable today? The ultimate convergence between tradfi and crypto yields Where risk premia come from for Ethena versus the risk free rate ETH taking yields and their development Guy’s concerns about Eigenlayer and its effect on DeFi Interactions between real rates and crypto rates Stablecoin supply versus tradfi interest rates Crypto yields versus RWA supply The share of stablecoins that is speculative in nature Guy’s expectations for the medium term future of crypto rates

    • 48 min
    Chase Lochmiller (Crusoe) on Powering the AI Revolution

    Chase Lochmiller (Crusoe) on Powering the AI Revolution

    Crusoe CEO and Co-Founder Chase Lochmiller joins us for an episode sharing an update on improving the efficiency of power production with on-site digital infrastructure. In this episode:
    Solving the broken links between supply (flaring, renewables) and demand for energy (BTC, high performance compute) Engineering a portfolio of applications to pair with different sources of energy Aligning economic incentives with climate solutions New hardware coming online and the impact to AI inference and training Decentralized Airbnb for GPU networks – what works and what doesn’t Halvening impact on BTC Miners Crusoe’s climate impact

    • 30 min
    Weekly Roundup 02/23/24 (ECB's very bad blog, more bad boys, 3ac boys latest)

    Weekly Roundup 02/23/24 (ECB's very bad blog, more bad boys, 3ac boys latest)

    Nic and Matt are back for another week of news and deals. In this episode: 
    Wireless outage in the US Russia's space weapons and Rods from God  Will the market like the cubes once again?  Brink nation farcaster update  Our ETH ETF skepticism Circle leaves Tron Revolving door between SEC and biglaw Whip Emmer's letter to the OMB The ECB's very bad, no good Bitcoin blog Reddit hold Bitcoin and ETH  SBF's photoshoot Latest on the 3AC boys The SEC's mysterious ETF correlation analysis Content mentioned in this episode: 
    ECB, ETF approval for bitcoin – the naked emperor’s new clothes Rep. Emmer letter to OMB over Bitcoin mining data request NYMAG, 'They are very comfortable lying' 3AC update Sponsor notes: 
    The Coin Metrics Team will be hosting a Data Challenge at ETH Denver! Learn more about the event & register for it here. At the Crossroads: Bitcoin ETFs & Coinbase In Coin Metrics State of the Network Issue 247, we zoom into the latest developments with Bitcoin ETFs and Coinbase Q4 2023 earnings

    • 42 min
    Weekly Roundup 02/16/24 (Treasury rebukes WSJ, BitVM, SEC v Debtbox)

    Weekly Roundup 02/16/24 (Treasury rebukes WSJ, BitVM, SEC v Debtbox)

    Matt and Nic are back with news and deals of the week. In this episode: 
    On The Brink is now on Farcaster The pitfalls of Web3 social The boys have problem with seed phrases Optimistic rollups on Bitcoin are now possible?  ETF flow updates GBTC and Mt Gox flows  Why the halving may not be bullish SEC vs Debt Box  Why we think an Ethereum ETF is unlikely SAB121 update The Treasury rebukes the WSJ's story on Hamas' use of crypto Can John Deaton unseat Elizabeth Warren?  Sponsor notes:
    Navigating the Avalanche: An Introduction to the Avalanche Network In Coin Metrics State of the Network Issue 246, we navigate Avalanche’s role in the digital asset ecosystem

    • 39 min
    Weekly Roundup 02/08/24 (OPNX closes, COPA case, more SAB121)

    Weekly Roundup 02/08/24 (OPNX closes, COPA case, more SAB121)

    Matt and Nic are back for another week of news and deals. In this episode: 
    OPNX is very sadly shutting down  Is jail good for you?  GBTC outflows are declining Solicited versus unsolicited treatment of ETFs The Bitcoin L2 space is heating up The latest on COPA  We revisit the Satoshi is the NSA conspiracy  SAB121 stuff The DoE's Bitcoin mining data collection emergency What's happening with Farcaster?  Brink Nation joins Farcaster  Monero delisted from Binance  Solana outage this week Content mentioned: 
    Fidelity Digital Assets, Q4 2023 Signals Report Sponsor notes: 
    Ethereum’s Dencun Upgrade In Coin Metrics State of the Network Issue 245, we dive into the details of the Ethereum Dencun upgrade and highlight key indicators to monitor its success

    • 37 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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