On The Brink with Castle Island Castle Island Ventures
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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
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Jeff Lunglhofer on Cybersecurity at Coinbase
Jeff Lunglhofer, the Chief Information Security Officer at Coinbase joins the show. In this episode we discuss:
Jeff’s background and what attracted him to joining Coinbase. How Coinbase approaches cybersecurity risk. The impact of the Bitcoin ETF and the custodial business at Coinbase. How users should protect themselves via multi-factor authentication. Phishing and how to protect oneself from this attack vector. Passkeys and how this is improving the log-in flow at Coinbase. How Coinbase uses bug bounty programs. To learn more about cybersecurity at Coinbase visit coinbase.com/security -
Weekly Roundup 03/15/24 (CSW is not Satoshi, Nigeria v Binance, Traeger and Bitcoin) (EP.510)
Matt and Nic are back for another week of ATHs. In this episode:
ETH’s Dencun upgrade goes live Is ETH stuck between two different stakeholder groups? Is Traeger going to hold Bitcoin? Saylor is still buying Bitcoin Nigeria holds two Binance executives for a $10b ransom A UK judge in the COPA case has determined that Craig Wright is not Satoshi Why the COPA v CSW case matters Blackrock will buy Bitcoin ETFs in their global allocation fund Greyscale filed for a low-fee spinoff of GBTC, ticker BTC John Griffin of Griffin and Shams is back with another terrible paper A new paper alleges that crypto finances slavery Sponsor notes:
Market Dynamics & Risks of Liquid Staking Tokens In Coin Metrics State of the Network Issue 250, we explore the market dynamics and risks of liquid staking tokens (LST’s) -
Weekly Roundup 03/08/24 (New ATH, Katie Porter out, the SEC's 1-act play)
Nic and Matt return for a week of blockbuster price action and new ATHs. In this episode:
ETF flows recap Warren favorite Katie Porter loses her primary in CA Super Tuesday recap Are crypto PACs working? Why the Ohio senate race matters for crypto State AGs amicus brief in Kraken v SEC The WSJ is accused of defamation in their Tether coverage Were Signature and Silvergate wrongly accused? Arizona state Senate considers adding Bitcoin to state reserves Saylor buys Bitcoin SEC comissioners Pierce and Uyeda write an entertaining dissent in the Shapeshift case Is Prometheum the SEC's patsy? Nic reviews ETH Denver How priced in in the Halving? Sponsor notes:
Following Flows V: Pool Cross-Pollination In Coin Metrics State of the Network Issue 249, we examine fund flows among mining pools and miners, revealing hidden connections to gauge mining decentralization Join the conversation on Farcaster -
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 -
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 -
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
Customer Reviews
Excellent
Truly high quality content. And with very low key understated humor bonus.
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!
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 😁