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On The Brink with Castle Island

On The Brink with Castle Island

Di: 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 Economia Finanza personale
  • Weekly Roundup 10/16/26 (OCC debanking report, Google's quantum advance, Ledger spy chips, Richard Heart apprehended) (EP.745)
    Oct 16 2026

    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 banks

    • Will the banks' fixes satisfy regulators?

    • Google makes another advance in quantum error correction

    • Coinbase lays out its requirements for Bitcoin's post-quantum migration

    • Can Bitcoin's quantum transition accommodate institutional MPC wallets?

    • OpenAI is reportedly in talks to buy Trail of Bits

    • Patrick Witt leaves the White House — where does that leave Clarity?

    • DWF Labs subsidiaries sue BitGo for $141m over allegedly premature token sales

    • Spy chips in reseller-supplied Ledger devices steal recovery phrases

    • Ledger announces an Android device with Solana Mobile

    • Cboe gets approval for binary options on public company metrics

    • The CFTC draws the line between prediction markets and sportsbooks

    • Richard Heart is reportedly detained in Istanbul

    • What's NYC Mayer Zohran Mamdani doing with a quantum computer?

    Content mentioned in this episode:

    • OCC, Guaranteeing Fair Banking for all Americans
    • Nic on Convergence: quantum risk and AI-driven advances in math

    • Google Quantum AI on magic state cultivation

    • Coinbase, Working Together on BTC Post-Quantum Readiness

    • Jeff Yan on Bloomberg's Odd Lots

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    40 min
  • Weekly Roundup 10/09/26 (Going Bunker Mode, classical ECC breaks, AI's math discoveries) (EP.744)
    Oct 9 2026

    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 hiring "quals"
    • Justin Drake scares everyone in crypto
    • Did AI destroy math?
    • Why a classical ECDSA break would be worse than a quantum one
    • Why we lean forward hash-based signatures for post-quantum
    • Why rotating your address doesn't help now
    • Is Bitcoin the "least of our concerns" if ECC breaks?
    • Nic makes a new scientific discovery with Astra
    • The NFL thinks that gambling should be state regulated
    • What's driving interest in Pokemon cards?

    Content mentioned in our episode:

    • Coin Metrics, The Death and Life of the Average Memecoin

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    37 min
  • Esther Wong (Cashi) on Making Stablecoins Spendable (EP.743)
    Oct 5 2026

    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 episode we discuss:

    • Customer personas and use cases for stablecoin payments
    • The future of tokenized equities on chain
    • The landscape of layer one and two blockchains and how these platforms converge with global stablecoin applications
    • Cashi's roadmap and plans for the coming year

    To learn more about Cashi, visit their website and follow Esther Wong on X.

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    29 min
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