Weekly Roundup 03/05/21 (GBTC discounted, Private Blockchains are Back, the Last Cycle?) (EP.188)
On The Brink with Castle Island - A podcast by Castle Island Ventures

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Matt and Nic are back. In this episode: More cured meats drama The Singapore sovereign wealth fund invests in Anchorage Will they or wont they - Goldman edition Bitcoin completes Paypal's original vision Schwab looks to add support for crypto Kings of Leon NFT Are NFTs the first truly mainstream application of blockchains? Are today's centralized public blockchains just a return of private blockchains? Citi releases the case for bitcoin GBTC trades at a steep discount to NAV and what it means Is the GBTC arbitrage trade over? Should startups hold Bitcoin on their balance sheets? How does 2021 feel compared to 2018? Are we likely to see another 70%+ drawdown? Content mentioned in this episode: Bloomberg's Crypto Outlook, Mike McGlone Understanding Bitcoin, Jurrien Timmer Bitcoin at the Tipping Point, City GPS This episode is brought to you by Sovryn, DeFi on Bitcoin.