On The Brink with Castle Island
Hosts Matt Walsh and Nic Carter of Castle Island Ventures explore the political, ethical, and economic significance of Bitcoin and other public blockchains 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
Weekly Roundup 05/26/23 (The real Greenidge story, MEV on Bitcoin, are ordinals changing Bitcoin culture?)
Matt and Nic return for another week of news and deals. In this episode: Validators sign up to stake ETH post merge Will there be MEV on Bitcoin? What's the deal with Worldcoin? Is the wash sale tax loophole stalling the debt ceiling negotiations? Have ordinals changed Bitcoin culture? The Fed releases new data on crypto adoption in the U.S. Paradigm adds AI to their mandate Whip Tom Emmer and Rep Darren Soto introduce the Securities Clarity Act The NYT …
Weekly Roundup 05/19/23 (Texas PoR bill, the Hinman test revisited, what's up with Worldcoin?)
Nic and Matt return for another week of news and deals. In this episode: Nic and Matt reminisce on the Bitcoin Miami conference Ripple wins a key victory over the SEC in the Hinman test Texas passes a proof of reserve bill The SEC alleges that Filecoin is a security What's the deal with Worldcoin? How biometrics and blockchain can help with AI Regulating AI Tether is buying Bitcoin John Ray is trying to claw back more funds Is Michael …
FactSet + CoinMetrics on Institutional Crypto Data
Chris Ellis, Head of Strategic Initiatives at FactSet and Tim Rice, founder of Coin Metrics join the show. In this episode we discuss: The partnership between FactSet and Coin Metrics how the companies are jointly going to market. How FactSet thinks about partnerships and how digital assets has evolved as an area of focus at the company. The features and functionality that FactSet users are asking for as it relates to crypto/digital asset data. The future of asset tokenization and …
Weekly Roundup 05/12/23 (BRC20 mania, are high fees good for Bitcoin, the Wyoming stable token)
Matt and Nic return for another week of news and deals. In this episode: BRC20 PEPE versus ERC20 PEPE Is PEPE an alt right coin? What’s driving up fees on Bitcoin? The relationship between HEX, XEN, and VPMX Bitcoin’s circular firing squad The upside of high fees in Bitcoin Why the White House’s DAME mining tax is counterproductive What is the $18b tax loophole the Biden admin thinks crypto investors are taking advantage of? What’s the deal with blue checks? …
Steven Walbroehl (Halborn) on Blockchain Cybersecurity
Steven Walbroehl, the co-founder and CTO of Halborn joins the show. In this episode we discuss: Steven’s crypto origin story and how he began tinkering with public blockchains. How Halborn’s work differs across traditional financial services customers versus decentralized organization customers. Basic recommendations for companies entering the public blockchain ecosystem. Halborn’s recent discovery of a zero-day exploit impacting 280 public blockchains. Views on market manipulation and game theory exploits. Halborn’s Seraph digital notary product and how it is keeping DeFi …
Weekly Roundup 05/05/23 (Bank apocalypse, Biden’s miner tax, Bhutan’s crypto ambitions)
Matt and Nic are back with another week of news and deals. In this episode: Updates on South Shore Bar Pie The CIV boys consider new sponsors Regional banks keep failing Is the turmoil in the bank sector deflationary or inflationary? How does the Fed end the banking crisis? McHenry’s stablecoin bill Biden proposes a 30% tax on Bitcoin miners Why Biden’s DAME tax is counterproductive RFK Jr’s pro-crypto takes Nic throws his hat in the ring for RFK Jr …
Simon Forster and Duncan Trenholme (TP ICAP) on Crypto Market Structure
Simon Forster and Duncan Trenholme of TP ICAP join the show. In this episode we discuss: - TP ICAP's journey in the crypto / blockchain space. - The market structure for institutional cryptoasset trading. - The future of tokenization and the types of assets that are likely to be represented on chain. - The regulatory landscape and how this will shape the pace of building in the industry. To learn more about TP ICAP and their strategy visit: www.tpicap.com/digitalassets
Weekly Roundup 04/28/23 (First Republic in trouble, Hong Kong embraces crypto, did crypto cause the banking crisis?)
Matt and Nic return for another week of news and deals. In this episode: What’s the deal with south shore bar pie? We review Consensus in Austin Nic’s 2022 Coin Center dinner incident Nic’s gas siphoning incident First Republic appears heading for collapse Why was First Republic given time to save itself but not Signature? Block partners with Yellowcard for cross-border African payments Open Exchange’s purported investors deny investing in the business Coinbase is setting up operations in Bermuda Coinbase …
Weekly Roundup 04/21/23 (Harberger taxes, SEC v Bittrex, stablecoin hearing)
Matt and Nic are back with another week of news and deals. In this episode: We debate some curious new sponsors The Miami gas shortage Nic’s impressions of NFT NYC We review Eric’s Orb When do Harberger taxes work? CIV is hiring The SEC is suing Bittrex and alleges that Algorand and Dash are unregistered securities Gensler is skewered by Republican lawmakers in the House Financial Services hearing Gensler refuses to answer whether Ethereum is a security We review the …
Dan Tapiero on Growth Investing in 2023
Dan Tapiero, the founder of 10T Holdings and 1 Round Table Partners joins the show. In this episode we discuss: The performance of Bitcoin as a macro asset over the past year. The current regulatory environment and how the USA is losing its lead versus other countries in the digital asset ecosystem. The prospect of U.S. companies going public in non-U.S. jurisdictions. How Dan and his team approach growth stage investing. The secondary market and how Dan thinks about building …