On The Brink with Castle Island
532 episodes - English - Latest episode: 11 days ago - ★★★★★ - 272 ratingsHosts 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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Episodes
Quinn Thompson (Lekker Capital) on why the Macro matters for Crypto (EP.517)
April 08, 2024 10:00 - 42 minutes - 58.7 MBQuinn 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 memecoin...
Weekly Roundup 04/05/24 (WSJ attacks Tether, Chris Waller on Stables, Nic’s fight announced) (EP.516)
April 05, 2024 10:00 - 37 minutes - 51.6 MBMatt 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 ...
David Hoffman (Bankless) on Eigenlayer (EP.515)
April 03, 2024 13:21 - 41 minutes - 38 MBDavid Hoffman of Bankless and Bankless Ventures returns to the show. In this episode we discuss: What Bankless Ventures has been focusing on, including Bitcoin Layer Twos. Eigenlayer – what originally attracted David to the project. The Eigenlayer value chain and the emerging categories of projects building in this ecosystem. Liquid Restaking Tokens, Actively Validated Services and how these primitives work in the Eigenlayer ecosystem. Views on risk management and leverage in the ...
DeFi Education Fund and Beba sue the SEC (EP.514)
April 02, 2024 10:00 - 30 minutes - 27.7 MBMiller Whitehouse-Levine and Amanda Tuminelli of the DeFi Education Fund join the show. In this episode we discuss: Beba, an American apparel company based in Waco, TX and the DeFi Education fund have filed a complaint against the SEC, challenging the agency’s pattern of regulation via enforcement. The specific’s of Beba’s airdrop campaign. The Debt Box case and the pattern of behavior that the case highlights. The status of Congressional action on market structure, stablecoins and S...
Weekly Roundup 03/29/24 (SBF sentenced, Blast and Munchables, the MSTR convergence trade) (EP.513)
March 29, 2024 10:00 - 36 minutes - 49.7 MBMatt and Nic return for another week of news and deals. In this episode: Was SBF’s 25-year sentence too lenient? Beba vs SEC Coinbase motion to dismiss is dismissed Coinbase notches a win vs the SEC over their Wallet product SDNY v Kucoin Ripple vs SEC Will MSTR ever converge to the fair value of their Bitcoin? North Korea allegedly hacks Blast’s Munchables farm How did Blast persuade the hackers to give the money back? What’s going on with ETH blobspace? Bitwise’s ETH ...
Weekly Roundup 03/22/24 (SEC v Debtbox, ETH security drama, Blackrock’s BUIDL token) (EP.512)
March 22, 2024 10:00 - 39 minutes - 54.8 MBMatt and Nic are back for another week of news and deals. In this episode: Nic’s Columbia scandal Stablecoin growth ETH Foundation subpoena from the SEC ETH ETF prospects Blackrock releases their tokenized Treasury product with Securitize Are private blockchains obsolete? Fidelity amends their ETH ETF prospectus to add staking Japan's pension fund is learning about Bitcoin More GBTC outflows More bad boys Kyle Davies wants a debate Content mentioned: Brian Armstrong, ...
Jeff Lunglhofer on Cybersecurity at Coinbase (EP.511)
March 18, 2024 10:00 - 34 minutes - 31.9 MBJeff 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. H...
Weekly Roundup 03/15/24 (CSW is not Satoshi, Nigeria v Binance, Traeger and Bitcoin) (EP.510)
March 15, 2024 13:09 - 36 minutes - 50.4 MBMatt 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 spinof...
Weekly Roundup 03/08/24 (New ATH, Katie Porter out, ETH Denver reflections) (EP.509)
March 08, 2024 11:00 - 44 minutes - 60.9 MBNic 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 Bitc...
Weekly Roundup 03/01/24 (DOE order stayed, Bitcoin renaissance, SBFs autism plea) (EP.508)
March 01, 2024 11:00 - 42 minutes - 58.9 MBMatt 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 mentione...
Guy Young (Ethena) on the Past and Future of Crypto Interest Rates (EP.507)
February 28, 2024 14:55 - 48 minutes - 67.1 MBGuy 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 ...
Chase Lochmiller (Crusoe) on Powering the AI Revolution (EP.506)
February 26, 2024 15:27 - 30 minutes - 20.6 MBCrusoe 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 infer...
