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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 27, 2023

Vivek Ramaswamy is a Republican candidate for President in 2024. In this episode we sit down to dig into his crypto policy proposals: 

  • Vivek’s keynote in Ft Worth
  • Vivek’s crypto platform and how that derives from his convictions
  • Vivek’s view on Bitcoin mining
  • Is Choke Point 2.0 real?
  • Is banking a...

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 20, 2023

We sit down with Mike Cahill, CEO of Douro labs, to talk Pyth’s retroactive airdrop and launch. In this episode:

  • A brief history of Pyth
  • What was the problem with legacy oracles before Pyth
  • How is Pyth is technically differentiated from other oracles
  • The importance of introducing confidence intervals into prices
  • How...

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...