On The Brink with Castle Island Castle Island Ventures

Matt and Nic return for another week of news and deals. In this episode:
CIV's new stablecoin survey What happened with Runes? Lawsuit against the SEC’s dealer rule New capital gains tax proposal How would taxing unrealized gains work? Two SEC lawyers leave in connection with the DEBT Box scandal The founders of Samourai wallet are arrested and charged by the DoJ Morgan Stanley close to permitting Bitcoin ETF to be solicited by their brokers Hong Kong Bitcoin ETFs go live Block is building Bitcoin mining hardware Visa’s stablecoin analytics dashboard Bitcoin Sign Guy sells his sign TikTok ban reactions Choke Point 2.0 moves to fintechs Content mentioned in this episode:
Visa’s stablecoin dashboard IMF, A Primer on Cross-Border Bitcoin Flows FDAS Q1 Signals Report Sponsor notes:
Layer-1 Landscape In Coin Metrics' State of the Network issue 256, we explore the diverse landscape of Layer-1 blockchains

Chris Harmse, co-founder and VP of Revenue at BVNK joins the show. In this episode we discuss:
Chris’ career and the path to founding BVNK. The origin story of BVNK and how the company has evolved over time. The key drivers behind the adoption of stablecoins. Segmenting the stablecoin market. Interest bearing stablecoins and the impact that this category will have on the overall market. Tokenized money funds and the future of securities settlement. How stablecoins will refactor the global FX market. The regulatory landscape and how stablecoin adoption is evolving in various regions. To learn more about BVNK visit their website.

In this episode we sit down with Alexei Zamyatin, the founder of  Build On Bitcoin (BOB). Topics covered: 
Why EVM-compatibility is important for Bitcoin and Bitcoin L2s Merge mining and fostering adoption of Bitcoin L2’s Why now for the Bitcoin Renaissance BitVM, use cases, and unlocks for Bitcoin

Matt and Nic are back for another week of news and deals. In this episode: 
Dubai is underwater The Lummis Gillebrand stablecoin bill and its prospects Do stablecoins affect the US’ ability to make sanctions? Avraham Eisenberg has been found guilty for the Mango markets hack Stablecoins as proto CBDCs Do stablecoins disintermediate commercial banks?  What do the 13F filings tell us about ETF flows?  Sponsor notes:
Bitcoin’s 4th Halving In Coin Metrics State of the Network Issue 255, we understand the significance of the Bitcoin halving, its impact on miners and potential effects on BTC’s price as the 4th Bitcoin halving nears. Content mentioned in this episode:
Timothy Massad, Stablecoins and national security: Learning the lessons of Eurodollars

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

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