On The Brink with Castle Island

Matt and Nic are back for another rocky week in the markets. In this episode:  Our thoughts on the Chinese mining situation Is Sichuan being spared the crackdown? Why Bitcoin's hashrate may not recover for a while Why China is cracking down on mining now How China's ultra-high voltage transmission is affecting mining policy How is miner selling influencing price? Our remaining China grey swans Our theories on the relationship between price and hashrate The SEC settles another ICO from 2017 Our analysis of the NYDIG/ core banking provider integrations Why social graph portability is so important Taleb writes a bad bitcoin paper Bitcoin still has a GBTC overhang Content mentioned in the episode:  Nic in Coindesk, Go West, Bitcoin! Unpacking the Great Hashrate Migration NYDIG/FIS press release Rebuttals to Taleb's paper on Bitcoin This episode supported by:  Eventus, the leading global provider of multi-asset class trade surveillance, transaction monitoring and market risk solutions. Its award-winning