On The Brink with Castle Island

Janusz and Red from Bitcoin Layers join the show. In this episode: Innovation on Bitcoin, previously and now Technology vs consumer adoption The future of BTC use cases More about Bitcoin Layers

Matt and Nic are back with another week of news and deals. In this episode: Nic comes out against the SBR on Bloomberg More Prometheum nonsense MicroStrategy acquired an additional 15,350 BTC for roughly $1.5 billion, bringing the company's total holdings to 439,000 BTC. Microstrategy was also added to the Nasdaq 100 this week, which will lead to the stock's inclusion in several large ETFs including Invesco's QQQ. Anchorage Digital has received New York BitLicense approval, enabling them to offer digital asset custody and trading services to more customers in the state such as RIAs and other institutional asset managers. The US Senate scrapped a vote to renominate SEC Commissioner Caroline Crenshaw in response to immense backlash from the crypto community, led by Coinbase-backed non-profit Stand With Crypto, for Commissioner Crenshaw's treatment of the digital asset industry. A Texas state representative, Giovanni Capriglione, introduced a bill for the state to create a strategic Bitcoin reserve. Riot Platforms, the publicly traded Bitcoin miner, acquired 667 BTC this week for $67.4 million to add to their balance sheet, bringing their total holdings to 17,429 BTC. The NFT collection CyberKongz announced they had received a Wells Notice from the SEC. A California judge sided with Coinbase in a suit brought by BiT Global over the exchange's delisting of wBTC. Coinbase had recently moved to remove the asset, a tokenized version of BTC tradeable on Ethereum-based networks, following BiT Global, a custodian closely affiliated with Tron founder Justin Sun, assuming custody services for wBTC. Sponsor notes: Coin Metrics, State of the Network's Q4 2024 Mining Data Special A quarterly update on Bitcoin mining in Q4 2024

Wyatt sits down with Reforge VC's Alex Lin. In this episode: Alex's interdisciplinary road into crypto Innovation in blockchain infrastructure Crypto-powered consumer applications Learn more about Reforge, a blockchain and frontier tech investment firm.

Rodrigo Seira, Special Counsel at Cooley and Ron Hammond, Director of Government Relations at The Blockchain Association join the show. In this episode we discuss: The 2024 election and the impact of the crypto vote. Executive branch actions to keep an eye on in 2025. Potential SEC related actions that would impact the digital asset market. The future of Staff Accounting Bulletin 121. Where digital asset legislation fits into the 2025 legislative priorities. Stablecoin legislation. Market structure legislation. To learn more about Cooley visit: www.cooley.com To learn more about The Blockchain Association visit: www.theblockchainassociation.org

Matt and Nic are back with another week of news and deals. In this episode: French Hill wins the nomination to chair the House Financial Services Committee Riot Platforms, a bitcoin mining company, announced the intention to raise $500 million via a convertible note offering. The proceeds will be used to acquire additional bitcoins, and for general corporate purposes. MicroStrategy acquired another 21,550 bitcoin for roughly $2.1 billion. Circle and Binance announced a partnership with the goal of expanding the reach of Circle's USDC stablecoin across Binance's trading, saving, and payments platforms. Additionally, Binance plans to adopt USDC as part of the company's corporate treasury. Coincheck, the second largest crypto exchange in Japan, went public via SPAC, joining Coinbase as the only other crypto exchange listed on Nasdaq. The total stablecoin market cap eclipsed $200 billion this week, a record high following a 13% increase in supply in the past month. Ripple's RLUSD stablecoin gained approval from New York's Department of Financial Services, a key step in the company's plan to launch the tokenized dollar by year-end. Google announced a new quantum computing chip, though the specs are still many orders of magnitude away from threatening the encryption levels of Bitcoin and other crypto protocols. Sponsor notes: Coin Metrics State of the Network: Where in the World is Crypto Trading? Exploring the Kimchi premium, regional exchange activity, and crypto seasonality

Matthew Le Merle and Mitch Mechigian of Blockchain Coinvestors return to the show. In this episode we run through the Blockchain Coinvestors 2025 Predictions for the digital asset industry. To learn more about Blockchain Coinvestors visit their website. To view the full Blockchain Coinvestors 2025 Predictions webinar visit this link.

