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:

Adam Guren (Hunting Hill) on Active Management in the Digital Asset Markets (EP.471) Nov 09, 2023

Show notes

Adam Guren, the founder and Chief Investment Officer of Hunting Hill joins the show. In this episode we discuss:

Adam's career journey and the path that led him to found Hunting Hill in his late 20s.
How he discovered cryptocurrency and the initial digital asset products that he traded.
The initial market structure for trading closed end digital asset products and the challenges that it presented.
Views on the prospects of a Bitcoin ETF and the impact that it will have on the market when approved.
The prospects of a spot ETH ETF.
An overview of Hunting Hill today, including a deep dive on Hunting Hill Digital.
The opportunities for distressed investors in today's market.
Hunting Hill's efforts with Versifi and Base Layer Ventures.

To learn more about Hunting Hill visit their website.

Devin Walsh on Operating the Uniswap Foundation (EP.470) Nov 06, 2023

Show notes

Devin Walsh, executive director of the Uniswap Foundation joins the show. In this episode:

Proposing and setting up the Uniswap Foundation
The Foundation's priorities and role in growing the Uniswap ecosystem
Uniswap v4 hooks as a new primitive for developers to unlock efficient innovation
Supporting developers and researchers on Uniswap via grants
Fostering education and participation in governance

Weekly Roundup 11/03/23 (SEC v Paypal, WSJ bounty update, SAB121 drama) (EP.469) Nov 03, 2023

Show notes

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

What happened to mimblewimble
Where Nic's bounty program stands
What's the deal with Binance's proof of reserve?
The SEC takes down Safemoon
Hester Pierce criticizes the SEC's approach to LBRY
Did the SEC violate the administrative procedures act by issuing SAB121?
The SEC comes from Paypal
How will MSTR fare post Bitcoin ETF?
Did Do Kwon commit fraud or did he really believe in UST?
We would like to buy the FTX tungsten cube

Sponsor notes:

Coin Metrics STATE OF THE NETWORK — Unpacking the Forces Behind the Market Rally
In Coin Metrics State of the Network Issue 231, we focus on both spot and derivatives markets to explore forces driving the recent market rally

Brandon Mulvihill (Crossover Markets) on Digital Asset ECNs (EP.468) Nov 02, 2023

Show notes

Brandon Mulvihill the co-founder and CEO of Crossover Markets joins the show. In this episode we discuss:

Brandon's career in the FX industry and the path to founding Crossover Markets
ECNs and how this market structure came to evolve in the FX market
The opportunity to bring ECNs to the digital asset market
The CrossX platform and how this product is impacting the digital asset trading landscape
Crossover's partnership with Hidden Road in launching Route 28
The evolution of the digital asset market structure and how non-custodial trading is evolving
The regulatory landscape and the jurisdictional decisions that went into establishing Crossover Markets

To learn more about Crossover Markets visit their website and follow the company on X.

Hong Fang (OKX) on Refining Proof of Reserves (EP.467) Nov 01, 2023

Show notes

Hong Fang, President of OKX, joins the show to to announce their twelfth consecutive monthly Proof of Reserve attestation and to discuss how their PoR implementation has changed over time. Covered in this episode:

OKX's brand refresh
Why OKX chose to launch their monthly PoR attestations a year ago
The importance of PoR today and who is asking for it
Which PoRs they looked at for inspiration
How OKX evolved the procedure from inception to now
The move from merkle liabilities to ZK PoL
The PoR security model and how many users need to check for it to be valid
Handling issues like margin, leverage, and negative balances in their attestation
The relationship between Proof of Reserve and conventional audits
Future directions in PoR and ways to improve
Technical PoR versus audit-enhanced PoR and the role of an auditor
Attacks on PoR and mitigations
Common criticisms of PoR
Why numerous exchanges need to do PoR for it to work overall

Content mentioned:

Nic Carter on Medium, The Status of Proof of Reserve as of Year End 2022
OKX Proof of Reserve Dashboard

Seth Priebatsch (Groma) on On-Chain Real-Estate (EP.466) Oct 30, 2023

Show notes

Seth Priebatsch, the founder and CEO of Groma joins the show. In this episode we discuss:

Seth's entrepreneurial journey, including the founding story of LevelUp.
His ambitions with the founding of Groma, a company building a real-estate backed cryptocurrency.
The tokenization of real-world assets, including the steps that Groma is taking to launch a REIT security that will be represented on-chain.
The choice to focus on multi-family-residential property as the initial backing of the Groma REIT.
The regulatory landscape for digital asset securities in the United States.
The prospects of other categories of real-world-assets and their eventual representation on-chain.

To learn more about Groma, visit their website or follow Groma on X.

Links mentioned: Groma on Republic. For a preview of the Groma whitepaper email whitepaper@groma.com

Weekly Roundup 10/27/23 (PROOF Act, WSJ/Warren Hamas scandal, ETF chatter) (EP.465) Oct 27, 2023

Show notes

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

Has there been a vibe shift?
Sen Tillis and Hickenlooper introduce the PROOF Act
Is there a lack of crypto-native auditors?
Liz Warren's plan to interfere with crypto audits
What's going on with the WSJ, Warren's letter, and Hamas' crypto donations?
The WSJ is refusing to update their claims
ETF momentum is picking up
What explains the move in Bitcoin this week?
SBF is going to testify

Content mentioned:

Sen. Tillis' office, The PROOF Act introduced
Jeff John Roberts in Fortune, The Wall Street Journal and Liz Warren double down on the Hamas crypto canard
Nic's WSJ/Hamas bounty campaign
Elliptic, Setting the record straight on crypto crowdfunding by Hamas
Elizabeth Warren letter to the White House

Sponsor notes:

Coin Metrics STATE OF THE NETWORK — Navigating the Liquidity Landscape: Insights into Digital Asset Markets
In Coin Metrics State of the Network Issue 230, we examine trends in liquidity and volume across centralized and decentralized exchanges

Mike Higgins (Hidden Road) on Digital Asset Prime Brokerage (EP.464) Oct 25, 2023

Show notes

Mike Higgins of Hidden Road joins the show. In this episode we discuss:

Mike's career and the path to joining Hidden Road
Overview of Hidden Road and the prime brokerage category
The market structure for digital asset trading and settlement
The launch of Route28 and the value proposition for institutional customers
The regulatory landscape and the path that Hidden Road has pursued for licensing across the world
Institutional adoption in 2024

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