Weekly Roundup 02/23/24 (ECB's very bad blog, more bad boys, 3ac boys latest) (EP.505)
February 23, 2024 11:00 - 42 minutes - 58.8 MBNic 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 correl...
Weekly Roundup 02/16/24 (Treasury rebukes WSJ, BitVM, Ethereum ETF prospects) (EP.504)
February 16, 2024 11:00 - 39 minutes - 54.8 MBMatt 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? ...
Weekly Roundup 02/08/24 (OPNX closes, COPA case, more SAB121) (EP503)
February 09, 2024 11:00 - 37 minutes - 50.9 MBMatt 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 Sola...
Weekly Roundup 02/02/24 (FTX recovery, Bitcoin Season 2, Tether’s Q4) (EP.502)
February 02, 2024 11:00 - 39 minutes - 54.8 MBMatt and Nic are back with another week of news and deals. In this episode: Where is the FTX tungsten cube? FTX will make a 100% recovery for creditors FTX 2.0 is not happening The Genesis Digital Assets mystery Tether’s blockbuster quarter Chris Larsen hacked New legislative developments on SAB121 Bitcoin Season 2 is underway The Biden admin is requesting information from Bitcoin miners How anti-AI energy activism is revealing about the decel agenda The CSW v COPA case...
Weekly Roundup 01/26/24 (GBTC chaos, BBerg’s stable coverage, Listener questions) (EP.501)
January 26, 2024 11:00 - 45 minutes - 62.6 MBMatt and Nic are back with a celebratory 500th episode. In this episode: ETFs are off to a rocky launch with the GBTC premium trade closing Bitwise launches real time transparency for their ETF holdings Fraud in the metals market versus Bitcoin The boys confront some fake news Is there light at the end of the tunnel for GBTC redemptions? Nic’s spat with Bloomberg The US is selling $130m of BTC seized from the Silk Road TFL declares bankruptcy The boys learn about a face amo...
Zach Abrams (Bridge) on Moving Money (EP.500)
January 22, 2024 11:00 - 24 minutes - 16.9 MBBridge CEO and Co-Founder Zach Abrams joins us for an episode chronicling the explosion of stablecoin volume and how Bridge is building critical infrastructure. In this episode: Zach’s origin story and how he arrived at building Bridge Bridge’s core products today and how clients use their APIs Future issuance of stablecoins Key global use cases for stablecoins today Evolution of the stablecoin market Building a crypto company in a bear market Learn more about Bridge
Weekly Roundup 01/19/24 (ETF winners, Dimon's Satoshi theory, Lutnick on Tether) (EP.499)
January 19, 2024 11:00 - 34 minutes - 48 MBMatt and Nic return for another week of news and deals. In this episode: Our plans for episode 500 Jamie Dimon thinks Satoshi might return and vanish the bitcoins or increase the 21m cap Howard Lutnick goes to bat for Tether Chevron doctrine is challenged in SCOTUS Dunking on Tether Truthers Coinbase vs SEC resumes Coinhares acquires Valkyrie The relationship between GBTC and spot BTC BTC ETF rankings after 4 days of trading Coin Center declines to answer Elizabeth War...
Weekly Roundup 01/12/24 (BTC ETFs launch, more ETF, even more ETF) (EP.498)
January 12, 2024 11:00 - 41 minutes - 57 MBMatt and Nic are back for a historic week in the history of Bitcoin. In this episode: Spot ETF approved and starts trading Why day 1 flows might disappoint but longer term flows could materialize Day 1 price action review The GBTC conversion effect ETF scoreboard after one day of launch The SEC’s multiple SNAFUS in their ETF launch Gensler’s grudging approval and his questionable logic Commissioner Crenshaw’s dissent Gensler may have made a strategic mistake in his dissent ...
Matt Hougan (Bitwise) on the approval of spot Bitcoin ETFs (EP.497)
January 11, 2024 02:34 - 21 minutes - 29.1 MBMatt Hougan, the CIO of Bitwise Asset Management joins the show. In this episode we discuss: Spot Bitcoin ETFs are approved! The process to get to this point. The competitive landscape for the 11 products that were approved by the SEC on Wednesday. BITB, the Bitwise spot product which is the low cost option in the market. How it works and when it will trade. Bitwise’s plan to donate 10% of profits to The Human Rights Foundation, Brink and OpenSats The outlook for an evolving cu...
