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On The Brink with Castle Island

Dec 1, 2023

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

  • CZ must stay in the US until sentencing
  • The SEC is looking into Binance US
  • In kind versus cash creations for ETFs
  • The Major Questions Doctrine
  • FDIC scandal keeps rumbling
  • Is there a world where GBTC doesn’t get converted?
  • Elizabeth Warren versus...

Nov 23, 2023

Matt and Nic return for a Thanksgiving episode. In this edition: 

  • Fidelity files for an ETH spot ETF
  • The SEC sues Kraken
  • Javier Milei wins – and prospects for dollarization
  • Stablecoins versus dollar liabilities in emerging markets
  • Prediction markets do well in the Argentine election
  • We digest the OpenAI scandal and...

Nov 17, 2023

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

  • Tail risks with the Bitcoin ETF
  • Are SBF’s parents off the hook?
  • The FDIC is embroiled in scandal
  • Should Marty Gruenberg step down?
  • Tokenized bank deposits versus stablecoins
  • What’s wrong with the third party doctrine
  • SAB121 under...

Nov 15, 2023

The boys join forces with Alex Thorn of Galaxy Brains for a special live episode at the Pubkey bar in NYC.

In this episode: 

  • Galaxy's Beimnet Abebe joins for market color
  • Bloomberg's James Seyffart opinions on Bitcoin ETF prospects 
  • The WSJ/Hamas affair
  • Audience Q&A 

With special thanks to the Galaxy team for...

Nov 10, 2023

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

  • WSJ bounty updates
  • Will Euro stablecoins take off?
  • SBI and Standard Chartered start a crypto infrastructure fund
  • SEC opens talks with Grayscale over the GBTC conversion
  • Kraken is exploring the creation of an L2
  • SEC staff can’t own crypto
  • FTX...