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    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

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    Latest Episodes:
    Weekly Roundup 10/31/25 (DATs selling coins, prediction market problems, Bessent's pesos) (EP.681) Oct 31, 2025
    Show notes

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

    • Mastercard buys Zerohash for around $2b
    • Fiserv has a catastrophic day
    • Bitwise launches a Solana staking ETF
    • Is there another regional banking crisis?
    • EthZilla sold some ETH to buy back shares
    • Will there be activists with the DATs?
    • Are prediction markets structurally doomed?
    • Sen Tillis introduces the Ensuring Fair Access to Banking act
    • Could you go back and time and trade effectively?
    • Bessent's great peso trade
    • What's going to happen with Venezuela?
    • We review the Iran-Contra scandal

    Content mentioned in this episode:

    • Sen Tillis, Fair Access to Banking press release

    Geetha Panchapakesan (Tesser) on Enabling FIs to Utilize Stablecoins (EP.680) Oct 29, 2025
    Show notes

    Geetha Panchapakesan, the founder and CEO of Tesser, joins the show. In this episode:

    • Geetha's background in payments and how she arrived in stablecoins
    • Major shifts across payments over Geetha's career
    • Building a one-stop shop solution for financial institutions, PSPs and MSBs
    • Where FIs are today as it relates to engaging to stablecoins
    • Regulatory tailwinds post-GENIUS

    See more at tesser.xyz


    Weekly Roundup 10/24/25 (Quantum, Crypto Pardons, Fed Payment Accounts) (EP.679) Oct 24, 2025
    Show notes

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

    • Old fashioned crime is back
    • Quantum risk to Bitcoin
    • More outcry in Washington over the Democratic edits to market structure
    • CZ gets a presidential pardon
    • Federal Reserve announces a payments charter

    Weekly Roundup 10/17/25 (Flash crash, pig butchering scam busted, Erebor charter granted) (EP.678) Oct 17, 2025
    Show notes

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

    • We dissect the market structure behind the flash crash last week
    • What happened with Binance and Ethena?
    • Palmer Luckey's de novo bank Erebor gets an OCC charter
    • Paxos' fat finger
    • The US government has seized $15b in funds tied to pig butchering scams

    Pbj (Perpl) on the Perp DEX Market & Monad's Imminent Launch (EP.677) Oct 14, 2025
    Show notes

    Wyatt sits down with Pbj, the founder of Perpl, a prominent perpetuals exchange on the imminently launching Monad blockchain. In this episode:

    • How large are perp exchanges in the crypto market?
    • Why perps are attractive to crypto users and traders
    • Hyperliquid's success
    • What assets would people trade on Perpl vs Hyperliquid?
    • What makes Monad unique
    • Perps for other asset classes?
    • Reasons to be excited

    Dave Balter (Flipside) on the convergence of AI and Blockchain Analytics (EP.676) Oct 13, 2025
    Show notes

    Dave Balter, the co-founder and CEO of Flipside Crypto joins the show. In this episode we discuss:

    • How Flipside has shifted its product to fully harness the power of LLMs for analyzing public blockchain networks.
    • Building a product organization in the age of A.I.
    • Perspectives on the evolving landscape of layer one and layer two blockchains.
    • How the role of a data analyst will evolve in the coming years.
    • Where Flipside is focusing its efforts within the blockchain data/analytics segment.

    To learn more about Flipside visit flipsidecrypto.xyz and follow the company on X.


    Weekly Roundup 10/10/25 (Luxembourg buys BTC, N. Dakota's stablecoin, Salomon bros dust attack) (EP.675) Oct 10, 2025
    Show notes

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

    • Will stablecoins drive deposit flight from the banks?
    • Is FDIC insurance obsolete?
    • Can CBDCs provide real privacy?
    • ICE invests in Polymarket
    • North Dakota is looking to issue their own "rough rider" stablecoin, joining Wyoming
    • Luxembourg buys bitcoin out of their sovereign wealth fund
    • Is the quantum bubble creating risks for Bitcoin?
    • The "Salomon brothers" OP_RETURN dusting attack on old Bitcoins
    • Reg NMS for blockchains?
    • Katie Porter has a new drama
    • Congress is still working on the market structure bill
    • Shutdown update

    Content mentioned in this episode:

    • Nic on Substack, Yes, we really do want to trust crypto interests with the future of money
    • Galaxy Research, The Great Bitcoin Dusting: A 'Salomon Brothers' Client Tries to Claim Dormant Wallets

    Pelle Braendgaard on the Notabene Flow payments platform (EP.674) Oct 08, 2025
    Show notes

    Pelle Braendgaard, the co-founder and CEO of Notabene joins the show. In this episode we discuss:

    • Pelle's background and path to co-founding Notabene.
    • The travel rule and how institutions achieve compliance for blockchain transactions.
    • The launch of Notabene Flow, the first open stablecoin payments platform enabling pull payments for businesses.
    • Views on the evolving market structure for stablecoin payments
    • The state of digital identity.

    To learn more about Notabene visit notabene.id and follow the company on X.


    Mike Cagney (Figure) on Blockchain Capital Markets (EP.673) Oct 07, 2025
    Show notes

    Mike Cagney, the founder of Figure joins the show. In this episode we discuss:

    • The process of taking Figure public in September 2025.
    • The market structure for tokenized securities.
    • Perspectives on the key issues being debated in the context of The Clarity Act.
    • Reg NMS considerations for blockchain assets.
    • The impact of stablecoins on the banking sector.
    • The original thesis of Figure and the attractiveness of the HELOC market.
    • The Provenance Blockchain
    • Competition versus legacy financial services firms.

    To learn more about Figure visit figure.com. Follow Mike on X. Follow Figure on X.


    Weekly Roundup 10/03/25 (Stablecoin Wars, SEC no action letters, Government shutdown) (EP.672) Oct 03, 2025
    Show notes

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

    • AI bailed out the mining companies
    • AI people deal with the same energy use claims
    • We reflect on the life of Jane Goodall
    • DoubleZero gets a no-action letter from the SEC
    • Will Tether and Circle lose market share?
    • Who could challenge the Big Two stablecoins?
    • Do optimists always win?
    • Some DATs are troubled
    • Is Kalshi starting to take over?
    • Stripe announces Open Issuance
    • The US Government is shut down

    Content mentioned:

    • Nic on Substack, The Stablecoin Duopoly is Ending

    Previous 1 5 6 7 8 9 75 Next

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