Matt and Nic are back for another week of news and deals. In this episode: Bitcoin finally hits $100k Our reflections on 100k BTC Declaring victory Machinsky pleads guilty Rep French Hill pledges to investigate Operation Choke Point Trump nominates Paul Atkins for SEC Chair Hawk Tuah memecoin fiasco Sponsor notes: Coin Metrics State of the Network: Understanding Staking Yields and Economics on Ethereum & Solana Contextualizing staking yields, inflation, and network economics on Ethereum & Solana

Lorien Gabel, the founder and CEO of Figment joins the show. In this episode we discuss: The latest developments at Figment. Post-election impact on the general crypto markets and the staking category. How Figment is approaching the institutional staking market opportunity. Staking in the context of investment products. Evolving ecosystems like Eigen Layer, Babylon and Bitcoin Layers 2s. The stablecoin market. To learn more about Figment visit www.figment.io

Matt and Nic are back for another Thanksgiving episode of OTB. In this episode: Fire departments love thanksgiving Who we're thankful for Eggnog is underrated Justin Sun puts $30m into World Liberty Financial Marc Andreessen appears on Joe Rogan and covers OCP 2.0 Why were non crypto tech peopled shocked by Choke Point revelations? Trump is looking to shift power from the SEC to the CFTC An appeals court rules that OFAC exceeded its authority by sanctioning Tornado Cash Cantor owns a 5% ownership stake in Tether that they acquired at a $12b valuation How prudent is the establishment of a Strategic Bitcoin Reserve Can the government pay down its debt with Bitcoin? Careful what you wish for on the strategic reserve Sponsor notes: Coin Metrics: MicroStrategy's Bitcoin Mega Strategy: Analyzing MicroStrategy's bitcoin holdings, acquisition strategy, and its role as a Bitcoin treasury company

Matt and Nic return for another week in the markets. In this episode: How is the DOGE going to work? Bitcoin is heading to 100k Gary Gensler announces his resignation as SEC chair We look back at Gensler's awful term 18 state AGs file a lawsuit against the SEC The SEC's dealer rule is tossed by a judge Trump is mulling the creation of a crypto czar Microstrategy is trading at a massive premium The latest on OCP 2.0 FDIC Gruenberg chair testifies in the House and potentially perjures himself FTX cofounder Gary Wang given no time in prison Coinbase is delisting wBTC Trump nominates Lutnick for Commerce Secretary Bitcoin Options launch on IBIT Shaq settles a lawsuit for his NFT touting Solana ETFs are filed Goldman is spinning out their digital assets platform We unveil our first nocoiner draft picks We reflect on Bitcoin's progress after 10 years in the industry Sponsor notes: Coin Metrics, A Data-Driven Update on Stablecoins: Analyzing growth in stablecoin supply, trading volumes, on-chain usage, and yield generation.

Aaron McDonald, the founder of Futureverse joins the show. In this episode we discuss: Aaron's professional career and the path that led him to founding Futureverse. How he has built the company through a mix of organic growth and acquisitions. How blockchains and digital currency interact with Metaverse technologies. The future of virtual worlds and gaming technologies. The L1 and L2 blockchain ecosystem and how Futureverse has built their platform. To learn more about Futureverse visit their website.

Matt and Nic return for news and deals. In this episode: Nic recaps his trip to Congress Vibes in Congress post election The likelihood for stablecoin and market structure bills What are the prospects for the Strategic Bitcoin Reserve What's happening in Devcon? 18 state AGs are suing Gensler and the SEC Gensler is hinting at retirement FTX sues Binance and CZ Sam Trabucco forfeits $70m in assets to the FTX estate Polymarket's Shayne Coplan raided by the FBI Doodles partnership with McDonalds The verdict on Fairshake's efforts in the election OCP developments and how Congress will tackle it We review Trump's cabinet appointments so far Sponsor notes: Coin Metrics, The Election Bull Run From the Perspective of Options Markets: Analyzing options markets to contextualize the election bull-run that brought BTC prices to $85,000.

