Onramp Bitcoin Media

Latest Episodes:

Nothing Stops This Train: Bitcoin’s New Era of Demand & Danger Jun 13, 2025

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Connect with Onramp // Onramp Terminal // Gerry O'Shea on X // Hashdex

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, & Tim Kotzman. 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 - Bitcoin's Bullish Momentum in 2025

04:35 - Market Sentiment and Price Analysis

07:24 - ETF Impact on Bitcoin's Market Structure

10:24 - Institutional Adoption and Investor Behavior

13:27 - State Policies and Bitcoin Investments

16:51 - The Role of Bitcoin in Fiscal Responsibility

19:39 - Political Dynamics and Bitcoin's Future

44:14 - The Debt Train: A Silver Lining

45:34 - Policy Shifts and Bitcoin's Role

50:46 - Legislative Landscape: Stablecoins and Market Structure

58:17 - Stablecoins: Integration into Traditional Finance

01:02:17 - Physical Security and Bitcoin Ownership

01:12:22 - The Future of Bitcoin and Market Dynamics

01:19:42 - 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.

The $100 Trillion Unallocated Wall & Bitcoin’s Coming Supply Squeeze Jun 11, 2025

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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 Current Crypto Landscape

02:50 - The Role of Stablecoins in the Market

06:01 - Institutional Interest and Market Dynamics

08:52 - Global Trends and Geopolitical Impacts on Bitcoin

12:06 - The Future of Bitcoin and Financial Integration

14:53 - The Influence of Major Players in Crypto

17:57 - The Intersection of Politics and Cryptocurrency

21:03 - Market Sentiment and the Nature of Value

24:07 - The Evolution of Financial Systems and Bitcoin's Role

31:38 - Evaluating Value in Cryptocurrency Investments

33:59 - The Risks of Unsustainable Business Models

36:43 - The Launch of New Bitcoin ETFs

39:35 - The Impact of Political Changes on Bitcoin

42:16 - AI's Limitations and Implications

46:32 - Global Regulatory Shifts in Cryptocurrency

48:41 - Concerns Over Wealth and Safety in California

49:14 - Innovative Ideas for Bitcoin Adoption

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.earlyriders.com/open-range/global-heavyweights-back-bitcoin-as-collateral

https://finance.yahoo.com/news/jpmorgan-accept-bitcoin-etfs-loan-190938433.html

https://www.cnbc.com/2025/06/04/stablecoin-issuer-circle-prices-ipo-at-31-above-expected-range-ahead-of-nyse-debut.html

https://tass.com/economy/1968239/amp

https://bitcoinmagazine.com/news/sberbank-russias-biggest-bank-launches-structured-bond-tied-to-bitcoin

https://finance.yahoo.com/news/uber-once-again-considering-crypto-030119942.html

https://finance.yahoo.com/news/apple-x-airbnb-among-growing-124627298.html

https://www.cnbc.com/2025/06/03/trump-truth-social-step-toward-bitcoin-etf-launch-with-new-nyse-filing.html

https://www.businesswire.com/news/home/20250606673229/en/Strategy-Announces-Pricing-of-Initial-Public-Offering-of-STRD-Stock

https://www.theblock.co/post/356246/tether-backed-bitcoin-treasury-firm-twenty-one-raises-total-financing-to-685-million-after-second-note-sale

https://meanwhile.bm/financials

https://x.com/bitcoinofficesv/status/1930435672311054749

https://www.theblock.co/post/356855/south-korea-elects-pro-crypto-lee-as-new-president-crypto-etfs-and-krw-stablecoins-on-horizon

https://www.cnbc.com/2025/06/06/uk-fca-to-lift-ban-on-crypto-etns.html

Keep up with Michael: X and LinkedIn

Keep up with Brian: X and LinkedIn

Keep up with Liam: X and LinkedIn

Strategic Reserves, Fiscal Insanity, and the Bitcoin Explosion Ahead with Alex Thorn Jun 06, 2025

Show notes

Connect with Onramp // Onramp Terminal // Alex Thorn on X // Galaxy Research

00:00 - Introduction to Alex Thorn

07:31 - Historical Narratives in Bitcoin and Crypto

13:18 - Evaluating Bitcoin Treasury Strategies

19:38 - Bitcoin Dominance and Altcoin Landscape

25:39 - Economic Challenges and Financial Nahilism

37:55 - Institutional Demand for Bitcoin ETFs

46:47 - Stablecoins and U.S. Dollar Dominance

54:00 - Bitcoin's Future and Market Dynamics

01:00:48 - Catalysts for Bitcoin's Growth

01:09:53 - Global Liquidity and Bitcoin's Position

01:17:32 - 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.

