Episode Details

Mike Lempres on Silvergate’s Collapse, Bank Regulation, and Debanking (EP.593)
2/5/2025
On The Brink with Castle Island

Key Insights

Bullish:

  • 🟢 $CEFI - Crypto-focused banking institutions have significant potential for success and are essential to the maturing crypto ecosystem, despite regulatory challenges.
    • I think more than functional. I think it could have been a successful, compliant, well run, much larger institution. I mean, given the nature of of crypto and then the recent run up we've had as an as an industry and the fact that the industry is maturing and and growing, I think Silvergate, it was an it was a, you know, indispensable, I thought, part of that, ecosystem, and it would be bigger than ever in my view.” - Mike (17:30)
  • 🟢 $CRYPTO - 🔒
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  • 🟢 $STABLES - 🔒
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  • 🟢 $CRYPTOREG - 🔒
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Bearish:

  • 🔻 $SHORTSELL - 🔒
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