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Onramp Bitcoin Media
Onramp Bitcoin
226 episodes
1 day ago
Onramp Bitcoin Media Bitcoin-native insights on markets, investing, and the future of finance. https://onrampbitcoin.com/ The Last Trade Bitcoin meets macro. Onramp Media’s flagship show covering markets, monetary policy, tech, and the shifting tides of global finance. Final Settlement Building on Bitcoin. A biweekly dive into Bitcoin applications, protocol development, and early-stage venture—brought to you by Early Riders. Scarce Assets Bitcoin for professionals. Conversations with allocators and finance pros on portfolio strategy, hard money, and the rise of digital scarcity.
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All content for Onramp Bitcoin Media is the property of Onramp Bitcoin and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Onramp Bitcoin Media Bitcoin-native insights on markets, investing, and the future of finance. https://onrampbitcoin.com/ The Last Trade Bitcoin meets macro. Onramp Media’s flagship show covering markets, monetary policy, tech, and the shifting tides of global finance. Final Settlement Building on Bitcoin. A biweekly dive into Bitcoin applications, protocol development, and early-stage venture—brought to you by Early Riders. Scarce Assets Bitcoin for professionals. Conversations with allocators and finance pros on portfolio strategy, hard money, and the rise of digital scarcity.
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Investing
Business
Episodes (20/226)
Onramp Bitcoin Media
Bitcoin Eats All Markets: IPO Hype, Treasury Grifts & Buffett Lessons

Connect with Early Riders // Connect with Onramp


Presented collaboratively by Early Riders & Onramp Media…

Final Settlement is a weekly podcast covering the underlying mechanics of the bitcoin protocol, its ongoing development and funding, and real-world applications of the technology.


00:00 - Introduction and Market Overview

05:27 - Trends of Digital Asset Company IPOs

09:57 - Mining Hardware Innovations

15:32 - AI and Bitcoin Mining Synergies

18:13 - Challenges Facing Crypto Exchanges

26:02 - Long-Term Perspectives on Bitcoin Investment

32:54 - Timeless Wisdom from Value Investing

37:47 - Competitive Forces in Bitcoin vs. Altcoins

41:39 - Value and Quality Assets

44:25 - Institutional Adoption of Bitcoin

48:10 - Custody and Risk Management in Bitcoin Investment

50:46 - Monetary Policy and Bitcoin's Role

52:46 - Regulatory Challenges Facing Bitcoin

56:51 - The Future of AI and Bitcoin Mining


If you found this valuable, please subscribe to Early Riders Insights for access to the best content in the ecosystem weekly.


Links discussed:
https://www.sec.gov/Archives/edgar/data/1872195/000110465925069070/tm2421409-15_f1.htm
https://proto.xyz/blog/posts/proto-rig-and-proto-fleet-a-paradigm-shift
https://x.com/Tradermayne/status/1956543965064548592
https://www.ledgerinsights.com/bis-proposes-grading-wallets-for-permissionless-blockchain-aml/
https://blog.bitmex.com/treasury-company-advisory-agreements/
https://finance.yahoo.com/news/ai-arms-race-heats-startups-230146272.html
https://x.com/MartyBent/status/1957108340137627648
https://x.com/LukeGromen/status/1957093601818694000


Keep up with Michael: X and LinkedIn

Keep up with Brian: X and LinkedIn

Keep up with Liam: X and LinkedIn

Show more...
1 day ago
1 hour 7 minutes 1 second

Onramp Bitcoin Media
$150 Billion Later: The Truth About Bitcoin ETFs and Who’s Buying

Connect with Onramp // Onramp Terminal // James Seyffart on X


The Last Trade: a weekly, bitcoin-native podcast covering the intersection of bitcoin, tech, & finance on a macro scale. Hosted by Jackson Mikalic, Michael Tanguma, & Brian Cubellis. Join us as we dive into what bitcoin means for how individuals & institutions save, invest, & propagate their purchasing power through time. It's not just another asset...in the digital age, it's The Last Trade that investors will ever need to make.


00:00 – Introduction to James Seyffart of Bloomberg

04:23 – Background & Path to Covering Bitcoin

11:19 – Inside Bloomberg’s Crypto Coverage

15:26 – Spot Bitcoin ETF Launch & Record-Breaking Success

21:01 – Why TradFi Still Struggles with Bitcoin

28:09 – BlackRock’s Pivotal Role

34:44 – Sound Money Renaissance: Bitcoin & Gold

42:43 – Macro Context: Debt, Inflation & Asset Valuations

51:48 – Custody Concentration & Coinbase Risks

56:53 – Digital Asset Treasury Companies (DATs)

1:03:41 – 13F Filings & Institutional Ownership Trends

1:11:51 – Vanguard’s Anti-Bitcoin Stance

1:16:38 – Looking Ahead: Flows, Custody, and Market Integration

1:20:45 – Closing Thoughts, Outro and Disclaimers


Please subscribe to Onramp Media channels and sign up for weekly Research & Analysis to get access to the best content in the ecosystem weekly.

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4 days ago
1 hour 22 minutes 7 seconds

Onramp Bitcoin Media
Bitcoin & Gold Are Money, Everything Else is Credit

Connect with Early Riders // Connect with Onramp


Presented collaboratively by Early Riders & Onramp Media…

Final Settlement is a weekly podcast covering the underlying mechanics of the bitcoin protocol, its ongoing development and funding, and real-world applications of the technology.


