Connect with Early Riders // Connect with Onramp
Presented collaboratively by Early Riders & Onramp Media…
Final Settlement is a weekly podcast covering capital markets, dealmaking, early-stage venture, bitcoin applications and protocol development.
00:00 - MasterCard's Acquisition of ZeroHash
02:57 - The Future of Bitcoin and Stablecoins
05:47 - Coinbase's Strategic Moves and Partnerships
12:05 - The Role of Traditional Finance in Crypto
17:46 - Trends in Stablecoins and Tokenization
23:42 - The Hype Cycle in Crypto and Its Implications
28:42 - Navigating the Crypto Spectrum
32:15 - The Evolution of Trust in Financial Products
34:32 - The Role of Institutional Trust in Crypto
38:01 - Understanding Credit Ratings in the Crypto Space
43:21 - AI Layoffs and the Future of Business
51:14 - The Impact of AI on Consulting and Business Models
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.electronicpaymentsinternational.com/news/coinbase-2bn-acquisition-bvnk/
https://x.com/stockmktnewz/status/1984016283306786943?s=12
https://www.linkedin.com/posts/gs-fintech_today-im-excited-to-announce-hercle-has-activity-7389290368699297792--tYs
https://www.citigroup.com/global/news/press-release/2025/citi-coinbase-join-forces-boost-digital-asset-payment-capabilities-global-clients
https://www.coinbase.com/blog/Coinbase-Asset-Management-and-Apollo-Partner-to-Develop-Stablecoin-Credit-Strategies
https://fortune.com/crypto/2025/10/29/mastercard-zerohash-acquisition-bvnk-stablecoins-coinbase/
https://x.com/KrishanGopaul/status/1983851088588513482
https://x.com/FirstSquawk/status/1982850503320187044
https://x.com/thepowerfulHRV/status/1982859979989324139
https://x.com/saylor/status/1982857061257097696
https://x.com/ChainLinkGod/status/1983755475079278877
https://x.com/therosieum/status/1984987750647333350
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/
Zuby (@ZubyMusic) joins The Last Trade to reveal why bitcoin represents the greatest asymmetric opportunity for millennials and Gen Z - and why the journey from $100K to $1M will be MUCH easier than getting your first $100K.
🚨WHAT WE COVER:
- Why 100,000+ tech workers just lost their jobs (and who's next)
- The Nigerian hyperinflation story that opened Zuby's eyes to bitcoin
- Why bitcoin ISN'T crypto - it's financial survival
- The "escape velocity" principle: $0-$100K vs $100K-$1M
- How AI will force you to become "ungovernable" or get left behind
- Why the status quo is now your enemy (not your friend)
📊 SHOCKING STATS DISCUSSED:
- Nigerian Naira: 1:1 with British Pound at independence → 2,000:1 today
- 40% of all USD created in 18 months (2020-2021)
- Top 5 companies laid off 100,000+ workers THIS WEEK
- Bitcoin took 16 years to reach $100K (next 10x will be faster)
🎯 ZUBY'S BITCOIN THESIS:
"Why would you choose money that works against you? Some random person can hit a button and drop your savings by 10%, 20%, 50%, 90%. Bitcoin is the only escape."
WHO IS ZUBY?
- Oxford Computer Science Graduate
- Independent Rapper with 1M+ followers
- Host of Real Talk with Zuby podcast
- Joe Rogan Experience guest
- Living proof that breaking from the status quo = freedom
FOLLOW ZUBY:
Twitter/X: @ZubyMusic
Podcast: Real Talk with Zuby
All platforms: Search "Zuby"ABOUT THIS EPISODE: Recorded October 30, 2025, this conversation captures a pivotal moment as mass layoffs accelerate and bitcoin crosses historic price levels. If you're under 40 and want financial freedom, this is required viewing.🔥 SUBSCRIBE for weekly bitcoin alpha and conversations with the sharpest minds in the space.
Book a consultation to learn about our multi-institution custody solution at onrampbitcoin.com.
