On The Brink with Castle Island

Matt and Nic are back with another week of news and deals. In this episode: 
The New York Times thinks Adam Back is Satoshi
The problems with the NYT's analysis
The case for Len Sassaman
The case for Satoshi not being alive
Could Satoshi be a group?
Why Satoshi might be discovered this year
Morgan Stanley launches their Bitcoin ETF
Scott Bessent asks for Congress to pass Clarity
The White House finds that stablecoin yield would not harm the banking system
Kalshi secures a key win in a NJ appeals court
Anthropic's Mythos model is exposing vulnerabilities
CZ is publishing a memoir
Will Hormuz tolls be payable in Bitcoin?

Connor Dougherty, Co-Founder and CEO of Valinor Digital, joins the show. In this episode:
Connor's background working at a large private credit shop
Pioneering a new category of Open Credit and how it expands the TAM for private credit
Explosion of stablecoin demand enabling new borrowing types
Structuring deals to align with traditional private capital and onchain lending
Building a modern credit institution by utilizing technology
See more at valinordigital.com

Matt and Nic are back for another week of news and deals. In this episode: 
The significance of the new Google and Oratomic papers on quantum computing and ECC256
Why short range attacks are now part of the threat model
Is Nic conflicted out from discussing quantum?
What will be the fate of the Satoshi coins?
What maritime law and shipwreck recovery tells us about the fate of Satoshi's coins
Drift protocol is hacked
Gary Gensler does not like prediction markets
DATs are selling BTC
Content mentioned in this episode:
Cain et al, Shor's algorithm is possible with as few as 10,000 reconfigurable atomic qubits
Babbush et al, Securing Elliptic Curve Cryptocurrencies against Quantum Vulnerabilities: Resource Estimates and Mitigations

Matt and Nic are back for another week of news and deals. In this episode: 
Circle stock sells off big on a CLARITY yield update compromise
Tether is doing their first big 4 financial audit
Who is the CLARITY Act Yield "compromise" good for?
Why Circle might benefit from closing the yield loophole
Is no bill better than a bad bill?
Should Coinbase back the bill?
Fannie Mae will accept crypto-backed mortgages
Ethereum Foundation launches their post-quantum roadmap
Google has revised their quantum transition deadline up to 2029
Why we will not have a lot of warning regarding quantum risk
Where is Bitcoin on quantum preparedness?
Why it's not all doom and gloom on quantum
MARA sells $1b worth of BTC

Matt and Nic are back for another week of news and deals. In this episode: 
What happened with the disastrous Vanity Fair photoshoot
Kraken postpones their IPO
The SEC releases long-awaited guidance distinguishing securities from commodities
A compromise may be developing over stablecoin yield
The SEC drops their case against Nader Al-Naji
Phantom gets a no-action letter from the CFTC
Tempo mainnet launches
Some regional banks are tokenizing deposits
Will agentic payments be a thing
Q-day is creeping closer
Content mentioned:
Galaxy Research, Bitcoin Is Rising to the Challenge of Quantum Readiness
Global Risk Institute, Quantum Threat Timeline Report 2025