151
Matt Walsh
@mattwalshinbos #151
Founding Partner @ Castle Island Ventures; co-host of On The Brink w/ Castle Island; previously @Fidelity
792 Follower 101 Following
Our latest episode is with Ian Cain, who is running for U.S. Senator in MA against Elizabeth Warren. Ian is a longtime friend and is a true supporter of the blockchain industry.
https://onthebrink-podcast.com/iancain/
https://onthebrink-podcast.com/iancain/
The latest roundup is live, discussing the Lummis/Gillibrand stablecoin bill, CBDCs, Mango Markets and more:
https://onthebrink-podcast.com/roundup-04-19-24/
https://onthebrink-podcast.com/roundup-04-19-24/
Latest episode is live with Cynthia Lo Bessette and Matt Horne of Fidelity Digital Asset Management
https://onthebrink-podcast.com/fidelitydigital/
https://onthebrink-podcast.com/fidelitydigital/
Our latest episode with @trustlessstate is now live. We discuss Bitcoin L2 and Eigenlayer:
https://onthebrink-podcast.com/eigenlayer/
https://onthebrink-podcast.com/eigenlayer/
Latest episode with the DeFi Education Fund focuses on a new lawsuit versus the SEC:
https://onthebrink-podcast.com/defi-education-beba/
https://onthebrink-podcast.com/defi-education-beba/
This is a big deal. Throw out the MV/RV ratios from here on out.
https://www.theblock.co/post/281321/blackrock-spot-bitcoin-etfs-purchase-for-global-allocation-fund
https://www.theblock.co/post/281321/blackrock-spot-bitcoin-etfs-purchase-for-global-allocation-fund
Our latest episode is live, with an interview with Chase Lochmiller of Crusoe Energy:
https://onthebrink-podcast.com/crusoe-ii/
https://onthebrink-podcast.com/crusoe-ii/
Genesis / Mt Gox BTC overhang appears to be greatly misunderstood.
Genesis BTC creditors largely getting in-kind distributions. GBTC > USD with a near simultaneous USD > BTC.
Gox creditors who want USD have had years to sell into a rising claim market. SPV buyers largely structured for in-kind distributions.
Genesis BTC creditors largely getting in-kind distributions. GBTC > USD with a near simultaneous USD > BTC.
Gox creditors who want USD have had years to sell into a rising claim market. SPV buyers largely structured for in-kind distributions.
Hello Brink Nation!
Some thoughts on recent events
https://medium.com/castle-island-ventures/its-time-to-grow-up-ec235e2bf7c6
https://medium.com/castle-island-ventures/its-time-to-grow-up-ec235e2bf7c6