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On The Brink with Castle Island

Nov 19, 2021

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

  • ConstitutionDAO
  • Why you can't smelt tungsten
  • Breaking down the Keep Innovation in America Act
  • The SEC denies the Vaneck Bitcoin Trust
  • buys the naming rights to the Lakers arena
  • The US Marshalls are auctioning BTC seized from...

Oct 15, 2021

Nic and Matt are back for our 250th episode! We discuss: 

  • ETF chatter heats up
  • Where the Tungsten memes come from
  • Why tungsten is good
  • Coinbase launches an NFT platform
  • Ribbon airdrop controversy
  • How DeFi airdrops are like the McDonalds monopoly game
  • Does the token industry need a disclosure framework?
  • Miami plans to...

Oct 11, 2021

Mark Coe, the founder and CIO of Intrinsic Edge Capital Management joins the show. In this episode we discuss:

  • Mark’s professional career and path to founding Intrinsic
  • How he came to see blockchain/crypto as an investable category
  • His personal journey on understanding the various blockchain thesis areas
  • How he...

Jun 25, 2021

Matt and Nic are back for another rocky week in the markets. In this episode: 

  • Our thoughts on the Chinese mining situation
  • Is Sichuan being spared the crackdown?
  • Why Bitcoin's hashrate may not recover for a while
  • Why China is cracking down on mining now
  • How China's ultra-high voltage transmission is affecting...

Apr 26, 2021

Andrew Steinwold, the founder of Sfermion, an investment fund focused on investing in themes surrounding the metaverse joins the show. In this episode we discuss:

  • Andrew’s journey in the cryptoasset industry and how we came to see the Metaverse as an investable theme
  • How NFTs are a critical infrastructure component...