189 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

    • Investing
    • 4.9 • 166 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 03/05/21 (GBTC discounted, Private Blockchains are Back, the Last Cycle?)

    Weekly Roundup 03/05/21 (GBTC discounted, Private Blockchains are Back, the Last Cycle?)

    Matt and Nic are back. In this episode:
    More cured meats drama The Singapore sovereign wealth fund invests in Anchorage Will they or wont they - Goldman edition Bitcoin completes Paypal's original vision Schwab looks to add support for crypto Kings of Leon NFT Are NFTs the first truly mainstream application of blockchains? Are today's centralized public blockchains just a return of private blockchains? Citi releases the case for bitcoin GBTC trades at a steep discount to NAV and what it means Is the GBTC arbitrage trade over? Should startups hold Bitcoin on their balance sheets? How does 2021 feel compared to 2018? Are we likely to see another 70%+ drawdown? Content mentioned in this episode: 
    Bloomberg's Crypto Outlook, Mike McGlone Understanding Bitcoin, Jurrien Timmer Bitcoin at the Tipping Point, City GPS This episode is brought to you by Sovryn, DeFi on Bitcoin.

    • 32 min
    Brian Flynn (Rabbit Hole) on NFTs and DeFi Customer Acquisition

    Brian Flynn (Rabbit Hole) on NFTs and DeFi Customer Acquisition

    Brian Flynn, the founder and CEO of Rabbit Hole, a platform for driving customer acquisition for decentralized finance protocols joins the show. In this episide we discuss:
    Brian’s path to cryptoassets and the spark that led him to founding Rabbit Hole Views on NFTs and the use cases that we will see in the coming years Thoughts more broadly on the categories of decentralized finance that are the most enduring and likely to capture value How customer acquisition works now in DeFi and where Rabbit Hole is solving problems To learn more about Rabbit Hole visit their website and follow Brian on Twitter @Flynnjamm

    • 29 min
    Weekly Roundup 02/26/21 (Bitcoin vs Fedwire, ETF prospects, Is the Tether Saga Over?)

    Weekly Roundup 02/26/21 (Bitcoin vs Fedwire, ETF prospects, Is the Tether Saga Over?)

    Nic and Matt return for more news and deals of the week. In this episode: 
    Is Bitcoin more reliable than Fedwire? Are stablecoins already superior to legacy infrastructure? Tether-Tron transactions exceed Tether-Ethereum The social utility of trading wholesale energy One chapter in the Tether saga closes Is the Tether story over? The ultimate takeaway from the Tether saga Square buys more Bitcoin Nic evangelizes bitcoin to his hairdresser A bitcoiner joins the Federal Reserve How big will a Bitcoin ETF be on approval? Why exchanges are prudent to delist BCH and BSV

    • 40 min
    Tieshun Roquerre (Namebase) on the Prospects for Decentralized DNS

    Tieshun Roquerre (Namebase) on the Prospects for Decentralized DNS

    Namebase founder and CEO Tieshun Roquerre joins us for a discussion of Handshake, decentralized DNS, and issues with the current system of domains. In this episode: 
    The core technical problem with DNS today Why a blockchain for a decentralized DNS system makes sense How Satoshi anticipated blockchain-based DNS with BitDNS Could a global PoW blockchain system accommodate all of the world's domains? How Handshake learned from Namecoin, ENS, and other attempts from blockchain based DNS and alternative root zones The distinction between ENS and Handshake Handshake's origin and launch – and how it ended up with such diffuse governance Where the nexuses of control are in the Handshake ecosystem How Handshake PoW security works The merits of embracing ASICs How the distribution of domains works What you can actually do with handshake domains The growing interoperability between handshake and decentralized storage like Sia

    • 1 hr 3 min
    Andy Edstrom on Bitcoin Adoption in the RIA Channel

    Andy Edstrom on Bitcoin Adoption in the RIA Channel

    Andy Edstrom, a financial advisor and Head of Institutional at Swan Bitcoin joins the show. In this episode we discuss:
    Andy’s new book Why Buy Bitcoin and why he embarked on writing a book about Bitcoin His path to understanding Bitcoin through the lens of an RIA His views on the prospects of a new Bretton Woods or Plaza Accord style arrangement in the coming years Prospects for an exchange-traded Bitcoin fund in the United States Bitcoin as a corporate treasury asset and the outlook for more MicroStrategy style moves  
    To learn more about Andy visit his website, check out his book or follow him on Twitter at @edstromandrew

    • 42 min
    Brannin McBee (Core Weave) on Greening the Grid, the Texas Meltdown, and Bitcoin Mining

    Brannin McBee (Core Weave) on Greening the Grid, the Texas Meltdown, and Bitcoin Mining

    Core Weave chief strategy officer and former energy trader Brannin McBee joins the show to talk about the grid meltdown in Texas and the impact of renewables on the grid. In this episode: 
    Brannin's history in energy trading and energy analytics How his firm survived a 95% collapse in the price of natural gas – and how that presaged his work in the crypto space How Brannin's firm Core Weave alternates between mining ETH and monetizing GPUs through high-performance compute How wholesale power trading works – and how it provides valuable informational signals to the grid How the US grid is arranged – and how the energy mix has changed in the last decade How coal has been marginalized in the last decade through natural gas and renewables Why energy is not globally fungible Why forecasting wind is so difficult – and how that complicates including wind into the grid How renewables trade off reliability against carbon impact How increasing the share of wind and solar destabilizing the grid Why increasing units of wind requires new units of gas on the grid The confluence of causes behind the Texas grid failure last week How Core Weave selected their location on the grid – and how they took political risk into account How much energy Bitcoin consumes – and where that stands relative to the energy consumption of the US How flaring natural gas to mine Bitcoin works – and whether it's economical Does Bitcoin work as a load balancer for grids? Can you compare Bitcoin's footprint to that of entire countries?  

    • 1 hr 13 min

Customer Reviews

4.9 out of 5
166 Ratings

166 Ratings

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.

Bdgarrett1 ,

The Best

Simply the VERY best podcast out there

CavaDaddyAF ,

Wen Moon?

This is one of the top 3 bitcoin related pods in the space. Great guests great logical knowledge also “dabbles” in other economic issues. Worthy of your time if you have skin in the game or are new and looking to get down to brass tax.

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