/On The Brink with Castle Island

On The Brink with Castle Island

Hosts Matt Walsh and Nic Carter of Castle Island Ventures explore news and deals in the public blockchain space and talk to some of the leading experts in the industry. Learn more and stay up to date at CastleIsland.vc and follow on twitter @CastleIslandVC

概要

700

エピソード

English

言語

購読者

再生回数

エピソード25

再生順序を逆にする

Weekly Roundup 12/19/25 (Quantum FUD, CLARITY markup, are forks obsolete?) (EP.692)

Dec 19, 2025·—

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Matt and Nic are back for more deals and news. In this episode: Secret exchange insolvency rumors Caroline Ellison is free David Sacks says CLARITY is getting a markup The Fed rescinds their 2023 Novel Activities...

Corn (Yearn Finance) on the Evolution of DeFi Protocols (EP. 691)

Dec 17, 2025·—

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Henry sits down with Corn, head of business development at Yearn Finance, for a conversation about the evolution and current state of defi. In this episode: The history of defi from 2020 to today, and how the TerraLuna...

Weekly Roundup 12/12/25 (Do Kwon sentenced, DTC no action letter, Circle's private stablecoin) (EP.690)

Dec 12, 2025·—

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Matt and Nic are back with more news and deals. In this episode: CIV grows the team Nic does not regret 8 years in crypto People are getting blackpilled about crypto Does speculation in crypto have positive...

Weekly Roundup 12/05/25 (The trouble with Taproot, a prediction market paradox, HFSC OCP.2 report) (EP.689)

Dec 5, 2025·—

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Matt and Nic are back with another week of news and deals. In this episode: Quantum risk again Are banks filled with spooks? The trouble with Taproot addresses Microstrategy's dollar reserve Kalshi is going on chain...

Stepan Simkin (Squads) on Stablecoin-Powered Financial Services (EP.688)

Dec 1, 2025·—

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Stepan, founder of Squads, sits down with Wyatt on today's episode. In this discussion: Squads' evolution from a DeFi-facing product to servicing a broader range of companies' asset treasury needs. What are the pain...

Weekly Roundup 11/27/25 (Who we are thankful for, S&P downgrades Tether) (EP.687)

Nov 28, 2025·—

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Matt and Nic record a special Thanksgiving episode of OTB. In this episode: What's the deal with deep fried turkeys? Polymarket gets CTFC approval Klarna is launching a stablecoin on Tempo Upbit is hacked Berachain...

Weekly Roundup 11/21/25 (Quantum FUD, DAT hangover, stablecoin duration risk) (EP.686)

Nov 21, 2025·—

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Matt and Nic are back for another week of news and deals. In this episode: Is Quantum FUD causing Bitcoin to sell off? Ray Dalio is worry about Quantum Scott Aaronson is worried about quantum computing Vitalik is...

Weekly Roundup 11/14/25 (Miran speech, Cash App adds Stables, DAT Hangover)(EP.685)

Nov 14, 2025·—

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Matt and Nic are back for another week of news and deals. In this episode: The Senate Ag Cmte publishes a Market Structure draft Paul Atkins' token taxonomy speech Fed Governor Stephen Miran gives a major stablecoin...

Weekly Roundup 11/07/25 (Balancer hack, DATs are suffering, Zcash rally) (EP.684)

Nov 7, 2025·—

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Matt and Nic are back with another week of news and deals. In this episode: Tom Brady's clone dog We reminisce on the Nic Carter v Mike Green debate Is the government shutdown draining market liquidity? The trouble with...

Keone Hon (Monad Foundation) on Blockchains Built to Scale (EP.683)

Nov 5, 2025·—

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Keone Hon, founder of the Monad Foundation joins the show. In this episode: From the point of view of Keone's trading background, what is the promise of blockchains? Reimagining financial systems with blockchains in...

Giovanni Vignone (Octane Security) on Protecting Onchain Assets (EP.682)

Nov 3, 2025·—

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Wyatt sits down with Giovanni Vignone, the founder of Octane Security, a crypto security platform focused on vetting application code pre-deployment. In this episode we discuss: What poses the greatest threat to crypto...

Weekly Roundup 10/31/25 (DATs selling coins, prediction market problems, Bessent's pesos) (EP.681)

Oct 31, 2025·—

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Matt and Nic are back for more news and deals. In this episode: Mastercard buys Zerohash for around $2b Fiserv has a catastrophic day Bitwise launches a Solana staking ETF Is there another regional banking crisis?...

