On The Brink with Castle Island

Quinn Thompson, Founder and CIO of Lekker Capital, discusses using crypto instruments to analyze macro trends, inflation's impact on rates, Bitcoin's role compared to gold or NASDAQ, meme coin signals in the crypto cycle, and institutional involvement in Bitcoin. Insights on the halving, Microstrategy's value, and the mechanics of meme stock corrections are shared. Examination of GBTC selling and US govt's seized Silk Road coins offer additional depth.

Fed Governor Chris Waller discusses the positive impact of crypto on the dollar. Topics include the SEC commenting on ETH ETFs, US gov liquidating Silk Road Bitcoin, Goldman CIO's Bitcoin stance, and WSJ's Tether hitpiece. Nic and David Hoffman's upcoming Karate Combat fight at Consensus is announced.

David Hoffman of Bankless Ventures discusses Eigenlayer, Bitcoin Layer Twos, and risk management. They explore the Eigenlayer value chain, Liquid Restaking Tokens, and Actively Validated Services. The conversation delves into the competitive landscape of Layer Representable Tokens and off-chain risks in the crypto space.

Miller Whitehouse-Levine and Amanda Tuminelli from the DeFi Education Fund discuss Beba's complaint against the SEC, the Debt Box case, and Congressional actions on market structure. They emphasize ongoing initiatives, ways to support their mission, and the importance of regulatory clarity in the crypto industry.

Topics include SBF's sentencing, Coinbase victory over SEC, MSTR's Bitcoin value convergence, North Korea's alleged hack on Blast, Blast's successful persuasion of hackers, ETH blobspace, Bitwise's ETH/futs correlation analysis

Topics include SEC vs Debtbox scandal, ETH security drama, Blackrock's BUIDL token, stablecoin growth, private blockchains relevance, Fidelity's ETH ETF with staking, Japan's pension fund interest in Bitcoin, GBTC outflows, and debates in the crypto industry.

Join the discussion with Coinbase's Chief Information Security Officer, Jeff Lunglhofer, on cybersecurity risk, Bitcoin ETF impact, multi-factor authentication, phishing protection, passkeys improving log-in flow, and bug bounty programs at Coinbase. Explore the balance between innovation and security, vulnerabilities of SMS authentication, advantages of UBICI and Google Authenticator, and enhanced security measures at Coinbase.

In this podcast, they discuss Nigeria holding Binance executives ransom, the UK judge's ruling that Craig Wright is not Satoshi, Blackrock's interest in Bitcoin ETFs, and the new allegations linking crypto to slavery. They also touch on Traeger possibly accepting Bitcoin, Grayscale's low-fee spinoff, and the ongoing legal battle between Wright and Bitcoin core developers.

Topics include new ATHs, Katie Porter's defeat, crypto PACs, Ohio senate race impact, Kraken v SEC, WSJ defamation accusations, Arizona Senate considering Bitcoin reserves, Saylor's Bitcoin purchase, SEC dissent in Shapeshift case, ETH Denver reflections, and Bitcoin halving impact.

Crypto news and deals discussed, including funding rates, ETF flows, Bitcoin Renaissance, SBF's autism plea, fake fundraise announcement. DOE order stayed for now. Bahamas statehood debated. Marathon launching own L2 solution. Legal challenges in crypto space, industry insights shared. Bitcoin market dynamics examined, nation stacking Bitcoin. Productivity, national debt, economic strategies explored. Personal usage of on-chain projects discussed. Blockchain games evolution, Bitcoin renaissance events highlighted.