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On The Brink with Castle Island

Dec 30, 2020

Brian Venturo is the CTO of CoreWeave, the largest North American GPU miner, which also doubles as a cloud infrastructure firm for general computation. In this episode: 

  • How Brian went from hobbyist Ethereum mining to wielding a fleet of 50,000 GPUs
  • How Core Weave was able to cheaply acquire GPUs from insolvent mining...

Dec 28, 2020

Craig Warmke is an assistant professor of philosophy at Northern Illinois University. He has written several papers on the subject of Bitcoin, both pertaining to the question of what Bitcoin actually is. We cover Craig's papers (linked below) and explore the role for philosophers in Bitcoin.

  • How Craig realized there...

Dec 25, 2020

Nic and Matt return for a special Christmas episode of OTB. In this episode: 

  • Jay Clayton steps down and Elad Roisman takes over as interim SEC Chair
  • We analyse the Treasury's proposed rule on VASPs and crypto transactions
  • Why the FinCEN rule imposes greater demands on crypto transactions than cash as far as...

Dec 21, 2020

Matt Hougan, the Chief Investment Officer at Bitwise Asset management joins the show. In this episode we discuss:

  • Bitwise’s new OTC trust product “BITW”
  • The state of play for cryptoasset adoption in the RIA channel
  • The evolving thesis for Bitcoin and other cryptoassets
  • Prospects for a Bitcoin ETF in 2021


Dec 18, 2020

Matt and Nic return to cover a blockbuster week of ATHs. We invite a pseudonymous bond trader to give a rebuttal to our somewhat misguided take on the Microstrategy bond offering on last week's episode. Also in this episode: 

  • Our take on the STABLE Act (again)
  • Are balances on the Dunkin and Starbucks apps...