Episodios

  • The Great Wealth Divide: Why Bitcoin & Gold Are Replacing Bonds

    The Great Wealth Divide: Why Bitcoin & Gold Are Replacing Bonds
    Oct 3 2025

    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.
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    1 h y 24 m
  • The Hidden Truth About Tether's $500B Valuation: What Wall Street Isn't Telling You

    The Hidden Truth About Tether's $500B Valuation: What Wall Street Isn't Telling You
    Sep 29 2025
    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/
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    59 m
  • Chasing Yield: Bitcoin Is Money, Everything Else Is Credit

    Chasing Yield: Bitcoin Is Money, Everything Else Is Credit
    Sep 27 2025

    ~ 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.
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    43 m
  • The Sovereign Shift: Bitcoin, Gold, & Nation-State Game Theory

    The Sovereign Shift: Bitcoin, Gold, & Nation-State Game Theory
    Sep 26 2025

    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.
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    1 h y 22 m
  • America’s Debt Crisis & Bitcoin’s Institutional Era with Avik Roy

    America’s Debt Crisis & Bitcoin’s Institutional Era with Avik Roy
    Sep 24 2025

    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.
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    1 h y 14 m
  • Yield Traps, Paper Games, & Bitcoin's Path to $10M

    Yield Traps, Paper Games, & Bitcoin's Path to $10M
    Sep 22 2025
    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/
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    1 h y 4 m
  • Jeff Booth: Bitcoin Is Repricing the Entire World

    Jeff Booth: Bitcoin Is Repricing the Entire World
    Sep 19 2025

    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.
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    1 h y 24 m
  • The Last Trade: The Death of Fiat Denominated Venture Capital

    The Last Trade: The Death of Fiat Denominated Venture Capital
    Sep 18 2025

    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.
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    59 m