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The U.S. Shutdown, Stimmies & Bitcoin’s Next Move

The U.S. Shutdown, Stimmies & Bitcoin’s Next Move

Update: 2025-11-10
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Connect with Early Riders — https://www.earlyriders.com/contact


Connect with Onramp — https://onrampbitcoin.com/contact-us/


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 - Government Shutdown and Economic Implications


03:03 - Impact of EBT and SNAP on Consumers


05:49 - Ledger IPO and Digital Asset Market Dynamics


08:33 - Ripple's Valuation and Market Positioning


11:52 - FOMO and the Rise of High-Risk Investments


14:42 - Innovations in Payment Systems and Merchant Adoption


37:24 - Coinbase's New Token Launch Platform


44:31 - The Evolution of Custody in Crypto


51:01 - Hedge Funds and the Crypto Conflation


56:25 - DeFi Exploits and the Complexity of Trust


01:01:21 - AI Investments and Public-Private Partnerships


If you found this valuable, please subscribe to Early Riders Insights for access to the best content in the ecosystem weekly: https://www.earlyriders.com/research


Links discussed: 


https://x.com/LukeGromen/status/1986203411331568041


https://www.theblock.co/post/378115/ledger-considering-new-york-ipo-or-fundraise-as-demand-for-hardware-wallets-climbs-ft


https://www.reuters.com/business/more-than-half-hedge-funds-invested-crypto-global-survey-says-2025-11-06


https://x.com/Balancer/status/1986104426667401241


https://www.cnbc.com/2025/11/05/ripple-gets-40-billion-valuation-after-500-million-funding-round.html


https://techcrunch.com/2025/11/06/why-benchmark-made-a-rare-crypto-bet-on-trading-app-fomo-with-17m-series-a/


https://www.theblock.co/post/377876/arx-research-raises-6-1-million-usd-seed-round-launch-burner-terminal-stablecoin-fiat-point-of-sale-device


https://x.com/KobeissiLetter/status/1987886039847882961?s=20


https://www.nbcnews.com/politics/congress/senators-reach-tentative-deal-end-government-shutdown-rcna242401


https://x.com/zerohedge/status/1987876356345024775


https://x.com/Square/status/1987886908480033186?s=20


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/

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The U.S. Shutdown, Stimmies & Bitcoin’s Next Move

The U.S. Shutdown, Stimmies & Bitcoin’s Next Move

Early Riders