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On The Brink with Castle Island

Aug 28, 2026

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

  • Matt and Nic consider candidates for the new bad boys intro music
  • 39 state banking associations form the BankChain alliance
  • Blockstream researchers proposed SHRINCS, a PQ signature scheme for Bitcoin
  • How much should depositors care about bank...


Aug 21, 2026

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

  • The boys review SALT Wyoming in Jackson Hole
  • Why did Stripe buy Openrouter?
  • Stripe says we have entered the Singularity
  • People are upset about data centers
  • The SEC proposes Reg Crypto governing token issuance
  • The CFTC convenes a crypto roundtable...


Aug 14, 2026

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

  • Who is the main character in AI?
  • Why are people so mad about datacenters?
  • Sherrod Brown is back and he’s running against AI
  • Are datacenters being built with Flock?
  • Culturally scarce goods and dinosaurs are rallying
  • The SEC starts to fill the...


Aug 7, 2026

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

  • Why the Coldcard hack is worse than some major exchange and DeFi hacks
  • What the Coldcard hack told us about the need for open weight models
  • Is self custody over?
  • MSTR sells more Bitcoin
  • An FBI agent steals $1m in crypto
  • NY state sues Kalshi
  • Ethereum...