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On The Brink with Castle Island

Nov 28, 2024

Matt and Nic are back for another Thanksgiving episode of OTB. In this episode:

  • Fire departments love thanksgiving
  • Who we’re thankful for
  • Eggnog is underrated
  • Justin Sun puts $30m into World Liberty Financial
  • Marc Andreessen appears on Joe Rogan and covers OCP 2.0
  • Why were non crypto tech peopled shocked by Choke...


Nov 22, 2024

Matt and Nic return for another week in the markets. In this episode:

  • How is the DOGE going to work?
  • Bitcoin is heading to 100k
  • Gary Gensler announces his resignation as SEC chair
  • We look back at Gensler’s awful term
  • 18 state AGs file a lawsuit against the SEC
  • The SEC’s dealer rule is tossed by a judge
  • Trump is...


Nov 15, 2024

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

  • Nic recaps his trip to Congress
  • Vibes in Congress post election
  • The likelihood for stablecoin and market structure bills
  • What are the prospects for the Strategic Bitcoin Reserve
  • What’s happening in Devcon?
  • 18 state AGs are suing Gensler and the SEC
  • Gensler is...


Nov 8, 2024

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

  • Trump resoundingly wins the election
  • A demographic realignment
  • Polymarket versus the polls
  • Podcasts and twitter versus the legacy media
  • How did the pro-crypto candidates do?
  • Trump promises to fire Gensler on day 1
  • How did the Fairshake PAC do?
  • Review of...


Nov 1, 2024

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

  • We check in on the presidential odds
  • State races to watch
  • As part of their quarterly earnings release, Microstrategy announced a plan to raise $42 billion in the next 3 years in order to buy more Bitcoin. The raise will be evenly split between...