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On The Brink with Castle Island

May 30, 2025

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

  • Warning signs for the Bitcoin access vehicles?
  • Has Bitcoin lost the MoE battle?
  • Is OCP 2.0 over?
  • The Dept of Labor rescinds their anti-crypto 401k guidance
  • Cantor Fitzgerald is launching a bitcoin/gold fund
  • Is it mathematically possible to...


May 29, 2025

We sit down with Anthony Yim, Artemis cofounder, to talk about the latest report from Artemis, CIV, and Dragonfly, providing brand new estimates of stablecoin payments volume. In this episode:

  • Why we decided to work on the new report
  • How we obtained the estimates
  • Why we decided to put together a bottom-up...


May 26, 2025

Markus Franke and Denney Kwok from Mento Labs join the show. In this episode: 

  • Non-USD stablecoins
  • On-chain FX
  • Microlending and financing for emerging markets


May 23, 2025

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

  • Trump’s crypto dinner reviewed
  • Bitcoin access vehicles
  • NYT stablecoin coverage
  • Sui is hacked and censors the blockchain
  • Kraken is launching tokenized stocks
  • Circle in acquisition talks
  • The GENIUS Act passes Cloture in the Senate
  • Hong Kong...


May 21, 2025

Wyatt sits down with Andrew MacKenzie, founder of Agant, the issuer of GBPA, a pound sterling stablecoin. In this episode: 

  • The potential emergence of non-USD stablecoins
  • The prospect of a GBP-backed stablecoin
  • The British crypto regulatory environment
  • How global financial institutions are positioning around...