Matthew Le Merle and Mitch Mechigian (Blockchain Coinvestors) on 2024 Predictions (EP.496)
January 08, 2024 11:00 - 55 minutes - 38.3 MBMatthew Le Merle and Mitch Mechigian of Blockchain Coinvestors join the show. In this episode we discuss the Blockchain Coinvestors 2024 Predictions. To learn more about Blockchain Coinvestors: Website Webinar
Weekly Roundup 01/05/24 (ETF looming, DoJ drops SBF charges, TNG DDY) (EP.495)
January 05, 2024 11:00 - 31 minutes - 43.5 MBMatt and Nic return for another week of news and deals. In this episode: Matrixport’s bearish ETF take The DoJ drops campaign finance charges against SBF Goldman and JPM are authorized participants for the ETF Where will the fees settle out for the major Bitcoin ETFs Nic’s vanity license plate story Do we still believe in tungsten Sponsor notes: Coin Metrics State of the Network’s 2024 Outlook In Coin Metrics State of the Network Issue 240, we offer our perspective on some ...
Nitya Subramanian (Capsule) on Leveraging Crypto's Superpower (EP.494)
January 03, 2024 11:00 - 44 minutes - 30.4 MBIn this episode, we host Nitya Subramanian, founder and CEO of Capsule, which is building cross-application embedded wallet infrastructure. We discuss: Outstanding challenges with web3 onboarding How applications are integrating parts of the wallet experience How Capsule helps developers give their end users the key privileges Why interoperability is crypto's key superpower How Capsule simplifies the transaction signing process How Capsule's infrastructure is complimentary to smar...
Weekly Roundup 12/29/23 (2024 predictions, BSA unconstitutional, ETH ETF prospects) (EP.493)
December 29, 2023 11:00 - 36 minutes - 50.7 MBMatt and Nic return for the last week of 2023. In this episode: South Shore bar pie Our 2024 resolutions Was Barry Silbert the main character Bitcoin miners had a good year ARK is selling their GBTC holdings The Cointucky Derby Will an ETH ETF be a fast follow? Will ETF sponsors sue the SEC over cash create for ETFs? Nic and Matt’s 2024 predictions for stablecoins, Bitcoin, Ethereum, DeFi, NFTs, and adoption Solana versus Ethereum debate ETH L2 gas usage and EIP4844 Is...
Jill Gunter (Espresso) on Helping Rollups Decentralize (EP.492)
December 27, 2023 11:00 - 58 minutes - 39.8 MBIn this episode, we sit down with Jill Gunter, co-founder of Espresso, to discuss: Espresso's original mission and the challenges of building a privacy solution Shifting direction to focus on building infrastructure to help L2 rollups decentralize The role of a sequencer in a rollup and how Espresso intends to decentralize it Trading off centralized sequencer revenue for decentralization and permissionlessness Visit Espresso for more.
Ryan Selkis (Messari) on Crypto Theses for 2024 (EP.491)
December 25, 2023 18:01 - 43 minutes - 29.5 MBRyan Selkis, the co-founder and CEO of Messari joins the show. In this episode we discuss: The regulatory landscape and how the industry should be prioritizing policy initiatives. Grayscale, GBTC and the evolution of exchange traded products. The institutional market and the impact of a Bitcoin ETF. The many failures of the SEC with regards to crypto policy in the USA. Messari’s roadmap in 2024 To learn more visit messari.io and download the Crypto Theses 2024 report. Follow Ryan o...
Weekly Roundup 12/22/23 (Inscriptions mania, Fairshake PAC) (EP.490)
December 22, 2023 11:00 - 31 minutes - 43.6 MBMatt and Nic return for another week of news and deals. In this episode: Matt’s tree crisis The Jamie Dimon Elizabeth Warren nexus Is there a really a revolving door between crypto and the government? Warren’s latest volley of letters Promethian gets authorization to start trading We recap the inscriptions frenzy A new Super PAC is raised The BVI issues a seizure of the 3AC assets Zooko steps away from Zcash Content mentioned in this episode: Messari’s Crypto Theses for 2...