00:00 - Introduction and Market Overview

02:44 - Harvard's Endowment and Bitcoin Investment

05:51 - The Sound Money Narrative: Bitcoin and Gold

08:50 - Institutional Adoption and Career Risk

11:33 - The Future of Asset Allocation

14:43 - Tether and Reserve Assets

17:57 - Tariffs on Gold and Market Reactions

20:28 - Digitization of Gold and Commodities Trading

27:32 - The Impact of Leadership Changes in Crypto Policy

29:31 - National Security and Economic Growth through Bitcoin

32:45 - The Role of Private Sector in Bitcoin Adoption

35:32 - Bitcoin Treasury Strategies and Market Dynamics

38:28 - Banking Sector's Approach to Bitcoin Products

41:35 - Custody Solutions and the Future of Bitcoin Management

49:17 - The Evolution of E-Commerce and Market Trends


If you found this valuable, please subscribe to Early Riders Insights for access to the best content in the ecosystem weekly.


Links discussed:
https://www.newswire.com/news/onramp-bitcoin-launches-dynasty-trust-services-22620960
https://x.com/btcpolicyorg/status/1940070537939575031
https://x.com/River/status/1953850840680218900
https://finance.yahoo.com/news/trump-media-confirms-2b-bitcoin-061009214.html
https://www.thecrimson.com/article/2025/8/9/hmc-q2-2025-filings/
https://x.com/BitcoinPierre/status/1954344430586188181
https://www.cnbc.com/2025/08/08/openstore-demise-endgame-for-once-booming-ecommerce-aggregator-market.html


Keep up with Michael: X and LinkedIn

Keep up with Brian: X and LinkedIn

Keep up with Liam: X and LinkedIn

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1 week ago
55 minutes 37 seconds

Onramp Bitcoin Media
Trump Opens the Floodgates: 401K Bitcoin Supercycle

Connect with Onramp // Onramp Terminal // Onramp Bitcoin Dynasty Trust Services // Full deep dive report from Onramp


The Last Trade: a weekly, bitcoin-native podcast covering the intersection of bitcoin, tech, & finance on a macro scale. Hosted by Jackson Mikalic, Michael Tanguma, & Brian Cubellis. Join us as we dive into what bitcoin means for how individuals & institutions save, invest, & propagate their purchasing power through time. It's not just another asset...in the digital age, it's The Last Trade that investors will ever need to make.


00:00 – Trump’s Executive Order on 401Ks and Bitcoin Access

03:30 – Private Equity, Retirement Plans, and Regulatory Implications

06:45 – ETF Access Constraints Across Major Banks and Wirehouses

09:20 – Impact of Passive Flows on Bitcoin Market Structure

13:30 – Debating the Future of Bitcoin Cycles and Sovereign Adoption

18:10 – Custodial Concentration and Systemic Risk Scenarios

21:45 – Macro Deterioration: Housing, Wages, and Regulatory Burdens

28:30 – Global Institutional Interest and Strategic Reserve Momentum

35:25 – Digital Asset Treasury Companies vs. Bitcoin Fundamentals

45:00 – Tether, Stablecoin Infrastructure, and Regulatory Trajectory

52:00 – Gold Revaluation, Real Yields, and the Cost of Capital

55:30 – Launching Onramp’s Bitcoin Dynasty Trust Services

01:05:45 – Closing Reflections, Outro, and Disclaimer


Please subscribe to Onramp Media channels and sign up for weekly Research & Analysis to get access to the best content in the ecosystem weekly.

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1 week ago
1 hour 10 minutes 24 seconds

Onramp Bitcoin Media
Bitcoin Dynasty Trusts Launch: Generational Wealth & Legacy Planning

Connect with Onramp // Onramp Terminal // First Covenant Trust & Advisors // Onramp Bitcoin Dynasty Trust Services // Full deep dive report from Onramp


The Last Trade: a weekly, bitcoin-native podcast covering the intersection of bitcoin, tech, & finance on a macro scale. Hosted by Jackson Mikalic, Michael Tanguma, & Brian Cubellis. Join us as we dive into what bitcoin means for how individuals & institutions save, invest, & propagate their purchasing power through time. It's not just another asset...in the digital age, it's The Last Trade that investors will ever need to make.


00:00 – Intro to Paul Hoilman of First Covenant

04:22 – Launching: Onramp Bitcoin Dynasty Trusts

07:10 – From TradFi to Trust Planning to Bitcoin

12:05 – The Estate Planning Gap in Bitcoin

16:10 – Why South Dakota Trust Law Wins

21:25 – Protecting Wealth Like a Billionaire

27:05 – Plan Before Bitcoin Hits $1M

31:35 – Dynasty vs. Asset Protection Trusts

36:25 – $29M Saved: Case Study Breakdown

42:00 – Solving the Custody Problem

46:35 – Keep Control: Lending & Liquidity

51:30 – Privacy & Lawsuit Protection

55:00 – From Self-Custody to Legacy Planning

58:30 – How to Set Up a Dynasty Trust

01:05:53 – Outro and Disclaimer


Please subscribe to Onramp Media channels and sign up for weekly Research & Analysis to get access to the best content in the ecosystem weekly.

