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On The Brink with Castle Island


Jun 27, 2025

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

  • Golden age of prediction markets
  • NYC mayor’s election
  • What’s happening with Canton?
  • The FHFA says crypto can be a qualifying asset for mortages
  • Our thoughts on the market structure bill
  • The significance of the Fiserv stablecoin pilot
  • $500m public access vehicle for BNB
  • The Fed drops reputational risk in bank supervision
  • EO for debanking is rumored
  • Kraken HQ is moving to Wyoming
  • Texas buys Bitcoin
  • Will banking hours be obsolete?