Dan Tapiero (1RT Partners) 2023 Market Recap (EP.489)
December 21, 2023 11:00 - 42 minutes - 29.4 MBDan Tapiero, the founder and Managing Partner of 10T Holdings and 1RoundTable Partners joins this show. In this episode we discuss: The state of the crypto/blockchain markets since the FTX collapse. The impact of the Bitcoin ETF on fund flows in the industry. The market for growth and secondary investing. The LP landscape and how allocators are thinking about the sector. 1RT’s strategy and the categories that Dan is finding compelling. To learn more about 1RT visit their website an...
Andreas Tsamados (Fileverse) on Decentralized File Sharing (EP.488)
December 20, 2023 11:00 - 29 minutes - 20.4 MBAndreas Tsamados, the founder of Fileverse joins the show. In this episode we discuss: Andreas’ academic background and path that led him to starting Fileverse An overview of Fileverse and the ambitions of the project. Why a decentralized file sharing platform is necessary and better than a centralized option for certain customer types. SAFE multi-signs The state of decentralized file storage. Token models and how these could evolve over time. The Fileverse roadmap in the coming...
Nick Neuman (Casa) on Adding Support for Stablecoins (EP.487)
December 18, 2023 11:00 - 50 minutes - 35 MBIn this episode, we host Nick Neuman, CEO of Casa to discuss their recent stablecoin launch and: Casa’s value proposition How customers use Casa The decision to expand beyond Bitcoin to Ethereum The rationale behind supporting stablecoins Building custody tools for security versus convenience Nick’s views on experimentation on Bitcoin Further reading: Protect your stablecoins: Hold USDC and USDT with Casa
Weekly Roundup 12/15/23 (Cantor and Tether, cash vs in-kind ETFs) (EP.486)
December 15, 2023 11:00 - 41 minutes - 56.6 MBMatt and Nic return for another week of news and deals. In this episode: Coinbase’s positioning ahead of the ETF Cantor CEO Howard Lutnick acknowledges their Tether role Where do we stand on cash creation versus in-kind creation for the Bitcoin ETF? Coinbase launches an RWA hub in Abu Dhabi Kucoin settles with the state of New York Do Kwon is staying in Montenegro a bit longer Coinlist settles an OFAC violation FASB adopts (again?) fair value accounting for Bitcoin SBF’s la...
Itai Turbahn (Dynamic) on Web3 logins and announcing Dynamic’s Series A (EP.485)
December 13, 2023 11:00 - 36 minutes - 24.9 MBItai Turbahn, the co-founder and CEO of Dynamic joins the show. In this episode we discuss: The mission of Dynamic and the how the company is enabling seamless web3 log in experiences. Breakout applications in the web3 category. An overview of Passkeys and the impact that this technology will have on both web2 and web3 log in experiences. Account abstraction and the innovation that is likely to emerge using this technology. Dynamic’s new embedded wallet offering. Itai announces Dy...
Brian Foster on The Evolution of Coinbase (EP.484)
December 12, 2023 11:00 - 38 minutes - 26.4 MBBrian Foster, Global Head of Wholesale at Coinbase, joins the show. In this episode we discuss: Brian’s career and the path that led him to joining Coinbase. An overview of the Coinbase business model and how the company is segmented. The evolution of the Coinbase Institutional business. The Wholesale business at Coinbase and how the company is positioned with brokers, banks and ETF issuers. Views on the Bitcoin ETF proposals and how Coinbase is positioned in this market segment. ...
Rowan Stone (Coinbase) on Bringing Offchain Users Onchain (EP.483)
December 11, 2023 11:00 - 46 minutes - 31.9 MBIn this episode, we sit down with Rowan Stone who leads Business Development at Base – the layer-2 network on Ethereum launched by Coinbase earlier this year. Rowan expands on: The decision to build Base using Optimism's OP stack and the "Superchain" vision The vectors of centralization in L2 networks and the path to decentralization Early use cases on Base across DeFi, loyalty and the creator economy The role of business development in growing an L2 network
Weekly Roundup 12/08/23 (JPM vs crypto, Do Kwon extradited, Nubank) (EP.482)
December 08, 2023 11:00 - 32 minutes - 44.3 MBMatt and Nic return for deals and news of the week. In this episode: Chainalysis Geography of Crypto adoption Jamie Dimon comes out against crypto – again Our vote for Time Person of the year The AICPA announces their stablecoin attestation framework Do Kwon is being extradited to the US Nubank is getting into crypto Rep McHenry is retiring Content mentioned in this episode: Chainalysis Global Crypto Adoption Index It’s all a Game by Colleen Sullivan Sponsor notes: Coi...
