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On The Brink with Castle Island

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...


Apr 3, 2024

David 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...