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On The Brink with Castle Island

Mar 31, 2021

Rafael Cosman, cofounder and CEO of TrustToken, joins the show to talk stablecoins and TrueFi, their non-fully collateralized lending protocol. In this episode: 

  • TrustToken's various stablecoins that they administer
  • The real-time stablecoin attestations TrustToken has done with Armanino
  • How a real time attestation...

Mar 29, 2021

James Davolos, VP and portfolio manager at Horizon Kinetics, joins the show to make the case for inflation and to explain their Inflation Beneficiaries ETF, ticker $INFL. In this episode: 

  • How Horizon and Murray Stahl were one of the earliest asset managers to put client assets in GBTC
  • How Horizon's value approach...

Mar 26, 2021

Nic and Matt are back for another blockbuster week. In this episode: 

  • How Nic ended up being labeled the most violent person on Earth
  • Fidelity files for their Wise Origin Bitcoin ETF
  • The significance of Fidelity's filing today
  • Can the GBTC product actually be redeemed by a majority of shareholders?
  • Amendments to the...

Mar 24, 2021

Dan Tapiero, the Managing Partner or 10T Holdings joins the show. In this episode we discuss:

  • Dan’s pre-crypto career as a macro manager and entrepreneur and the path that led him to founding 10T Holdings
  • The institutional narrative for Bitcoin and cryptoassets and how this thesis interplays with gold
  • Views on layer...

Mar 22, 2021

Michael Greenwald is a former U.S. Treasury official with expertise in sanctions programs and using USD infrastructure to promote policy objectives. In this episode: 

  • What the weaponization of the dollar really means
  • How sanctions mechanically work
  • How Treasury and the State Dept carry out sanctions
  • The risk of...