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.

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 - 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.

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

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 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.

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

43:06 - Reshoring Manufacturing and Economic Uncertainty

44:43 - The Future of Bitcoin in Venture Capital

51:26 - Challenges of Bitcoin Adoption in Corporations

54:09 - The Importance of Education in Bitcoin Understanding

01:01:32 - Security Concerns in Bitcoin Custody

01:04:49 - The Future of Bitcoin in Venture Capital Strategies

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.moodys.com/web/en/us/about-us/usrating.html
https://economictimes.indiatimes.com/news/international/global-trends/trump-wraps-up-gulf-tour-with-1-4-trillion-investment-pledge-from-uae-over-10-years

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/

Keep up with Cam:

https://x.com/camdoody
https://www.linkedin.com/in/cam-doody-b489a124/
https://www.justlaybrick.com/