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Nic Carter

General Partner, Castle Island Ventures · 1 appearance on the record.

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Nic Carter is a Founding Partner at Castle Island Ventures and co-founder of Coin Metrics. He previously served as Fidelity Investments' first dedicated cryptoasset analyst and is known for his commentary on blockchain infrastructure and regulatory policy.

15statements → 5claims → 1claims resolved → 3.87/5average certainty → 2.87/5average debate potential → 9said about them ↓

0 supported 0 partly supported 1 contradicted 1 not yet assessed 3 not checkable as stated how the 5 claims stand · each chip opens the sources

3 predictions · 2 assertions · 7 opinions · 2 disclosures · 1 what if · every statement was checked. The predictions and assertions are the 5 claims: statements the public record can support or contradict. 1 is resolved, 1 is not yet assessed, and 3 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Nic argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable contradicted claim

Assertion Contradicted
Carter: CoreWeave built AI-specific synchronous HPC clusters before any hyperscaler
“It really is you know, they built with the idea of HPC big performant synchronous HPC clusters in mind when absolutely no one was doing that. None of the hyperscalers were doing that. And then now, of course, everybody's realized AI specific data centers make …”
Nic Carter Mar 9, 2025 ▶ 7:40 Nic Carter talks crypto, meme coins, and the regulatory environment.

Everything Nic Carter said on TBPN that made the record, most notable first. Filter by type, assessment or year in the ledger →

Opinion
Carter: US government has no strategic purpose to hold crypto
“There's no strategic purpose to owning crypto at the government level.”
Nic Carter Mar 9, 2025 ▶ 10:54 Nic Carter talks crypto, meme coins, and the regulatory environment.
Opinion
Carter: Crypto Should Shift Away from Real-Time Settlement Toward TradFi Mechanisms
“What I think we should do is take crypto away from being a real-time gross settlement network, or like a bearer asset, a digital bearer asset, and then make it more like the way that traditional finance works.”
Nic Carter Mar 9, 2025 ▶ 26:03 Nic Carter talks crypto, meme coins, and the regulatory environment.
Opinion
Carter: Meme coins are dead as a category
“Meme coins are dead as a category.”
Nic Carter Mar 9, 2025 ▶ 16:18 Nic Carter talks crypto, meme coins, and the regulatory environment.
Prediction Not checkable as stated
Carter: Speculative crypto altcoins might be dead for a generation
“The coins might be dead for a generation here.”
Nic Carter Mar 9, 2025 ▶ 17:31 Nic Carter talks crypto, meme coins, and the regulatory environment.
Opinion
Carter: Tether is the top grey swan in crypto
“Tether is the top gray swan in crypto.”
Nic Carter Mar 9, 2025 ▶ 22:16 Nic Carter talks crypto, meme coins, and the regulatory environment.
What-if
Carter: Passing on CoreWeave cost Castle Island a 50x Fund I return
“I did it personally actually brought it to the fund and we didn't do it because it was seen as outside of scope, which was a catastrophic mistake, obviously worst mistake of my career by far. Like, I just ran the math, I did the numbers on it, and. It was our …”
Nic Carter Mar 9, 2025 ▶ 5:39 Nic Carter talks crypto, meme coins, and the regulatory environment.
Prediction Open · timeframe Mar 2030
Nic Carter: Congress will not pass a Strategic Crypto Reserve
“Congress is not going to pass this.”
Nic Carter Mar 9, 2025 ▶ 10:18 Nic Carter talks crypto, meme coins, and the regulatory environment.
Opinion
Carter: Stablecoins are taking over global finance and trade settlement
“Stablecoins are taking over all of fintech, all of global finance, all of banking, remittances, B to B you know, international trade settlement.”
Nic Carter Mar 9, 2025 ▶ 17:12 Nic Carter talks crypto, meme coins, and the regulatory environment.
Prediction Not checkable as stated
Carter: B2B stablecoin payment service providers will face thin margins
“The BAB stable coin payments, like the PSP stable coin based PSP thing, immensely commoditized. There's a hundred new bridges, right? Everybody wants to be the next bridge. Very, very competitive, very hard. Gonna be thin margin.”
Nic Carter Mar 9, 2025 ▶ 18:42 Nic Carter talks crypto, meme coins, and the regulatory environment.
Opinion
Carter: Foreign banks embrace stablecoins while US banks fear regulatory blowback
“The last bastion, those banks, the domestic banks, foreign banks are actually doing a lot of stablecoin stuff depending like look at SOS Gen or Standard Chartered tons and tons of stablecoin stuff. The domestic banks have PTSD from what happened over the last …”
Nic Carter Mar 9, 2025 ▶ 20:27 Nic Carter talks crypto, meme coins, and the regulatory environment.
Assertion Not checkable as stated
Nic Carter: Crypto games have failed 100% of the time
“In general, crypto rule of thumb. If you ask me, did that crypto game go somewhere? The answer is no. And that's true. A hundred percent of the time it's never not been true. So there's the answer.”
Nic Carter Mar 9, 2025 ▶ 28:55 Nic Carter talks crypto, meme coins, and the regulatory environment.
Disclosure
Carter: CoreWeave was first angel check and made when unaccredited
“So I have like over 50 now, but that was my first, and I was not accredited at the time.”
Nic Carter Mar 9, 2025 ▶ 3:06 Nic Carter talks crypto, meme coins, and the regulatory environment.
Assertion Contradicted
Carter: CoreWeave built AI-specific synchronous HPC clusters before any hyperscaler
“It really is you know, they built with the idea of HPC big performant synchronous HPC clusters in mind when absolutely no one was doing that. None of the hyperscalers were doing that. And then now, of course, everybody's realized AI specific data centers make …”
Nic Carter Mar 9, 2025 ▶ 7:40 Nic Carter talks crypto, meme coins, and the regulatory environment.
Disclosure
Carter: Fund wiring two new deals to reach 19 stablecoin portfolio companies
“Yeah, I have wires going out for two new stablecoin related deals this week. So we're at 19 now in our portfolio, I believe.”
Nic Carter Mar 9, 2025 ▶ 18:01 Nic Carter talks crypto, meme coins, and the regulatory environment.
Opinion
Nic Carter: AI Dungeon was popular as a pre-ChatGPT LLM jailbreak
“I think a dungeon was popular because people, people could just like jailbreak the game and then just use it as a conventional LM pre chat GPT, but now you can just, that's why it was so magical.”
Nic Carter Mar 9, 2025 ▶ 29:43 Nic Carter talks crypto, meme coins, and the regulatory environment.

The other half of the tape: Nic Carter's own voice is left out of every number here. Other people bring the name up 9 times in 6 episodes on TBPN. every mention, with the transcript →

Who brings them up most John Coogan 7

Every mention by year

tap a year for its mentions
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023202420252026episodes it came up in
001.31.52.53202420252026episodesmentions per episode
2026 3 mentions in 3 episodes 1 per episode
2025 1 mention in 1 episode
2024 5 mentions in 2 episodes 3 per episode

Appearances (1)

EpisodeDateSpeaking time
Nic Carter talks crypto, meme coins, and the regulatory environment. Mar 9, 2025 17m
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