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1 week ago
1 hour 6 minutes 24 seconds

Onramp Bitcoin Media
Veteran Fund Manager: Bitcoin and Gold Will Crush Traditional Portfolios

Connect with Onramp // Jackson Mikalic on X // Jeroen Blokland on X // Blokland Fund


Scarce Assets: a biweekly podcast presented by Onramp which delves into the emergent role of bitcoin in finance professionals' strategies and outlooks. Hosted by Jackson Mikalic, Scarce Assets provides invaluable insights for wealth managers aiming to outperform their peers in the decades ahead. Finance professionals everywhere know about stocks and bonds, but the macroeconomic outlook requires that serious investors pay close attention to another category: Scarce Assets.


00:00 – Welcoming Back Jeroen Blokland

03:22 – Why Every Asset Is Pumping in 2025

09:04 – Liquidity, Debt, and the Trap Central Banks Are In

13:55 – Fiscal Dominance and the End of Fed Independence

21:25 – The 60/40 Portfolio Is Dead—Here’s Why

29:07 – Inflation, Debasement, and Real Wealth Preservation

36:55 – Gold Is Back—And It’s Outperforming Bonds

45:55 – Why Institutions Still Don’t Get Bitcoin or Gold

53:40 – Bitcoin’s Role in a Sound Portfolio

01:04:54 – The $1.5T EU Trade Deal

01:11:24 – Outro and Disclaimers


Please subscribe to Onramp Media channels and sign up for weekly Research & Analysis to get access to the best content in the ecosystem weekly.

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1 week ago
1 hour 11 minutes 54 seconds

Onramp Bitcoin Media
Wall Street Meets Wild West: Stablecoins, Free Banking & The Next Digital Land Grab

Connect with Early Riders // Connect with Onramp


Presented collaboratively by Early Riders & Onramp Media...

Final Settlement is a weekly podcast covering the underlying mechanics of the bitcoin protocol, its ongoing development and funding, and real-world applications of the technology.


00:00 - Bitcoin Market Dynamics and Volatility

03:01 - Understanding SEC's New Leadership and Its Implications

05:44 - The Future of Custody and Regulation in Crypto

09:07 - The Conflation of Bitcoin and Other Cryptos

11:48 - The Sound Money Thesis: Bitcoin vs. Other Assets

14:46 - The Role of ETFs in Bitcoin Trading

17:56 - Institutional Adoption and Market Maturity

34:16 - Institutional Adoption of Bitcoin

40:02 - The Future of Stablecoins

48:51 - Mainstream Reporting on Bitcoin

50:31 - Tim Draper's Bitcoin Fund

01:00:07 - The Changing Landscape of Wealth


If you found this valuable, please subscribe to Early Riders Insights for access to the best content in the ecosystem weekly.


Links discussed:
https://drive.google.com/file/d/1HmS513cXBKR1jLq1KfQSlKmcLg4Zrf9M/view
https://www.sec.gov/newsroom/speeches-statements/atkins-digital-finance-revolution-073125
https://x.com/EricBalchunas/status/1950913303623905601
https://archive.ph/wRLV6
https://x.com/NatHalberstadt/status/1951635776900415724
https://x.com/gregisenberg/status/1952129553213571390
https://murmurationstwo.substack.com/p/the-last-word-on-stablecoins-and?selection
https://x.com/nic__carter/status/1952002119717818782


Keep up with Michael: X and LinkedIn 

Keep up with Brian: X and LinkedIn 

Keep up with Liam: X and LinkedIn

Show more...
2 weeks ago
1 hour 11 minutes 15 seconds

Onramp Bitcoin Media
The White House Is Building a Strategic Bitcoin Reserve—w/ Arch Lending

Connect with Onramp // Onramp Terminal // Arch Lending // Dhruv Patel on X // Himanshu Sahay on X // Bitcoin Backed Loans: Expensive, or Misunderstood?


The Last Trade: a weekly, bitcoin-native podcast covering the intersection of bitcoin, tech, & finance on a macro scale. Hosted by Jackson Mikalic, Michael Tanguma, & Brian Cubellis. Join us as we dive into what bitcoin means for how individuals & institutions save, invest, & propagate their purchasing power through time. It's not just another asset...in the digital age, it's The Last Trade that investors will ever need to make.


00:00 - Introduction to Dhruv Patel and Himanshu Sahay

01:41 - Breaking Down the White House Digital Assets Report

07:29 - Bitcoin’s Growing Distinction from the Broader Crypto Space

10:28 - How Bitcoin Went from Fringe to Treasury Strategy

13:32 - The Rise of Bitcoin-Backed Public Companies

16:47 - Strategic Bitcoin Adoption and Economic Incentives

20:07 - Custody Risk and the MicroStrategy Blind Spot

21:43 - Major Banks Partner with Coinbase: What's at Stake

27:05 - Coinbase as a Systemic Risk and Industry Bottleneck

32:20 - Kraken’s IPO and Institutional Capital in Bitcoin

35:15 - Fed Dissent, Interest Rates, and Political Pressure

42:03 - Abra Halts Withdrawals: Lending Risk Is Back

47:00 - Custody, Collateral, and Counterparty Due Diligence

54:08 - Behind the Scenes of Arch’s Lending Infrastructure

58:29 - Private Credit, Rate Arbitrage, and Institutional Capital

01:03:42 - Bankruptcy Remoteness and Custodial Risk Management

01:11:02 - Product Innovation: Tax, Retirement, and Income Lending

01:17:36 - Final Thoughts, Outro, and Disclaimer


Please subscribe to Onramp Media channels and sign up for weekly Research & Analysis to get access to the best content in the ecosystem weekly.

