Onramp Bitcoin Media

By Onramp BitcoinBusiness Investing

Onramp Bitcoin Media episodes

March 19, 2024 Scarce Assets E006: Robert Breedlove – What is Money?
Scarce Assets: a biweekly podcast presented by Onramp which delves into the emergent role of Bitcoin in finance professionals' strategies and outlooks. Hosted by CFP, Andy Edstrom, and former hedge fund manager, Jesse Myers, 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.
0:00 - Introduction to Robert Breedlove
6:20 - Fields of study & their intersection with money
11:25 - The ultimate form of freedom
17:40 - Money is the language of human action
20:08 - The arrogance of central planning
24:45 - The fear-based paradigm of fiat money
30:35 - Reflections on economic science
35:34 - A message from Onramp
35:50 - Fiat inflation as economic bloodletting
40:06 - Potential reactionary forces against bitcoin
49:30 - Getting comfortable with bitcoin's volatility
54:00 - The journey of understanding bitcoin
59:50 - The “What is Money” Show
1:01:38 - The concept of scarcity & wrapping up
Schedule time with the link below if you would ever like to learn more about Onramp and please sign up for Research & Insights to get access to the best content in the ecosystem weekly:
https://onrampbitcoin.com/contact-us/
https://onrampbitcoin.com/category/onramp-media/
1 hr 9 min
March 15, 2024 The Last Trade E042: Entering a New Paradigm with Mitch Kochman
The Last Trade: a weekly, bitcoin native, interactive podcast covering where Bitcoin and traditional finance meet on a macro scale. Hosted by Marty Bent, Jesse Myers (Croesus), Michael Tanguma, and a special weekly guest host.
Join us as we dive into what Bitcoin means for how individuals & institutions save, invest, and 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.
0:00 - Intro to Mitch & bull market buzz
3:45 - MSTR & the Saylor playbook
9:15 - A quiet all-time high
14:03 - Unit bias & thinking in sats
16:03 - Gold parity & ETF inflows
21:10 - Bitcoin adoption accelerating
32:04 - Banking rails, infrastructure, & custodians
37:05 - Bitcoin mining excise tax proposal
47:05 - Political calculus & stifling innovation
53:20 - The Fed & Treasury moving the goalposts
1:02:05 - A message from Onramp
1:02:21 - Fiscal & monetary ignorant bliss
1:06:15 - Shifting the Overton Window
1:10:50 - The halving is coming
1:15:25 - Public miner performance
1:26:02 - Jamie Dimon pivot?
1:31:10 - Nation-state & corporate adoption
1:35:25 - We're going to win
Schedule time with the link below if you would ever like to learn more about Onramp and please sign up for weekly Research and Analysis to get access to the best content in the ecosystem weekly:
https://onrampbitcoin.com/contact-us/
https://onrampbitcoin.com/category/onramp-media/
1 hr 40 min
March 12, 2024 Final Settlement E004: Bitcoin is the True Cost of Capital with Cam Doody
Final Settlement: a biweekly podcast presented by Onramp which explores the breadth and depth of the Bitcoin thesis, focusing on the underlying mechanics of the protocol, its ongoing development, and real-world applications of the technology. Hosted by Brian Cubellis (Head of Strategy & Research at Onramp) and Michael Tanguma (Co-founder & CEO of Onramp), Final Settlement aims to go beyond the conventional view of Bitcoin as merely a financial asset, or “digital gold."
Discover how this groundbreaking technology has the potential to benefit society through rearchitecting how value is stored and transferred. A resource for institutional investors and bitcoin enthusiasts alike, our discussions aim to enhance your understanding and conviction in Bitcoin's broader utility – tune in to grasp the full scope of bitcoin's transformative power in the digital age.
0:00 - Intro to Cam
4:58 - Articulating the bitcoin thesis outside of NGU
8:40 - Harnessing deflationary technology
13:53 - Founding Brickyard & transforming venture
26:00 - Efficiency & prudent capital allocation
33:00 - Bitcoin is the true cost of capital
38:15 - Sound money adoption begins with individuals
41:00 - Growth (via the internet) plus efficiency (via AI)
43:59 - A message from Onramp
44:15 - Leveraging deflationary tech like AI & bitcoin
48:00 - The future of venture fundraising
55:40 - Adoption curves & tipping points
1:02:33 - Synergies of bitcoin + AI
1:10:18 - Acceleration of technological evolution
1:13:05 - A new paradigm for bitcoin
1:19:00 - Recent investments & wrapping up
Schedule time with the link below if you would ever like to learn more about Onramp and please sign up for Research & Insights to get access to the best content in the ecosystem weekly:
https://onrampbitcoin.com/contact-us/
https://onrampbitcoin.com/category/onramp-media/
1 hr 25 min
March 08, 2024 The Last Trade E041: Nobody Puts Bitcoin in a Corner with Mark Connors
The Last Trade: a weekly, bitcoin native, interactive podcast covering where Bitcoin and traditional finance meet on a macro scale. Hosted by Marty Bent, Jesse Myers (Croesus), Michael Tanguma, and a special weekly guest host.
