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On The Brink with Castle Island

May 29, 2026

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

  • The CEO of Lead bank says debanking was made up
  • Which aspects of debanking were real?
  • The SEC scraps its 50-year-old gag rule
  • The WSJ gets free banking history wrong in their attack on stablecoins
  • What does history tell us about decentralized...


May 22, 2026

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

  • Are AI datacenters better or worse for the environment than Bitcoin miners?
  • AI is not responsible for your power bills
  • Why AI could actually drive down residential power prices
  • Is AI less popular than crypto ever was?
  • The negative societal...


May 15, 2026

Matt and Nic are aback with another week of news and deals, today joined by Gus Coldebella to cover the CLARITY Act. In this episode: 

  • The Clarity Act advances resoundingly from committee
  • Sen. Warren doesn’t like the Clarity Act
  • Will there be an ethics provision inserted into Clarity?
  • The next fight in DC
  • What’s up...


May 8, 2026

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

  • Will Hantavirus become another global pandemic?
  • Kraken buys Reap for $600m
  • Bullish buys Equiniti for $4.2b
  • Reflections on 10 years of attending Consensus
  • Is it acceptable to wear a backpack with a suit
  • a16z crypto announces a $2.2b...


May 1, 2026

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

  • DeFi had its worth month of hacks ever
  • How are people falling for the fake Zoom link hack
  • The KelpDAO Aave bailout is happening
  • Is Bitcoin’s security degrading because miners are pivoting to AI?
  • Litecoin suffers a 51% attack
  • Is Bitcoin PoW at...