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On The Brink with Castle Island

Mar 27, 2026

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

  • Circle stock sells off big on a CLARITY yield update compromise
  • Tether is doing their first big 4 financial audit
  • Who is the CLARITY Act Yield “compromise” good for?
  • Why Circle might benefit from closing the yield loophole
  • Is no bill better...


Mar 20, 2026

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

  • What happened with the disastrous Vanity Fair photoshoot
  • Kraken postpones their IPO
  • The SEC releases long-awaited guidance distinguishing securities from commodities
  • A compromise may be developing over stablecoin yield
  • The SEC drops their case...


Mar 13, 2026

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

  • Are we in an oil crisis and energy shock
  • Binance is suing the WSJ for defamation
  • NASDAQ and Kraken partner to bring stocks on chain
  • The SEC and CFTC issue an MOU
  • Prediction markets need surveillance
  • Across is considering converting their token...


Mar 6, 2026

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

  • What Dario Amodei and SBF have in common
  • Trump wades in to the market structure debate and asks the banks to come to the table
  • Why stablecoins are not like banks
  • Kraken Financial gets a skinny Fed master account
  • Visa and Bridge are rolling out...


Mar 4, 2026

Alex Wilson, Co-Founder and CEO of Cyclops, joins the show. In this episode:

  • Alex’s background running The Giving Block and the company’s acquisition by Shift4
  • Difficulty in enabling stablecoin solutions when utilizing existing providers while inside of Shift4
  • Backgrounds of the founding team at Cyclops
  • Regulatory...