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On The Brink with Castle Island


May 6, 2022

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

  • Matt's takeaways from the Medici conference 
  • The rapid growth of ZKPs
  • We review Brink Nation posts on GM
  • We look back at the history of the FUD dice 
  • Are tungsten dice possible? 
  • Big thunderstorm in Miami 
  • Is the crypto industry sitting out the recession? 
  • We consider the merits of virtual real estate 
  • Does proximity matter in the metaverse? 
  • Metaverse land rights and NIMBYism 
  • The Bitcoin Mining Council letter to the EPA and what motivated it
  • Ohio's primary yields an entirely pro-crypto field 
  • CBOE acquires ErisX
  • Goldman takes out a Bitcoin-collateralized USD loan
  • Jane Street dives into DeFi 
  • The SEC doubles the size of its cyber unit 
  • CA issues an EO on the crypto industry
  • The Dept. of Labor criticizes Fidelity for their Bitcoin 401k product
  • The IMF criticizes the Central African Republic's adoption of Bitcoin 
  • The divergence between public and private valuations in crypto and equities, and why they can't always be arbitraged away

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