Join us as we dive into what Bitcoin means for how individuals & institutions save, invest, and 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.
0:00 - Intro to Mark
4:55 - ETF flows & asset managers' Incentives
10:20 - Educating investors about bitcoin
15:20 - Osmosis & the flow of value
16:40 - The memetic nature of ETFs & bitcoin adoption
27:40 - The need for improved custody solutions
32:20 - Challenges with self-custody
36:30 - The evolution of bitcoin custody
40:32 - A message from Onramp
40:48 - Risks of centralized custody & unilateral control
47:00 - Bringing investors up the learning curve
50:04 - Retaining control of your bitcoin
52:10 - Centralized failures & ETF concerns
55:00 - Onramp Branches, meeting people where they are
59:00 - Pattern recognition & conviction
1:04:40 - Supply-demand dynamics & institutional adoption
1:07:45 - Looking ahead & wrapping up
Schedule time with the link below if you would ever like to learn more about Onramp and please sign up for weekly Research and Analysis to get access to the best content in the ecosystem weekly:
https://onrampbitcoin.com/contact-us/
https://onrampbitcoin.com/category/onramp-media/
1 hr 12 min
March 05, 2024 Scarce Assets E005: Mark Moss - The Game of Wealth
Scarce Assets: a biweekly podcast presented by Onramp which delves into the emergent role of Bitcoin in finance professionals' strategies and outlooks. Hosted by CFP, Andy Edstrom, and former hedge fund manager, Jesse Myers, 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.
0:00 - Introduction to Mark Moss
8:18 - Appreciation for multiple disciplines
14:05 - Historical parallels between the Internet & Bitcoin
20:35 - Asset DNA & speculative attacks on fiat
25:45 - Risk & opportunity in debt-based monetary systems
30:00 - Playing the game of wealth
35:10 - The velocity of money
42:22 - Understanding nuance & tradeoffs
44:36 - A message from Onramp
44:52 - Inflation, deglobalization, & debt cycles
57:40 - Wrapping up
Schedule time with the link below if you would ever like to learn more about Onramp and please sign up for Research & Insights to get access to the best content in the ecosystem weekly:
https://onrampbitcoin.com/contact-us/
https://onrampbitcoin.com/category/onramp-media/
1 hr
March 01, 2024 The Last Trade E040: Contrarian Thinking with Allen Farrington
The Last Trade: a weekly, bitcoin native, interactive podcast covering where Bitcoin and traditional finance meet on a macro scale. Hosted by Marty Bent, Jesse Myers (Croesus), Michael Tanguma, and a special weekly guest host.
Join us as we dive into what Bitcoin means for how individuals & institutions save, invest, and 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.
0:00 - Irish entrance
4:20 - Reflecting on the launch of bitcoin ETFs
16:36 - Bull market temperament
21:20 - Nation-state adoption & Sharia compliance
28:30 - Bitcoin as the winner in Bretton Woods III
36:00 - Investing through a bitcoin lens
40:43 - Misunderstanding & misinformation about bitcoin
46:24 - A message from Onramp
46:40 - Bitcoin's effect on traditional asset management
50:00 - Bitcoin as savings technology
54:00 - The inefficiencies of financial intermediation
59:30 - The bull case for bitcoin & the bear case for ETFs
1:06:30 - The risk of mismanaging bitcoin in ETFs
1:16:00 - The importance of utility in bitcoin adoption
1:18:18 - Nuances of messaging & narratives
1:21:40 - Axiom BTC & wrapping up
Schedule time with the link below if you would ever like to learn more about Onramp and please sign up for weekly Research and Analysis to get access to the best content in the ecosystem weekly:
https://onrampbitcoin.com/contact-us/
https://onrampbitcoin.com/category/onramp-media/
1 hr 24 min
February 28, 2024 The Last Trade E039: Institutionalizing Bitcoin with KPMG
The Last Trade: a weekly, bitcoin native, interactive podcast covering where Bitcoin and traditional finance meet on a macro scale. Hosted by Marty Bent, Jesse Myers (Croesus), Michael Tanguma, and a special weekly guest host.
Join us as we dive into what Bitcoin means for how individuals & institutions save, invest, and 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.