David Low, CEO and cofounder of Hata joins the show. In this episode, In this episode, Wyatt and David discuss: Crypto adoption in Southeast Asia Regulatory attitudes Operating a centralized exchange Bitcoin interest vs other cryptoassets in the region

Nic and Matt are back with more news and deals. In this episode: Trump resoundingly wins the election A demographic realignment Polymarket versus the polls Podcasts and twitter versus the legacy media How did the pro-crypto candidates do? Trump promises to fire Gensler on day 1 How did the Fairshake PAC do? Review of key Senate races Will Trump execute on his crypto promises? Moreno defeats Brown in Ohio Will OCP2.0 finally end? What's the deal with Trump's Bitcoin reserve? How would the SEC change token issuance rules? How will Trump's election affect DeFi and cashflowing tokens? Why Tether is a big winner from the election Sponsor notes: Coin Metrics, Crypto Market & Polymarket Dynamics Heading Into Elections: In Coin Metrics' State of the Network issue 284, we analyze Bitcoin's (BTC) historical performance around prior elections and examine Polymarket data driven by 2024 elections.

Hadley Stern, the Chief Commercial Officer of Marinade joins the show. In this episode we discuss: Hadley's career in the blockchain industry. The early days of researching and building blockchain products at Fidelity. The landscape for banks in the United States as it relates to digital asset product development. The evolving regulatory landscape and the prospects of pro-innovation legislation. The staking landscape and how Marinade is going to market with its products and services. To learn more about Marinade visit www.marinade.finance

Matt and Nic return for another week of news and deals. In this episode: We check in on the presidential odds State races to watch As part of their quarterly earnings release, Microstrategy announced a plan to raise $42 billion in the next 3 years in order to buy more Bitcoin. The raise will be evenly split between equity offerings and sales of fixed-income securities. Coinbase pledged a future donation of $25 million to Fairshake to be used for the 2026 midterm elections. Nishad Singh, the former director of engineering for FTX, avoided prison time following his guilty plea and cooperation in the investigation into the exchange's collapse. Blackrock's IBIT Bitcoin ETF saw $872 million of net inflows on Wednesday, which marked a new record for the fund since the launch in January. The US Treasury released a quarterly fiscal report this week that had a section dedicated to digital assets, noting stablecoins growth has caused "a modest increase in demand for short-dated treasuries." The Bank for International Settlements announced they are no longer working on Project mBridge, a cross-border payment network for CBDCs backed by China, Hong Kong, UAE, Saudia Arabia, among others. Content mentioned: Treasury Presentation to TBAC Fortune, Wash Trading on Polymarket Blockchain Association, Regulation by Enforcement Sponsor notes: Polymarket and the Power of Collective Intelligence: In Coin Metrics' State of the Network issue 283, we dive into how Polymarket's prediction markets operate on Polygon and analyze data behind the 2024 U.S. Presidential Election Withum's Digital Currency and Blockchain Technology Team specializes in crypto-assets, offering accounting, tax and advisory solutions to fortify trust in a dynamic industry. Contact them today to get started. - withum.com/crypto

Pat Larsen, the founder and CEO of Zenledger joins the show. In this episode we discuss: The latest developments in the tax and compliance categories within digital assets. How asset managers and large financial institutions are increasingly adopting digital assets. The compliance obligations of financial services firms as it relates to digital asset trading. The venture capital landscape for digital asset startups. The use cases that are currently driving adoption in the blockchain industry. To learn more about Zenledger, visit www.zenledger.io

Matt and Nic are back for more news and deals. In this episode: The Polymarket whale is identified BTCUSD predictions for the election Election models versus prediction markets Stripe acquires Bridge for $1.1b Did the Bridge deal make sense for Stripe? Stablecoins as Fintech 3.0 Nigeria frees Tigran Gambaryan Kraken is launching the Ink blockchain Buenos Aires is launching a blockchain-based identity solution Opera launches the minipay wallet A new paper from the Fed gives us new insight into the 2023 bank run Coinbase FOIAs the regulators behind OCP 2.0 Content mentioned in this episode: NY Fed, Tracing Bank Runs in Real Time Sponsor notes: Introducing Exchange Flow Metrics: In Coin Metrics' State of the Network issue 282, we introduce Coin Metrics' new exchange flow metrics for BTC & ETH Withum's Digital Currency and Blockchain Technology Team specializes in crypto-assets, offering accounting, tax and advisory solutions to fortify trust in a dynamic industry. Contact them today to get started. - withum.com/crypto

