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On The Brink with Castle Island

Castle Island Ventures

Hosts Matt Walsh and Nic Carter of Castle Island Ventures explore the political, ethical, and economic significance of Bitcoin and other public blockchains and talk to some of the leading ex...

Episodes

20 of 754 episodes

Weekly Roundup 10/23/26 (Gold alchemy, rogue financial AI agents, GENIUS implements stablecoin yield) (EP.746)

Matt and Nic are back with another week of news. In this episode: Marathon Fusion says it has turned mercury into stable gold What would com...

32:42Oct 23, 2026

Weekly Roundup 10/16/26 (OCC debanking report, Google's quantum advance, Ledger spy chips, Richard Heart apprehended) (EP.745)

Matt and Nic are back with another week of news and deals. In this episode: The OCC publishes its debanking findings on America's largest ba...

39:46Oct 16, 2026

Weekly Roundup 10/09/26 (Going Bunker Mode, classical ECC breaks, AI's math discoveries) (EP.744)

Matt and Nic are back with more deals and news. In this episode: Is it appropriate to have AI manage your fantasy league? Quant firms are hi...

37:04Oct 9, 2026

Esther Wong (Cashi) on Making Stablecoins Spendable (EP.743)

Esther Wong, founder and CEO of Cashi joins the show. Cashi is a stablecoin spending app and cashback card with a global footprint. In this...

29:07Oct 5, 2026

Weekly Roundup 10/02/26 (Fat Model Hypothesis, Agentic bank runs, Hester Peirce retires from the SEC, ETH 2030) (EP.742)

Matt and Nic are back with another week of news and deals. In this episode: Are OpenAI and Anthropic reenacting the Fat Protocol Hypothesis...

33:16Oct 2, 2026

Weekly Roundup 09/25/26 (Post Clarity rulemaking, Sherrod Brown is back, RIP BitMEX, Coldcard white hats, is EA a cult?) (EP.741)

Matt and Nic are back with another week of news and deals. In this episode: How loud are America's largest data centers? What's wrong with X...

33:29Sep 25, 2026

Weekly Roundup 09/18/26 (Clarity fails to advance, Caroline Ellison's new job, AI leaking MNPI, Poland's oil snafu) (EP.740)

Matt and Nic are back for another week of news and deals. In this episode: How is SBF like Dario? The EAs are at it again Do we need new reg...

38:51Sep 18, 2026

Weekly Roundup 09/11/26 (Liquid hack, AI x-risk, Silvergate revisited, can AI leak MNPI?) (EP.739)

Matt and Nic are back for more deals and news. In this episode: We bring back his the theme music Anthropic employees think there's a 10% ch...

47:32Sep 11, 2026

Weekly Roundup 09/04/26 (HuggingFace hack breaks containment, Hyperliquid onshoring, RSA260 factored, is the stablecoin sandwich cheaper?) (EP.738)

Matt and Nic are back for another week of news and deals. In this episode: We determine the winner of the bad boys theme song competition Dw...

33:37Sep 4, 2026

Guy Young (Ethena) on Digital Financial Markets (EP.737)

Wyatt sits down with Guy Young, founder of Ethena, for Guy's third appearance on the pod. In this episode: What has driven Ethena's success...

33:05Sep 2, 2026

Weekly Roundup 08/28/26 (BankChain alliance, Goat grazing hedges, SHRINCS, is maximalism over?) (EP.736)

Matt and Nic return for another week of deals and news. In this episode: Matt and Nic consider candidates for the new bad boys intro music 3...

35:40Aug 28, 2026

Weekly Roundup 08/21/26 (SALT Wyoming, SEC's Reg Crypto, Tether's big 4 audit, Crypto Privateers) (EP.735)

Matt and Nic return for another week of news and deals. In this episode: The boys review SALT Wyoming in Jackson Hole Why did Stripe buy Ope...

33:14Aug 21, 2026

Weekly Roundup 08/14/26 (Anti-Datacenter sentiment, dinosaur fossil investing, SEC is DIYing Clarity) (EP.734)

Matt and Nic are back for another week of news and deals. In this episode: Who is the main character in AI? Why are people so mad about data...

37:49Aug 14, 2026

Weekly Roundup 08/07/26 (Coldcard hack continues, Ethereum mulls an issuance tweak, ai16z winds down, Clarity deadline looms) (EP.733)

Matt and Nic are back with more news and deals. In this episode: Why the Coldcard hack is worse than some major exchange and DeFi hacks What...

38:15Aug 7, 2026

Weekly Roundup 07/31/26 (Situational Awareness collapse, Coldcard exploit, latest on CLARITY, Visions of Bitcoin 8 years on) (EP.732)

Matt and Nic are back for another week of news and deals. In this episode: What the novel Hyperion tells us about AI doom Situational Awaren...

38:26Jul 31, 2026

Weekly Roundup 07/24/26 (BTC Security Consortium, Genesis' Terra trade, DAT departures, Farewell to BitMEX, Network State drama) (EP.731)

Nic and Matt are back for another week of news and deals. In this episode: The Fat Model Thesis Are OAI and Anthropic in real trouble with K...

33:50Jul 24, 2026

Weekly Roundup 07/17/26 (Teleprompter insider trading, the AI DeFi apocalypse fizzles, NY's datacenter ban) (EP.730)

Matt and Nic are back with the deals and news of the week. In this episode: Nic licks his World Cup wounds Do Bitcoin Treasury strategies ma...

39:26Jul 17, 2026

Weekly Roundup 07/09/26 (BonkDAO exploit, Choke Point 2.0 extended to audit firms, Kraken v Mazars) (EP.729)

Matt and Nic are back with another week of news and deals. In this episode: Strategy sells $216m worth of BTC Where does Strategy go from he...

29:24Jul 10, 2026

Weekly Roundup 07/03/26 (OpenUSD announced, Binance leaves the EU, Strategy's new framework) (EP.728)

Matt and Nic are back with another week of news and deals. In this episode: Saylor releases Strategy's "Digital Credit Capital Framework" MS...

30:29Jul 3, 2026

Weekly Roundup 06/26/26 (Quantum EOs, STRC's selloff, more MSTR) (EP.727)

Matt and Nic are back for another week of news and deals. In this episode: Our recording snafu STRC's depeg explained Saylor's path forward...

40:22Jun 26, 2026