On The Brink with Castle Island Castle Island Ventures

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

Quinn Thompson, founder and CIO of Lekker Capital, joins the show. In this episode: 
Launching Lekker Capital Quinn’s investment strategy with Lekker Using crypto instruments to take a view on macro trends The significance of the move in the 10year How unusual is it to cut rates when inflation is running hot Is inflation the lesser of two evils? Why an inflationary reset is the only way out of our fiscal position Is Bitcoin more analogous to gold or NASDAQ? What are memecoins telling us about the crypto cycle? Institutional participation in Bitcoin dampening volatility? Quinn’s views on the halving Will Microstrategy shares ever converge to the value of their BTC? Why it is often mechanically difficult to bring meme stocks back to earth Quinn’s views on GBTC selling and the US govt’s seized Silk Road coins Further reading: 
Follow Quinn on Twitter Fortune on Lekker Capital

Matt and Nic are back with another week of news and deals. In this episode:
How risky is Eigenlayer? The SEC is asking for public comment on ETH ETFs Is the US government about to liquidate $2b worth of Silk Road Bitcoin? Goldman wealth management CIO doesn’t like Bitcoin WSJ is back with a Tether hitpiece Fed Governor Chris Waller says crypto is good for the dollar Nic and David Hoffman are fighting at Karate Combat at Consensus Sponsor notes:
State of the Network’s Q1 2024 Wrap-Up In Coin Metrics State of the Network Issue 253, we take a data-driven look at the most important events that impacted the digital assets industry in Q1 2024.