Matt and Nic are back for another week of news and deals. In this episode: Nic's Dutch misadventures Federal versus State regulation of Stablecoins TD Bank filed $3b for money laundering Are stake rewards property or income? Italy hikes capital gains taxes on Bitcoin Is Polymarket manipulated? Has the first AI bot millionaire been minted? The World Liberty Financial tokensale flopped Sponsor notes: Withum's Digital Currency and Blockchain Technology Team specializes in crypto-assets, offering accounting, tax and advisory solutions to fortify trust in a dynamic industry. Contact them today to get started. - withum.com/crypto An Overview of the Flow Blockchain: In Coin Metrics' State of the Network issue 281, we provide an overview of the Flow Blockchain

Matt and Nic are back for another week of news and deals. In this episode: Are shipping regulations making the oceans hotter? Is Satoshi Peter Todd? Is the identity of Satoshi the best mystery of all time? The SEC comes after Cumberland Crypto.com sues the SEC World Liberty Financial is doing a tokensale Uniswap announces Unichain Is Polymarket manipulated? Ryan Salame appears on Tucker Sponsor notes: Coin Metrics, State of the Network's Q3 2024 Mining Data Special: In Coin Metrics' State of the Network issue 280, we provide our quarterly update on Bitcoin mining. Withum's Digital Currency and Blockchain Technology Team specializes in crypto-assets, offering accounting, tax and advisory solutions to fortify trust in a dynamic industry. Contact them today to get started. - withum.com/crypto

Matt and Nic return for another week of news and deals. In this episode: Monad Madness CZ is released from jail Roman Storm's motion to dismiss is denied Mango settles with the SEC Swift is piloting digital asset transactions Bitwise submits and S-1 for a Ripple ETF Visa announces their Tokenized Assets Platform Franklin moves to Aptos The SEC's Gurbir Grewal steps down Sponsor notes Coin Metrics, State of the Network's Q3 2024 Wrap-Up: A data-driven overview of events shaping crypto markets in Q3–2024 Withum's Digital Currency and Blockchain Technology Team specializes in crypto-assets, offering accounting, tax and advisory solutions to fortify trust in a dynamic industry. Contact them today to get started. - withum.com/crypto

Stephen Novenstern, the founder of Kintsu joins the show. In this episode we discuss: Stephen's path to the cryptocurrency industry and the vision for Kintsu, a liquid staking project in the Monad ecosystem. The history of DeFi and the LST category. Why Monad and views on the net new primitives that are enabled by this new layer one blockchain. The future of layer one blockchains. Central limit orderbooks in decentralized finance. To learn more about Kintsu visit their website and follow the project on X.

Matt and Nic are back with another week of news and deals. In this episode: Gensler denies knowledge of Operation Choke Point 2.0 We recap the Silvergate collapse Why did the MSM ignore the new Silvergate revelations? Trump's fair banking access rule Looking back at the Signature closure Gensler appears in front of the House Caroline Ellison sentenced to 2 years in prison Options approved for Bitcoin ETFs SEC versus TUSD What's going on with the port strike? Nic's panda moon moon situation Sponsor notes: Coin Metrics, Real World Assets (RWAs) & Tokenization Report. Exploring the RWA landscape, sectors and networks gaining adoption, regulatory implications and market opportunities. Withum's Digital Currency and Blockchain Technology Team specializes in crypto-assets, offering accounting, tax and advisory solutions to fortify trust in a dynamic industry. Contact them today to get started. - withum.com/crypto Content mentioned: Ross Stevens, Bitcoin's Protection under the First Amendment

Matt and Nic are back for another week of news and deals. In this episode: Nic's Singapore Zyn problem Nic's Token 2049 keynote The Iggy Azalea Eric Wall debate Trump make an appearance at Pubkey in NYC World Liberty Financial continues to be insane SEC versus Flyfish club Are airdrops done for? Is JPM really the "largest user of blockchain"? Bhutan has a ton of Bitcoin Listening to podcasts with AI Interest rates fell The exploding pagers and what it means for crypto Sponsor notes: Coin Metrics, The Crypto Universe Through the Lens of datonomy™ Withum's Digital Currency and Blockchain Technology Team specializes in crypto-assets, offering accounting, tax and advisory solutions to fortify trust in a dynamic industry. Contact them today to get started. - withum.com/crypto

