Preview Mode Links will not work in preview mode

On The Brink with Castle Island

Apr 15, 2024

Cynthia Lo Bessette and Matt Horne of Fidelity Digital Asset Management join the show. In this episode we discuss:

  • The history of digital asset innovation at Fidelity.
  • The decision to operationalize a digital asset-management capability under Fidelity’s Asset Management business unit.
  • The launch of the

Apr 8, 2024

Quinn Thompson, founder and CIO of Lekker Capital, joins the show. In this episode: 

  • Launching Lekker Capital
  • Quinn’s investment strategy with Lekker
  • Using crypto instruments to take a view on macro trends
  • The significance of the move in the 10year
  • How unusual is it to cut rates when inflation is running hot
  • Is...

Apr 3, 2024

David Hoffman of Bankless and Bankless Ventures returns to the show. In this episode we discuss:

  • What Bankless Ventures has been focusing on, including Bitcoin Layer Twos.
  • Eigenlayer – what originally attracted David to the project.  
  • The Eigenlayer value chain and the emerging categories of projects building in this...

Apr 2, 2024

Miller Whitehouse-Levine and Amanda Tuminelli of the DeFi Education Fund join the show. In this episode we discuss:

  • Beba, an American apparel company based in Waco, TX and the DeFi Education fund have filed a complaint against the SEC, challenging the agency’s pattern of regulation via enforcement.
  • The specific’s...

Mar 18, 2024

Jeff Lunglhofer, the Chief Information Security Officer at Coinbase joins the show. In this episode we discuss:

  • Jeff’s background and what attracted him to joining Coinbase.
  • How Coinbase approaches cybersecurity risk.
  • The impact of the Bitcoin ETF and the custodial business at Coinbase.
  • How users should protect...