On The Brink with Castle Island

Christian Dittmeier, cofounder and CEO of Evaluate Market joins the show. In this episode we discuss: How Christian and his cofounders Alex and Cody came to find themselves spending their free time analyzing NFTs The insight that led them to start Evaluate Market, a platform for discovering, search for, and evaluating NFTs Christian’s perspective on the emerging taxonomy of NFTs and how Evaluate prioritizes the assets that it lists The projects and categories of NFTs that Christian is most excited about To learn more about Evaluate visit evaluate.market  

Nic and Matt return for another week of news and deals. In this episode:  Latest on the infrastructure bill The latest on the platinum coin Zany things that financial regulators said this week Gensler continues to misrepresent the free banking era How bad was the wildcat banking era really? Why are financial regulators so interested in free banking? The SEC and CFTC are nearing the end of their fiscal year The prospects for 'pipe to crypto' Why miners are participating in 'demand response' programs Matt's 20-year-old cereal Twitter adds lightning tips and NFT authentication Binance is under CFTC investigation Biden's new OCC nominee is anti-bank, anti-crypto FASB takes comment on GAAP treatment of digital assets Content mentioned:  George Selgin on antebellum Free Banking Sponsor notes:  This show supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions. For more information see coinbase.com/prime This episode is brought to you by Withum, a top 25 accounting firm with a cutting-edge Digital Currency and Blockchain Technology practice. To learn more, visit  withum.com/crypto.

Matt and Nic return to recap a tumultuous week. In this episode:  Matt's ongoing war against the turkeys Fidelity thinks the SEC should approve a spot ETF The Futures based Bitcoin ETFs are nearing approval The SEC stonewalling an ETF is a political choice The OpenSea insider scandal Elizabeth Warren's critiques of the industry get more and more specific and niche Do we event want to know which tokens are securities according to the SEC? Ripple is asking the SEC to compare them to Ethereum Solana goes down for 17h Our interaction with a blockchain fraudster The NYT doesn't understand cryptography Are Bitcoiners cosplayers? The Epic games v Apple case has implications for the crypto industry Content mentioned:  Fidelity's Wise Origin Bitcoin ETF presentation to the SEC on Sep. 8 Sponsor notes This show supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions. For more information see coinbase.com/prime

Matt and Nic are back for another week. In this episode:  El Salvador's bitcoin launch Was the Chivo rollout really that bad? Bukele buys the dip Did El Salvador's bitcoin day cause a 20% selloff? McDonalds supports lightning in El Salvador SEC v Coinbase Introducing the Reves test Takeaways from the Miami Bitmain conference What is the NFL planning with NFTs? Oil majors are getting into bitcoin mining Is flare gas the future? Sponsor notes This episode is brought to you by Withum, a top 25 accounting firm with a cutting-edge Digital Currency and Blockchain Technology practice. To learn more, visit  withum.com/crypto. This show supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions. For more information see coinbase.com/prime

We welcome Alex Svanevik, CEO of Nansen.ai to On the Brink to provide color on Nansen's unique approach to on-chain data and analysis. We discuss: The evolution of Nansen from a wallet labelling tool to an end-to-end analytics platform How Nansen provides actionable insights from its analysis of individual addresses, transactions, and contracts Nansen's process to scale the collection of individual wallet level data over time Specific ways end-users are leveraging Nansen to make data-driven NFT investments And more broadly, the application of AI to the analysis of blockchain data You can learn more about the company and its offerings at Nansen.ai and the company's YouTube channel.

Nic and Matt are back for another week.  Patriots choose Mac Jones Kanye releases Donda Two year anniversary of OTB The fate of the OTB lost episode Matt's peculiar NFT acquisition strategy What the hell is Loot Punks weren't the first NFTs Square is making a Bitcoin DEX The SEC sues Bitconnect Sponsor notes  This episode is brought to you by Withum, a top 25 accounting firm with a cutting-edge Digital Currency and Blockchain Technology practice. To learn more, visit  withum.com/crypto.

Matt and Nic return for another week. In this episode:  Nic sells an NFT to Von Miller  OnlyFans and financial inclusion Visa buys a cryptopunk Do stablecoins have a future outside of the banking sector?  The history of Choke Point and what it means today Our merch supply chain issues  Tungsten talk Content mentioned  Iain Murray's OTB appearance on Choke Point Nic in Coindesk, OnlyFans Shows How the Banking System Is Politicized Sponsor notes  This episode is brought to you by Withum, a top 25 accounting firm with a cutting-edge Digital Currency and Blockchain Technology practice. To learn more, visit  withum.com/crypto.

Nic and Matt are back for news and deals. In this episode:  Our current sentiment on the Senate infrastructure bill The controversial Flipside/Uniswap portfolio MIT's 2014 Bitcoin airdrop Chainalysis' new data on Bitcoin adoption shows that it's a developing markets phenomenon Is there a conflict between good stablecoins and a competitive market for stablecoins? Are lossmaking stablecoins anti-competitive? Gensler makes more noise about DeFi The problem with futures-based ETFs Content mentioned in this episode:  Bitmex's new Proof of Reserve/Liability Nic in Bitcoin Magazine, The Bitcoin Energy Debate is a Modern Reprise of the Gold Resource Cost Debate Chainalysis, The 2021 Global Crypto Adoption Index David Marcus on Medium, Good Stablecoins Sponsor notes  This episode is brought to you by Withum, a top 25 accounting firm with a cutting-edge Digital Currency and Blockchain Technology practice. To learn more, visit  withum.com/crypto.  

Nic and Matt return for more deals and news of the week. In this episode:  Where we stand on the Senate infrastructure bill Is Bitcoin a bipartisan issue? What the prospects for the House to change the language in the infrastructure bill? The crypto lobby shows its teeth Why is Bitcoin rallying in the presence of this bill? What is Gensler cooking up for the crypto industry? The Economist publishes a pair of critical articles on Bitcoin Should stablecoins be regulated like banks What's Tether's leverage ratio? Is there a political Bitcoin bloc being formed? Sponsor notes: This episode is brought to you by Withum, a top 25 accounting firm with a cutting-edge Digital Currency and Blockchain Technology practice. To learn more, visit  withum.com/crypto. Eventus, the leading global provider of multi-asset class trade surveillance, transaction monitoring and market risk solutions. Its award-winning trade surveillance platform is easy to deploy, customize and operate. Eventus is proven in the most complex, high-volume and real-time environments and supports many of the industry’s leading crypto exchanges including Coinbase, Gemini, ErisX and OSL. Find them at onthebrink.link/eventus

Nic and Matt return for another week. In this episode: Gensler makes a landmark speech Gensler asks for a futures-based ETF Will the crypto taxation in the infrastructure bill be sufficient to pay for the new spending? What explains the 11th hour language in the infra bill? When does the Bitcoin lobby become a meaningful voter bloc? BSV gets 51% attacked Sponsor notes: This episode is brought to you by Withum, a top 25 accounting firm with a cutting-edge Digital Currency and Blockchain Technology practice. To learn more, visit  withum.com/crypto. Eventus, the leading global provider of multi-asset class trade surveillance, transaction monitoring and market risk solutions. Its award-winning trade surveillance platform is easy to deploy, customize and operate. Eventus is proven in the most complex, high-volume and real-time environments and supports many of the industry’s leading crypto exchanges including Coinbase, Gemini, ErisX and OSL. Find them at onthebrink.link/eventus