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On The Brink with Castle Island

Feb 19, 2021

Nic and Matt break down the headlines in yet another week of ATHs. In this episode: 

  • Our cured meat scandal
  • We dissect crypto mafias
  • Necessary conditions for a corporate mafia to form
  • Microstrategy's speculative attack on the dollar
  • How the corporate adoption story took us by surprise
  • Is there a goodwill dividend for...

Feb 12, 2021

Nic and Matt return for one of the most explosive weeks in the history of the podcast. In this episode: 

  • How Nic ended up at war with the Dogecoin fans
  • CIV closes a $50m fund
  • Tom Brady wins the Super Bowl
  • Should responsible CFOs own Bitcoin on their corporate balance sheets?
  • Bitcoin on the balance sheet as a signaling...

Feb 5, 2021

Nic and Matt return for another jam packed week. In this episode: 

  • Our reflections on Saylor day
  • Is Ross Stephens the 2021 Bitcoin MVP?
  • NYDIG bursts onto the scene
  • Visa's overlooked crypto API pilot for banks
  • Is hashrate moving to the US?
  • Nic's ongoing spat with the Wall Street Journal
  • Bitcoiin 2gen gets taken down by...

Jan 29, 2021

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

  • Our view on the Robinhood/Gamestop affair
  • Why 'rebuilding the financial system from scratch' is a good idea, actually
  • Could the brokerages deplatform Bitcoin financial products too?
  • Will FTX be the last Gamestop market standing?
  • Nic's reflections...

Jan 22, 2021

Nic and Matt cover an insane week of deals and market turmoil. In this episode: 

  • The Biden admin freezes the Treasury guidance on unhosted wallets
  • Treasury Secretary Janet Yellen expresses her concern about cryptocurrency for terrorist financing
  • Bitcoin as a monetary escape valve
  • The real reasons behind Treasury's...