On The Brink with Castle Island

View Top 200 Chart

Back to Rankings Page

Business
**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:

Ryan Selkis (Messari) on Crypto Theses for 2024 (EP.491) Dec 25, 2023

Show notes

Ryan Selkis, the co-founder and CEO of Messari joins the show. In this episode we discuss:

The regulatory landscape and how the industry should be prioritizing policy initiatives.
Grayscale, GBTC and the evolution of exchange traded products.
The institutional market and the impact of a Bitcoin ETF.
The many failures of the SEC with regards to crypto policy in the USA.
Messari's roadmap in 2024

To learn more visit messari.io and download the Crypto Theses 2024 report. Follow Ryan on X.

Weekly Roundup 12/22/23 (Inscriptions mania, Fairshake PAC) (EP.490) Dec 22, 2023

Show notes

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

Matt's tree crisis
The Jamie Dimon Elizabeth Warren nexus
Is there a really a revolving door between crypto and the government?
Warren's latest volley of letters
Promethian gets authorization to start trading
We recap the inscriptions frenzy
A new Super PAC is raised
The BVI issues a seizure of the 3AC assets
Zooko steps away from Zcash

Content mentioned in this episode:

Messari's Crypto Theses for 2024
Bitwise 2024 predictions
Blockchain Coinvestors 2024 predictions

Sponsor notes

State of the Network's 2023 Year in Review
In Coin Metrics State of the Network Issue 238, we revisit major stories that shaped the digital asset industry in 2023 with a data-driven lens

Dan Tapiero (1RT Partners) 2023 Market Recap (EP.489) Dec 21, 2023

Show notes

Dan Tapiero, the founder and Managing Partner of 10T Holdings and 1RoundTable Partners joins this show. In this episode we discuss:

The state of the crypto/blockchain markets since the FTX collapse.
The impact of the Bitcoin ETF on fund flows in the industry.
The market for growth and secondary investing.
The LP landscape and how allocators are thinking about the sector.
1RT's strategy and the categories that Dan is finding compelling.

To learn more about 1RT visit their website and follow Dan on X.

Andreas Tsamados (Fileverse) on Decentralized File Sharing (EP.488) Dec 20, 2023

Show notes

Andreas Tsamados, the founder of Fileverse joins the show. In this episode we discuss:

Andreas' academic background and path that led him to starting Fileverse
An overview of Fileverse and the ambitions of the project.
Why a decentralized file sharing platform is necessary and better than a centralized option for certain customer types.
SAFE multi-signs
The state of decentralized file storage.
Token models and how these could evolve over time.
The Fileverse roadmap in the coming year.

To learn more about Fileverse visit fileverse.io

Nick Neuman (Casa) on Adding Support for Stablecoins (EP.487) Dec 18, 2023

Show notes

In this episode, we host Nick Neuman, CEO of Casa to discuss their recent stablecoin launch and:

Casa's value proposition
How customers use Casa
The decision to expand beyond Bitcoin to Ethereum
The rationale behind supporting stablecoins
Building custody tools for security versus convenience
Nick's views on experimentation on Bitcoin

Further reading:

Protect your stablecoins: Hold USDC and USDT with Casa

Weekly Roundup 12/15/23 (Cantor and Tether, cash vs in-kind ETFs) (EP.486) Dec 15, 2023

Show notes

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

Coinbase's positioning ahead of the ETF
Cantor CEO Howard Lutnick acknowledges their Tether role
Where do we stand on cash creation versus in-kind creation for the Bitcoin ETF?
Coinbase launches an RWA hub in Abu Dhabi
Kucoin settles with the state of New York
Do Kwon is staying in Montenegro a bit longer
Coinlist settles an OFAC violation
FASB adopts (again?) fair value accounting for Bitcoin
SBF's lawyer said he was the "worst witness he's ever seen"
The status of Warren's anti-ML crypto bill
How potent will the crypto lobby be in 2024?

Content mentioned in this episode:

Charles Rettig, IRS Digital Assets Plan Would Be a Setback for Taxpayer Services

Sponsor notes:

Coin Metrics State of the Network's Q4 2023 Mining Data Special
In Coin Metrics State of the Network Issue 237, we spotlight crucial developments and data across the mining ecosystem

Itai Turbahn (Dynamic) on Web3 logins and announcing Dynamic's Series A (EP.485) Dec 13, 2023

Show notes

Itai Turbahn, the co-founder and CEO of Dynamic joins the show. In this episode we discuss:

The mission of Dynamic and the how the company is enabling seamless web3 log in experiences.
Breakout applications in the web3 category.
An overview of Passkeys and the impact that this technology will have on both web2 and web3 log in experiences.
Account abstraction and the innovation that is likely to emerge using this technology.
Dynamic's new embedded wallet offering.
Itai announces Dynamic's Series A round of financing from a16z, Founders Fund, Castle Island Ventures and others.

To learn more about Dynamic visit dynamic.xyz

Brian Foster on The Evolution of Coinbase (EP.484) Dec 12, 2023

Show notes

Brian Foster, Global Head of Wholesale at Coinbase, joins the show. In this episode we discuss:

Brian's career and the path that led him to joining Coinbase.
An overview of the Coinbase business model and how the company is segmented.
The evolution of the Coinbase Institutional business.
The Wholesale business at Coinbase and how the company is positioned with brokers, banks and ETF issuers.
Views on the Bitcoin ETF proposals and how Coinbase is positioned in this market segment.
The BlackRock partnership and how Coinbase and BlackRock are collaborating.
Views on the evolution of the competitive landscape for Coinbase.
BASE, RWAs and stablecoins.

Learn more at coinbase.com

Rowan Stone (Coinbase) on Bringing Offchain Users Onchain (EP.483) Dec 11, 2023

Show notes

In this episode, we sit down with Rowan Stone who leads Business Development at Base – the layer-2 network on Ethereum launched by Coinbase earlier this year. Rowan expands on:

The decision to build Base using Optimism's OP stack and the "Superchain" vision

The vectors of centralization in L2 networks and the path to decentralization

Early use cases on Base across DeFi, loyalty and the creator economy

The role of business development in growing an L2 network

Weekly Roundup 12/08/23 (JPM vs crypto, Do Kwon extradited, Nubank) (EP.482) Dec 08, 2023

Show notes

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

Chainalysis Geography of Crypto adoption
Jamie Dimon comes out against crypto – again
Our vote for Time Person of the year
The AICPA announces their stablecoin attestation framework
Do Kwon is being extradited to the US
Nubank is getting into crypto
Rep McHenry is retiring

Content mentioned in this episode:

Chainalysis Global Crypto Adoption Index
It's all a Game by Colleen Sullivan

Sponsor notes:

Coin Metrics STATE OF THE NETWORK—State of Stablecoins:Signs of Returning Liquidity
In Coin Metrics State of the Network Issue 236, we look into stablecoin supply, usage, adoption and key trends in market evolution

Our TOPPODCAST Picks

Follow Us

Stay Connected

On The Brink with Castle Island

Related Podcasts

Links

Stay Connected