On The Brink with Castle Island

Chris Harmse, Co-founder and VP of Revenue at BVNK, discusses the evolution of stablecoins and their impact on global markets. Topics include interest-bearing stablecoins, tokenized money funds, regulatory landscapes, and the future of securities settlement. The podcast explores the growth of stablecoin adoption in various regions and how they will reshape the FX market.

Alexei Zamyatin, founder of Build On Bitcoin, discusses the importance of EVM-compatibility for Bitcoin L2s, merge mining, Bitcoin Renaissance, BitVM use cases, and unlocking potential for Bitcoin in a fascinating exploration of the evolving Bitcoin ecosystem.

Dubai floods, stablecoin bill impact, Mango markets hack verdict, stablecoins as proto CBDCs, ETF flow insights, Bitcoin halving significance, China's debt restrictions, evolving banking trends, comical mishaps

Cynthia Lo Bessette and Matt Horne from Fidelity Digital Asset Management discuss the history of digital asset innovation, launching the Fidelity Bitcoin ETF, tokenization of real-world assets, and the future of public blockchain assets. They delve into challenges in gaining approval for Bitcoin ETFs, adoption dynamics of new investment products, and regulatory hurdles in asset trading. The conversation also covers multi-party custody solutions and the evolving role of custody in digital asset management.

On this podcast, Matt and Nic discuss the SEC suing Uniswap, Sen Warren's stance on stablecoin bill, Howard Lutnick's opinions, Saylor's core dev funding controversy, and an overview of the Solana blockchain.

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