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On The Brink with Castle Island

Mar 15, 2024

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

  • ETH’s Dencun upgrade goes live
  • Is ETH stuck between two different stakeholder groups?
  • Is Traeger going to hold Bitcoin?
  • Saylor is still buying Bitcoin
  • Nigeria holds two Binance executives for a $10b ransom
  • A UK judge in the COPA case has determined that...


Mar 8, 2024

Nic and Matt return for a week of blockbuster price action and new ATHs. In this episode: 

  • ETF flows recap
  • Warren favorite Katie Porter loses her primary in CA
  • Super Tuesday recap 
  • Are crypto PACs working? 
  • Why the Ohio senate race matters for crypto 
  • State AGs amicus brief in Kraken v SEC
  • The WSJ is accused of...


Mar 1, 2024

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

  • Funding rates in crypto
  • Blockbuster ETF flows
  • Bitcoin Renaissance
  • BitVM opening the overton window
  • Remembering PlusToken
  • SBF is “too autistic” to go to jail
  • The 3ac boys have another fake fundraise announcement
  • Genesis reaches a settlement...


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...