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On The Brink with Castle Island


Aug 1, 2025

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

  • The White House publishes their highly awaited crypto report
  • SEC Chair Paul Atkins makes a landmark speech
  • Stablecoin-focused L1s
  • DAT mNAV premia are converging to 1
  • Figma IPO
  • The SEC embraces tokenized securities, airdrops, token issuance, and DeFi
  • In-kind create and redeem has been authorized for Bitcoin ETFs
  • JPM deepens their partnership with Coinbase 
  • Roman Storm verdict is imminent 

Further reading: