Episode 513
Weekly Roundup 03/29/24 (SBF sentenced, Blast and Munchables, the MSTR convergence trade) (EP.513)
On The Brink with Castle Island · Castle Island Ventures
March 29, 202436m 10s
Audio is streamed directly from the publisher (traffic.libsyn.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Matt and Nic return for another week of news and deals. In this episode:
- Was SBF's 25-year sentence too lenient?
- Beba vs SEC
- Coinbase motion to dismiss is dismissed
- Coinbase notches a win vs the SEC over their Wallet product
- SDNY v Kucoin
- Ripple vs SEC
- Will MSTR ever converge to the fair value of their Bitcoin?
- North Korea allegedly hacks Blast's Munchables farm
- How did Blast persuade the hackers to give the money back?
- What's going on with ETH blobspace?
- Bitwise's ETH vs ETH futs correlation analysis
Content mentioned:
Sponsor notes:
- State of the Network's Q1 2024 Mining Data Special
- In Coin Metrics State of the Network Issue 252, we zoom in on the impressive recovery of miner profitability amid improving market conditions