On The Brink with Castle Island

Castle Island Ventures
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Apr 12, 2024 • 31min

Weekly Roundup 04/12/24 (SEC sues Uniswap, Core dev funding controversy, CPI print) (EP.518)

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.
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Apr 8, 2024 • 43min

Quinn Thompson (Lekker Capital) on why the Macro matters for Crypto (EP.517)

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.
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Apr 5, 2024 • 38min

Weekly Roundup 04/05/24 (WSJ attacks Tether, Chris Waller on Stables, Nic's fight announced) (EP.516)

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.
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Apr 3, 2024 • 42min

David Hoffman (Bankless) on Eigenlayer (EP.515)

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.
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Apr 2, 2024 • 30min

DeFi Education Fund and Beba sue the SEC (EP.514)

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.
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Mar 29, 2024 • 36min

Weekly Roundup 03/29/24 (SBF sentenced, Blast and Munchables, the MSTR convergence trade) (EP.513)

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
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Mar 22, 2024 • 40min

Weekly Roundup 03/22/24 (SEC v Debtbox, ETH security drama, Blackrock's BUIDL token) (EP.512)

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.
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Mar 18, 2024 • 35min

Jeff Lunglhofer on Cybersecurity at Coinbase (EP.511)

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.
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Mar 15, 2024 • 37min

Weekly Roundup 03/15/24 (CSW is not Satoshi, Nigeria v Binance, Traeger and Bitcoin) (EP.510)

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.
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Mar 8, 2024 • 44min

Weekly Roundup 03/08/24 (New ATH, Katie Porter out, ETH Denver reflections) (EP.509)

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.

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