#Bitcoin #Zuby #Layoffs #AI #Inflation #GenZ #Millennials #FinancialFreedom #Cryptocurrency #TechLayoffs #Economy
Connect with Onramp // Onramp Business // Onramp Institutional // Zuby 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 – Intro: Zuby’s Journey & Why Bitcoin
04:38 – First Touch: 2017 Run-Up
07:36 – Through Volatility to Conviction
10:37 – Global Lens: Inflation & Currency Risk
13:57 – Creativity, Communication, Building
16:39 – Pain, Lessons, Financial Clarity
19:51 – Status Quo & Change Aversion
23:01 – Why Bitcoin for the Next Gen
34:10 – Bitcoin vs. Traditional Assets
42:41 – Generational Openings & S-Curves
53:18 – AI, Automation, Jobs Ahead
01:02:42 – Escape Velocity: Zero to Wealth
01:07:07 – Outro & 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.
Connect with Early Riders // Connect with Onramp
Presented collaboratively by Early Riders & Onramp Media…
Final Settlement is a weekly podcast covering capital markets, dealmaking, early-stage venture, bitcoin applications and protocol development.
00:00 – Cold open: Friday/Sunday pump banter; “the banks are here” kickoff
02:11 – JPMorgan to accept BTC/ETH as collateral by year-end
11:41 – Fortress/Prime Trust fallout: single-custodian risk and insolvency lessons
16:19 – Notable deals of the week
25:31 – FalconX to buy 21Shares: ETFs as on-ramp; options liquidity migration
26:41 – Crypto M&A surges; Q3 deal value and what 2026 might look like
32:08 – Coinbase buys Echo (and UpOnly)
38:56 – Tether roundup: AI ambitions, USAT, and the Rumble token (RUM)
46:54 – Convergence of AI and digital assets
53:53 – ETH dev flight to Tempo; centralization tradeoffs and incentive-driven pivots
58:15 – The state of the greater digital assets industry
1:08:28 – Macro week preview
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.theblock.co/post/376038/jpmorgan-to-let-institutional-clients-pledge-btc-eth-loan-collateral
https://x.com/pmarca/status/1982524567072669929
https://www.theblock.co/post/375102/ledger-nano-device-wallet-app
https://www.theblock.co/post/375791/coinbase-unveils-tool-ai-agents-claude-gemini-access-crypto-wallets
https://www.theblock.co/post/375102/ledger-nano-device-wallet-app
https://www.theblock.co/post/376037/tether-ai-open-dataset-local-app
https://www.coindesk.com/business/2025/10/24/tether-eyes-fresh-investments-to-push-usat-stablecoin-to-100m-americans-at-december-launch
https://www.theblock.co/post/376092/zelle-weighs-stablecoin-integration-expand-trillion-dollar-payments-network-abroad
https://www.bloomberg.com/news/articles/2025-10-23/crypto-m-a-surges-30-fold-as-niche-firms-shift-to-mainstream
https://www.theblock.co/post/375652/prime-broker-falconx-to-buy-21shares-amid-crypto-ma-spree-report
https://www.theblock.co/post/375689/salesforce-backed-paytech-firm-modern-treasury-acquires-beam-stablecoin-startup-40-million-all-stock-fortune
https://www.theblock.co/post/375778/kalshi-fielding-investment-offers-12-billion-valuation-after-major-funding-round-bloomberg
https://blog.kraken.com/news/q3-2025-financial-highlights
https://investor.galaxy.com/news/news-details/2025/Galaxy-Announces-Second-Quarter-2025-Financial-Results/default.aspx
https://finance.yahoo.com/news/nevada-shuts-down-fortress-trust-114729119.html
https://a16zcrypto.com/posts/article/state-of-crypto-report-2025/
https://x.com/TheOneandOmsy/status/1982219947792126246
https://finance.yahoo.com/news/coinbase-signs-375-million-deal-113014849.html
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/
Connect with Onramp // Onramp Business // Onramp Institutional // Gustavo Flores on X // Aureo 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 & the debasement trade
05:22 - Liquidity conditions & bitcoin’s resilience
08:38 - Bitcoin cycles: halving vs liquidity
11:43 - U.S. debt explosion & nominal distortion
14:36 - Government signals & gold’s resurgence
17:34 - Shifting incentives & institutional positioning
19:44 - Global adoption: U.S., India, & Asia-Pacific
23:07 - Latin America’s adoption landscape
25:54 - Financial institutions & ETF-driven onboarding
29:00 - Bitcoin management: custody, risk, & MIC
37:18 - Security realities in Latin America
46:29 - Gold & bitcoin as sound money
01:03:34 - Market structure, stablecoins, & centralization
01:11:42 - Closing remarks, outro, & 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.
