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On The Brink with Castle Island

On The Brink with Castle Island

De: Castle Island Ventures
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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 Economía Finanzas Personales
Episodios
  • Weekly Roundup 04/17/26 (BIP361 proposal, SEC's DeFi frontend policy, CSW's Bitcoin movie) (EP.714)
    Apr 17 2026

    Matt and Nic are back for more news and deals:

    • Jameson Lopp's BIP361 gets an official BIP number
    • What about an official salvage process for the quantum-vulnerable Satoshi coins
    • What about recycling Satoshi's bitcoins into long-term tail emissions
    • Why the Satoshi freeze war will be unlike the Blocksize war
    • Kraken confidential files for an IPO
    • The SEC says defi frontends might not be broker dealers even if they list tokenized securities
    • Goldman files for a Bitcoin ETF
    • WLFi is having a feud with Justin Sun
    • Ether Machine, an Ethereum DAT winds down
    • There is a new Satoshi documentary coming out
    • There is an A-list Hollywood movie coming out about Craig Wright
    • Leo Aschenbrenner's secret
    • Tether invests into Drift Protocol post-hack
    • Why is USDC refusing to freeze funds after hacks?
    • Do we need an "on-chain" Chancery Court for blockchains

    Content mentioned on this episode:

    • Nic on X, How to resolve the matter of the Satoshi coins without a freeze

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    35 m
  • Weekly Roundup 04/10/26 (New Satoshi candidates, Mythos' 0-days, CZ's memoir) (EP.713)
    Apr 10 2026

    Matt and Nic are back with another week of news and deals. In this episode:

    • The New York Times thinks Adam Back is Satoshi
    • The problems with the NYT's analysis
    • The case for Len Sassaman
    • The case for Satoshi not being alive
    • Could Satoshi be a group?
    • Why Satoshi might be discovered this year
    • Morgan Stanley launches their Bitcoin ETF
    • Scott Bessent asks for Congress to pass Clarity
    • The White House finds that stablecoin yield would not harm the banking system
    • Kalshi secures a key win in a NJ appeals court
    • Anthropic's Mythos model is exposing vulnerabilities
    • CZ is publishing a memoir
    • Will Hormuz tolls be payable in Bitcoin?

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    36 m
  • Connor Dougherty (Valinor) on the Evolution of Private Credit (EP.712)
    Apr 9 2026

    Connor Dougherty, Co-Founder and CEO of Valinor Digital, joins the show. In this episode:

    • Connor's background working at a large private credit shop
    • Pioneering a new category of Open Credit and how it expands the TAM for private credit
    • Explosion of stablecoin demand enabling new borrowing types
    • Structuring deals to align with traditional private capital and onchain lending
    • Building a modern credit institution by utilizing technology

    See more at valinordigital.com

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    18 m
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