0:00 - Introduction to Brian Consolvo & Seong-Kwan Hong
6:14 - Bitcoin as an innovation in accounting
15:18 - Consulting on custodial best practices
24:37 - Bitcoin mining & its positive environmental impacts
33:16 - Complexity of energy markets
41:50 - Off-grid mining dynamics
48:36 - A message from Onramp
48:53 - Bitcoin as a catalyst for energy efficiency
51:47 - Bitcoin mining & civilizational progress
55:07 - Impacts of KPMG’s bitcoin research
58:49 - Institutional adoption & the role of ETFs
1:11:55 - Bitcoin from a portfolio perspective
1:16:23 - Regulatory changes & corporate treasury adoption
1:19:00 - Looking ahead & wrapping up
KPMG: Bitcoin’s role in the ESG imperative
Schedule time with the link below if you would ever like to learn more about Onramp and please sign up for weekly Research and Analysis to get access to the best content in the ecosystem weekly:
https://onrampbitcoin.com/contact-us/
https://onrampbitcoin.com/category/onramp-media/
1 hr 21 min
February 23, 2024 Final Settlement E003: Rearchitecting the Internet with David King
Final Settlement: a biweekly podcast presented by Onramp which explores the breadth and depth of the Bitcoin thesis, focusing on the underlying mechanics of the protocol, its ongoing development, and real-world applications of the technology. Hosted by Brian Cubellis (Head of Strategy & Research at Onramp) and Michael Tanguma (Co-founder & CEO of Onramp), Final Settlement aims to go beyond the conventional view of Bitcoin as merely a financial asset, or “digital gold."
Discover how this groundbreaking technology has the potential to benefit society through rearchitecting how value is stored and transferred. A resource for institutional investors and bitcoin enthusiasts alike, our discussions aim to enhance your understanding and conviction in Bitcoin's broader utility – tune in to grasp the full scope of bitcoin's transformative power in the digital age.
0:00 - Introduction to David
8:49 - Curiosity & exploring new technologies
15:17 - Open versus closed systems on the internet
20:55 - Content moderation & the pitfalls of centralization
30:20 - Encountering bitcoin
37:08 - Building layers atop a solid foundation
42:30 - A message from Onramp
42:46 - The social layers of technology
48:37 - New winners in the open-source digital landscape
55:06 - The architecture of Nostr
1:02:18 - Exploring new applications on Nostr
1:07:22 - The importance of talent & human capital
1:13:08 - Micropayments & the future of value exchange
1:21:57 - Current focus & wrapping up
Schedule time with the link below if you would ever like to learn more about Onramp and please sign up for Research & Insights to get access to the best content in the ecosystem weekly:
https://onrampbitcoin.com/contact-us/
https://onrampbitcoin.com/category/onramp-media/
1 hr 28 min
February 20, 2024 Scarce Assets E004: Wealth Management in the Bitcoin Era with Morgen & Pierre Rochard
Scarce Assets: a biweekly podcast presented by Onramp which delves into the emergent role of Bitcoin in finance professionals' strategies and outlooks. Hosted by CFP, Andy Edstrom, and former hedge fund manager, Jesse Myers, 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.
0:00 - Introduction to Morgen & Pierre
4:18 - Speculation, investment, & savings
10:02 - Savings technology in a portfolio context
13:31 - Long-term financial planning
21:38 - Market timing & time horizons
31:37 - A message from Onramp
31:53 - Capital allocation & budgeting in BTC mining
40:58 - Preview of Morgen's new book
46:10 - Understanding bitcoin & tech adoption
51:01 - The need for better money & monetary rails
59:10 - Wrapping up
Schedule time with the link below if you would ever like to learn more about Onramp and please sign up for Research & Insights to get access to the best content in the ecosystem weekly:
https://onrampbitcoin.com/contact-us/
https://onrampbitcoin.com/category/onramp-media/
1 hr 2 min
February 16, 2024 The Last Trade E038: Dubai Debrief with Jackson Mikalic & Brian Cubellis
The Last Trade: a weekly, bitcoin native, interactive podcast covering where Bitcoin and traditional finance meet on a macro scale. Hosted by Marty Bent, Jesse Myers (Croesus), Michael Tanguma, and a special weekly guest host.
Join us as we dive into what Bitcoin means for how individuals & institutions save, invest, and 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.
0:00 - Intro & price is pumping
3:52 - Jackson’s backstory
8:13 - Impressions of Dubai & openness to bitcoin
13:25 - Innovation across the UAE
18:15 - Skating where the puck is headed
21:45 - Competition & western complacency
29:21 - Counterparty risk & the power of multisig
32:20 - Market infrastructure in MENA
38:00 - The future of bitcoin adoption
44:56 - A message from Onramp
45:12 - ETF inflows & halving incoming
53:12 - Perfect scarcity & eating gold’s lunch
58:03 - Adding BTC to benchmarks
1:02:45 - Cycles & market psychology
1:06:53 - Central banks take the mask off
1:11:05 - When money dies; learning from history
1:17:20 - Getting exposure vs deep understanding
1:22:25 - Looking ahead & wrapping up
Schedule time with the link below if you would ever like to learn more about Onramp and please sign up for weekly Research and Analysis to get access to the best content in the ecosystem weekly:
https://onrampbitcoin.com/contact-us/
https://onrampbitcoin.com/category/onramp-media/
1 hr 26 min