Onramp Bitcoin Media

Latest Episodes:

Scarce Assets E009: Dan Tapiero – Legendary Macro Mind Turned Bitcoin Bull Apr 30, 2024

Show notes

Finance professionals everywhere know about stocks and bonds, but the macroeconomic outlook requires that serious investors pay close attention to another category: Scarce Assets.

0:00 - Introduction to Dan Tapiero

5:30 - Understanding the technical engineering of bitcoin

12:16 - Institutional investors’ mindset

18:35 - Distress in private market valuations

24:48 - Multidisciplinary nature of the bitcoin space

29:30 - Position sizing & time horizon

38:54 - A message from Onramp

39:10 - Canvasing lesser quality protocols

42:00 - Store-of-value use case & beyond

49:16 - Advantages of private equity

54:39 - Bitcoin versus old-world assets

1:05:10 - Wrapping up Schedule time with the link below if you would ever like to learn more about Onramp and please sign up for Research & Insights to get access to the best content in the ecosystem weekly:

https://onrampbitcoin.com/contact-us/

https://onrampbitcoin.com/category/onramp-media/

The Last Trade E047: The Dollar Endgame with Peruvian Bull Apr 26, 2024

Show notes

Join us as we dive into what Bitcoin means for how individuals & institutions save, invest, and 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.

0:00 - Introduction to Peruvian Bull

8:09 - State of the global economy & liquidity

12:56 - Japan's slow motion train crash

27:15 - Reactions to a looming debt spiral

34:53 - Perils of fiat & manipulated government data

44:39 - A message from Onramp

44:55 - Impacts of a sound money standard

50:57 - Game theory of bitcoin adoption

54:08 - Bitcoin’s role in energy & utility markets

1:06:00 - Bitcoin solves Triffin’s dilemma

1:13:57 - Benefits of an apolitical settlement layer

1:19:41 - Fallacies of tokenization & wrapping up

The Dollar Endgame Substack: https://dollarendgame.substack.com/

Schedule time with the link below if you would ever like to learn more about Onramp and please sign up for weekly Research and Analysis to get access to the best content in the ecosystem weekly:

https://onrampbitcoin.com/contact-us/

https://onrampbitcoin.com/category/onramp-media/

Final Settlement E005: Federated Systems with Tony & Ben from Mutiny Apr 24, 2024

Show notes

Final Settlement: a biweekly podcast presented by Onramp which explores the breadth and depth of the Bitcoin thesis, focusing on the underlying mechanics of the protocol, its ongoing development, and real-world applications of the technology. Hosted by Brian Cubellis (Head of Strategy & Research at Onramp) and Michael Tanguma (Co-founder & CEO of Onramp), Final Settlement aims to go beyond the conventional view of Bitcoin as merely a financial asset, or “digital gold."

Discover how this groundbreaking technology has the potential to benefit society through rearchitecting how value is stored and transferred. A resource for institutional investors and bitcoin enthusiasts alike, our discussions aim to enhance your understanding and conviction in Bitcoin's broader utility – tune in to grasp the full scope of bitcoin's transformative power in the digital age.

0:00 - Introduction to Tony Giorgio, Ben Carman, & Mutiny

9:22 - Limitations of the Lightning Network

17:40 - Benefits of fedimints & ecash

34:00 - Scalability of bitcoin & soft forks

36:29 - A message from Onramp

36:45 - Minimizing counterparty risk & fostering trust

47:57 - Merchant adoption of ecash

55:30 - The future of bitcoin development

59:45 - Mutiny Wallet vision

1:04:00 - Design space for ecash

1:09:30 - User feedback & wrapping up

Schedule time with the link below if you would ever like to learn more about Onramp and please sign up for Research & Insights to get access to the best content in the ecosystem weekly:

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https://onrampbitcoin.com/category/onramp-media/

Scarce Assets E008: Samson Mow – Why $1M BTC Could Happen This Cycle Apr 16, 2024

Show notes

Finance professionals everywhere know about stocks and bonds, but the macroeconomic outlook requires that serious investors pay close attention to another category: Scarce Assets.

0:00 - Introduction to Samson

3:31 - Nation-state bitcoin adoption

8:33 - Use cases resonating with governments

12:05 - Bitcoiners in government

13:45 - Aqua Wallet overview

22:00 - Accelerating adoption with JAN3

26:43 - A message from Onramp

26:59 - Bitcoin adoption in China

32:54 - Buying bitcoin vs earning bitcoin

34:19 - Forecasting the “suddenly” phase

37:13 - Benefits of the “gradually” phase

43:30 - Political unpalatability of being anti-bitcoin

46:01 - Bull market factors & the decline of fiat

51:50 - The economic situation in Canada

Schedule time with the link below if you would ever like to learn more about Onramp and please sign up for Research & Insights to get access to the best content in the ecosystem weekly:

https://onrampbitcoin.com/contact-us/

https://onrampbitcoin.com/category/onramp-media/

The Last Trade E046: Bitcoin Fixes Real Estate with Leon Wankum Apr 12, 2024

Show notes

0:00 - Introduction to Leon Wankum

7:40 - BTC is superior to real estate as a SoV

12:10 - Speculation vs real estate development

15:30 - Refinancing real estate with BTC

22:55 - Synergies between real estate & BTC

26:31 - A message from Onramp

26:48 - Utilizing BTC to accelerate productivity

30:30 - The role of custody in BTC credit products

37:06 - Integrating BTC into the fiat system

39:53 - Measuring success for BTC as pristine collateral

44:43 - Pathways to hyperbitcoinization

51:02 - Prospects for bitcoin urbanism

54:50 - Bitcoin fixes real estate & wrapping up

Schedule time with the link below if you would ever like to learn more about Onramp and please sign up for weekly Research and Analysis to get access to the best content in the ecosystem weekly:

https://onrampbitcoin.com/contact-us/

https://onrampbitcoin.com/category/onramp-media/

The Last Trade E045: A Generational Reckoning with Jackson Mikalic Apr 05, 2024

Show notes

0:00 - Introduction to Philly’s finest

6:05 - Gold ripping to all-time highs

12:04 - Debt spiral materializing

22:25 - Defending against financial repression

28:15 - Complacency & generational divides

35:59 - Entering the Great Decentralization

45:25 - A message from Onramp

45:41 - Impacts of earthquakes on BTC mining

57:16 - Coinbase outsources Lightning implementation

1:03:40 - Institutions getting burned by crypto

1:11:25 - Focusing on the signal of bitcoin

1:16:49 - Escaping the fiat mindset

1:22:46 - Counterparty risk & wrapping up

Schedule time with the link below if you would ever like to learn more about Onramp and please sign up for weekly Research and Analysis to get access to the best content in the ecosystem weekly:

https://onrampbitcoin.com/contact-us/

https://onrampbitcoin.com/category/onramp-media/

Scarce Assets E007: Alex Gladstein - Bitcoin is a Global Life Raft Apr 02, 2024

Show notes

Scarce Assets: a biweekly podcast presented by Onramp which delves into the emergent role of Bitcoin in finance professionals' strategies and outlooks. Hosted by CFP, Andy Edstrom, and former hedge fund manager, Jesse Myers, 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. 0:00 - Introduction to Alex Gladstein 3:24 - Sound money & energy as keys to freedom 8:55 - The financial privilege of stable currencies 12:35 - Bitcoin incentivizes energy production 23:44 - Shifting the mainstream narrative on mining 29:37 - Bitcoin attacks inefficiencies & corruption 33:43 - A message from Onramp 33:58 - Highlighting the societal benefits of bitcoin 37:00 - Sanctions & dollar weaponization 42:20 - Dissecting the merit of government aid 46:10 - Catalyzing grassroots adoption 53:55 - Understanding bitcoin’s various use cases 58:45 - Bitcoin advances human rights 1:02:04 - Looking ahead & wrapping up Schedule time with the link below if you would ever like to learn more about Onramp and please sign up for Research & Insights to get access to the best content in the ecosystem weekly: https://onrampbitcoin.com/contact-us/ https://onrampbitcoin.com/category/onramp-media/

The Last Trade E044: Bitcoin Mining’s Next Epoch with Bob Burnett Mar 29, 2024

Show notes

The Last Trade: a weekly, bitcoin native, interactive podcast covering where Bitcoin and traditional finance meet on a macro scale. Hosted by Marty Bent, Jesse Myers (Croesus), Michael Tanguma, and a special weekly guest host. Join us as we dive into what Bitcoin means for how individuals & institutions save, invest, and 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. 0:00 - Introduction to Bob Burnett 5:45 - Challenges facing public BTC miners 15:06 - Advantages of small-scale mining 27:20 - Efficiencies of multiple-use miners 31:40 - Lessons from the tech boom of the 90s 37:43 - Cyclical risks & mismanagement in mining 42:40 - The miner stack & vertical integration 46:35 - The scarcity & value of block space 51:40 - A message from Onramp 51:56 - Decentralization of block template creation 56:15 - The future of miner revenue & variance 1:02:20 - Mining pool transparency & participation 1:08:48 - The evolution of the fee market 1:15:15 - Block space demand & urgency of demand 1:22:30 - Base layer capacity & scalability 1:30:30 - Future fee market growth 1:35:05 - Bob’s journey to bitcoin mining 1:47:19 - The importance of innovation Schedule time with the link below if you would ever like to learn more about Onramp and please sign up for weekly Research and Analysis to get access to the best content in the ecosystem weekly: https://onrampbitcoin.com/contact-us/ https://onrampbitcoin.com/category/onramp-media/

The Last Trade E043: Bitcoin Fixes This with Larry Lepard & David Thayer Mar 22, 2024

Show notes

The Last Trade: a weekly, bitcoin native, interactive podcast covering where Bitcoin and traditional finance meet on a macro scale. Hosted by Marty Bent, Jesse Myers (Croesus), Michael Tanguma, and a special weekly guest host. Join us as we dive into what Bitcoin means for how individuals & institutions save, invest, and 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. 0:00 - PE valuations & zombie companies 8:00 - Repricing equities on a bitcoin standard 13:49 - State pensions & looming defaults 17:34 - Awakening to systemic problems 26:20 - Broken fiat incentives 30:58 - Bitcoin restores economic sanity 34:50 - Why decentralized systems win 41:44 - The slippery slope of centralization 46:06 - Building a trust-minimized monetary system 51:33 - A message from Onramp 51:50 - ETFs vs the Onramp Bitcoin Trust 55:00 - Risks of centralized custodians & 6102 attacks 1:07:50 - The need for humility in understanding bitcoin 1:15:20 - The only wrong allocation is zero 1:17:20 - Building the bitcoin community in Philadelphia 1:21:37 - The potential for politicians to embrace bitcoin 1:26:30 - Bitcoiners supporting systemic solutions 1:33:13 - Open networks & interoperability 1:37:14 - Spreading knowledge & wrapping up Schedule time with the link below if you would ever like to learn more about Onramp and please sign up for weekly Research and Analysis to get access to the best content in the ecosystem weekly: https://onrampbitcoin.com/contact-us/ https://onrampbitcoin.com/category/onramp-media/

Scarce Assets E006: Robert Breedlove – What is Money? Mar 19, 2024

Show notes

Scarce Assets: a biweekly podcast presented by Onramp which delves into the emergent role of Bitcoin in finance professionals' strategies and outlooks. Hosted by CFP, Andy Edstrom, and former hedge fund manager, Jesse Myers, 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. 0:00 - Introduction to Robert Breedlove 6:20 - Fields of study & their intersection with money 11:25 - The ultimate form of freedom 17:40 - Money is the language of human action 20:08 - The arrogance of central planning 24:45 - The fear-based paradigm of fiat money 30:35 - Reflections on economic science 35:34 - A message from Onramp 35:50 - Fiat inflation as economic bloodletting 40:06 - Potential reactionary forces against bitcoin 49:30 - Getting comfortable with bitcoin's volatility 54:00 - The journey of understanding bitcoin 59:50 - The “What is Money” Show 1:01:38 - The concept of scarcity & wrapping up Schedule time with the link below if you would ever like to learn more about Onramp and please sign up for Research & Insights to get access to the best content in the ecosystem weekly: https://onrampbitcoin.com/contact-us/ https://onrampbitcoin.com/category/onramp-media/

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