Geetha Panchapakesan (Tesser) on Enabling FIs to Utilize Stablecoins (EP.680)

Oct 29, 2025·—

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Geetha Panchapakesan, the founder and CEO of Tesser, joins the show. In this episode: Geetha's background in payments and how she arrived in stablecoins Major shifts across payments over Geetha's career Building a...

Weekly Roundup 10/24/25 (Quantum, Crypto Pardons, Fed Payment Accounts) (EP.679)

Oct 24, 2025·—

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Matt and Nic are back with another week of news and deals. In this episode: Old fashioned crime is back Quantum risk to Bitcoin More outcry in Washington over the Democratic edits to market structure CZ gets a...

Weekly Roundup 10/17/25 (Flash crash, pig butchering scam busted, Erebor charter granted) (EP.678)

Oct 17, 2025·—

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Matt and Nic are back with another week of news and deals. In this episode: We dissect the market structure behind the flash crash last week What happened with Binance and Ethena? Palmer Luckey's de novo bank Erebor...

Pbj (Perpl) on the Perp DEX Market & Monad's Imminent Launch (EP.677)

Oct 14, 2025·—

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Wyatt sits down with Pbj, the founder of Perpl, a prominent perpetuals exchange on the imminently launching Monad blockchain. In this episode: How large are perp exchanges in the crypto market? Why perps are attractive...

Dave Balter (Flipside) on the convergence of AI and Blockchain Analytics (EP.676)

Oct 13, 2025·—

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Dave Balter, the co-founder and CEO of Flipside Crypto joins the show. In this episode we discuss: How Flipside has shifted its product to fully harness the power of LLMs for analyzing public blockchain networks...

Weekly Roundup 10/10/25 (Luxembourg buys BTC, N. Dakota's stablecoin, Salomon bros dust attack) (EP.675)

Oct 10, 2025·—

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Matt and Nic are back for another week of news and deals. In this episode: Will stablecoins drive deposit flight from the banks? Is FDIC insurance obsolete? Can CBDCs provide real privacy? ICE invests in Polymarket...

Pelle Braendgaard on the Notabene Flow payments platform (EP.674)

Oct 8, 2025·—

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Pelle Braendgaard, the co-founder and CEO of Notabene joins the show. In this episode we discuss: Pelle's background and path to co-founding Notabene. The travel rule and how institutions achieve compliance for...

Mike Cagney (Figure) on Blockchain Capital Markets (EP.673)

Oct 7, 2025·—

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Mike Cagney, the founder of Figure joins the show. In this episode we discuss: The process of taking Figure public in September 2025. The market structure for tokenized securities. Perspectives on the key issues being...

Weekly Roundup 10/03/25 (Stablecoin Wars, SEC no action letters, Government shutdown) (EP.672)

Oct 3, 2025·—

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Matt and Nic are back for another week of news and deals. In this episode: AI bailed out the mining companies AI people deal with the same energy use claims We reflect on the life of Jane Goodall DoubleZero gets a...

Ben Ward & Steven Pack (RockSolid) on DeFi Vaults (EP.671)

Oct 1, 2025·—

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Wyatt sits down with Ben Ward and Steven Pack of RockSolid. In this episode: What are DeFi vaults? What is RockSolid? Lido vs Rocket Pool Creating effective unified efforts in decentralized communities A look at the...

Mark Coe (Intrinsic Edge) on The View From The Public Markets (EP.670)

Sep 29, 2025·—

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Mark Coe, the Founder and CIO of Intrinsic Edge Capital Management joins the show. In this episode we discuss: Mark's background and path that led him to founding Intrinsic Edge Capital Management. The Intrinsic Edge...

Weekly Roundup 09/26/25 (Tether worth $500b?, Cloudflare's stablecoin, DAT insider trading) (EP.669)

Sep 26, 2025·—

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Matt and Nic are back for another week of news and deals. In this episode: We review the Coin Center dinner Tether is going out to raise at $500b Cloudflare wants to launch a stablecoin for agentic payments and launches...

Felipe Montealegre and Noah Goldberg (Theia Capital) on Investing in Internet Capital Markets (EP.668)

Sep 22, 2025·—

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Wyatt sits down with Felipe Montealegre and Noah Goldberg of Theia Capital, a fund investing actively in liquid crypto tokens with strong fundamentals. In this episode: What drives crypto market valuations? Fundamentals...