Alex Leishman, founder and CEO of River, joins us to talk about River's Proof of Reserve initiative. In this episode: River business update Building their own custodian Why Alex decided to do PoR now? River's PoR mechanics Proof of Reserve versus traditional audit What kind of assurances PoR gives users How does River handle privacy for PoR? Responding to various PoR critiques Boxing What's on the horizon for River Content mentioned: Alex's previous appearance on OTB River PoR on Github River PoR: river.com/reserves

Matt and Nic return for another week of news and deals. In this episode: We review the Trump-Harris debate Matt's new wildlife problems Nic's birthday party Trump doubles down on World Liberty Financial The Castle Island stablecoins whitepaper is out! Our reactions to the emerging markets stablecoin report TZero gets approval to trade tokenized securities Coinbase's cbBTC North Carolina bans CBDCs Something is happening to Friend Tech Circle is moving their HQ to NYC Content mentioned: Castle Island, Visa, and BH Digital, Stablecoins: The Emerging Market Story Sponsor notes: Withum's Digital Currency and Blockchain Technology Team specializes in crypto-assets, offering accounting, tax and advisory solutions to fortify trust in a dynamic industry. Contact them today to get started. - withum.com/crypto Coin Metrics state of the network: A Primer on Blockchain Network Health: Exploring key metrics to gauge network health and centralization in PoW and PoS blockchains

Matt and Nic are back for another week of news and deals. In this episode: SEC fiscal year ending in September How to get accurate transfer volume figures for stablecoins How much volume do stablecoins really settle? Do SEC rules stop registered venture firms from voting in governance or staking? CFTC settles with Uniswap Robinhood settles with the California DoJ Choke Point 2.0 is still happening What's the latest with World Liberty Financial? John Deaton wins his primary in MA What's the deal with Polymarket versus the polls? Sponsor notes: Withum's Digital Currency and Blockchain Technology Team specializes in crypto-assets, offering accounting, tax and advisory solutions to fortify trust in a dynamic industry. Contact them today to get started. - withum.com/crypto Coin Metrics: An Update on Layer–1 Networks

Dan Burke, CEO of Nirvana Labs, joins the show. In the episode we discuss: Dan's background and journey into the crypto space The role of nodes in a blockchain network and the complexities of running one independently Challenges with existing node infrastructure providers as companies in the space scale Nirvana's product offerings including managed nodes and web3 cloud and the benefits of leveraging bare metal servers Dan's long term view on how the node operation landscape evolves

Mark Eckerle, Partner at Withum joins the show. In this episode we discuss: Mark's journey into the digital asset/blockchain industry. Withum's history in digital assets and how the firm came to prioritize working with clients in this category. The rise of stablecoins and the impact that these assets are having on corporate accounting and operations. How startups should evaluate tax, audit and advisory services in the digital assets context. Where Withum is seeing the most engagement in the digital assets industry. To learn more about Withum visit www.withum.com/crypto

Matt and Nic are back for another week of news and deals. In this episode: Has cryptodollarization occured? Tigran Gambaryan is still detained in Nigeria Durov of Telegram was detained in France Should major tech companies leave the EU? The SEC settles with Abra Sony is launching an ETH L2 The mythical Harris reset VCs for Harris support Harris Trump's weird World Liberty Financial DeFi thing is looking ominous Sponsor notes: Withum's Digital Currency and Blockchain Technology Team specializes in crypto-assets, offering accounting, tax and advisory solutions to fortify trust in a dynamic industry. Contact them today to get started. - withum.com/crypto Coin Metrics Stablecoin Dashboard; State of Stablecoins: Sector Expansion & A Changing Interest Rate Environment

Scott Fletcher, founder of Intersection Growth Partners joins the show. In this episode we discuss: Scott's professional background and the events that led him to launching Intersection Growth Partners. The Intersection Growth Partners business model and how they also became investors in a number of their clients' businesses. The current state of the Executive Search market for digital asset/blockchain companies. How the best founders run structured recruiting and interview processes. What job candidates should be thinking about when evaluating digital asset / blockchain roles. The categories of roles that are the most in demand in today's environment. The impact of legislation on the future of the industry. To learn more about Intersection Growth Partners, visit their website.

