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On The Brink with Castle Island

Oct 31, 2025

Matt and Nic are back for more news and deals. In this episode: 

  • Mastercard buys Zerohash for around $2b
  • Fiserv has a catastrophic day
  • Bitwise launches a Solana staking ETF
  • Is there another regional banking crisis?
  • EthZilla sold some ETH to buy back shares
  • Will there be activists with the DATs?
  • Are prediction markets...


Oct 29, 2025

Geetha Panchapakesan, the founder and CEO of Tesser, joins the show. In this episode: 

  • Geetha's background in payments and how she arrived in stablecoins
  • Major shifts across payments over Geetha’s career
  • Building a one-stop shop solution for financial institutions, PSPs and MSBs
  • Where FIs are today as it relates to...


Oct 24, 2025

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

  • Old fashioned crime is back
  • Quantum risk to Bitcoin
  • More outcry in Washington over the Democratic edits to market structure
  • CZ gets a presidential pardon 
  • Federal Reserve announces a payments charter 

 


Oct 17, 2025

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

  • We dissect the market structure behind the flash crash last week
  • What happened with Binance and Ethena?
  • Palmer Luckey’s de novo bank Erebor gets an OCC charter
  • Paxos’ fat finger
  • The US government has seized $15b in funds tied to...


Oct 14, 2025

Wyatt sits down with Pbj, the founder of Perpl, a prominent perpetuals exchange on the imminently launching Monad blockchain. In this episode:

  • How large are perp exchanges in the crypto market?
  • Why perps are attractive to crypto users and traders
  • Hyperliquid's success
  • What assets would people trade on Perpl vs...