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On The Brink with Castle Island

Jan 26, 2024

Matt and Nic are back with a celebratory 500th episode. In this episode: 

  • ETFs are off to a rocky launch with the GBTC premium trade closing
  • Bitwise launches real time transparency for their ETF holdings
  • Fraud in the metals market versus Bitcoin
  • The boys confront some fake news
  • Is there light at the end of the tunnel...

Jan 22, 2024

Bridge CEO and Co-Founder Zach Abrams joins us for an episode chronicling the explosion of stablecoin volume and how Bridge is building critical infrastructure. In this episode: 

  • Zach’s origin story and how he arrived at building Bridge
  • Bridge’s core products today and how clients use their APIs
  • Future issuance of...

Jan 19, 2024

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

  • Our plans for episode 500
  • Jamie Dimon thinks Satoshi might return and vanish the bitcoins or increase the 21m cap 
  • Howard Lutnick goes to bat for Tether 
  • Chevron doctrine is challenged in SCOTUS
  • Dunking on Tether Truthers
  • Coinbase vs SEC...

Jan 12, 2024

Matt and Nic are back for a historic week in the history of Bitcoin. In this episode:

  • Spot ETF approved and starts trading
  • Why day 1 flows might disappoint but longer term flows could materialize
  • Day 1 price action review
  • The GBTC conversion effect
  • ETF scoreboard after one day of launch
  • The SEC’s multiple SNAFUS in...

Jan 11, 2024

Matt Hougan, the CIO of Bitwise Asset Management joins the show. In this episode we discuss: 

  • Spot Bitcoin ETFs are approved!
  • The process to get to this point.
  • The competitive landscape for the 11 products that were approved by the SEC on Wednesday. 
  • BITB, the Bitwise spot product which is the low cost option in the...