On The Brink with Castle Island

Matt and Nic from Castle Island Ventures review the top stories of the week in the cryptoasset industry. This week's topics include: - Hedera Hashgraph Tokeneconomics Proposal - Iota goes down for 15 hours - Nic's Alternative Launch Blog Post - Crypto Banks and more

Dave Balter, co-founder and CEO of Flipside Crypto joins the show. In this episode we discuss: - Dave's entrepreneurial journey to starting Flipside Crypto, his seventh company - His perspective on the public blockchains that are attracting meaningful users - His stance that many of these so-called protocols are actually companies And much more. Learn more about Flipside Crypto at: https://flipsidecrypto.com/

Joe Lallouz, co-founder and CEO of Bison Trails joins the show. In this episode we discuss: - Joe's career trajectory and the path that led him and his co-founder Aaron to launch Bison Trails - Joe and Aaron's initial mining project in the Pacific Northwest - How Joe thinks about the landscape for infrastructure services in the public blockchain industry - The Libra Association (Bison Trails is a founding member) - Raising capital in the blockchain industry in 2019 Learn more about Bison Trails at: https://bisontrails.co/

Matt and Nic from Castle Island Ventures review the top stories of the week in the cryptoasset industry. This week's topics include: - ErisX's futures launch - PlusToken - Efficient Markets at the halvening? - Deals of the week and more

Terrence Dempsey, the Head of Product at Fidelity Digital Assets joins the show. In this episode we discuss: - Terrence's career trajectory, including his role at Second Market prior to Fidelity - Fidelity's product offering and ambitions in the cryptoasset industry - Terrence's views on the current state of play for market infrastructure

Matt and Nic from Castle Island Ventures review the top stories of the week in the cryptoasset industry. This week's topics include: - Deals - ICO Scammers and DOJ arrests - Charles Schwab Study - Jack Dorsey (Square and Twitter) - Poloniex cold wallets

Alex Pack, Co-Founder and General Partner at Dragonfly Capital joins the show. Alex has been investing in the cryptoasset/blockchain space since 2014, and prior to founding Dragonfly, led cryptoasset focused investments for Bain Capital Partners. In this episode we discuss: - The blockchain landscape in China - Dragonfly's investment thesis - Regulatory implications of starting a protocol - Stablecoins - The evolving nature of venture investing

Matt and Nic from Castle Island Ventures review the top stories of the week in the cryptoasset industry. This week's topics include: - Deals - North Korea Case - War Gaming Event at Harvard Kennedy School - Personnel Moves - Huobi PlusToken Dumping

Dan Matuszewski, Principal and Co-Founder of CMS Holdings joins the pod this week to discuss a range of topics. Dan was previously the Head of Circle Trade, one of the largest OTC desks in the cryptoasset industry. In this episode we discuss: - The secretive origins of Circle - Why banking was a big hindrance for early crypto companies - The genesis of Circle Trade and their relationship with Poloniex - Whether there is a market for 'virgin' coins - The nature of Tether and how it is used - The emergence of crypto volatility products

Investor and Entrepreneur John Pfeffer joined the pod this week to discuss his views on a range of topics, including: - Why he doesn't consider crypto to be an asset class - How he thinks about position sizing for Bitcoin - Why he doesn't believe in diversification within crypto - Why he thinks forks might be a virtuous feature of Bitcoin ... and much more. For those of you who have not read it yet, John's "An Institutional Investor's Take on Cryptoassets" is a must read.