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On The Brink with Castle Island

Nov 30, 2022

Mahesh Ramakrishnan of Escape Velocity joins the show. In this episode we discuss:

  • Mahesh’s career in traditional financial services and the path that led him to launching Escape Velocity.
  • The decentralized wireless market and how it is likely to evolve.
  • How tokenized protocols and USD stablecoins are likely to...

Nov 28, 2022

Mike Belshe, co-founder and CEO of BitGo joins the show. In this episode we discuss:

  • Mike’s thoughts on FTX and the unfolding fraud case.
  • His views on crypto market structure and how it is likely to evolve in the face of the FTX collapse.
  • The regulatory landscape and the path forward for spot market regulation.
  • Views...

Nov 24, 2022

Matt and Nic return for a Thanksgiving episode of OTB. In this episode: 

  • Liz Warren writes her first good letter ever?
  • SBF is striking a defiant tone
  • Sam’s new letter to employees
  • Is the Alameda/FTX situation really that complicated?
  • Sam’s parents bought tens of millions worth of Bahamas property
  • The Bahamas steps...

Nov 21, 2022

Travis Scher, co-founder of North Island Ventures joins the show. In this episode we discuss:

  • Travis’ investing career including his tenure at DCG and his path to founded North Island Ventures.
  • How Travis initially met SBF and his reasons for passing on the deal.
  • Analysis of the bankruptcy process and the likely...

Nov 18, 2022

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

  • Matt’s blog post, ‘It’s Time to Grow Up’
  • The Alameda - FTX relationship was always sketchy
  • Would FTX ever have been able to go public?
  • Why don’t we have decent disclosure for token emissions?
  • How do we put this crisis to use?
  • John...