Preview Mode Links will not work in preview mode

On The Brink with Castle Island

Apr 19, 2024

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...


Apr 15, 2024

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


Apr 12, 2024

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:


Apr 8, 2024

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...


Apr 5, 2024

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...