Preview Mode Links will not work in preview mode

On The Brink with Castle Island

Mar 18, 2024

Jeff 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...


Mar 15, 2024

Matt 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...


Mar 8, 2024

Nic 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...


Mar 1, 2024

Matt 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...


Feb 28, 2024

Guy 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...