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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 mining policy
  • How is miner selling influencing price?
  • Our remaining China grey swans
  • Our theories on the relationship between price and hashrate
  • The SEC settles another ICO from 2017
  • Our analysis of the NYDIG/ core banking provider integrations
  • Why social graph portability is so important
  • Taleb writes a bad bitcoin paper
  • Bitcoin still has a GBTC overhang

Content mentioned in the episode: 

This episode supported by: 

  • Eventus, the leading global provider of multi-asset class trade surveillance, transaction monitoring and market risk solutions. Its award-winning trade surveillance platform is easy to deploy, customize and operate. Eventus is proven in the most complex, high-volume and real-time environments and supports many of the industry’s leading crypto exchanges including Coinbase, Gemini, ErisX and OSL. Find them at