Preview Mode Links will not work in preview mode

On The Brink with Castle Island

Jan 30, 2026

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

  • Matt is heated about the Belichick HoF vote
  • Fidelity launches a stablecoin FIDD on Ethereum
  • Market structure passes Senate Ag Cmte
  • The White House crypto council is being revived to find a compromise on stablecoin yield
  • Fairshake has another...


Jan 23, 2026

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

  • There’s a big storm coming
  • Matt’s playoff picks
  • Farcaster sells to Neynar
  • Is this the nail in the coffin for Web3Social?
  • Where Farcaster went wrong
  • BitGo goes public
  • NYSE is building a tokenized security trading platform
  • Are we looping back...


Jan 16, 2026

Matt and Nic are back after a week off. In this episode:

  • The Clarity market structure bill markup is delayed for now
  • Coinbase backs out of supporting Clarity
  • The bank lobby is trying to torpedo Clarity
  • Kontigo is accused of ignoring sanctions
  • X changes its API to block InfoFi
  • California’s wealth tax has backfired...


Jan 12, 2026

Wyatt, Henry, and Jake recently put out a report called "Total Value Lost", exploring how best to assess the value of various DeFi markets - starting with lending markets. This episode is a continuation of that conversation, exploring what carries value in DeFi going forward, particularly on the back of a shaky...


Jan 2, 2026

Matt and Nic are back for the first OTB show of 2026. In this episode:

  • Matt’s ice rink adventures
  • The House issues a draft of the PARITY Act
  • The trouble with wealth taxes
  • DATs continue to bleed out
  • We talk about Nic’s fiction story
  • Predictions for 2026
  • Is there a secret exchange insolvency?
  • What constitutes insider...