Kim Grauer (Chainalysis) on the Geography of Crypto Adoption (EP. 481)
December 06, 2023 11:00 - 51 minutes - 70.3 MBKim Grauer, director of research at Chainalysis, joins the show to talk about their 2023 Geography of Crypto Adoption report. In this episode: The difficulty of ascertaining reliable illicit finance data for crypto Why Chainalysis started publishing the Geography of Crypto report Why emerging markets dominate in terms of crypto adoption How Chainalysis devised their methodology What the variables in their index mean Potential sources of error or noise in the data How Chainalys...
Ruud Smets and Marc de Kloe (Theta Capital) on Blockchain Fund of Funds (EP.480)
December 04, 2023 11:00 - 37 minutes - 25.7 MBRuud Smets and Marc de Kloe of Theta Capital join the show. In this episode we discuss: Theta’s initial foray into the world of blockchain focused venture funds and hedge funds. The process of educating institutional limited partners on this emerging technology. How the Theta team segments the investable opportunities in the blockchain industry. Views on fund capacity and securing allocations in promising managers. Views on co-investment opportunities and how Theta has approached th...
Weekly Roundup 12/01/23 (SEC v Binance, Treasury letter to Congress) (EP.479)
December 01, 2023 11:00 - 42 minutes - 58 MBNic and Matt return for news and deals. In this episode: CZ must stay in the US until sentencing The SEC is looking into Binance US In kind versus cash creations for ETFs The Major Questions Doctrine FDIC scandal keeps rumbling Is there a world where GBTC doesn’t get converted? Elizabeth Warren versus Subway Content mentioned in this episode: Austin Campbell tweet on Treasury letter Coin Center blog on Treasury letter Fortune, Gary Gensler has remade the SEC into a cryp...
Vivek Ramaswamy on his crypto platform, stablecoins, and Choke Point 2.0 (EP.478)
November 27, 2023 11:00 - 33 minutes - 45.9 MBVivek Ramaswamy is a Republican candidate for President in 2024. In this episode we sit down to dig into his crypto policy proposals: Vivek’s keynote in Ft Worth Vivek’s crypto platform and how that derives from his convictions Vivek’s view on Bitcoin mining Is Choke Point 2.0 real? Is banking a utility? ‘Choke Point 6.0’ and how it goes beyond just crypto and banking Does the suppression of speech have a technological solution? Can public blockchains actually be supportive o...
Weekly Roundup 11/23/23 (OpenAI drama, Binance settlement, Milei wins) (EP.477)
November 23, 2023 11:00 - 48 minutes - 66.3 MBMatt and Nic return for a Thanksgiving episode. In this edition: Fidelity files for an ETH spot ETF The SEC sues Kraken Javier Milei wins – and prospects for dollarization Stablecoins versus dollar liabilities in emerging markets Prediction markets do well in the Argentine election We digest the OpenAI scandal and reflect on corporate governance Do we need a new McCarthyism directed at effective altruists? CZ settles with the DoJ and the CFTC over BSA and OFAC violations Bi...
Mike Cahill (Douro Labs) on the Evolving Oracle Landscape (EP.476)
November 20, 2023 11:00 - 44 minutes - 60.8 MBWe sit down with Mike Cahill, CEO of Douro labs, to talk Pyth’s retroactive airdrop and launch. In this episode: A brief history of Pyth What was the problem with legacy oracles before Pyth How is Pyth is technically differentiated from other oracles The importance of introducing confidence intervals into prices How does Pyth achieves cross chain data delivery Disintermediation in the oracle market Major proof points that convinced Mike that Pyth could work Pyth’s traction on ...
Weekly Roundup 11/17/23 (FDIC scandal breaks, Vivek’s crypto policy, SBF parents in focus) (EP.475)
November 17, 2023 11:00 - 36 minutes - 50.5 MBMatt and Nic are back with another week of news and deals. In this episode: Tail risks with the Bitcoin ETF Are SBF’s parents off the hook? The FDIC is embroiled in scandal Should Marty Gruenberg step down? Tokenized bank deposits versus stablecoins What’s wrong with the third party doctrine SAB121 under pressure Content mentioned in this episode: Fidelity Digital Assets, Understanding Proof of Work The WSJ, Strip Clubs, Lewd Photos and a Boozy Hotel: The Toxic Atmosphere...
