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On The Brink with Castle Island

Dec 30, 2022

Nic and Matt return for another week of news and deals. In this episode: 

  • Galaxy acquires the Helios miner facility from Argo
  • Consolidating in the miner space 
  • A new bad boy bursts onto the scene 
  • Avraham Eisenberg is arrested in Puerto Rico 
  • Should it be illegal to exploit defi contracts, even if you reach an...


Dec 23, 2022

Matt and Nic return for another week of news and deals. In this episode: 

  • Are stablecoins still a priority in DC?
  • The rise of the FUDfluencer
  • Sam agrees to be extradited
  • Did the SDNY wait for Sam to be extradited to release Caroline’s plea deal?
  • Alameda was siphoning FTX funds from day 1
  • What’s the deal with Modulo...


Dec 20, 2022

Minnesota Representative and newly elected House Whip Tom Emmer joins the show for a discussion of the FTX fallout, the House hearings, the SEC’s behavior throughout the process, and developments in the House looking ahead to 2023.

  • Rep. Emmer’s thoughts on the House hearing with John Ray
  • How the FTX collapse was...


Dec 16, 2022

Matt and Nic are back for another wild week of news and deals. In this episode: 

  • Is SBF currently interned in a top 5 prison on earth?
  • SBF is finally arrested
  • We enumerate the charges from the SEC, CFTC, and DOJ
  • What kind of sentence could Sam be looking at here?
  • The CFTC’s interesting argument for standing over...


Dec 9, 2022

Matt and Nic return for another episode of news and deals. In this episode: 

  • Brink Nation’s surprising fan club in Bali
  • We investigate FTX’s leaked private equity portfolio
  • FTX employees were raising LP money for funds from FTX
  • Why was FTX acting as a fund of funds?
  • What is modulo capital
  • The Michael Lewis - IEX -...