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On The Brink with Castle Island

Sep 29, 2023

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

  • Is AI going to cause unemployment for IB associates?
  • Blockchain based sneakers
  • Tungsten business cards
  • What’s happening with OTB merch?
  • Nic’s Vespa catastrophe
  • Gensler’s HSFC hearing
  • How Gensler is the Tonya Harding of crypto
  • Made up airlines
  • What’s...


Sep 22, 2023

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

  • We recap the conferences 
  • Nic's Columbia lecture snafu
  • The Bitcoin security budget debate 
  • One theory for what might provide Bitcoin with long term security
  • FTX sues Joseph Bankman and Barbara Fried
  • Tether has resumed their lending operations
  • Did SBF's parents...


Sep 21, 2023

Henri Stern, CEO and co-founder of Privy, joins us to discuss:
  • The contradictory functions that wallets serve
  • Offering in-app non-custodial embedded wallets
  • Balancing the trade offs of security versus convenient recovery
  • How customers are customizing their embedded wallet experience
  • The decision to build third...


Sep 15, 2023

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

  • We review Singapore and Token 2049
  • Singapore food reviews
  • Is crypto pivoting to Asia?
  • Singapore bans the 3ac boys from the Securities industry for 9 years
  • The offshoring of dollar stablecoins
  • Stablecoins are becoming interest bearing
  • Fortress...


Sep 13, 2023

Peter Johnson, co-head of Venture at Brevan Howard Digital, returns to the show to talk about his latest theses on stablecoins. In this episode: 

  • The origins of Peter's interest in stables 
  • We review Peter's prior stablecoin predictions 
  • USDC versus USDT market share trends 
  • Peter's main takeaways from the Relentless...