Show more...
2 weeks ago
1 hour 18 minutes 29 seconds

Onramp Bitcoin Media
$9B in Satoshi-Era BTC Sold—Why The Market Barely Flinched

Connect with Early Riders // Connect with Onramp

Presented collaboratively by Early Riders & Onramp Media…

Final Settlement is a weekly podcast covering the underlying mechanics of the bitcoin protocol, its ongoing development and funding, and real-world applications of the technology.


00:00 - Bitcoin Market Dynamics and Institutional Interest

07:56 - Banking Partnerships and Crypto Services

13:53 - Stablecoin Developments and Competition

24:24 - Innovations in Financial Products and Bitcoin Economy

28:27 - The Financialization of Bitcoin

30:39 - Market Dynamics and Company Acquisitions

32:44 - The Rise of Bitcoin Treasuries

35:36 - The Evolution of Investment Strategies

38:22 - Texas and the Shift Towards Hard Assets

43:09 - The Future of Alternative Investments

46:02 - The Changing Landscape of Crypto Funds

51:16 - Big Week Ahead


If you found this valuable, please subscribe to Early Riders Insights for access to the best content in the ecosystem weekly.


Links discussed:
https://x.com/MacroScope17/status/1949111802282864838
https://x.com/coinbureau/status/1949350139576897580
https://x.com/matthew_sigel/status/1949806670307102983
https://www.theblock.co/post/351325/crypto-liquid-funds-down-bad-shifting-to-quality-tokens
https://altgoesmainstream.substack.com/p/agm-alts-weekly-72725-alts-are-actually?utm_source=substack&publication_id=236897&post_id=169344488&utm_medium=email&utm_content=share&utm_campaign=email-share&triggerShare=true&isFreemail=true&r=fn53&triedRedirect=true
https://www.dallasnews.com/business/2025/07/21/money-moves-why-texas-is-all-in-on-precious-metals-and-surging-bitcoin/
https://x.com/real_vijay/status/1949713070789464212
https://www.theblock.co/post/364402/paypal-unveils-payment-option-enabling-small-businesses-to-accept-over-100-cryptocurrencies-using-pyusd?utm_source=telegram1&utm_medium=social
https://x.com/DylanLeClair_/status/1948424150671855740
https://www.aba.com/-/media/documents/letters-to-congress-and-regulators/jointltrtrustcharter20250717.pdf?rev=ce8489ef41574e91822393ad04c3cb62
https://ca.finance.yahoo.com/news/jpmorgan-plans-launch-crypto-backed-045505486.html?utm_medium=email&_hsenc=p2ANqtz-8aez6hjaP09EKP4NFfC7TwWbJQpoErM-WV5hd7UQd4Xybr0twEH7uTxtFv0BjdDDFz14SuzZivWpDqbep_i4W6UxL3aHDarf2AVWgnTHgoub25MMo&_hsmi=2&utm_content=2&utm_source=hs_email
https://pnc.mediaroom.com/2025-07-22-PNC-Bank,-Coinbase-Announce-Strategic-Partnership-to-Advance-Digital-Asset-Solutions-and-Expand-Banking-Services?utm_medium=email&_hsenc=p2ANqtz-8YeeCLaQSpobqWg6Tm9YHFGKk-ocdmEcV-AmeeMptP6eMXryzd4_00tEceLd9LYa1EfRcGISNzFvXEr-Zl1383QQjn1ioRxRlANpooLpt5bTVkloE&_hsmi=2&utm_content=2&utm_source=hs_email


Keep up with Michael:

https://x.com/MTanguma
https://www.linkedin.com/in/mtanguma/

Keep up with Brian:

https://x.com/BackslashBTC
https://www.linkedin.com/in/brian-cubellis-00b1a660/

Keep up with Liam:

https://x.com/Lnelson_21
https://www.linkedin.com/in/liam-nelson1/

Show more...
3 weeks ago
57 minutes 28 seconds

Onramp Bitcoin Media
Bitcoin’s Wall Street Takeover: ETFs, BlackRock & The New Era with Eric Balchunas

Connect with Onramp // Onramp Terminal // Eric Balchunas on X


The Last Trade: a weekly, bitcoin-native podcast covering the intersection of bitcoin, tech, & finance on a macro scale. Hosted by Jackson Mikalic, Michael Tanguma, & Brian Cubellis. Join us as we dive into what bitcoin means for how individuals & institutions save, invest, & propagate their purchasing power through time. It's not just another asset...in the digital age, it's The Last Trade that investors will ever need to make.


00:00 - Introduction to Eric Balchunas of Bloomberg

08:58 - The Evolution of Bitcoin and ETF Coverage

16:33 - Understanding Bitcoin: Insights and Misconceptions

22:26 - The Correlation Between Knowledge and Investment

26:52 - The Future of Bitcoin and ETF Dynamics

29:23 - Potential Risks and Black Swan Events

35:19 - Trust in Custodians and the Evolution of ETFs

41:28 - The Meteoric Rise of Bitcoin ETFs

47:53 - The Dichotomy of Traditional Finance and Bitcoin

55:27 - The Role of Bitcoin in Modern Portfolios

01:06:27 - The Future of Bitcoin as a Currency

01:09:40 - Security and Custody in Digital Assets

01:13:31 - The Role of ETFs in Bitcoin Adoption

01:20:36 - Navigating the Complexities of Bitcoin Custody

01:24:49 - Outro and Disclaimer


Please subscribe to Onramp Media channels and sign up for weekly Research & Analysis to get access to the best content in the ecosystem weekly.