Matt and Nic are back for another week of news and deals. In this episode: SALT Wyoming review Nic's next fight How Bitcoin miners have a procyclical effect on the Bitcoin price Hunting Hill is launching a credit fund seeded by Kraken Wyoming is launching a stable token in Q1 of 2025 The SEC rejects CBOE's filings for SOL ETFs Is Gensler actually being slated to run Treasury under Harris? Tether is launching a UAE Dirham stablecoin Our upcoming Emerging Markets Stablecoin Report Our Bozo of the Week Babylon is launching Ron Conway defects from Fairshake PAC Chuck Schumer is evolving on crypto Would a CBDC actually be private for users? Sponsor notes: Unwrapping Wrapped Assets & wBTC: In Coin Metrics State of the Network Issue 273, we understand wrapped bitcoin's (wBTC) custody transition, BitGo's business model and usage of WBTC in DeFi Withum's Digital Currency and Blockchain Technology Team specializes in crypto-assets, offering accounting, tax and advisory solutions to fortify trust in a dynamic industry. Contact them today to get started. - withum.com/crypto

Matt and Nic return for another week of news and deals. In this episode: Fairshake is getting active in Senate Races What's going on with the Harris pivot? Chuck Schumer promises crypto legislation by end of year What's happening with WBTC? The SEC is subpoenaing VC funds over Uniswap Don Jr is launching a crypto project Will CBDCs destroy the stablecoin sector? Will stablecoins have to KYC all holders? Sponsor notes: Withum's Digital Currency and Blockchain Technology Team specializes in crypto-assets, offering accounting, tax and advisory solutions to fortify trust in a dynamic industry. Contact them today to get started. - withum.com/crypto Futures Falter, Funding Flips: In Coin Metrics State of the Network Issue 272, we explore the robustness of decentralized systems and the stability of synthetic financial products within the crypto ecosystem.

Michael Bentley, Co-Founder & CEO of Euler joins the show to talk about crypto lending and the launch of Euler v2. In this episode: The evolution of lending/borrowing in crypto/defi Euler's history and the upcoming launch of Euler v2 How crypto allows for market discovery of financial primitives Building programmable finance around blue chip and long tail assets alike

Matt and Nic are back for another week of news and deals. In this episode: What happened with the rate-based turmoil in Japan? VP Harris announces Tim Walz as her VP pick Ripple settles with the SEC for $125m Is Jump quitting crypto? (again) Are Plustoken ETH on the move? Does the Harris reset with crypto have legs? Does Trump's promise to end Choke Point have legs? Adeyemo for treasury secretary? The Fed issues an enforcement action against Customers Bank, one of the most active pro-crypto banks Our Olympics recap Nic's airsoft misadventures Austin Campbell's thread on Customer's bank Sponsor notes: An Update on Crypto Markets & Coinbase Q2 2024 Earnings: In Coin Metrics State of the Network Issue 271, we provide an update on crypto markets amid the unfolding global market sell-off and break down Coinbase's Q2 2024 earnings. Withum's Digital Currency and Blockchain Technology Team specializes in crypto-assets, offering accounting, tax and advisory solutions to fortify trust in a dynamic industry. Contact them today to get started. - withum.com/crypto

Matt and Nic are back for another week of news and deals. In this episode: We react to Trump's speech on Bitcoin in Nashville Is Bitcoin a proxy for Trump's electoral chances? Will there be a "crypto reset" from the Harris campaign? Lummis' Bitcoin Act The US government moves some Bitcoin Should the US government hold on to the coins from the Bitfinex hack? Is the new Bitcoin law civil asset forfeiture? Tether's big Q2 Where are the Tether Truthers? Howard Lutnick's claim about SBF and Tether Bitclout founder Nader Al Naji is charged by the SEC and SDNY California DMV partners up with the Avalanche network Content mentioned: Adams, Ibert, and Liao, What Drives Crypto Asset Prices? Sponsor notes: Withum's Digital Currency and Blockchain Technology Team specializes in crypto-assets, offering accounting, tax and advisory solutions to fortify trust in a dynamic industry. Contact them today to get started. - withum.com/crypto The Story of Ethereum Staking So Far: In Coin Metrics State of the Network Issue 270, we uncover Ethereum's staking ecosystem, from "The Merge" to "Shapella", the rise of LSTs and beyond.

