On The Brink with Castle Island

Latest Episodes:

Weekly Roundup 01/27/23 (Modulo Capital, PoR legislation, Tungsten mounts a comeback ) (EP.392) Jan 27, 2023

Show notes

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

Content mentioned in this episode:

Maneesh Gandhi & Michael Liddy (Evanston Capital) on The Institutional Allocator Landscape (EP.391) Jan 25, 2023

Show notes

Maneesh Gandhi and Michael Liddy of Evanston Capital join the show. In this episode we discuss:

Evanston Capital's history and thoughts on the blockchain ecosystem
Their views on the current market environment and how this crypto cycle compares to others
The evolution of the crypto venture landscape and how Evanston Capital thinks about crypto venture structures
Thoughts on the FTX collapse and its impact on the market
How institutional limited partners are thinking about the crypto/blockchain ecosystem
Potential areas of opportunity in the current market environment

To learn more about Evanston Capital visit www.evanstoncap.com

Dhruv Patel and Himanshu Sahay (Arch) on Building a New Alternative Lender (EP.390) Jan 23, 2023

Show notes

Arch coming out of stealth
Key lessons learned from the crypto lending crisis
Arch's differentiated offering within crypto and other alternative assets
Leveraging crypto rails to build a lender of the future
Using experience at top technology companies to build a superior consumer product

Weekly Roundup 01/20/23 (DOJ takes down Bitzlato, loyalty point inflation, FTX US still solvent?) (EP.389) Jan 20, 2023

Show notes

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

Sponsor notes:

Tony Scuderi (Imperii) on Crypto Banking and Advisory (EP.388) Jan 18, 2023

Show notes

Tony Scuderi, the founder of Imperii Partners joins the show. In this episode we discuss:

To learn more about Imperii Partners visit imperiipartners.com

Luuk Strijers (Deribit) on a New Model for Proof of Reserves (EP.387) Jan 17, 2023

Show notes

Deribit Chief Commercial Officer Luuk Strijers joins the show to talk about their new Proof of Reserve rollout. In this episode:

Why Deribit decided to do a PoR
What were the considerations going into it? What made Deribit cautious about the procedure?
Which PoRs did Deribit look at for inspiration?
Has Deribit received client feedback from the procedure so far?
How does Deribit demonstrate asset ownership?
Unique among exchanges, Deribit was able to do a PoR for all of your assets, and on a daily basis. How did they manage this?
Why Deribit chose to release the full list of liabilities
How does Deribit achieve end user privacy given the full liability dump?
What data, if any, is leaked by the attestation?
Did you look at audit firms in terms of supervising the PoR? Why did you go the auditless approach?
Does Luuk anticipate moving to ZK proofs for liabilities eventually?
How can PoR be improved?