On The Brink with Castle Island

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

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

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

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

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

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

Traditional financial institutions face significant inefficiencies in cross-border payments, often relying on cumbersome nostro/vostro account structures that require holding capital across multiple jurisdictions. Tessar addresses these operational hurdles by providing a unified infrastructure platform that enables ban...

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

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

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

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

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

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

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

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

Bitcoin mining operations are increasingly pivoting toward AI and high-performance computing, transforming previously struggling mining businesses into high-valuation infrastructure providers. Regulatory landscapes are shifting as the SEC issues no-action letters, notably permitting registered investment advisors to ut...

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

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

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

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

Weekly Roundup 09/19/25 (SEC listing standards, BoE stablecoin limits, Tether’s USAT) (EP.667)

Walt Smith (Standard Crypto) on VC Investing in Bitcoin (EP.666)