On The Brink with Castle Island

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**On The Brink with Castle Island**

Hosts Matt Walsh and Nic Carter of Castle Island Ventures explore news and deals in the public blockchain space and talk to some of the leading experts in the industry. Learn more and stay up to date at CastleIsland.vc and follow on twitter @CastleIslandVC

Latest Episodes:

Weekly Roundup 01/26/24 (GBTC chaos, BBerg's stable coverage, Listener questions) (EP.501) Jan 26, 2024

Show notes

Matt and Nic are back with a celebratory 500th episode. In this episode:

ETFs are off to a rocky launch with the GBTC premium trade closing
Bitwise launches real time transparency for their ETF holdings
Fraud in the metals market versus Bitcoin
The boys confront some fake news
Is there light at the end of the tunnel for GBTC redemptions?
Nic's spat with Bloomberg
The US is selling $130m of BTC seized from the Silk Road
TFL declares bankruptcy
The boys learn about a face amount certificate
We answer your listener questions

Content mentioned:

Bloomberg, Crypto fans lured by 20% stablecoin yiekds

Sponsor notes:

Tether's Ascent: Breaking Down the Dominant Stablecoin's Growth
In Coin Metrics State of the Network Issue 243, we explore Tether's impressive growth, adoption, nature of USDT usage and reserves through on-chain data

Zach Abrams (Bridge) on Moving Money (EP.500) Jan 22, 2024

Show notes

Bridge CEO and Co-Founder Zach Abrams joins us for an episode chronicling the explosion of stablecoin volume and how Bridge is building critical infrastructure. In this episode:

Zach's origin story and how he arrived at building Bridge
Bridge's core products today and how clients use their APIs
Future issuance of stablecoins
Key global use cases for stablecoins today
Evolution of the stablecoin market
Building a crypto company in a bear market

Learn more about Bridge

Weekly Roundup 01/19/24 (ETF winners, Dimon's Satoshi theory, Lutnick on Tether) (EP.499) Jan 19, 2024

Show notes

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

Our plans for episode 500
Jamie Dimon thinks Satoshi might return and vanish the bitcoins or increase the 21m cap
Howard Lutnick goes to bat for Tether
Chevron doctrine is challenged in SCOTUS
Dunking on Tether Truthers
Coinbase vs SEC resumes
Coinhares acquires Valkyrie
The relationship between GBTC and spot BTC
BTC ETF rankings after 4 days of trading
Coin Center declines to answer Elizabeth Warren
Morgan Stanley on stablecoins (and did they plagiarize?)
Will restaking cause an ETH fork?

Sponsor notes:

A Short Guide to Bitcoin On-Chain Data for ETF Newcomers
In Coin Metrics State of the Network Issue 242, we introduce or reacquaint some to the field of on-chain data, underscoring the properties that make bitcoin an intriguing asset

Weekly Roundup 01/12/24 (BTC ETFs launch, more ETF, even more ETF) (EP.498) Jan 12, 2024

Show notes

Matt and Nic are back for a historic week in the history of Bitcoin. In this episode:

Spot ETF approved and starts trading
Why day 1 flows might disappoint but longer term flows could materialize
Day 1 price action review
The GBTC conversion effect
ETF scoreboard after one day of launch
The SEC's multiple SNAFUS in their ETF launch
Gensler's grudging approval and his questionable logic
Commissioner Crenshaw's dissent
Gensler may have made a strategic mistake in his dissent
Prospects for an ETH ETF
What's next for the Bloomberg ETF boys
Did Bitcoin change tradfi
Fidelity is harvesting goodwill
ETF fee review

Sponsor notes

Market Structure on the Cusp of Spot Bitcoin ETFs
In Coin Metrics State of the Network Issue 241, we explore digital asset market structure on the cusp of spot Bitcoin ETFs

Matt Hougan (Bitwise) on the approval of spot Bitcoin ETFs (EP.497) Jan 11, 2024

Show notes

Matt Hougan, the CIO of Bitwise Asset Management joins the show. In this episode we discuss:

Spot Bitcoin ETFs are approved!
The process to get to this point.
The competitive landscape for the 11 products that were approved by the SEC on Wednesday.
BITB, the Bitwise spot product which is the low cost option in the market. How it works and when it will trade.
Bitwise's plan to donate 10% of profits to The Human Rights Foundation, Brink and OpenSats
The outlook for an evolving custody and trading market structure.
Ethereum ETFs in the near future?

Learn more about Bitwise's BITB

Matthew Le Merle and Mitch Mechigian (Blockchain Coinvestors) on 2024 Predictions (EP.496) Jan 08, 2024

Show notes

Matthew Le Merle and Mitch Mechigian of Blockchain Coinvestors join the show. In this episode we discuss the Blockchain Coinvestors 2024 Predictions.

To learn more about Blockchain Coinvestors:

Weekly Roundup 01/05/24 (ETF looming, DoJ drops SBF charges, TNG DDY) (EP.495) Jan 05, 2024

Show notes

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

Matrixport's bearish ETF take
The DoJ drops campaign finance charges against SBF
Goldman and JPM are authorized participants for the ETF
Where will the fees settle out for the major Bitcoin ETFs
Nic's vanity license plate story
Do we still believe in tungsten

Sponsor notes:

Coin Metrics State of the Network's 2024 Outlook
In Coin Metrics State of the Network Issue 240, we offer our perspective on some of the biggest trends to watch in 2024 in the digital assets industry.

Nitya Subramanian (Capsule) on Leveraging Crypto's Superpower (EP.494) Jan 03, 2024

Show notes

In this episode, we host Nitya Subramanian, founder and CEO of Capsule, which is building cross-application embedded wallet infrastructure. We discuss:

Outstanding challenges with web3 onboarding
How applications are integrating parts of the wallet experience
How Capsule helps developers give their end users the key privileges
Why interoperability is crypto's key superpower
How Capsule simplifies the transaction signing process
How Capsule's infrastructure is complimentary to smart contract wallets

Learn more about Capsule here. Follow Nitya here.

Weekly Roundup 12/29/23 (2024 predictions, BSA unconstitutional, ETH ETF prospects) (EP.493) Dec 29, 2023

Show notes

Matt and Nic return for the last week of 2023. In this episode:

South Shore bar pie
Our 2024 resolutions
Was Barry Silbert the main character
Bitcoin miners had a good year
ARK is selling their GBTC holdings
The Cointucky Derby
Will an ETH ETF be a fast follow?
Will ETF sponsors sue the SEC over cash create for ETFs?
Nic and Matt's 2024 predictions for stablecoins, Bitcoin, Ethereum, DeFi, NFTs, and adoption
Solana versus Ethereum debate
ETH L2 gas usage and EIP4844
Is the BSA unconstitutional?
Is 2024 the year the 3AC boys are finally apprehended?

Sponsor notes

Coin Metrics' Best of State of the Network in 2023
In Coin Metrics State of the Network Issue 239, we reflect on a year full of riveting data and crucial events through the lens of the research team's favorite issues from 2023

Jill Gunter (Espresso) on Helping Rollups Decentralize (EP.492) Dec 27, 2023

Show notes

In this episode, we sit down with Jill Gunter, co-founder of Espresso, to discuss:

Espresso's original mission and the challenges of building a privacy solution
Shifting direction to focus on building infrastructure to help L2 rollups decentralize
The role of a sequencer in a rollup and how Espresso intends to decentralize it
Trading off centralized sequencer revenue for decentralization and permissionlessness

Visit Espresso for more.

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