Brian Cubellis, Chief Strategy Officer at Onramp, joins the show to discuss his journey from traditional finance to crypto, Bitcoin's unique custodial considerations, and thinking of Bitcoin as the hurdle rate when making financial decisions. 

- this episode is sponsored by Onramp - $150 in Bitcoin to get your account started.

https://onrampbitcoin.com/

- This episode is sponsored by Stamp Seed. Use the code "Tim15" at check out for 15% off site wide

https://www.stampseed.com/

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

Tim Kotzman on X: https://x.com/TimKotzman

Brian Cubellis on X: https://x.com/BackslashBTC

0:00 - Intro

0:16 - Brian’s background and journey from TradFi to Bitcoin

15:31 - What has Brian learned from traditional value investing?

18:52 - Why is custody so critical to Bitcoin?

26:47 - The process of in-person verification

30:59 - The tradeoffs and risks of different custodial models

37:41 - The current Bitcoin-centric financial services in the marketplace and what to expect to see moving forward

44:40 - Brian discusses the private client side vs. the institutional side of Onramp’s business

50:52 - How Brian views opportunity cost and thinking of Bitcoin as the hurdle rate

56:50 - Final thoughts and where to find Brian online

#podcast #bitcoin #microstrategy #investing #mstr #btc