Onramp Bitcoin Media

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 - Market Sentiment and Predictions

02:32 - Tether's Valuation and Market Impact

11:00 - AI and Stablecoin Innovations

25:11 - Capital Discipline in AI Investments

27:32 - The Impact of AI on Capital and Energy

30:49 - Universal Basic Income and AI Tokens

33:01 - AI's Influence on Stock Market Dynamics

34:35 - The Future of Energy and Economic Growth

38:40 - Bitcoin as a Hedge Against Capital Destruction

41:41 - TradFi's Shift Towards Digital Assets

45:45 - Mainstream Adoption of Digital Assets

51:37 - The Future of Bitcoin Companies and Market Dynamics

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.cnbc.com/2025/09/23/tether-reportedly-seeks-lofty-500-billion-valuation-in-capital-raise-.html
https://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-etrade
https://www.theblock.co/post/372531/vanguard-crypto-etf-access
https://x.com/EricBalchunas/status/1972615445950701672
https://x.com/ReneSellmann/status/1972243094063231458
https://x.com/business/status/1971354036524716082
https://x.com/JimPethokoukis/status/1970846329791234193
https://x.com/GSR_io/status/1971640456871399899
https://www.theblock.co/post/372706/swift-blockchain-ledger-consensys
https://www.theblock.co/post/372627/kraken-mulls-potential-investor-at-20-billion-valuation-ahead-of-planned-ipo-bloomberg
https://www.theblock.co/post/372230/upbit-merge-under-naver
https://cointelegraph.com/news/circle-examines-reversible-stablecoin-transactions
https://www.storyboard18.com/brand-marketing/accenture-layoffs-cross-11000-ceo-julie-sweet-warns-of-further-exits-81670.htm
https://www.youtube.com/watch?v=Pdne9xaRLUc

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/

~ 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.

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.

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.

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 - Nashville Conference Recap

02:23 - Multi-Institution Custody Insights

08:24 - Investment Announcements and Stables Initiative

12:11 - Bitcoin Treasury Company Acquisitions

29:15 - Global Banking Trends and Digital Identity

31:45 - Geopolitical Tensions and Currency Control

34:46 - The Rise of Stablecoins and Global Pushback

39:22 - The Shift Towards Hard Assets

43:53 - The Role of Gold and Bitcoin in Wealth Preservation

46:16 - AI's Impact on Business and Investment Strategies

50:43 - The Future of Bitcoin and Financial Institutions

55:30 - BitGo IPO and the Future of Digital Asset Custody

If 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-bitcoin
https://www.sec.gov/Archives/edgar/data/1740604/000162828025042203/bitgoholdingsincforms-1.htm
https://finance.yahoo.com/news/bank-england-plan-cap-stablecoin-064322101.html
https://x.com/matthew_sigel/status/1970096786455908723
https://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.html
https://longbridge.com/en/news/257647299
https://finance.yahoo.com/news/ray-dalio-says-invest-gold-132955153.html
https://x.com/StealthQE4/status/1968427249998123351
https://www.reuters.com/markets/wealth/morgan-stanley-cio-favors-602020-portfolio-strategy-with-gold-inflation-hedge-2025-09-16/?taid=68cab20669ce140001afff90
https://vietnamnews.vn/economy/1721534/more-than-86-million-bank-accounts-to-be-terminated-from-september-1.html
https://x.com/MacroScope17/status/1969767479309111536
https://www.theblock.co/post/371567/b-hodl-uk-bitcoin-treasury-strategy
https://www.theblock.co/post/371021/quarter-of-public-bitcoin-treasury-companies-trade-below-btc-holdings
https://x.com/JulianKlymochko/status/1967985624922910765
https://quasa.io/media/elon-musk-at-all-in-summit-key-takeaways-from-a-44-minute-vision-of-the-future

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/

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.

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.

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 - Market Movements and Upcoming Events

02:11 - Banking Crisis in Thailand

09:59 - Youth Revolt in Nepal

18:23 - Bitcoin's Role in Financial Portfolios

23:09 - Gemini's Public Offering and Market Trends

28:06 - Exploring Solana's Blockchain Advantages

33:07 - The Future of Bitcoin Dividends

35:25 - Hyper Liquid and the Evolution of Stablecoins

37:42 - Vercel and the Future of Micro Payments

43:51 - The Rise of Bitcoin in Everyday Transactions

49:28 - Navigating the Fragile Economy

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.cnbc.com/2025/09/09/nasdaq-to-invest-50-million-in-winklevoss-founded-crypto-exchange-gemini.html
https://www.cnbc.com/2025/09/12/gemini-the-winklevoss-crypto-exchange-pops-in-nasdaq-debut.html
https://hbr.org/2025/09/does-bitcoin-belong-on-your-balance-sheet
https://vercel.com/blog/introducing-x402-mcp-open-protocol-payments-for-mcp-tools
https://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-2787021-2025-09-14
https://www.theblock.co/post/370570/native-markets-team-wins-hyperliquid-usdh-stablecoin-bid-eyes-test-phase-within-days
https://finance.yahoo.com/news/superstate-issue-fresh-galaxy-digital-110007162.html
https://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-3dae0902

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/

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 – Welcome to Bitcoin for Businesses

02:12 – MIC: the corporate custody unlock

06:42 – Ledn pivots to bitcoin-only lending

10:59 – Bitcoin-only vs multi-asset UX

12:47 – Public treasuries + fair-value accounting catalyst

20:39 – The “yield” mirage: save, don’t reach

25:16 – Macro: inflation squeeze, bankruptcies, rate cuts & MMFs

32:05 – Offense & defense: pricing power, network effects

39:49 – BTC-backed credit lines for working capital

43:52 – Stablecoins as on-ramps; finality vs chargebacks

51:58 – Real-world payments: Namecheap $2M via BTCPay

57:25 – Closing takeaways & CTA

If you found this valuable, please subscribe to Onramp Media.

Connect with Onramp // Onramp Terminal // Onramp Institutional

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 – Intro & Why Macro Matters Now

04:40 – Bessent’s Op-Ed: Fed “Gain-of-Function” Critique

07:36 – Post-2008 Playbook: Distorted Signals & Debt Monetization

10:38 – Stablecoins as Dollar Statecraft

13:30 – Global Pressures & the Dollar’s Next Act

16:30 – Gold Breakout, BTC Setup: Sound-Money Signals

19:26 – Fed Independence Under Fire

22:18 – Hard Assets as Liquidity Batteries (Gold & BTC)

25:19 – Navigating the Reset: A Playbook for Allocators

37:33 – Corporate BTC, U.S. Advantage & Balance Sheets

41:22 – TradFi Meets Crypto & Policy Greenlights

46:06 – Wallet Warnings & Supply-Chain Exploits

51:19 – Custody Stress Is Real: Fault Tolerance & MIC

56:51 – Onramp Institutional: Bespoke Access for Allocators

01:05:40 – 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.