Show more...
3 weeks ago
1 hour 25 minutes 20 seconds

Onramp Bitcoin Media
The Great Repricing: Gold, Bitcoin, and the End of Easy Money

Connect with Onramp // Jackson Mikalic on X // Josh Phair on LinkedIn


Scarce Assets: a biweekly podcast presented by Onramp which delves into the emergent role of bitcoin in finance professionals' strategies and outlooks. Hosted by Jackson Mikalic, Scarce Assets provides invaluable insights for wealth managers aiming to outperform their peers in the decades ahead. Finance professionals everywhere know about stocks and bonds, but the macroeconomic outlook requires that serious investors pay close attention to another category: Scarce Assets.


00:00 - Intro to Josh Phair, CEO of Scottsdale Mint

09:18 - Josh's Journey in Precious Metals

19:40 - The Current State of Gold and Bitcoin

21:52 - Revaluation of Gold and Strategic Advantages

31:41 - The Future of Stablecoins and Digital Assets

37:05 - The Control of Capital in Financial Systems

40:13 - Historical Context of Monetary Systems

42:49 - Gold and Bitcoin: The Future of Hard Assets

52:01 - Jurisdictional Risks and Asset Security

58:45 - The Evolution of Investment Strategies

01:03:48 - The Future of State-Level Financial Systems

01:11:14 - Outro and Disclaimer


Please subscribe to Onramp Media channels and sign up for weekly Research & Analysis to get access to the best content in the ecosystem weekly.

Show more...
3 weeks ago
1 hour 11 minutes 45 seconds

Onramp Bitcoin Media
Animal Spirits, A Very Stable GENIUS, & Mispriced Execution Risk: Why Bitcoin Wins

Connect with Early Riders // Connect with Onramp


Presented collaboratively by Early Riders & Onramp Media...

Final Settlement is a weekly podcast covering bitcoin applications, protocol development, broader capital markets and early-stage venture.


00:00 - Introduction and Current Events in Crypto

02:56 - Regulatory Developments and Their Impact

05:50 - Stablecoins and The Shift in Market Structure

08:49 - The Role of Banks in the Crypto Ecosystem

11:46 - Disintermediation and the Future of Banking

14:54 - Insurance and Security in Crypto Assets

18:02 - The Rise of Custodians and Market Dynamics

20:42 - Public Market Interest in Crypto Firms

23:41 - Future Trends and Predictions in Crypto

36:21 - The Rise of Crypto Custody and Public Awareness

37:25 - Market Dynamics: Bitcoin's Role and Institutional Interest

39:12 - Navigating Risks in Digital Asset Management

40:10 - The Future of Financial Services: Bitcoin as a Hurdle Rate

43:45 - Conflation of Crypto Assets and Regulatory Impacts

45:56 - Investment Strategies: Smart Money vs. Speculation

50:37 - Yield Generation: Risks and Opportunities in Bitcoin Investments

55:28 - Emerging Trends: Bitcoin Treasury Companies and Market Structure

01:00:18 - Innovative Banking Solutions for the Digital Age

01:05:17 - The Importance of Multi-Institutional Control in Crypto


If you found this valuable, please subscribe to Early Riders Insights for access to the best content in the ecosystem weekly


Links discussed:
https://www.newsweek.com/donald-trump-changing-401-k-what-know-2100628
https://www.businesswire.com/news/home/20250715691388/en/MARA-Leads-%2420-Million-Investment-in-Two-Prime-to-Advance-Institutional-Bitcoin-Yield-Strategies-and-Expands-SMA-to-2000-BTC
https://www.youtube.com/watch?v=OWhrlHO_1Vc
https://www.coindesk.com/business/2025/07/15/function-raises-10m-to-bring-yield-to-bitcoin-gets-backing-from-galaxy-digital-antalpha-and-mantle
https://www.bloomberg.com/news/articles/2025-07-18/crypto-market-cap-tops-4-trillion-as-us-stablecoin-bill-passes?cmpid=071825_marketsdaily&utm_medium=email&utm_source=newsletter&utm_term=250718&utm_campaign=marketsdaily
https://fortune.com/2025/07/16/jpmorgan-chase-fees-fintechs-plaid-finicity-crypto-wall-street-citigroup-bank-of-america-wells-fargo/
https://x.com/MTanguma/status/1946636253249851478


Keep up with Michael: X and LinkedIn 

Keep up with Brian: X and LinkedIn 

Keep up with Liam: X and LinkedIn 

Show more...
4 weeks ago
1 hour 13 minutes 26 seconds

Onramp Bitcoin Media
Path to $1M Bitcoin with Vijay: The Bullish Case Revisited

Connect with Onramp // Onramp Terminal // Vijay Boyapati on X // The Bullish Case for Bitcoin


The Last Trade: a weekly, bitcoin-native podcast covering the intersection of bitcoin, tech, & finance on a macro scale. Hosted by Jackson Mikalic, Michael Tanguma, & Brian Cubellis. Join us as we dive into what bitcoin means for how individuals & institutions save, invest, & propagate their purchasing power through time. It's not just another asset...in the digital age, it's The Last Trade that investors will ever need to make.