Luke Hoersten, the founder and CEO of Bitnomial joins the show. In this episode we discuss: Luke's background and the path that led him to start Bitnomial. An overview of Bitnomial and the products that the firm has launched to date. Perspectives on the market participants that are engaging in the digital asset derivatives market today. The future of digital asset market structure in the United States. The regulatory landscape and what is potentially ahead for the industry. How Bitnomial's licensing strategy is unlocking new product opportunities. To learn more about Bitnomial visit their website.

Matt and Nic are back for another week of news and deals. In this episode: Nic recaps his Karate fight The Bitcoin Nashville conference Kamala's crypto posture A new pension fund is buying Bitcoin Did we get a soft landing? Content mentioned: BVNK, The decade of digital dollars Sponsor notes: The Launch of Ether ETFs In Coin Metrics State of the Network Issue 269, we look into ETH ETF fees, Grayscale funds and demand & supply dynamics heading into Ether ETF Launch

Representative French Hill (R-AR) join the show. In this episode we discuss: Representative Hill's perspective on the blockchain/digital asset ecosystem and why he initially became interested in this technology. The status of SAB 121 repeal. FIT 21 and the future of market structure clarity in the United States. The prospects of stablecoin legislation and the issues that are being discussed in Congress. Tigran Gambaryan's unlawful detainment in Nigeria. To learn more about Representative Hill's efforts please visit his website.

Matt and Nic return for another week of news and deals. In this episode: Nate Silver joins Polymarket JD Vance is Trump's VP nominee Ethereum ETFs get the final go ahead Should crypto users be single issue voters? JD Vance's crypto platform Does a Trump Vance admin imply a devaluation of the dollar? JD Vance and seed oils State Street is exploring their own stablecoin Possible SAB121 carveouts Germany is done selling their Bitcoin The CSW story is finally over Jamie Dimon for Treasury secretary? Trump is due to speak at Bitcoin Nashville Update on how voting works in Congress Was Trabs a whistleblower? Sponsor notes: Charting the Course to Mt. Gox Repayments In Coin Metrics State of the Network Issue 268, we trace Mt. Gox's journey, analyzing BTC wallet flows and liquidity in the wake of Mt. Gox repayments.

Chris Duffus, Founder & CEO of Fonbnk joins Wyatt in this episode. We cover: Stablecoin and crypto usage in emerging markets Popular and high-potential platforms in these markets Alternative forms of onramping and moving money Airtime as a form of digital value storage More on Fonbnk

Matt and Nic are back for another week of news and deals. In this episode: Germany is still selling Bitcoin ETHcc chaos in Brussels Trump is speaking at Bitcoin Nashville The SAB121 overturn veto override did not pass The Republican party includes crypto in their official platform Polychain Eclipse drama Uniswap versus the SEC over their exchange act The SEC drops its investigation into Paxos Ro Khanna's crypto summit Euros and Copa America developments Sponsor notes: State of the Network's Q2 2024 Wrap-Up In Coin Metrics State of the Network Issue 267, we take a data-driven look at the most important events that impacted the digital assets industry in Q2 2024.

Adam Levine, Head of Corporate Development and Partnerships at Fireblocks joins the show. In this episode we discuss: The history of Fireblocks and the evolution of MPC custody. The recent announcement of the Fireblocks Global Custodian Partner Program and the initial partners. The current state of tokenization and how Fireblocks is playing in that market. Stablecoins and how Fireblocks engages in this market segment. Views on the regulatory landscape. To learn more about Fireblocks visit their website and learn about their Global Custodian Partner Program.

Leo Zhang, founder of Alkimiya, joins the show to talk about their Bitcoin fee exposure product. In this episode: The evolution of Alkimiya Alkimiya's current product approach Why solving Bitcoin transaction fee volatility matters How blockspace compares to conventional commodities What kind of market participants would want to long or short Bitcoin transaction fees? Avoiding manipulation in blockspace markets The decision to build on Base Reminiscing on the Ethereum gas token Building a fee product for Bitcoin as opposed to any other L1 Leo's long term views on Bitcoin fees Bitcoin season 2 and the cultural shift in Bitcoin Moderating views from maximalism to being a Bitcoin moderate The effect of Bitcoin L2s on fees Runes as a catalyst for Bitcoin fees The fee-transaction count feedback loop About Alkimiya: Alkimiya is a blockspace markets protocol that just released a novel mechanism for users to trade on Bitcoin transaction fees. Previously, users had no option but to accept fluctuating transaction fees. With Alkimiya, they can now profit from or hedge against these drastic swings. Further reading: Infrastructure for Synthetic Blockspace