*LIVE* On the Brink x Galaxy Brains @ Pubkey NYC 11/9/23 (EP.474)
November 15, 2023 11:00 - 1 hour - 90.9 MBThe boys join forces with Alex Thorn of Galaxy Brains for a special live episode at the Pubkey bar in NYC. In this episode: Galaxy's Beimnet Abebe joins for market color Bloomberg's James Seyffart opinions on Bitcoin ETF prospects The WSJ/Hamas affair Audience Q&A With special thanks to the Galaxy team for organizing and Thomas Pacchia for hosting
Anthony DeMartino (Trident) on Lending Markets and the Banking Industry (EP.473)
November 13, 2023 11:00 - 39 minutes - 26.9 MBAnthony DeMartino, the co-founder and CEO of Trident Digital joins the show. In this episode we discuss: Anthony’s background in the banking industry and his path to founding Trident Digital. Digital asset lending markets and how Trident is innovating in this category. Trident’s US Treasury product and how he is going to market. The state of the U.S. banking system and the status of the FDIC insurance fund. The potential impact of Commercial Real Estate on the banking sector. Chok...
Weekly roundup 11/10/23 (ETF chatter, FTX 2.0 again, Euro stables) (EP.472)
November 10, 2023 17:04 - 27 minutes - 37.4 MBMatt and Nic return for another episode of news and deals. In this episode: WSJ bounty updates Will Euro stablecoins take off? SBI and Standard Chartered start a crypto infrastructure fund SEC opens talks with Grayscale over the GBTC conversion Kraken is exploring the creation of an L2 SEC staff can’t own crypto FTX 2.0 prospects CME OI flippens Binance Nouriel Roubini is launching a token Sponsor notes: Coin Metrics STATE OF THE NETWORK — Ethereum Staking through the L...
Adam Guren (Hunting Hill) on Active Management in the Digital Asset Markets (EP.471)
November 09, 2023 11:00 - 34 minutes - 23.7 MBAdam Guren, the founder and Chief Investment Officer of Hunting Hill joins the show. In this episode we discuss: Adam’s career journey and the path that led him to found Hunting Hill in his late 20s. How he discovered cryptocurrency and the initial digital asset products that he traded. The initial market structure for trading closed end digital asset products and the challenges that it presented. Views on the prospects of a Bitcoin ETF and the impact that it will have on the market w...
Devin Walsh on Operating the Uniswap Foundation (EP.470)
November 06, 2023 11:00 - 43 minutes - 29.6 MBDevin Walsh, executive director of the Uniswap Foundation joins the show. In this episode: Proposing and setting up the Uniswap Foundation The Foundation's priorities and role in growing the Uniswap ecosystem Uniswap v4 hooks as a new primitive for developers to unlock efficient innovation Supporting developers and researchers on Uniswap via grants Fostering education and participation in governance
Weekly Roundup 11/03/23 (SEC v Paypal, WSJ bounty update, SAB121 drama) (EP.469)
November 03, 2023 10:00 - 49 minutes - 67.8 MBMatt and Nic return for another week of news and deals. In this episode: What happened to mimblewimble Where Nic’s bounty program stands What’s the deal with Binance’s proof of reserve? The SEC takes down Safemoon Hester Pierce criticizes the SEC’s approach to LBRY Did the SEC violate the administrative procedures act by issuing SAB121? The SEC comes from Paypal How will MSTR fare post Bitcoin ETF? Did Do Kwon commit fraud or did he really believe in UST? We would like to...
Brandon Mulvihill (Crossover Markets) on Digital Asset ECNs (EP.468)
November 02, 2023 10:00 - 40 minutes - 27.5 MBBrandon Mulvihill the co-founder and CEO of Crossover Markets joins the show. In this episode we discuss: Brandon’s career in the FX industry and the path to founding Crossover Markets ECNs and how this market structure came to evolve in the FX market The opportunity to bring ECNs to the digital asset market The CrossX platform and how this product is impacting the digital asset trading landscape Crossover’s partnership with Hidden Road in launching Route 28 The evolution of the d...