Multipolar Investing: Geopolitics, Risk, and the End of the 60/40 Portfolio Jun 04, 2025

Show notes

Connect with Onramp // Jackson Mikalic on X // Bespoke Group

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 Rob Larity & Jacob Shapiro from Bespoke Group

06:49 - Understanding Geopolitics and Its Importance

11:49 - The Role of Geopolitics in Investment Strategies

16:48 - Current Global Power Dynamics: US and China

21:44 - Investment Strategies in a Multipolar World

26:59 - Challenges and Opportunities in Capital Allocation

43:55 - Institutional Inertia and Bitcoin Adoption

48:43 - Re-underwriting the U.S. Treasury

55:08 - Geopolitical Implications of U.S. Debt

01:02:35 - The Future of Bitcoin and Hard Assets

01:26:52 - 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.

Flash Forward: From Monetary Asset to Everyday Money Jun 02, 2025

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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 - Key Takeaways from the Conference

06:26 - Bitcoin as a Store of Value vs. Payment Solutions

11:30 - Flash's Innovative Payment Solutions

20:39 - Exploring Flash 2.0 and Future Roadmap

28:40 - The Future of Payments and AI Integration

35:59 - The Challenges of Monetization in the Digital Age

38:55 - Stablecoins: Bridging Traditional and Bitcoin Economies

40:25 - The Role of Stablecoins in Global Finance

43:17 - User Experience and Liquidity in Stablecoin Transactions

45:40 - The Future of USDT on the Lightning Network

51:39 - Privacy and Regulation in Stablecoin Transactions

54:22 - Yield Generation in the Lightning Network

01:02:29 - The Future of Stablecoins and Bitcoin Integration

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

Links discussed:

https://paywithflash.com/

https://x.com/RyanTheGentry/status/1927795177759928763

https://bitcoinmagazine.com/news/flash-launches-flash-2-0-to-simplify-bitcoin-payments-for-businesses-worldwide

https://www.theblock.co/post/356431/stablecoin-startup-atticus-nears-2-billion-valuation-following-raise-led-by-defense-tech-firm-ceo-report

Keep up with Michael: X and LinkedIn

Keep up with Brian: X and LinkedIn

Keep up with Liam: X and LinkedIn

Keep up with Pierre: X and LinkedIn

Bitcoin 2025: A New Era of Strategic Moves by Nations, Corporations, and Institutions May 30, 2025

Show notes

Connect with Onramp // Onramp Terminal // Onramp Trade

Enter "TLT" during sign-up for Onramp Trade and receive 50% off account fees and zero cost trading through September.

00:00 - Market Sentiment and Price Analysis

07:09 - Insights from Bitcoin 2025 Conference

12:22 - GameStop's BTC Strategy and Market Reactions

17:17 - Sovereign Adoption and Institutional Perspectives

22:16 - Political Landscape and Bitcoin's Future

27:23 - Cultural Shifts and Mainstream Acceptance

35:59 - Political Interest in Bitcoin

41:54 - Grassroots Adoption and Education

51:05 - Bitcoin as a Payment System

53:32 - Lightning Network and Yield Generation

58:46 - Proof of Reserves and Custodial Risks

01:04:02 - Market Dynamics and Economic Policies

01:06:22 - The Fiscal Landscape and Debt Challenges

01:14:16 - The Housing Market Crisis and Its Implications

01:21:48 - Emerging Trends in Bitcoin Adoption and Security

01:29:15 - The Future of Bitcoin and Wealth Preservation

01:35:32 - 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.