00:00 - Introduction to Vijay Boyapati

03:32 - Revisiting the Bullish Case for Bitcoin

04:22 - Understanding the Gartner Hype Cycle

07:13 - Nation State Adoption of Bitcoin

10:33 - Political Capture and Bitcoin's Future

14:12 - Institutional Interest and Bitcoin ETFs

18:22 - Market Structure Changes and Future Cycles

27:59 - Bitcoin Treasury Companies and Market Bubbles

36:43 - The Importance of Risk Management

40:16 - Concerns Over Asset Accumulation in ETFs

43:38 - Understanding Bitcoin's Adoption Curve

47:04 - The Macro Environment's Impact on Bitcoin

51:04 - Bitcoin as a De Facto Savings Account

54:25 - The Future of Stablecoins and Bitcoin

58:29 - The Evolving Risk Profile of Bitcoin

01:04:18 - Quantum Computing Considerations

01:05:52 - Outro and Disclaimer


Please subscribe to Onramp Media channels and sign up for weekly Research & Analysis to get access to the best content in the ecosystem weekly.

Show more...
1 month ago
1 hour 6 minutes 23 seconds

Onramp Bitcoin Media
Liquidity Begets Liquidity: $123K Bitcoin and the Incoming Supply Shock

Connect with Early Riders // Connect with Onramp


Presented collaboratively by Early Riders & Onramp Media...

Final Settlement is a weekly podcast covering the underlying mechanics of the bitcoin protocol, its ongoing development and funding, and real-world applications of the technology.


00:00 - Bitcoin's All-Time Highs and Market Dynamics

14:53 - The Role of ETFs and Retail Interest in Bitcoin

21:52 - Venture Capital and Strategic Capital Allocation

29:47 - Counterparty Risks and Market Stability

31:38 - The Gambling Nature of Crypto Markets

33:43 - Market Structure and Bitcoin Dominance

36:01 - Retail vs. Institutional Demand in Crypto

40:12 - Privacy and Decentralization in the Age of AI

44:41 - Wages, Inflation, and Bitcoin Accumulation

47:44 - The Evolution of Bitcoin Mining

52:35 - Convergence of AI and Bitcoin

57:57 - Historical Perspectives on Capital and Control


If you found this valuable, please subscribe to Early Riders Insights for access to the best content in the ecosystem weekly.


Links discussed:
https://x.com/MTanguma/status/1944718183509664170
https://x.com/matthew_pines/status/1944465838448525806
https://x.com/anilsaidso/status/1943662915745350084
https://www.theblock.co/post/362357/next-crypto-ipos-vcs?utm_source=twitter&utm_medium=social
https://x.com/EricBalchunas/status/1943664470032576876
https://thedefiant.io/news/markets/pump-fun-raises-500-million-minutes-pump-token-sale-fc226b29
https://www.nbcboston.com/news/business/money-report/trump-certainly-can-fire-fed-chair-powell-if-theres-cause-hassett/3765586/
https://blockworks.co/news/coreweave-pending-buy-ai
https://www.nbcboston.com/news/business/money-report/trump-certainly-can-fire-fed-chair-powell-if-theres-cause-hassett/3765586/


Keep up with Michael: X and LinkedIn

Keep up with Brian: X and LinkedIn

Keep up with Liam: X and LinkedIn

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1 month ago
1 hour 3 minutes 49 seconds

Onramp Bitcoin Media
Michael Saylor: The $100 Trillion Idea, Bitcoin is Digital Capital

From the Onramp Media archives: Michael Saylor on bitcoin as digital capital, the $100 trillion idea reshaping markets, and why bitcoin sets the true hurdle rate for capital allocation. Originally recorded in October 2024.


00:00 – Viral Adoption & Exponential Growth

02:25 – Bitcoin as Digital Capital

04:30 – 24/7 Global Markets & Capital Efficiency

11:30 – Bitcoin as the True Hurdle Rate

16:15 – Institutional Yield & Counterparty Risk

25:25 – Strategic Leverage & Capital Allocation

29:55 – The Three Planks of Institutional Adoption

34:30 – Custody, Competition & Market Dynamics

43:50 – BTC Yield as a Corporate KPI

50:55 – Operating Companies vs. Trusts & ETFs

53:20 – There Is No Second Best

58:05 – Focus, Execution & the Bitcoin Era


Please subscribe to Onramp Media channels and sign up for weekly Research & Analysis to get access to the best content in the ecosystem weekly.

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1 month ago
1 hour 10 minutes 44 seconds

Onramp Bitcoin Media
The Strategic Bitcoin Reserve Playbook: Inside BPI’s Toolkit for Sovereign Adoption

Connect with Onramp // Onramp Terminal // Bitcoin Policy Institute // Zack Shapiro on X // Zack Cohen on X // State-Level SBR Toolkit


The Last Trade: a weekly, bitcoin-native podcast covering the intersection of bitcoin, tech, & finance on a macro scale. Hosted by Jackson Mikalic, Michael Tanguma, & Brian Cubellis. Join us as we dive into what bitcoin means for how individuals & institutions save, invest, & propagate their purchasing power through time. It's not just another asset...in the digital age, it's The Last Trade that investors will ever need to make.