Connect with Early Riders // Connect with Onramp
Presented collaboratively by Early Riders & Onramp Media…
Final Settlement is a weekly podcast covering capital markets, dealmaking, early-stage venture, bitcoin applications and protocol development.
00:00 – Intro & welcoming Gustavo Flores
01:17 – UK opens retail BTC/ETH ETPs
04:13 – Japan stablecoins & productization
07:49 – LATAM stablecoin wave; Brazil in focus
11:27 – Coinbase x CoinDCX (India/APAC)
15:47 – Stablecoin plumbing: BlackRock & Stripe
20:27 – BTC credit vs high LATAM rates; Bolivia case
23:31 – Nubank pursues U.S. bank charter
29:11 – 2026 custody (Citi/Schwab) & cycle timing
33:25 – Aureo announced (Swapido → Aureo)
35:03 – Aureo MIC thesis & team
42:21 – Storage-first: MIC + localized service
56:40 – Debasement trade & BTC hurdle rate
1:04:23 – Onramp Business controls; wrap & disclaimer
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.aureobitcoin.com/en
https://www.earlyriders.com/news/early-riders-acts-as-exclusive-investor-in-aureos-pre-seed-round-to-build-latam-native-bitcoin-financial-services-infrastructure
https://bitcoin.docsend.com/view/2dj7n3sjr5uyrsr4
https://blockworks.co/news/tempo-series-a-raise
https://www.lightspark.com/news/lightspark/introducing-lightspark-grid
https://www.theblock.co/post/374924/blackrock-to-launch-genius-compliant-money-market-fund-tailored-for-stablecoin-issuers-report?utm_source=telegram1&utm_medium=social
https://www.cnbc.com/2025/10/13/citi-aims-to-launch-crypto-custody-in-2026-exploring-stablecoin.html
https://www.theblock.co/post/375228/japan-fsa-local-banks-crypto
https://www.theblock.co/post/375250/21shares-bitwise-blackrock-wisdomtree-uk-retail-bitcoin-ethereum-etps-fca
https://www.coinbase.com/en-in/blog/Coinbase-makes-investment-in-CoinDCX-expanding-our-commitment-to-India-and-the-Middle-Easts-crypto-future
https://www.theblock.co/post/374870/paxos-mistakenly-mints-300-trillion
https://www.theblock.co/post/375083/japans-big-banks-join-forces-on-stablecoins-to-speed-corporate-payments-nikkei
https://www.theblock.co/post/374643/stripe-stablecoin-unit-bridge-applies-for-national-bank-trust-charter-co-founder-zach-abrams-says
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 Gustavo:
https://x.com/gustavojfe
https://www.linkedin.com/in/gustavo-j-flores-echaiz/
~ BITCOIN FOR BUSINESSES EP. 3~
Connect with Onramp // Connect with Acropolis // Connect with Early Riders
Presented by Onramp Media in collaboration with Acropolis & Early Riders...
Bitcoin for Businesses is a bi-weekly podcast for operators. We turn headlines into a playbook, covering custody architecture, board approvals, accounting, financing, and real-world implementation.
00:00 - Introduction to Bitcoin for Businesses Podcast
01:24 - Square’s Integration of Bitcoin Payments
05:34 - The Future of Bitcoin in Business
13:11 - Inflation and the Gold-Bitcoin Relationship
19:08 - Counterparty Risk in Bitcoin Holdings
25:11 - Emerging Multinational Banks and Bitcoin
32:07 - Tax Considerations for Bitcoin-accepting Businesses
If you found this valuable, please subscribe to Onramp Media.
Analyst James Check (Checkmate) joins to unpack the current state of bitcoin and gold markets, the impact of shifting liquidity conditions, the relevance of four-year cycles, the future of bitcoin treasury companies, and why understanding market structure, capital flows, and the debasement trade is key to anticipating bitcoin’s next major move.
Connect with Onramp // Onramp Business // Onramp Institutional // James Check 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 — Market Overview & Sentiment
03:39 — Are 4-Year Cycles Dead?
06:26 — Liquidity & Macro Regime
09:24 — Gold vs Bitcoin: Signals & Sovereign Bid
11:39 — Institutions vs Retail Demand
13:44 — Onchain: Retail, OG Supply, Smart Money
19:59 — Treasury Companies: MNAV, Risks, Reality
32:15 — Who Buys Next? ETFs, WM, Sovereigns
37:44 — Retail Reflexivity & Hardware Tell
41:42 — Real Inflation & BTC vs Traditional Assets
56:33 — BTC Dominance, Altcoins & Valuation
01:05:40 — Liquidations, Tokenomics & Value Capture
01:13:29 — Barbell: Gold + BTC, Cycles & Leverage
01:24:44 — Outro
Please subscribe to Onramp Media channels and sign up for weekly Research & Analysis to get access to the best content in the ecosystem weekly.
Connect with Early Riders // Connect with Onramp
Presented collaboratively by Early Riders & Onramp Media…
Final Settlement is a weekly podcast covering capital markets, dealmaking, early-stage venture, bitcoin applications and protocol development.
00:00 - Introduction and Overview of Recent Events
02:53 - Texas Capital Markets and Blockchain Summit Insights
05:59 - Understanding the Debasement Trade and Fiscal Policies
08:40 - Market Reactions to Recent Economic Announcements
12:07 - The Fragility of the Crypto Ecosystem
14:53 - Lessons from Recent Market Volatility
17:44 - The Role of Bitcoin in a Volatile Market
20:55 - The Future of Prediction Markets and Information Discovery
30:35 - The Nuances of Prediction Markets
32:45 - Square's AI Voice Ordering and Bitcoin Integration
37:55 - Traditional Finance Meets Digital Assets
42:17 - Sovereign Adoption of Bitcoin
49:42 - The Risks in Capital Markets and First Brands
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.theblock.co/post/374266/crypto-liquidations-near-10-billion-in-historic-drawdown-following-trumps-100-tariffs-on-china
https://www.cnbc.com/2025/10/10/morgan-stanley-drops-crypto-fund-restrictions-for-wealth-clients.html
https://blockworks.co/news/bank-of-russia-limited-crypto
https://www.theblock.co/post/374286/rwa-giant-securitize-eyeing-public-listing-via-cantor-fitzgerald-spac-at-unicorn-valuation-bloomberg
https://techcrunch.com/2025/10/10/kalshi-hits-5b-valuation-days-after-rival-polymarket-gets-2b-nyse-backing-at-8b/
https://techcrunch.com/2025/10/08/square-launches-ai-voice-ordering-and-an-integrated-bitcoin-solution-for-merchants/
https://www.theblock.co/post/373957/paypay-acquires-40-stake-in-binance-japan?utm_source=rss&utm_medium=rss
https://www.prnewswire.com/news-releases/galaxy-announces-460-million-strategic-investment-from-a-leading-asset-management-firm-302581126.html
https://x.com/unusual_whales/status/1977710157766307970
https://x.com/matthew_sigel/status/1976251057421647886
https://x.com/gladstein/status/1976684360754684366
https://x.com/nextfckingthing/status/1977072040227045729
https://x.com/kaledora/status/1977138503382413777
https://x.com/web4O/status/1977109201311908304
https://x.com/_Checkmatey_/status/1977112327704268833
https://finance.yahoo.com/news/wall-street-pivots-morgan-stanley-114628117.html
https://blockworks.co/news/morgan-stanley-crypto-access
https://x.com/HighyieldHarry/status/1976107853695107382
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/
From the Onramp Media Archives..