Trump Bets Billions on Bitcoin: Why Treasury-Scale Custody Must Be Distributed May 27, 2025

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Connect with Early Riders // Connect with Onramp

Why MIC Is Winner Take All (Early Riders Research)

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 Current Events in Bitcoin

03:40 - Trump's Bitcoin Treasury Announcement

06:33 - Market Reactions and Implications

09:42 - The Role of Institutional Investors

12:43 - Risks and Challenges in Bitcoin Investments

15:53 - Government Debt and Economic Policies

18:47 - Chamath's Insights on Spending Bills

21:52 - The Future of Bitcoin and Hard Assets

24:26 - Security Risks in the Crypto Space

31:29 - Navigating Risks in Bitcoin Custody

33:49 - Barriers to Bitcoin Adoption

39:50 - The Debate on Proof of Reserves

45:44 - The Importance of Multi-Institution Custody

50:16 - The Future of Financial Services with Multi-Institution 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://www.cnbc.com/2025/05/27/djt-trump-media-bitcoin.html

https://cointelegraph.com/news/american-tourist-drugged-fake-uber-driver-robbed-123k-btc

https://www.washingtonpost.com/nation/2025/05/25/bitcoin-torture-new-york-crypto/

Keep up with Michael: X and LinkedIn

Keep up with Brian: X and LinkedIn

Keep up with Liam: X and LinkedIn

MetaPlanet, Bond Chaos, and Bitcoin’s Ascent with Mark Yusko May 23, 2025

Show notes

Connect with Onramp // Onramp Terminal // Mark Yusko on X // Morgan Creek Capital

Onramp Trade: Enter "TLT" during sign-up for Onramp Trade and receive 50% off account fees and zero cost trading through September.

00:00 - Introduction to Mark Yusko

05:17 - Bitcoin Pizza Day and Market Milestones

11:07 - Japanese Bond Market Dynamics

14:17 - Historical Context of Currency and Bonds

20:07 - Tariffs and Economic Consequences

23:17 - China's Role in Global Economics

26:06 - Masa Son and Long-Term Vision

32:16 - Bitcoin Treasury Strategies and Market Dynamics

36:11 - Jurisdictional Arbitrage and Market Advantages

41:20 - The Role of Charisma and Authenticity in Leadership

46:02 - The Importance of Individual Decision-Making in Investing

53:07 - The Evolution of Information Access in Investing

01:03:00 - Identifying Talent: Lessons from Coaching

01:06:06 - The Future of Stablecoins and Bitcoin

01:13:04 - The Global Asset Landscape and Bitcoin's Position

01:18:44 - Courage in Investment: Embracing Innovation

01:21:39 - The Future of Money: Digital Gold and Beyond

01:32:32 - 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.

Bitcoin Is the New Hurdle Rate: Corporate Treasuries Are Waking Up May 21, 2025

Show notes

Connect with Onramp // Jackson Mikalic on X // Ethan Peck on X // Strive Asset Management

00:00 - Intro to Ethan Peck and His Role at Strive

06:27 - The Shift from ESG to Bitcoin Advocacy

09:11 - Engagement Strategies and Shareholder Proposals

12:00 - Challenges of Bitcoin Adoption in Corporations

16:45 - Identifying Internal Advocates for Bitcoin

21:19 - Bitcoin as the Real Hurdle Rate

24:05 - Capital Allocation Decisions and Bitcoin

30:11 - The Necessity of Bitcoin Adoption for Survival

32:20 - The Role of Shareholder Activism in Bitcoin Adoption

37:14 - Corporate Governance and Bitcoin Treasury Companies

39:50 - The Evolving Landscape of Bitcoin Asset Management

54:13 - Future Trends in Bitcoin Adoption and Structured Products

01:01:24 - Navigating SEC Regulations and Corporate Proposals

01:10:25 - 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.

AI Kills SaaS, Bitcoin Saves Treasuries: The Next Playbook for Founders May 19, 2025

Show notes

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

02:51 - Bond Yields and Economic Implications

06:00 - The Role of AI in Economic Deflation

09:04 - Bitcoin's Position in a Changing Economy

11:52 - Challenges in AI Investment

15:09 - The Future of SaaS and AI

17:53 - The Impact of Bitcoin on Business Models

21:02 - The Consciousness Shift in Understanding Bitcoin

23:54 - The Role of Curiosity in Bitcoin Adoption

26:47 - The Future of Industry and Services in the US

38:59 - The Impact of AI on Business Models

41:13 - Inflation, Debt, and the Role of Bitcoin