On The Brink with Castle Island

Weekly Roundup 09/02/22 feat. Kyle Waters (Merge priced in, Roche and Ava Labs, Will Dai float freely?) (EP.345)

Sep 2, 2022

57:51

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Highlights

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Episode notes

Is There a Changing of the Guard With Miners?

02:15

Making Bit Coin Stable With Respect to Dollars

02:24

Is Eth Issuance Going to Drop Precipitously?

05:17

Introduction

3min

Theoriem Classic

2min

Are You Getting Superable Sunday Vibes From the Merge?

2min

Bikuin Engineering, Lek Army, Zero % Chance

2min

Is There a Block Chan?

2min

Cryptocurrency Deals of the Week

2min

Aven Kemrose's Field for Inern Culture

2min

How Many L Ones Do We Really Need?

2min

The Tax Enforcement News From the District of Columbia

3min

10.

I've Met Michael Sailor a Number of Times in Florida, I Read the Lawsuit.

2min

11.

Cryptocurrency Leaks - What's Up With That?

5min

12.

Thernows, a Lawyer, and the Roch Freed Elizabeth Holmes

2min

13.

Do You Need Spot Market Clarity?

2min

14.

Making Bit Coin Stable With Respect to Dollars

2min

15.

Can You Roll Back the US Dollar Denominated Liability?

2min

16.

Stable Coins

2min

17.

Coin Metrics Merge Report

4min

18.

Is There a Changing of the Guard With Miners?

2min

19.

Is Lido the Largest Custodian Exchange?

2min

20.

Is Eth Issuance Going to Drop Precipitously?

5min

21.

Is There a Share of Industrial Stakers?

2min

22.

Etheream Options Market

4min

23.

The Washington Patriots Are No Longer Nameless

2min

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

What happens to the GPUs post merge?
Will the gamers finally get cheap GPUs back?
Is the merge like superbowl sunday or Y2K?
Does the success of the merge undo a long-term Bitcoin talking point?
Are NFTs going to cc0 screwing over their users?
DC sues Michael Saylor and Microstrategy for allegedly skipping taxes in DC
The SEC questions whether the certain assets in Grayscale trusts are securities
What’s going on with the Roche Freedman/ Ava Labs/ Cryptoleaks situation?
Is Roche just David Boies 2.0?
The Biden executive order reports are due next week
Rune of Maker muses about turning Dai into a free floating unit of account
Will Maker be able to survive real world assets as collateral?
Did Moonbirds rugpull their buyers with IP issues?
Kyle Waters from Coin Metrics joins to talk about the Merge
Is the distribution of stakers on Ethereum something to be worried about?
What’s going to happen to ETH issuance post merge?
How to forecast post-merge staking returns
Is the merge priced in?
Did Ethereum install a pro-cyclical monetary policy?

Content mentioned:

Coin Metrics, Mapping out the Merge

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