Lyn Alden traces the arc of monetary technology—from shells and tobacco to gold and Bitcoin—and how each leap reshaped who controls money. She explains why Bitcoin represents the end of financialization and the first true form of digital settlement, closing a 150-year gap between transactions and finality. Alden unpacks the forces driving fiscal dominance, the coming liquidity cycle, and why sound, scarce assets like Bitcoin are positioned to lead in a macro-heavy decade defined by debt, geopolitics, and technological change. Originally recorded in February 2024.
00:00 – Bitcoin as the Reversal of Financialization
04:20 – Money as a Ledger & the Question of Control
07:10 – Tobacco & Wampum: Lessons in Early American Money
11:40 – Two Technological Paths in the Evolution of Money
15:30 – Telegraph to Bitcoin: Closing the Settlement Gap
21:00 – Technological Determinism & Monetary Centralization
25:10 – Fiscal Dominance, Liquidity Cycles, & Bitcoin’s Tailwinds
29:10 – Hard Assets, Portfolio Strategy, & the Macro-Heavy Decade
Please subscribe to Onramp Media channels and sign up for weekly Research & Analysis to get access to the best content in the ecosystem weekly.
Connect with Onramp // Onramp Terminal // Onramp Institutional
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 — The Debasement "Trade" is Here
08:13 — Institutional Voices Join the Chorus
11:21 — The Dollar’s Decline & Asset Inflation
17:06 — The Fastest Horse Returns
20:06 — Store of Value: Bitcoin’s Core Use Case
23:21 — ETFs, Custody, & Counterparty Risk
26:06 — Hard Money in Modern Portfolios
29:10 — The Custody Dilemma
42:59 — Risk, Trust, & Peace of Mind
44:34 — Sovereign Shifts & Monetary Strategy
49:56 — Tether as a Digital Nation-State
58:17 — IBIT Dominance & the Future of BTC Ownership
01:08:49 — Central Banks & Bitcoin’s Next Era
01:19:26 — Closing, Outro, & 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.
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 - Market Breakthroughs: Gold and Bitcoin Surge
02:55 - The Debasement Trade: Shifting Sentiments in Finance
05:43 - Institutional Adoption: The Role of TradFi in Digital Assets
08:51 - Galaxy One Launch: Bridging TradFi and Crypto
11:43 - Yield Products: Evaluating Risks and Opportunities
14:54 - The Future of Financial Metrics: Nominal vs. Real Returns
17:55 - The Wild West of Finance: Embracing Change
20:39 - Bridging the Gap: Crypto Services for TradFi
23:53 - Incumbents Entering Crypto: Walmart and Stripe's Moves
39:51 - The Future of Stablecoins
43:50 - Interoperability and User Experience in Finance
45:33 - Walmart's Role in Financial Inclusion
48:10 - Risks of Stablecoins and Financial Systems
49:44 - The Evolving Landscape of Stablecoin Competition
53:23 - Credit Market Risks and Financial Distortions
01:03:18 - AI's Impact on Venture Capital and Market Dynamics
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/QTRResearch/status/1974204995273654475
https://www.bloomberg.com/news/articles/2025-10-01/nyc-pilot-funded-by-coinbase-tries-basic-income-payments-in-crypto
https://www.theblock.co/post/373468/galaxy-launches-galaxyone
https://finance.yahoo.com/news/wall-street-pivots-morgan-stanley-114628117.html
https://fortune.com/crypto/2025/10/01/stripe-crypto-stablecoins-open-issuance-bridge-blockchain-tempo/
https://www.theblock.co/post/373510/standard-chartered-estimates-1-trillion-could-exit-emerging-market-bank-deposits-for-us-stablecoins
https://murmurationstwo.substack.com/p/the-stablecoin-duopoly-is-ending
https://www.cnbc.com/2025/10/06/openai-amd-chip-deal-ai.html
https://www.reuters.com/business/ai-venture-funding-continued-surge-third-quarter-data-shows-2025-10-06/
