On The Brink with Castle Island

Weekly Roundup 09/12/25 (Hyperliquid stablecoin, CBOE continuous futures, stablecoin interest) (EP.665)

Austin Federa (DoubleZero) on Building a Better Internet (EP.664)

Weekly Roundup 09/05/25 (Stripe’s Tempo, NASDAQ tightens rules on DATs, WLF vs Sun) (EP.663)

Daniel Lev (Coinflow) on Stablecoin Payments (EP.662)

Traditional payment networks rely on complex, multi-party systems that force merchants to wait several days for funds to settle, creating significant operational friction. Coinflow addresses this by integrating stablecoin infrastructure to facilitate near-instant settlement for businesses, effectively bypassing the del...

Weekly Roundup 08/29/25 (Stablecoins in CDMX, DAT issues, GDP on the blockchain) (EP.671)

Sandy Kaul (Franklin Templeton) on Onchain Asset Management (EP.670)

Weekly Roundup 08/22/25 (SALT Jackson Hole, Wyoming Stable Token, Fed drama) (EP.659)

Cupid & Hercules (Groom Lake) on Preventing and Responding to Cybercrime (EP.658)

Luke Xie (SatLayer) on The Next Generation of Bitcoin Yield (EP.657)

Weekly Roundup 08/15/25 (DAT fine print, stablecoin L1s, banks vs stables) (EP.656)

Digital Asset Treasury (DAT) companies are increasingly operating as closed-end funds with opaque, long-term advisory fee structures that threaten to extract significant value from retail investors. These entities often trade at premiums despite questionable management efforts and potential capital leakage. Meanwhile, ...

Huf Haus (Pear Protocol) on Trading Strategies Across Crypto Cycles (EP.655)

Nathan McCauley on Anchorage Digital Prime and Stablecoin White-Label (EP.654)

The passage of the Genius Act marks a pivotal shift for the cryptocurrency industry, providing a clear regulatory framework that encourages institutional adoption of stablecoins. By mandating OCC oversight for large-scale stablecoins, the legislation transforms previously ambiguous assets into trusted, treasury-backed ...

Weekly Roundup 08/08/25 (Debanking EO, Storm Verdict, RMB stables) (EP.653)

Sid Powell (Maple) on Maple's Comeback & DeFi Credit Markets (EP.652)

Weekly Roundup 08/01/25 (SEC’s Project Crypto, In-kind ETFs, White House report) (EP.651)

Michael Bentley (Euler) on Euler's Comeback (EP.650)

Weekly Roundup 07/25/25 (Tether’s GENIUS options, Defending Free Banks, Saylor’s Stretch) (EP.649)

Cyrus Shirazi (Haven) on Better Bookkeeping for Crypto Startups & Beyond (EP.648)

Weekly Roundup 07/18/25 (GENIUS is Law, Clarity passes, narrow banking and GENIUS) (EP.647)

Nikhil Raghuveera (Predicate) on Policy Engines for Blockchains (EP.646)