00:00:00 – Intro + Why This Episode Matters

00:02:42 – BPI’s Strategic Reserve Toolkit: Origin Story

00:05:05 – Toolkit Design Philosophy: Modular, Open Source, Comprehensive

00:07:05 – Why States (Not Just Feds) Should Lead

00:09:14 – Execution Challenges: Buying, Custody, and Governance

00:16:15 – The Case for Multi-Institution Custody

00:19:05 – Custody Standards, QCs, and Onramp’s Role

00:25:30 – How States Can Actually Buy Bitcoin

00:29:15 – Funding Sources: Taxes, Pensions, Bit Bonds

00:35:15 – Toolkit as an Educational Resource

00:54:15 – Bitcoin Opportunity Zones & Energy Development

00:57:45 – Property Rights & Custody Protections

01:01:45 – Why Self-Custody Is Non-Negotiable

01:05:45 – Toolkit Implementation & State-Level Game Theory

01:10:15 – Federal Landscape: Clarity Act, Bitcoin Act, Executive Path

01:14:15 – Macro Backdrop: Debt Spiral & Fiscal Dominance

01:21:37 – Outro + Where to Find the Toolkit


Please subscribe to Onramp Media channels and sign up for weekly Research & Analysis to get access to the best content in the ecosystem weekly.

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1 month ago
1 hour 24 minutes 16 seconds

Onramp Bitcoin Media
Fiat Is Hopeless: Musk’s America Party Makes Its Bitcoin Pitch

Connect with Early Riders // Connect with Onramp


Presented collaboratively by Early Riders & Onramp Media...

Final Settlement is a weekly podcast covering the underlying mechanics of the bitcoin protocol, its ongoing development and funding, and real-world applications of the technology.


00:00 - Elon Musk's America Party and Bitcoin

06:49 - The Future of AI and Capital Flow

11:35 - Disruption in Technology: Uber vs. Airbnb

16:18 - Stable Coins and International Remittance

22:29 - JP Morgan's Outlook on Bitcoin and Gold

29:51 - The Future of Hard Assets: Bitcoin and Gold

34:22 - Revolutionizing Company Building with AI

36:11 - AI Adoption in the Workforce: A Slow Transition

38:20 - The Cognitive Impact of AI on Human Thinking

41:32 - Balancing AI and Human Creativity

48:24 - California's Startup Landscape: Trends and Insights

50:26 - The Rise of Crypto-Focused Banking


If you found this valuable, please subscribe to Early Riders Insights for access to the best content in the ecosystem weekly.


Links discussed:
https://www.ben-evans.com/presentations
https://techcrunch.com/2025/06/26/this-ai-powered-startup-studio-plans-to-launch-100000-companies-a-year-really/
https://www.craincurrency.com/family-office-management/family-offices-quietly-using-venture-studios-build-companies
https://news.crunchbase.com/venture/california-startup-funding-share-rising-unicorns-openai-spacex/?utm_source=Iterable&utm_medium=email&utm_campaign=newsletter-20250703
https://finance.yahoo.com/news/tech-billionaires-led-palmer-luckey-124008946.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAIGaZKOVKtrpqCRAE8epUWbgt2Y3NclOOU5no8ADjupJu2O2DFHH6pnOkv9Qz5BvSo_zqE3s3lfLBvX391N4y01VySicBK594A4CsjzSFUMZq3lpuOVHsbGlTAyHzRAVhEe_6Ova_Fw6AwwRfqPC404rPlpKHZLA_Og5PkpxJXc7
https://x.com/stable/status/1940048398595547289?s=46&t=PV2x02cG_nl7mRDNaKNUMA
https://x.com/BitcoinNewsCom/status/1939987595020140708
https://www.privatebank.citibank.com/insights/managing-risk-amid-geopolitical-tension
https://privatebank.jpmorgan.com/content/dam/jpm-pb-aem/global/en/documents/insights/outlook/2025-Mid-Year-Outlook-Comfortably-Uncomfortable.pdf?page=27
https://www.gallup.com/workplace/691643/work-nearly-doubled-two-years.aspx
https://seekingalpha.com/news/4464052-elon-musks-xai-raises-5b-each-in-new-debt-and-equity-morgan-stanley


Keep up with Michael: X and LinkedIn

Keep up with Brian:  X and LinkedIn

Keep up with Liam:  X and LinkedIn

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1 month ago
58 minutes 55 seconds

Onramp Bitcoin Media
Former Blackstone Partner: ALL-IN on Bitcoin's Monetary Revolution

Connect with Onramp // Onramp Terminal // David Thayer


The Last Trade: a weekly, bitcoin-native podcast covering the intersection of bitcoin, tech, & finance on a macro scale. Hosted by Jackson Mikalic, Michael Tanguma, & Brian Cubellis. Join us as we dive into what bitcoin means for how individuals & institutions save, invest, & propagate their purchasing power through time. It's not just another asset...in the digital age, it's The Last Trade that investors will ever need to make.


00:00 - Welcoming Back David Thayer

09:30 - Bitcoin ETF and Institutional Adoption

17:15 - Portfolio Allocation and Wealth Transfer

24:14 - Market Dynamics and Economic Indicators

29:13 - Concentration in Equity Markets

34:30 - Liquidity and Monetary Policy Effects

42:12 - Taxation and Economic Implications

45:08 - Robinhood and Tokenization of Assets

49:56 - Bitcoin as a Store of Value

54:39 - The Future of Bitcoin Treasuries

01:13:48 - Independence Day Reflections and Bitcoin's Role

01:20:08 - Outro and Disclaimer


Please subscribe to Onramp Media channels and sign up for weekly Research & Analysis to get access to the best content in the ecosystem weekly.