https://www.bestbrokers.com/forex-brokers/the-state-of-ai-venture-capital-in-2025-ai-boom-slows-with-fewer-startups-but-bigger-bets/
https://x.com/exec_sum/status/1974120982614061197
https://bitcoinmagazine.com/markets/wall-street-takes-the-lead-in-bitcoin-options-as-blackrocks-ishares-overtakes-coinbases-deribit
https://ca.finance.yahoo.com/news/blackrocks-ibit-enters-top-20-102855648.html
https://www.theblock.co/post/372763/binance-offers-turn-key-crypto-as-a-service-solution-for-trad-institutions-looking-to-offer-trading-custody-compliance-services
https://www.cnbc.com/2025/10/06/who-is-sanae-takaichi-the-first-woman-set-to-helm-japanese-government.html
https://x.com/LukeGromen/status/1974184554782220583
https://x.com/TimmerFidelity/status/1974112204271296790
https://www.cnbc.com/2025/10/03/walmart-onepay-is-rolling-out-crypto-to-mobile-banking-app.html
https://x.com/calleymeans/status/1608618928561074177?lang=en
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/
Connect with Onramp // Onramp Terminal // Tyler Neville on X // Forward Guidance
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 Tyler Neville
03:56 — Wartime Finance: Acronym Rescue Playbook
12:17 — 60/40’s Sunset: A Generational Shift
21:29 — Saving vs. Investing in a Debasing World
31:45 — Future of Money: Bitcoin vs. Fiat Rails
35:42 — Bitcoin as SoV; Treasury Cos—Bridge or Blowup?
42:35 — ETFs & Access: Gatekeepers, Flows, Plumbing
01:02:20 — Gold & Bitcoin Gain Share in Reserves
01:07:54 — Reserve Flip: Gold vs. U.S. Treasuries
01:13:56 — Sound Assets & Resilience
01:23:44 — Wrap-Up, Disclaimer, & Outro
Please subscribe to Onramp Media channels and sign up for weekly Research & Analysis to get access to the best content in the ecosystem weekly.
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 - Market Sentiment and Predictions
02:32 - Tether's Valuation and Market Impact
11:00 - AI and Stablecoin Innovations
25:11 - Capital Discipline in AI Investments
27:32 - The Impact of AI on Capital and Energy
30:49 - Universal Basic Income and AI Tokens
33:01 - AI's Influence on Stock Market Dynamics
34:35 - The Future of Energy and Economic Growth
38:40 - Bitcoin as a Hedge Against Capital Destruction
41:41 - TradFi's Shift Towards Digital Assets
45:45 - Mainstream Adoption of Digital Assets
51:37 - The Future of Bitcoin Companies and Market Dynamics
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.cnbc.com/2025/09/23/tether-reportedly-seeks-lofty-500-billion-valuation-in-capital-raise-.html
https://www.forbes.com/sites/digital-assets/2025/09/29/google-ai-stablecoin-payments-a-first-protocol-for-autonomous-agents/
https://decrypt.co/340910/morgan-stanley-bitcoin-ethereum-solana-trading-etrade
https://www.theblock.co/post/372531/vanguard-crypto-etf-access
https://x.com/EricBalchunas/status/1972615445950701672
https://x.com/ReneSellmann/status/1972243094063231458
https://x.com/business/status/1971354036524716082
https://x.com/JimPethokoukis/status/1970846329791234193
https://x.com/GSR_io/status/1971640456871399899
https://www.theblock.co/post/372706/swift-blockchain-ledger-consensys
https://www.theblock.co/post/372627/kraken-mulls-potential-investor-at-20-billion-valuation-ahead-of-planned-ipo-bloomberg
https://www.theblock.co/post/372230/upbit-merge-under-naver
https://cointelegraph.com/news/circle-examines-reversible-stablecoin-transactions
https://www.storyboard18.com/brand-marketing/accenture-layoffs-cross-11000-ceo-julie-sweet-warns-of-further-exits-81670.htm
https://www.youtube.com/watch?v=Pdne9xaRLUc
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/
~ BITCOIN FOR BUSINESSES EP. 2~
Connect with Onramp // Connect with Acropolis // Connect with Early Riders
Presented by Onramp Media in collaboration with Acropolis & Early Riders...
