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On The Brink with Castle Island

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...

Feb 26, 2024

Crusoe CEO and Co-Founder Chase Lochmiller joins us for an episode sharing an update on improving the efficiency of power production with on-site digital infrastructure. In this episode:

  • Solving the broken links between supply (flaring, renewables) and demand for energy (BTC, high performance compute)
  • Engineering a...

Feb 23, 2024

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

  • Wireless outage in the US
  • Russia's space weapons and Rods from God 
  • Will the market like the cubes once again? 
  • Brink nation farcaster update 
  • Our ETH ETF skepticism
  • Circle leaves Tron
  • Revolving door between SEC and biglaw
  • Whip Emmer's letter...

Feb 16, 2024

Matt and Nic are back with news and deals of the week. In this episode: 

  • On The Brink is now on Farcaster
  • The pitfalls of Web3 social
  • The boys have problem with seed phrases
  • Optimistic rollups on Bitcoin are now possible? 
  • ETF flow updates
  • GBTC and Mt Gox flows 
  • Why the halving may not be bullish
  • SEC vs Debt Box 
  • Why...

Feb 9, 2024

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

  • OPNX is very sadly shutting down 
  • Is jail good for you? 
  • GBTC outflows are declining
  • Solicited versus unsolicited treatment of ETFs
  • The Bitcoin L2 space is heating up
  • The latest on COPA 
  • We revisit the Satoshi is the NSA conspiracy 
  • SAB121...