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:

Ben Ward & Steven Pack (RockSolid) on DeFi Vaults (EP.671) Oct 01, 2025

Show notes

Wyatt sits down with Ben Ward and Steven Pack of RockSolid. In this episode:

What are DeFi vaults? What is RockSolid?
Lido vs Rocket Pool
Creating effective unified efforts in decentralized communities
A look at the wider landscape of DeFi yield
How do you measure protocol success?
Strengthening the broader Ethereum ecosystem

Mark Coe (Intrinsic Edge) on The View From The Public Markets (EP.670) Sep 29, 2025

Show notes

Mark Coe, the Founder and CIO of Intrinsic Edge Capital Management joins the show. In this episode we discuss:

Mark's background and path that led him to founding Intrinsic Edge Capital Management.
The Intrinsic Edge Digital Infrastructure Fund, a fund that was launched four years ago to focus on companies in the digital asset ecosystem.
Perspectives on the mining industry and the impact of AI/LLMs on this sector of the industry.
Views on the types of businesses that will enter the public markets in the coming years.
The future of prime brokerage and how service providers will evolve.

To learn more about Intrinsic Edge visit intrinsicedge.com or email them at info@intrinsicedge.com

Weekly Roundup 09/26/25 (Tether worth $500b?, Cloudflare's stablecoin, DAT insider trading) (EP.669) Sep 26, 2025

Show notes

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

We review the Coin Center dinner
Tether is going out to raise at $500b
Cloudflare wants to launch a stablecoin for agentic payments and launches the 402 protocol
Circle is thinking about reversible transactions
BitGo files for an S1
Strive acquires Semler Scientific
The SEC is looking into 200 DATs for insider trading
9 major European banks are looking to launch a MiCA stablecoin
The Bank Policy Institute thinks stablecoins threaten banks
Senate Finance Cmte is looking at crypto taxes
Naver is looking to acquire Upbit

Felipe Montealegre and Noah Goldberg (Theia Capital) on Investing in Internet Capital Markets (EP.668) Sep 22, 2025

Show notes

Wyatt sits down with Felipe Montealegre and Noah Goldberg of Theia Capital, a fund investing actively in liquid crypto tokens with strong fundamentals. In this episode:

What drives crypto market valuations? Fundamentals or supply of capital?
The imbalance between venture vs hedge fund activity in crypto markets
Navigating a market where assets become liquid early in their lifecycle
Talent in the crypto industry
What makes exceptional founders and team members?
Using LLMs in investing and general workflow
Future themes Theia is excited about

Weekly Roundup 09/19/25 (SEC listing standards, BoE stablecoin limits, Tether's USAT) (EP.667) Sep 19, 2025

Show notes

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

The SEC approves generic listing standards for cryptoassets
Gensler loses a year's worth of text messages
BoE wants to limit stablecoin exposure to £20k
Tether launches USAT
Coinbase is exploring a Base token
Binance nears the end of DoJ compliance monitoring
Galaxy is launching a tokenized money market fund
PayPal launches PayPal links

Walt Smith (Standard Crypto) on VC Investing in Bitcoin (EP.666) Sep 16, 2025

Show notes

Walt joins the podcast to discuss the current state of Bitcoin and what is investable in and around the Bitcoin ecosystem. In this episode:

Austrian economics and Bitcoin
Bitcoin's strengths and limitations when it comes to innovation and durability
The modern role of decentralization and trust
Whether nation-states will fully adopt BTC
The role of Bitcoin in network states
Owning BTC and other cryptoassets directly vs in equity wrappers
Assessing the monetary value of cryptoassets
BTC for payments?

Weekly Roundup 09/12/25 (Hyperliquid stablecoin, CBOE continuous futures, stablecoin interest) (EP.665) Sep 12, 2025

Show notes

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

We reminisce about the fork wars
Figure goes public
Gemini is slated to list
The Winklevoss Quintenz drama rumbles on
DAT updates
CLARITY updates
The fight over stablecoins paying interest continues
Prediction markets and sports betting
SwissBorg is hacked
The CBOE is launching BTC and ETH "continuous futures"
Harberger taxes

Austin Federa (DoubleZero) on Building a Better Internet (EP.664) Sep 08, 2025

Show notes

Wyatt sits down with Austin Federa, the founder of DoubleZero to discuss the hardware systems that underlie blockchains and the internet. In this episode:

Building a newer, better fiber network
How and why much of internet hardware infrastructure is antiquated
Why software innovation has taken precedent over hardware innovation
Vertical integration and who has access to the best hardware systems
Why hardware innovation requires startups and new entrants
Why blockchains demand faster, reliable bandwidth
Why a token framework offers a better incentive mechanism

Weekly Roundup 09/05/25 (Stripe's Tempo, NASDAQ tightens rules on DATs, WLF vs Sun) (EP.663) Sep 05, 2025

Show notes

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

We review the US Open
The Clippers scandal
Fantasy football and the efficient market hypothesis
Tax treatment of sports betting on Poly versus sports betting apps
Are prediction markets more efficient than bookies?
Galaxy launches a tokenized version of their stock
NASDAQ is adding supervision rules for DATs
Is it over for the DATs?
World Liberty Fi launches and gets into a fight with Justin Sun
Gemini files to go public
Stripe releases details around their Tempo L1
Some academics have an explanation for why MSTR might trade at a persistent premium

Content mentioned in this episode:

Nic on Substack, Situating Stablecoins in the Payments Landscape
Valuing Microstrategy

Daniel Lev (Coinflow) on Stablecoin Payments (EP.662) Sep 02, 2025

Show notes

Wyatt sits down with Daniel Lev, the founder of Coinflow, to discuss the evolution of payments amidst a wave of stablecoin-enabled innovation. In this episode:

Lurking legacy issues of payment networks
How our current payment networks benefit end users but not merchants
Types of merchant profiles and who stands to benefit
Creating faster settlement
Marketplace models and better rails
How blockchain can reduce fraud and help businesses know their customers

Our TOPPODCAST Picks

Follow Us

Stay Connected

On The Brink with Castle Island

Related Podcasts

Links

Stay Connected