On The Brink with Castle Island Weekly Roundup 02/06/26 (Bitcoin bloodbath, Digesting Epstein's Emails, Ethereum rethinks L2s) (EP.699)
22 snips
Feb 6, 2026 A rapid rundown of the Epstein email fallout and which crypto figures and projects are linked. A deep dive into the Bitcoin price crash, forced selling, and reports Bhutan might be offloading BTC. A technical debate on quantum risk to Bitcoin and whether developers are prepared. Discussion of Vitalik questioning Layer 2s and what that means for Ethereum's roadmap.
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Grin SPV That Didn’t Close
- Nic references an attempted Grin SPV involving Jeremy Rubin where Epstein wrote a quarterly check, but the investment wasn't consummated.
- Founders pushed back in that case, avoiding the funding after probing its source.
Engage Proactively With Quantum Risk
- Matt urges Bitcoin developers to take quantum computing risk seriously and engage with the research rather than dismiss it as FUD.
- He recommends a paranoid, proactive stance to protect Bitcoin's long-term resilience.
Bitcoin Devs' Blind Spot On Quantum
- Most top Bitcoin Core contributors are unconcerned about imminent quantum threats because they lack specialized QC domain knowledge.
- Nic and Matt note Bitcoin devs focus on core development and often don't track cutting-edge quantum advances closely.