Matt and Nic return for another week of news and deals. In this episode: Will Biden step down? The importance of prediction markets in elections Can you insider trade on prediction markets? What does the SCOTUS repeal of Chevron mean for crypto? SEC sues Consensys Stripe and Coinbase partnership Circle achieves MiCA compliance for USDC and EURC Will Euro stables ever be popular? Silvergate settles with the SEC, SF Fed, and California Why the Silvergate story remains a huge scandal Polkadot's strange spending habits Bozo of the week Blackrock puts IBIT in their global allocation fund Matt's SEC-fu The SEC's new website Stoner Cats in retrospect Sponsor notes: State of the Network's Q2 2024 Mining Data Special In Coin Metrics' State of the Network issue 266, we provide our quarterly update on Bitcoin mining

Nic and Matt are back for another week of news and deals. In this episode: Nic's vehicular issues BTC mining FUD is now AI fud Abra settles with state regulators over lack of MTLs State Street and Galaxy Digital partner up US reps visit imprisoned Binance exec in Nigeria Vaneck files for a Solana ETF Coinbase is suing the FDIC and the SEC Germany is selling Bitcoin SCOTUS further limits the SEC's power Sponsor notes: Mastering Crypto Derivatives In Coin Metrics' State of the Network issue 265, we dive into the landscape of derivatives in traditional financial and cryptoasset markets, examining their types, applications and underlying data

Adam Healy, the co-founder and CEO of Station 70 joins the show. In this episode we discuss: Adam's career and path that led him to enter the digital assets industry as a CSO and eventually co-founder of Station 70. The evolution of digital asset custody from a technology perspective. The evolution of MPC as an infrastructure technology. The threat vectors that CSOs must confront in managing a custodial business. Cybersecurity best practices. The inception of Station 70 and the state of private key backups in the digital asset industry. How market structure is likely to evolve with more banks and broker-dealers getting active in the space. To learn more about Station 70 visit their website.

Matt and Nic return for another week of news and deals. In this episode: Certik goes from white hat to black hat regarding a Kraken exploit Bozo of the week The DJT memecoin scandal and Martin Shkreli What's the deal with Barron Trump and the DJT memecoin? Should we welcome celebrity memecoins? Should bankers have been more supportive of crypto over SAB121? Paul Ryan's stablecoin op-ed in the WSJ Sponsor notes: Floating on Thin Air In Coin Metrics' State of the Network issue 264, we dive into the different factors of a project's tokenomics and its effects on token valuation and on-chain activity.

Edward Woodford, founder and CEO of Zero Hash joins the show. In this episode we discuss: Edward's origin story in the digital asset industry and his path to founding Zero Hash. Zero Hash's product lineup and the ways that the firm is powering companies seeking to engage in the digital asset ecosystem. The regulatory landscape for digital assets and how Zero Hash has positioned the firm both in the United States and internationally. Stablecoin adoption and the types of businesses that are emerging to service this breakout category. How brokerage platforms are integrating digital assets. Zero Hash's roadmap and what is coming in the next year. To learn more about Zero Hash visit their website.

Matt and Nic are back for another week of news and deals. In this episode: GME and Roaringkitty drama The detention of Tigran Gambaryan continues OP_CAT prospects Biden considers accepting crypto campaign donations What's the deal with Hamster Kombat Martin Shkreli vs PleasrDAO Terraform labs settles up with the SEC Microstrategy is still buying Bitcoin Should crypto holders donate coins to Biden? New nominee for FDIC chair Are democrats pivoting on crypto? We dissect a tweet thread by Rep Sean Casten Sponsor notes: Meme Coin Mania In Coin Metrics' State of the Network issue 263, we delve into the surge of meme coin activity on Ethereum and Solana, highlighting key market trends driven by the meme coin sector. Content Mentioned: Jen Wieczner in NYMAG, Are Democrats Pivoting on Crypto