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On The Brink with Castle Island


Mar 6, 2026

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

  • What Dario Amodei and SBF have in common
  • Trump wades in to the market structure debate and asks the banks to come to the table
  • Why stablecoins are not like banks
  • Kraken Financial gets a skinny Fed master account
  • Visa and Bridge are rolling out stablecoin-linked cards
  • The FBI arrests a suspect accused of stealing $46m in BTC from the US marshalls
  • Morgan Stanley is coming out with their own Bitcoin ETF
  • The Aave token governance controversy rumbles on
  • Kalshi’s traders are upset about their “death market” policy

Content mentioned in this episode: