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Onramp Bitcoin Media

Onramp Bitcoin Media

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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.
250 Episodes
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~ BITCOIN FOR BUSINESSES EP. 3~Connect with Onramp // Connect with Acropolis // Connect with Early RidersPresented 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 Podcast01:24 - Square’s Integration of Bitcoin Payments05:34 - The Future of Bitcoin in Business13:11 - Inflation and the Gold-Bitcoin Relationship19:08 - Counterparty Risk in Bitcoin Holdings25:11 - Emerging Multinational Banks and Bitcoin32:07 - Tax Considerations for Bitcoin-accepting BusinessesIf 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 X⁠The 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 & Sentiment03:39 — Are 4-Year Cycles Dead?06:26 — Liquidity & Macro Regime09:24 — Gold vs Bitcoin: Signals & Sovereign Bid11:39 — Institutions vs Retail Demand13:44 — Onchain: Retail, OG Supply, Smart Money19:59 — Treasury Companies: MNAV, Risks, Reality32:15 — Who Buys Next? ETFs, WM, Sovereigns37:44 — Retail Reflexivity & Hardware Tell41:42 — Real Inflation & BTC vs Traditional Assets56:33 — BTC Dominance, Altcoins & Valuation01:05:40 — Liquidations, Tokenomics & Value Capture01:13:29 — Barbell: Gold + BTC, Cycles & Leverage01:24:44 — OutroPlease 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 OnrampPresented 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 Events02:53 - Texas Capital Markets and Blockchain Summit Insights05:59 - Understanding the Debasement Trade and Fiscal Policies08:40 - Market Reactions to Recent Economic Announcements12:07 - The Fragility of the Crypto Ecosystem14:53 - Lessons from Recent Market Volatility17:44 - The Role of Bitcoin in a Volatile Market20:55 - The Future of Prediction Markets and Information Discovery30:35 - The Nuances of Prediction Markets32:45 - Square's AI Voice Ordering and Bitcoin Integration37:55 - Traditional Finance Meets Digital Assets42:17 - Sovereign Adoption of Bitcoin49:42 - The Risks in Capital Markets and First BrandsIf 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-chinahttps://www.cnbc.com/2025/10/10/morgan-stanley-drops-crypto-fund-restrictions-for-wealth-clients.htmlhttps://blockworks.co/news/bank-of-russia-limited-cryptohttps://www.theblock.co/post/374286/rwa-giant-securitize-eyeing-public-listing-via-cantor-fitzgerald-spac-at-unicorn-valuation-bloomberghttps://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=rsshttps://www.prnewswire.com/news-releases/galaxy-announces-460-million-strategic-investment-from-a-leading-asset-management-firm-302581126.htmlhttps://x.com/unusual_whales/status/1977710157766307970https://x.com/matthew_sigel/status/1976251057421647886https://x.com/gladstein/status/1976684360754684366https://x.com/nextfckingthing/status/1977072040227045729https://x.com/kaledora/status/1977138503382413777https://x.com/web4O/status/1977109201311908304https://x.com/_Checkmatey_/status/1977112327704268833https://finance.yahoo.com/news/wall-street-pivots-morgan-stanley-114628117.htmlhttps://blockworks.co/news/morgan-stanley-crypto-accesshttps://x.com/HighyieldHarry/status/1976107853695107382Keep up with Michael:https://x.com/MTangumahttps://www.linkedin.com/in/mtanguma/Keep up with Brian:https://x.com/BackslashBTChttps://www.linkedin.com/in/brian-cubellis-00b1a660/Keep up with Liam:https://x.com/Lnelson_21https://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 Financialization04:20 – Money as a Ledger & the Question of Control07:10 – Tobacco & Wampum: Lessons in Early American Money11:40 – Two Technological Paths in the Evolution of Money15:30 – Telegraph to Bitcoin: Closing the Settlement Gap21:00 – Technological Determinism & Monetary Centralization25:10 – Fiscal Dominance, Liquidity Cycles, & Bitcoin’s Tailwinds29:10 – Hard Assets, Portfolio Strategy, & the Macro-Heavy DecadePlease 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 InstitutionalThe 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 Here08:13 — Institutional Voices Join the Chorus11:21 — The Dollar’s Decline & Asset Inflation17:06 — The Fastest Horse Returns20:06 — Store of Value: Bitcoin’s Core Use Case23:21 — ETFs, Custody, & Counterparty Risk26:06 — Hard Money in Modern Portfolios29:10 — The Custody Dilemma42:59 — Risk, Trust, & Peace of Mind44:34 — Sovereign Shifts & Monetary Strategy49:56 — Tether as a Digital Nation-State58:17 — IBIT Dominance & the Future of BTC Ownership01:08:49 — Central Banks & Bitcoin’s Next Era01:19:26 — Closing, Outro, & DisclaimerPlease 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 OnrampPresented 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 Surge02:55 - The Debasement Trade: Shifting Sentiments in Finance05:43 - Institutional Adoption: The Role of TradFi in Digital Assets08:51 - Galaxy One Launch: Bridging TradFi and Crypto11:43 - Yield Products: Evaluating Risks and Opportunities14:54 - The Future of Financial Metrics: Nominal vs. Real Returns17:55 - The Wild West of Finance: Embracing Change20:39 - Bridging the Gap: Crypto Services for TradFi23:53 - Incumbents Entering Crypto: Walmart and Stripe's Moves39:51 - The Future of Stablecoins43:50 - Interoperability and User Experience in Finance45:33 - Walmart's Role in Financial Inclusion48:10 - Risks of Stablecoins and Financial Systems49:44 - The Evolving Landscape of Stablecoin Competition53:23 - Credit Market Risks and Financial Distortions01:03:18 - AI's Impact on Venture Capital and Market DynamicsIf 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/1974204995273654475https://www.bloomberg.com/news/articles/2025-10-01/nyc-pilot-funded-by-coinbase-tries-basic-income-payments-in-cryptohttps://www.theblock.co/post/373468/galaxy-launches-galaxyonehttps://finance.yahoo.com/news/wall-street-pivots-morgan-stanley-114628117.htmlhttps://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-stablecoinshttps://murmurationstwo.substack.com/p/the-stablecoin-duopoly-is-endinghttps://www.cnbc.com/2025/10/06/openai-amd-chip-deal-ai.htmlhttps://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/1974120982614061197https://bitcoinmagazine.com/markets/wall-street-takes-the-lead-in-bitcoin-options-as-blackrocks-ishares-overtakes-coinbases-deribithttps://ca.finance.yahoo.com/news/blackrocks-ibit-enters-top-20-102855648.htmlhttps://www.theblock.co/post/372763/binance-offers-turn-key-crypto-as-a-service-solution-for-trad-institutions-looking-to-offer-trading-custody-compliance-serviceshttps://www.cnbc.com/2025/10/06/who-is-sanae-takaichi-the-first-woman-set-to-helm-japanese-government.htmlhttps://x.com/LukeGromen/status/1974184554782220583https://x.com/TimmerFidelity/status/1974112204271296790https://www.cnbc.com/2025/10/03/walmart-onepay-is-rolling-out-crypto-to-mobile-banking-app.htmlhttps://x.com/calleymeans/status/1608618928561074177?lang=enKeep up with Michael:https://x.com/MTangumahttps://www.linkedin.com/in/mtanguma/Keep up with Brian:https://x.com/BackslashBTChttps://www.linkedin.com/in/brian-cubellis-00b1a660/Keep up with Liam:https://x.com/Lnelson_21https://www.linkedin.com/in/liam-nelson1/
Connect with Onramp // Onramp Terminal // Tyler Neville on X // Forward GuidanceThe 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 Neville03:56 — Wartime Finance: Acronym Rescue Playbook12:17 — 60/40’s Sunset: A Generational Shift21:29 — Saving vs. Investing in a Debasing World31:45 — Future of Money: Bitcoin vs. Fiat Rails35:42 — Bitcoin as SoV; Treasury Cos—Bridge or Blowup?42:35 — ETFs & Access: Gatekeepers, Flows, Plumbing01:02:20 — Gold & Bitcoin Gain Share in Reserves01:07:54 — Reserve Flip: Gold vs. U.S. Treasuries01:13:56 — Sound Assets & Resilience01:23:44 — Wrap-Up, Disclaimer, & OutroPlease 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 OnrampPresented 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 Predictions02:32 - Tether's Valuation and Market Impact11:00 - AI and Stablecoin Innovations25:11 - Capital Discipline in AI Investments27:32 - The Impact of AI on Capital and Energy30:49 - Universal Basic Income and AI Tokens33:01 - AI's Influence on Stock Market Dynamics34:35 - The Future of Energy and Economic Growth38:40 - Bitcoin as a Hedge Against Capital Destruction41:41 - TradFi's Shift Towards Digital Assets45:45 - Mainstream Adoption of Digital Assets51:37 - The Future of Bitcoin Companies and Market DynamicsIf 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-.htmlhttps://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-etradehttps://www.theblock.co/post/372531/vanguard-crypto-etf-accesshttps://x.com/EricBalchunas/status/1972615445950701672https://x.com/ReneSellmann/status/1972243094063231458https://x.com/business/status/1971354036524716082https://x.com/JimPethokoukis/status/1970846329791234193https://x.com/GSR_io/status/1971640456871399899https://www.theblock.co/post/372706/swift-blockchain-ledger-consensyshttps://www.theblock.co/post/372627/kraken-mulls-potential-investor-at-20-billion-valuation-ahead-of-planned-ipo-bloomberghttps://www.theblock.co/post/372230/upbit-merge-under-naverhttps://cointelegraph.com/news/circle-examines-reversible-stablecoin-transactionshttps://www.storyboard18.com/brand-marketing/accenture-layoffs-cross-11000-ceo-julie-sweet-warns-of-further-exits-81670.htmhttps://www.youtube.com/watch?v=Pdne9xaRLUcKeep up with Michael:https://x.com/MTangumahttps://www.linkedin.com/in/mtanguma/Keep up with Brian:https://x.com/BackslashBTChttps://www.linkedin.com/in/brian-cubellis-00b1a660/Keep up with Liam:https://x.com/Lnelson_21https://www.linkedin.com/in/liam-nelson1/
~ BITCOIN FOR BUSINESSES EP. 2~Connect with Onramp⁠ // ⁠Connect with Acropolis⁠ // ⁠Connect with Early RidersPresented 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 Businesses01:08 - Insights from Recent Bitcoin Events06:09 - Understanding Custody Solutions09:00 - Exploring Bitcoin Yield Strategies18:19 - The State of Credit Risk in Business23:07 - The Role of Bitcoin in Business Revenue27:07 - AI and the Future of Value Transfer32:08 - The Impact of Y Combinator on StartupsIf you found this valuable, please subscribe to Onramp Media.
Connect with Onramp // Onramp Terminal // Blake Killian, Onramp CMO // New research from BPIThe 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 CMO03:20 — Blake’s Background and the Marketing Gap in Bitcoin06:05 — Clarity, Education, and Overcoming Industry Noise12:30 — Nation-State Adoption and Political Implications25:10 — Tether’s $500B Play and Branding Power36:30 — Treasury Companies, ETFs, and the Custody Conundrum42:30 — Multi-Institution Custody and Cutting Through the Noise46:24 — Gold’s Resurgence and Bitcoin as Hard Money56:50 — China, Global Monetary Shifts, and Sound Money Allies01:16:20 — Closing Thoughts, Outro, and DisclaimerPlease 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 // FREOPPScarce 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 Background03:20 - America’s Fiscal Reckoning12:20 - Why the Crisis Takes Longer Than Expected19:00 - The 10–20 Year Timeline Ahead21:00 - Bitcoin Strategic Reserve & Government Signals29:00 - Rails, Custody & 6102 Lessons39:50 - The Future of Multi-Institution Custody48:30 - Treasury Companies vs ETFs (Strive & Beyond)54:20 - Personal Bitcoin Investment Perspectives1:00:30 - Portfolio Construction & Real Hurdle Rates1:06:50 - Wall Street Skepticism vs Macro Adoption1:13:10 - Closing Thoughts, Outro, & DisclaimerPlease 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 OnrampPresented 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 Recap02:23 - Multi-Institution Custody Insights08:24 - Investment Announcements and Stables Initiative12:11 - Bitcoin Treasury Company Acquisitions29:15 - Global Banking Trends and Digital Identity31:45 - Geopolitical Tensions and Currency Control34:46 - The Rise of Stablecoins and Global Pushback39:22 - The Shift Towards Hard Assets43:53 - The Role of Gold and Bitcoin in Wealth Preservation46:16 - AI's Impact on Business and Investment Strategies50:43 - The Future of Bitcoin and Financial Institutions55:30 - BitGo IPO and the Future of Digital Asset CustodyIf 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-bitcoinhttps://www.sec.gov/Archives/edgar/data/1740604/000162828025042203/bitgoholdingsincforms-1.htmhttps://finance.yahoo.com/news/bank-england-plan-cap-stablecoin-064322101.htmlhttps://x.com/matthew_sigel/status/1970096786455908723https://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.htmlhttps://longbridge.com/en/news/257647299https://finance.yahoo.com/news/ray-dalio-says-invest-gold-132955153.htmlhttps://x.com/StealthQE4/status/1968427249998123351https://www.reuters.com/markets/wealth/morgan-stanley-cio-favors-602020-portfolio-strategy-with-gold-inflation-hedge-2025-09-16/?taid=68cab20669ce140001afff90https://vietnamnews.vn/economy/1721534/more-than-86-million-bank-accounts-to-be-terminated-from-september-1.htmlhttps://x.com/MacroScope17/status/1969767479309111536https://www.theblock.co/post/371567/b-hodl-uk-bitcoin-treasury-strategyhttps://www.theblock.co/post/371021/quarter-of-public-bitcoin-treasury-companies-trade-below-btc-holdingshttps://x.com/JulianKlymochko/status/1967985624922910765https://quasa.io/media/elon-musk-at-all-in-summit-key-takeaways-from-a-44-minute-vision-of-the-futureKeep up with Michael:https://x.com/MTangumahttps://www.linkedin.com/in/mtanguma/Keep up with Brian:https://x.com/BackslashBTChttps://www.linkedin.com/in/brian-cubellis-00b1a660/Keep up with Liam:https://x.com/Lnelson_21https://www.linkedin.com/in/liam-nelson1/
Connect with Onramp // Onramp Terminal // Jeff BoothThe 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 Systems23:18 - Transitioning to a Free Market Paradigm37:26 - Nation-State Adoption and Sovereign Game Theory44:54 - The Future of Bitcoin and Energy Production48:40 - Gold's Role in the Evolving Financial Landscape52:46 - The Game Theory of Currency and Power58:45 - The Impact of AI on Business and Society01:04:30 - The Necessity of Bitcoin for Businesses01:09:26 - Venture Capital in the Bitcoin Era01:13:38 - Looking Ahead: The Next Six Years of Technology01:23:57 - Outro and DisclaimerPlease 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 Onramp00:00 - Introduction to The Last Trade Podcast03:45 - Launching EarlyRiders and Stables07:14 - Building a Base Camp for Entrepreneurs10:14 - Insights from Silicon Valley and Community Building13:15 - Navigating the Bitcoin Landscape16:15 - The Importance of Foundational Business Principles19:07 - Identifying Viable Business Opportunities22:08 - Commercializing Bitcoin Ideas25:07 - The Role of Constraints in Business Success30:36 - The Future of Private Equity and Bitcoin32:49 - Commercial Viability of Bitcoin Innovations35:49 - Navigating the E-Cash Landscape39:55 - The Role of Bitcoin in Traditional Finance44:00 - Exploring Bitcoin as a Store of Value46:52 - The Intersection of Bitcoin and AI51:14 - Building the Future of Bitcoin InvestmentsIf 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 OnrampPresented 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 Events02:11 - Banking Crisis in Thailand09:59 - Youth Revolt in Nepal18:23 - Bitcoin's Role in Financial Portfolios23:09 - Gemini's Public Offering and Market Trends28:06 - Exploring Solana's Blockchain Advantages33:07 - The Future of Bitcoin Dividends35:25 - Hyper Liquid and the Evolution of Stablecoins37:42 - Vercel and the Future of Micro Payments43:51 - The Rise of Bitcoin in Everyday Transactions49:28 - Navigating the Fragile EconomyIf 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.htmlhttps://www.cnbc.com/2025/09/12/gemini-the-winklevoss-crypto-exchange-pops-in-nasdaq-debut.htmlhttps://hbr.org/2025/09/does-bitcoin-belong-on-your-balance-sheethttps://vercel.com/blog/introducing-x402-mcp-open-protocol-payments-for-mcp-toolshttps://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-2787021-2025-09-14https://www.theblock.co/post/370570/native-markets-team-wins-hyperliquid-usdh-stablecoin-bid-eyes-test-phase-within-dayshttps://finance.yahoo.com/news/superstate-issue-fresh-galaxy-digital-110007162.htmlhttps://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-3dae0902Keep up with Michael: https://x.com/MTangumahttps://www.linkedin.com/in/mtanguma/Keep up with Brian: https://x.com/BackslashBTChttps://www.linkedin.com/in/brian-cubellis-00b1a660/Keep up with Liam: https://x.com/Lnelson_21https://www.linkedin.com/in/liam-nelson1/
Connect with Onramp // Connect with Acropolis // Connect with Early RidersPresented 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 – Welcome to Bitcoin for Businesses02:12 – MIC: the corporate custody unlock06:42 – Ledn pivots to bitcoin-only lending10:59 – Bitcoin-only vs multi-asset UX12:47 – Public treasuries + fair-value accounting catalyst20:39 – The “yield” mirage: save, don’t reach25:16 – Macro: inflation squeeze, bankruptcies, rate cuts & MMFs32:05 – Offense & defense: pricing power, network effects39:49 – BTC-backed credit lines for working capital43:52 – Stablecoins as on-ramps; finality vs chargebacks51:58 – Real-world payments: Namecheap $2M via BTCPay57:25 – Closing takeaways & CTAIf you found this valuable, please subscribe to Onramp Media.