Bitcoin for Businesses is a bi-weekly podcast for operators. We turn headlines into a playbook, covering custody architecture, board approvals, accounting, financing, and real-world implementation.
00:00 - Introduction to Bitcoin for Businesses
01:08 - Insights from Recent Bitcoin Events
06:09 - Understanding Custody Solutions
09:00 - Exploring Bitcoin Yield Strategies
18:19 - The State of Credit Risk in Business
23:07 - The Role of Bitcoin in Business Revenue
27:07 - AI and the Future of Value Transfer
32:08 - The Impact of Y Combinator on Startups
If you found this valuable, please subscribe to Onramp Media.
Connect with Onramp // Onramp Terminal // Blake Killian, Onramp CMO // New research from BPI
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 & Blake Killian Joins Onramp as CMO
03:20 — Blake’s Background and the Marketing Gap in Bitcoin
06:05 — Clarity, Education, and Overcoming Industry Noise
12:30 — Nation-State Adoption and Political Implications
25:10 — Tether’s $500B Play and Branding Power
36:30 — Treasury Companies, ETFs, and the Custody Conundrum
42:30 — Multi-Institution Custody and Cutting Through the Noise
46:24 — Gold’s Resurgence and Bitcoin as Hard Money
56:50 — China, Global Monetary Shifts, and Sound Money Allies
01:16:20 — Closing 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.
Connect with Onramp // Jackson Mikalic on X // Avik Roy on X // FREOPP
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 - Introduction & Avik Roy’s Background
03:20 - America’s Fiscal Reckoning
12:20 - Why the Crisis Takes Longer Than Expected
19:00 - The 10–20 Year Timeline Ahead
21:00 - Bitcoin Strategic Reserve & Government Signals
29:00 - Rails, Custody & 6102 Lessons
39:50 - The Future of Multi-Institution Custody
48:30 - Treasury Companies vs ETFs (Strive & Beyond)
54:20 - Personal Bitcoin Investment Perspectives
1:00:30 - Portfolio Construction & Real Hurdle Rates
1:06:50 - Wall Street Skepticism vs Macro Adoption
1:13:10 - Closing Thoughts, Outro, & 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.
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 - Nashville Conference Recap
02:23 - Multi-Institution Custody Insights
08:24 - Investment Announcements and Stables Initiative
12:11 - Bitcoin Treasury Company Acquisitions
29:15 - Global Banking Trends and Digital Identity
31:45 - Geopolitical Tensions and Currency Control
34:46 - The Rise of Stablecoins and Global Pushback
39:22 - The Shift Towards Hard Assets
43:53 - The Role of Gold and Bitcoin in Wealth Preservation
46:16 - AI's Impact on Business and Investment Strategies
50:43 - The Future of Bitcoin and Financial Institutions
55:30 - BitGo IPO and the Future of Digital Asset 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://bitcoinmagazine.com/business/early-riders-texas-accelerator-bitcoin
https://www.sec.gov/Archives/edgar/data/1740604/000162828025042203/bitgoholdingsincforms-1.htm
https://finance.yahoo.com/news/bank-england-plan-cap-stablecoin-064322101.html
https://x.com/matthew_sigel/status/1970096786455908723
https://www.globenewswire.com/news-release/2025/09/22/3153902/0/en/Strive-Inc-Nasdaq-ASST-and-Semler-Scientific-Inc-Nasdaq-SMLR-Announce-Bitcoin-Treasury-Merger-in-All-Stock-Transaction.html
https://longbridge.com/en/news/257647299
https://finance.yahoo.com/news/ray-dalio-says-invest-gold-132955153.html
https://x.com/StealthQE4/status/1968427249998123351
https://www.reuters.com/markets/wealth/morgan-stanley-cio-favors-602020-portfolio-strategy-with-gold-inflation-hedge-2025-09-16/?taid=68cab20669ce140001afff90
https://vietnamnews.vn/economy/1721534/more-than-86-million-bank-accounts-to-be-terminated-from-september-1.html
https://x.com/MacroScope17/status/1969767479309111536
https://www.theblock.co/post/371567/b-hodl-uk-bitcoin-treasury-strategy
https://www.theblock.co/post/371021/quarter-of-public-bitcoin-treasury-companies-trade-below-btc-holdings
https://x.com/JulianKlymochko/status/1967985624922910765
https://quasa.io/media/elon-musk-at-all-in-summit-key-takeaways-from-a-44-minute-vision-of-the-future
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/
Connect with Onramp // Onramp Terminal // Jeff Booth
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 - The Evolution of Economic Systems
23:18 - Transitioning to a Free Market Paradigm
37:26 - Nation-State Adoption and Sovereign Game Theory
44:54 - The Future of Bitcoin and Energy Production
48:40 - Gold's Role in the Evolving Financial Landscape
52:46 - The Game Theory of Currency and Power
58:45 - The Impact of AI on Business and Society
01:04:30 - The Necessity of Bitcoin for Businesses
01:09:26 - Venture Capital in the Bitcoin Era
01:13:38 - Looking Ahead: The Next Six Years of Technology
01:23:57 - 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.
