Preview Mode Links will not work in preview mode

On The Brink with Castle Island

Jun 25, 2021

Matt and Nic are back for another rocky week in the markets. In this episode: 

  • Our thoughts on the Chinese mining situation
  • Is Sichuan being spared the crackdown?
  • Why Bitcoin's hashrate may not recover for a while
  • Why China is cracking down on mining now
  • How China's ultra-high voltage transmission is affecting...

Apr 26, 2021

Andrew Steinwold, the founder of Sfermion, an investment fund focused on investing in themes surrounding the metaverse joins the show. In this episode we discuss:

  • Andrew’s journey in the cryptoasset industry and how we came to see the Metaverse as an investable theme
  • How NFTs are a critical infrastructure component...

Apr 9, 2021

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

  • Nic 'debates' Steve Hanke
  • Update on the FUD Dice
  • Nic attempts to send a wire to Poland
  • NYDIG raises more capital and adds more insurance companies to their roster
  • Coinbase Q1 earnings are out
  • Grayscale wants to roll GBTC into an ETF
  • Tom Brady is...

Feb 26, 2021

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

  • Is Bitcoin more reliable than Fedwire?
  • Are stablecoins already superior to legacy infrastructure?
  • Tether-Tron transactions exceed Tether-Ethereum
  • The social utility of trading wholesale energy
  • One chapter in the Tether saga closes
  • Is the Tether...

Sep 28, 2020

Chase Lochmiller, cofounder and CEO of Crusoe Energy Systems joins the show. In this episode we discuss:

  • Crusoe’s approach to addressing the issue of natural gas flaring by monetizing stranded energy
  • The process by which Crusoe turns this stranded energy into Bitcoin
  • How Chase sees the compute use cases that can...