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On The Brink with Castle Island

Aug 31, 2023

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

  • Tether is actually the most interventionist stablecoin when it comes to freezing
  • Should we be bullish on PYUSD? 
  • Why stablecoin data shows meaningful utility for public blockchains 
  • Is the idea of a 'crypto generalist' dead? 
  • The meaning of the...


Aug 25, 2023

Matt and Nic are back for more news and deals. In this episode: 

  • The Bitcoin halving is coming up
  • We review the Republican Presidential debate
  • We review the state of New Jersey
  • Coinbase takes a stake in Circle
  • Hidden tensions between Coinbase and Circle
  • BH Digital releases a stablecoin report
  • USDC is challenged due to...


Aug 21, 2023

Darshan Vaidya, the founder of Credora joins the show. In this episode we discuss:

  • The crypto credit markets, what went wrong in the last cycle and how the market functions today
  • Thoughts on Real-World-Assets on chain
  • Comparisons of risk management approaches in tradfi versus crypto markets
  • How Credora is working with...


Aug 18, 2023

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

  • Geographic distribution for USDC v USDT
  • Blockchains have become dollarized
  • What’s the deal with Helium’s phone plan?
  • SBF heads to jail
  • We inaugurate a new member of the bad boys
  • Dubai regulators fines OPNX
  • What’s up with Argentina’s...


Aug 11, 2023

Matt and Nic are back with more news and deals. In this episode: 

  • Matt's op-ed in Coindesk
  • SAB121 is still bad
  • SEC scope creep
  • We investigate PayPal's stablecoin 
  • Why would PayPal want to issue a stablecoin? 
  • What does PYUSD mean for Operation Choke Point for 2.0? 
  • Why PYUSD is being launched on Ethereum
  • Crypto as a...