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On The Brink with Castle Island

On The Brink with Castle Island

Walt Smith (Standard Crypto) on VC Investing in Bitcoin (EP.666)

On The Brink with Castle Island · Sep 16, 2025 · 26:48

0:0026:48

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Walt joins the podcast to discuss the current state of Bitcoin and what is investable in and around the Bitcoin ecosystem. In this episode:

Austrian economics and Bitcoin
Bitcoin's strengths and limitations when it comes to innovation and durability
The modern role of decentralization and trust
Whether nation-states will fully adopt BTC
The role of Bitcoin in network states
Owning BTC and other cryptoassets directly vs in equity wrappers
Assessing the monetary value of cryptoassets
BTC for payments?

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