On The Brink with Castle Island

Latest Episodes:

Matthew Le Merle and Mitch Mechigian (Blockchain Coinvestors) on Predictions for 2025 (EP.581) Dec 09, 2024

Show notes

Matthew Le Merle and Mitch Mechigian of Blockchain Coinvestors return to the show. In this episode we run through the Blockchain Coinvestors 2025 Predictions for the digital asset industry.

To learn more about Blockchain Coinvestors visit their website.

To view the full Blockchain Coinvestors 2025 Predictions webinar visit this link.

Weekly Roundup 12/06/24 (Bitcoin $100k, Atkins for SEC, more OCP2.0) (EP. 580) Dec 06, 2024

Show notes

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

Bitcoin finally hits $100k
Our reflections on 100k BTC
Declaring victory
Machinsky pleads guilty
Rep French Hill pledges to investigate Operation Choke Point
Trump nominates Paul Atkins for SEC Chair
Hawk Tuah memecoin fiasco

Sponsor notes:

Coin Metrics State of the Network: Understanding Staking Yields and Economics on Ethereum & Solana
Contextualizing staking yields, inflation, and network economics on Ethereum & Solana

Lorien Gabel (Figment) on the Latest Developments in the Staking Market (EP.579) Dec 03, 2024

Show notes

Lorien Gabel, the founder and CEO of Figment joins the show. In this episode we discuss:

The latest developments at Figment.
Post-election impact on the general crypto markets and the staking category.
How Figment is approaching the institutional staking market opportunity.
Staking in the context of investment products.
Evolving ecosystems like Eigen Layer, Babylon and Bitcoin Layers 2s.
The stablecoin market.

To learn more about Figment visit www.figment.io

Weekly Roundup 11/28/24 (OFAC loses vs Tornado, Cantor owns some Tether, More OCP2.0, Who we're thankful for) (EP.578) Nov 28, 2024

Show notes

Matt and Nic are back for another Thanksgiving episode of OTB. In this episode:

Fire departments love thanksgiving
Who we're thankful for
Eggnog is underrated
Justin Sun puts $30m into World Liberty Financial
Marc Andreessen appears on Joe Rogan and covers OCP 2.0
Why were non crypto tech peopled shocked by Choke Point revelations?
Trump is looking to shift power from the SEC to the CFTC
An appeals court rules that OFAC exceeded its authority by sanctioning Tornado Cash
Cantor owns a 5% ownership stake in Tether that they acquired at a $12b valuation
How prudent is the establishment of a Strategic Bitcoin Reserve
Can the government pay down its debt with Bitcoin?
Careful what you wish for on the strategic reserve

Sponsor notes:

Coin Metrics: MicroStrategy's Bitcoin Mega Strategy: Analyzing MicroStrategy's bitcoin holdings, acquisition strategy, and its role as a Bitcoin treasury company

Weekly Roundup 11/22/24 (Bitcoin $100k?, Gensler Resigns, Nocoiner Rankings, Looking Back) (EP.577) Nov 22, 2024

Show notes

Matt and Nic return for another week in the markets. In this episode:

How is the DOGE going to work?
Bitcoin is heading to 100k
Gary Gensler announces his resignation as SEC chair
We look back at Gensler's awful term
18 state AGs file a lawsuit against the SEC
The SEC's dealer rule is tossed by a judge
Trump is mulling the creation of a crypto czar
Microstrategy is trading at a massive premium
The latest on OCP 2.0
FDIC Gruenberg chair testifies in the House and potentially perjures himself
FTX cofounder Gary Wang given no time in prison
Coinbase is delisting wBTC
Trump nominates Lutnick for Commerce Secretary
Bitcoin Options launch on IBIT
Shaq settles a lawsuit for his NFT touting
Solana ETFs are filed
Goldman is spinning out their digital assets platform
We unveil our first nocoiner draft picks
We reflect on Bitcoin's progress after 10 years in the industry

Sponsor notes:

Coin Metrics, A Data-Driven Update on Stablecoins: Analyzing growth in stablecoin supply, trading volumes, on-chain usage, and yield generation.

Aaron McDonald (Futureverse) on Metaverse Technologies (EP.576) Nov 21, 2024

Show notes

Aaron McDonald, the founder of Futureverse joins the show. In this episode we discuss:

Aaron's professional career and the path that led him to founding Futureverse.
How he has built the company through a mix of organic growth and acquisitions.
How blockchains and digital currency interact with Metaverse technologies.
The future of virtual worlds and gaming technologies.
The L1 and L2 blockchain ecosystem and how Futureverse has built their platform.

To learn more about Futureverse visit their website.

Weekly Roundup 11/15/24 (Congressional agenda, FTX vs Binance, Polymarket raid) (EP.575) Nov 15, 2024

Show notes

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

Nic recaps his trip to Congress
Vibes in Congress post election
The likelihood for stablecoin and market structure bills
What are the prospects for the Strategic Bitcoin Reserve
What's happening in Devcon?
18 state AGs are suing Gensler and the SEC
Gensler is hinting at retirement
FTX sues Binance and CZ
Sam Trabucco forfeits $70m in assets to the FTX estate
Polymarket's Shayne Coplan raided by the FBI
Doodles partnership with McDonalds
The verdict on Fairshake's efforts in the election
OCP developments and how Congress will tackle it
We review Trump's cabinet appointments so far

Sponsor notes:

Coin Metrics, The Election Bull Run From the Perspective of Options Markets: Analyzing options markets to contextualize the election bull-run that brought BTC prices to $85,000.

David Low (Hata) on Crypto in Southeast Asia (EP.574) Nov 13, 2024

Show notes

David Low, CEO and cofounder of Hata joins the show. In this episode,

In this episode, Wyatt and David discuss:

Crypto adoption in Southeast Asia
Regulatory attitudes
Operating a centralized exchange
Bitcoin interest vs other cryptoassets in the region

Weekly Roundup 11/08/24 (Trump wins, crypto candidates win, Election implications) (EP.573) Nov 08, 2024

Show notes

Nic and Matt are back with more news and deals. In this episode:

Trump resoundingly wins the election
A demographic realignment
Polymarket versus the polls
Podcasts and twitter versus the legacy media
How did the pro-crypto candidates do?
Trump promises to fire Gensler on day 1
How did the Fairshake PAC do?
Review of key Senate races
Will Trump execute on his crypto promises?
Moreno defeats Brown in Ohio
Will OCP2.0 finally end?
What's the deal with Trump's Bitcoin reserve?
How would the SEC change token issuance rules?
How will Trump's election affect DeFi and cashflowing tokens?
Why Tether is a big winner from the election

Sponsor notes:

Coin Metrics, Crypto Market & Polymarket Dynamics Heading Into Elections: In Coin Metrics' State of the Network issue 284, we analyze Bitcoin's (BTC) historical performance around prior elections and examine Polymarket data driven by 2024 elections.

Hadley Stern (Marinade) on Institutional Staking (EP.572) Nov 04, 2024

Show notes

Hadley Stern, the Chief Commercial Officer of Marinade joins the show. In this episode we discuss:

Hadley's career in the blockchain industry.
The early days of researching and building blockchain products at Fidelity.
The landscape for banks in the United States as it relates to digital asset product development.
The evolving regulatory landscape and the prospects of pro-innovation legislation.
The staking landscape and how Marinade is going to market with its products and services.

To learn more about Marinade visit www.marinade.finance

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