Connect with Onramp // Onramp Terminal // Onramp InstitutionalThe 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 & Why Macro Matters Now04:40 – Bessent’s Op-Ed: Fed “Gain-of-Function” Critique07:36 – Post-2008 Playbook: Distorted Signals & Debt Monetization10:38 – Stablecoins as Dollar Statecraft13:30 – Global Pressures & the Dollar’s Next Act16:30 – Gold Breakout, BTC Setup: Sound-Money Signals19:26 – Fed Independence Under Fire22:18 – Hard Assets as Liquidity Batteries (Gold & BTC)25:19 – Navigating the Reset: A Playbook for Allocators37:33 – Corporate BTC, U.S. Advantage & Balance Sheets41:22 – TradFi Meets Crypto & Policy Greenlights46:06 – Wallet Warnings & Supply-Chain Exploits51:19 – Custody Stress Is Real: Fault Tolerance & MIC56:51 – Onramp Institutional: Bespoke Access for Allocators01:05:40 – Outro & DisclaimerPlease 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 OnrampPresented 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 Overview02:57 - Stripe's Stablecoin Chain and Industry Reactions05:57 - David Marcus' Perspective on Centralized Control09:00 - Decentralization vs. Centralization in Crypto12:03 - The Future of Payments and Corporate Influence14:57 - World Liberty Financial and the Illusion of Decentralization17:32 - Hyperliquid: A New Player in the Market32:47 - The Rise of Prediction Markets and Decentralization37:06 - Sovereign Accumulation of Bitcoin43:48 - India's Unexpected Crypto Adoption47:00 - Tether's Investment in Gold and Bitcoin55:51 - The Future of Money: Gold vs. Bitcoin01:01:04 - AI and the Future of LaborIf 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/zoomerfied/status/1965022977986122116https://x.com/paoloardoino/status/1963970499530399774https://x.com/GwartyGwart/status/1963335764508643696https://www.theblock.co/post/369420/india-leads-global-crypto-adoption-chainalysis?utm_source=telegram1&utm_medium=socialhttps://finance.yahoo.com/news/inside-look-uae-700-million-193253131.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAJmztmDB6EOB8AvPo5_wrG1BFxxX3rm6-VJqiTd-PWIKlUhRCtUZJTd-YnxvQlQCaCpNqkY2jJYrLZhldgKLu9K2WImqlqrkqZL2z43487rBeJXoZJ_wgVDrVRa-CUFz_khNFnjofFGupKVvMEoIMn_8tMgll6FrpraD8DzUsQphhttps://x.com/notgrubles/status/1963680872512790585https://x.com/ccatalini/status/1964027763616358450https://x.com/davidmarcus/status/1964055754648014852https://x.com/brian_armstrong/status/1963375254526709879Keep up with Michael: https://x.com/MTangumahttps://www.linkedin.com/in/mtanguma/Keep up with Brian: https://x.com/BackslashBTChttps://www.linkedin.com/in/brian-cubellis-00b1a660/Keep up with Liam: https://x.com/Lnelson_21https://www.linkedin.com/in/liam-nelson1/
Connect with Onramp // Onramp Terminal // Jesse Kobernick on XThe 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 Jesse Kobernick05:10 - Bitcoin Treasury Companies: Promises vs Reality23:55 - Retail Flows and Reflexivity32:35 - Outlook and Risks for Bitcoin Equity Proxies38:38 - Gold vs Bitcoin: A Century in One Chart43:17 - Long Bonds, Fiscal Dominance, and the Risk-Free Myth49:00 - Global Reserves Shift: Central Banks Buy Gold51:57 - Self-Custody at Scale: Real Risks01:22:11 - Multi-Institution Custody Explained01:24:46 - ETFs and Single-Custodian Risk01:28:44 - Market Structure and Cycle Paths01:34:19 - Supercycle on the Table?01:37:53 - Guardian Controls for Real-World Threats01:49:40 - Outro and DisclaimerPlease 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 // Chris Kuiper on X // Fidelity Digital AssetsScarce 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 Chris Kuiper & Onramp Institutional05:27 - ETF era takeaways: record flows & advisor demand11:17 - Ancient bitcoin supply selling into strength14:12 - RIAs wake up: education & compliance hurdles17:19 - Positioning bitcoin: non-sovereign monetary asset23:27 - Bonds are impaired: rethinking the 60/4029:28 - Institutional inertia: committees & career risk37:25 - Structures over spot: custody & risk shifting48:37 - Macro drivers: liquidity, stagflation, & expectations55:57 - Volatility that pays: upside skew, gold baton01:02:05 - Bitcoin’s bucket: risk-off vs risk-on; crypto baskets01:07:14 - Outro & disclaimerPlease 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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