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1 month ago
1 hour 20 minutes 39 seconds

Onramp Bitcoin Media
Efficiency Is Alpha: AI Disruption & the Return to Sound-Money Investing

Connect with Early Riders // Connect with Onramp


Presented collaboratively by Early Riders & Onramp Media...

Final Settlement is a weekly podcast covering the underlying mechanics of the bitcoin protocol, its ongoing development and funding, and real-world applications of the technology.


00:00 - Introduction to the Show and Guests

03:22 - Expanding the Conversation: Bitcoin and Capital Markets

05:38 - Robinhood's Crypto Push and Tokenization Trends

12:00 - Value Accrual in Crypto and Traditional Markets

19:57 - User Experience vs. Infrastructure in Crypto

24:22 - AI Disruption: Winners and Losers in Venture Capital

37:14 - The Rise of AI in Venture Capital

40:07 - Understanding Revenue Metrics in Startups

42:31 - The Shift in Founder Expectations

47:14 - The Unsustainable Venture Capital Game

51:43 - The Importance of Sound Money Principles

55:33 - The Future of Venture Capital and Bitcoin

01:01:30 - The Evolving Landscape of Crypto Custody


If you found this valuable, please subscribe to Early Riders Insights for access to the best content in the ecosystem weekly.


Links discussed:

https://x.com/robpetrozzo/status/1939721226697494733
https://x.com/amitisinvesting/status/1939716899656679693
https://x.com/RobinhoodApp/status/1939709086645232006
https://techcrunch.com/2025/06/25/kalshi-closes-185m-round-as-rival-polymarket-reportedly-seeks-200m/
https://www.google.com/url?q=https://www.reuters.com/technology/polymarket-nears-200-million-raise-over-1-billion-valuation-source-says-2025-06-24
https://x.com/Bruce_Markets/status/1937583818430435410
https://x.com/matthew_sigel/status/1940007846680183026
https://confluencevcweekly.beehiiv.com/p/yc-ai-agents
https://newsletter.pragmaticengineer.com/p/state-of-eng-market-2024
https://levelvc.com/this-is-not-your-mothers-alpha/
https://x.com/bgurley/status/1932942519802777681
https://x.com/MTanguma/status/1940009119886533089
https://drive.google.com/file/d/1Srl8Y4pBoKtNVYZBxmfj2TEMYM5tp1mE/view


Keep up with Michael:

https://x.com/MTanguma
https://www.linkedin.com/in/mtanguma/

Keep up with Brian:

https://x.com/BackslashBTC
https://www.linkedin.com/in/brian-cubellis-00b1a660/

Keep up with Liam:

https://x.com/Lnelson_21
https://www.linkedin.com/in/liam-nelson1/

Keep up with Clay:

https://www.linkedin.com/in/cbnorris/
https://x.com/ClayNorris10
https://confluencevcweekly.beehiiv.com/subscribe
https://www.outlaw.vc/

Show more...
1 month ago
1 hour 13 minutes 55 seconds

Onramp Bitcoin Media
Are Bitcoin Treasuries the Next Big Thing or the Next Blowup? with Richard Byworth

Connect with Onramp // Onramp Terminal // Richard Byworth on X // Syz Capital // Bram Kanstein on X


The Last Trade: a weekly, bitcoin-native podcast covering the intersection of bitcoin, tech, & finance on a macro scale. Hosted by Jackson Mikalic, Michael Tanguma, & Brian Cubellis. Join us as we dive into what bitcoin means for how individuals & institutions save, invest, & propagate their purchasing power through time. It's not just another asset...in the digital age, it's The Last Trade that investors will ever need to make.


00:00 - Welcoming Back Richard Byworth

05:12 - Bitcoin as the Hurdle Rate

08:09 - The Impact of Bitcoin Treasury Companies

11:14 - Public Market Dynamics and Bitcoin Treasuries

14:13 - The Role of Bitcoin in Traditional Finance

17:05 - Risks and Opportunities in Bitcoin Treasury Companies

20:18 - Retail vs. Institutional Participation

23:27 - The Future of Bitcoin Treasury Companies

26:14 - Bitcoin in Real Estate Financing

29:03 - Legitimization of Bitcoin as a Capital Asset

49:07 - The Role of Bitcoin in Debt Markets

54:50 - Bitcoin's Resilience Amidst Market Uncertainty

57:43 - The Asymmetric Opportunity of Bitcoin

01:01:20 - Bitcoin Treasuries and Adoption

01:07:58 - The Future of Bitcoin and Institutional Adoption

01:13:35 - Concluding Thoughts on Bitcoin's Journey

01:18:43 - Outro and Disclaimer


Please subscribe to Onramp Media channels and sign up for weekly Research & Analysis to get access to the best content in the ecosystem weekly.

Show more...
1 month ago
1 hour 19 minutes 14 seconds

Onramp Bitcoin Media
Onramp Bitcoin Media Bitcoin-native insights on markets, investing, and the future of finance. https://onrampbitcoin.com/ The Last Trade Bitcoin meets macro. Onramp Media’s flagship show covering markets, monetary policy, tech, and the shifting tides of global finance. Final Settlement Building on Bitcoin. A biweekly dive into Bitcoin applications, protocol development, and early-stage venture—brought to you by Early Riders. Scarce Assets Bitcoin for professionals. Conversations with allocators and finance pros on portfolio strategy, hard money, and the rise of digital scarcity.