Learn more about The Stables // Read the Manifesto // Learn How to Get Involved // Connect with Early Riders // Connect with Onramp
00:00 - Introduction to The Last Trade Podcast
03:45 - Launching EarlyRiders and Stables
07:14 - Building a Base Camp for Entrepreneurs
10:14 - Insights from Silicon Valley and Community Building
13:15 - Navigating the Bitcoin Landscape
16:15 - The Importance of Foundational Business Principles
19:07 - Identifying Viable Business Opportunities
22:08 - Commercializing Bitcoin Ideas
25:07 - The Role of Constraints in Business Success
30:36 - The Future of Private Equity and Bitcoin
32:49 - Commercial Viability of Bitcoin Innovations
35:49 - Navigating the E-Cash Landscape
39:55 - The Role of Bitcoin in Traditional Finance
44:00 - Exploring Bitcoin as a Store of Value
46:52 - The Intersection of Bitcoin and AI
51:14 - Building the Future of Bitcoin Investments
If you found this valuable, please subscribe to Early Riders Insights for access to the best content in the ecosystem weekly.
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 - Market Movements and Upcoming Events
02:11 - Banking Crisis in Thailand
09:59 - Youth Revolt in Nepal
18:23 - Bitcoin's Role in Financial Portfolios
23:09 - Gemini's Public Offering and Market Trends
28:06 - Exploring Solana's Blockchain Advantages
33:07 - The Future of Bitcoin Dividends
35:25 - Hyper Liquid and the Evolution of Stablecoins
37:42 - Vercel and the Future of Micro Payments
43:51 - The Rise of Bitcoin in Everyday Transactions
49:28 - Navigating the Fragile Economy
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.cnbc.com/2025/09/09/nasdaq-to-invest-50-million-in-winklevoss-founded-crypto-exchange-gemini.html
https://www.cnbc.com/2025/09/12/gemini-the-winklevoss-crypto-exchange-pops-in-nasdaq-debut.html
https://hbr.org/2025/09/does-bitcoin-belong-on-your-balance-sheet
https://vercel.com/blog/introducing-x402-mcp-open-protocol-payments-for-mcp-tools
https://www.thaiexaminer.com/thai-news-foreigners/2025/09/14/banking-crisis-as-security-overreach-limits-large-numbers-of-personal-and-small-business-bank-accounts/
https://www.indiatoday.in/technology/news/story/bitchat-surges-in-nepal-as-gen-z-protesters-pick-pm-on-discord-whatis-bitchat-and-how-it-is-used-2787021-2025-09-14
https://www.theblock.co/post/370570/native-markets-team-wins-hyperliquid-usdh-stablecoin-bid-eyes-test-phase-within-days
https://finance.yahoo.com/news/superstate-issue-fresh-galaxy-digital-110007162.html
https://www.tradingview.com/news/cointelegraph:b7f86629f094b:0-investment-giant-capital-group-s-1b-bet-on-bitcoin-treasuries-balloons-to-6b/
https://www.wsj.com/opinion/americas-buy-now-pay-later-economy-3dae0902
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/