Onramp Bitcoin Media

Onramp Bitcoin Media

By Onramp BitcoinBusinessInvesting
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Onramp Bitcoin Media episodes

  • Why Bitcoin’s Bear Market Is Ending

    The Last Trade: Jackson, Michael, and Brian make the case that Bitcoin is carving out a structural bottom as old-coin distribution collapses and the worst of ETF and treasury-company selling exhausts itself. They break down Japan reclassifying crypto as a financial product and slashing its effective tax rate from 55% toward 20%. They dig into why the Clarity Act, not the administration, is the real green light for Wall Street. They close on Morgan Stanley's $4 to $8 trillion AI capex wave and the launch of Onramp's Back to the Basics campaign.


    ---


    🔸 Connect with Onramp: The leader in resilient, fault-tolerant Multi-Institution Custody for secure, enduring bitcoin ownership.


    👉 Get Back to Basics: 50% off trading fees + no-fee recurring buys — open your free account: https://go.onrampbitcoin.com/back-to-basics-tlt

    📩 Schedule a consultation:

    https://meetings.hubspot.com/onrampbitcoin/tlt


    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.


    🎙️ About This Episode

    The crew opens on Alex Thorn's chart showing 2026 on pace for less than half the awakened old coins of 2024 and 2025, and Will Clemente's read that ETF and treasury-company selling has largely exhausted itself while long-term holders sit on record supply. Brian sees Bitcoin grinding into the $90Ks by year end, with 2027 as the year the market realizes it isn't dead. They break down Japan reclassifying crypto as a financial product and cutting its effective tax rate from 55% toward 20%, then argue the Clarity Act's real power is air cover: defined CFTC and SEC roles that let JP Morgan, BlackRock, and DTCC lay tokenization plumbing without fear of a Warren-style ambush. The back half runs through Interactive Brokers listing nine tokens, Bessent's Iran wallet seizures and Fort Knox gold claim, and Morgan Stanley's forecast of $4 to $8 trillion in AI capex by 2028. They close on Onramp's Back to the Basics launch: Brian's fundamentals report, zero-fee DCA, 50% off Bitcoin trades through Labor Day, and 100 free Bitcoin IRAs under code basics.


    🧠 Chapters

    00:00 - Introduction and Podcast Announcements

    03:31 - Bitcoin Sentiment and On-Chain Distribution in 2024

    08:17 - On-Chain Valuation Metrics and Market Sentiment

    12:42 - Japan's Crypto Legislation and Tax Reforms

    14:34 - US Legislation and Global Regulatory Race

    20:35 - Implications of Japan's Crypto Policy for US Markets

    25:46 - Market Outlook and Institutional Flows

    33:42 - Tokenomics and Altcoin Dynamics

    37:22 - Iran Crypto Asset Seizures and Geopolitical Risks

    43:56 - Data Center Buildouts and AI Infrastructure

    49:10 - Back to the Basics: Bitcoin Fundamentals and Education

    58:27 - Conclusion and Final Remarks


    💡 Subscribe & Stay Ahead

    Get Onramp's weekly Research & Analysis:

    High-signal insights in bitcoin, macro, and custody.

    📩 https://onrampbitcoin.com/research


    Subscribe to Onramp Media for more:

    🎧 The Last Trade | Final Settlement | SVN Live

    1 hr 1 min
  • War, Inflation, and Data Center Battles | SVN

    Signal vs Noise: Jackson Mikalic, Michael Tanguma, Liam Nelson, and Brian Cubellis debate whether June's cooler-than-expected 3.5% CPI print is signal or noise, break down oil's surge on Middle East tensions, unpack the ultra-wealthy land-maxing trend reshaping Palm Beach real estate, react to New York's first-in-the-nation data center moratorium, and dig into Strategy's new Bitcoin Bank Adoption Index, where Fidelity leads at 71% and RBC trails at just 13%.


    ---


    🎙️ About The Show

    Signal vs Noise: a twice weekly show unpacking the five biggest stories across capital markets, technology, and people, with five minutes on the clock for each.


    🧠 Chapters

    00:26 - Topic 1 - CPI Cools to 3.5%: Signal or Noise?

    06:10 - Topic 2 - Oil Surges on Middle East Tensions

    11:53 - Topic 3 - The Ultra-Wealthy Are Buying Up Entire Blocks

    17:57 - Topic 4 - New York's Data Center Moratorium

    23:30 - Topic 5 - Strategy's Bitcoin Bank Adoption Index

    28:33 - Wrap-Up & Parting Thoughts


    💡 Subscribe & Watch Live:

    ▶️ https://www.youtube.com/@SignalvsNoiseLIVE

    ✖️ https://x.com/OnrampMedia


    📰 Your 1-Stop News & Data Source:

    https://onramp.media/


    🔸 Buy, hold, and secure your bitcoin in one place. Open a free Onramp Finance account.

    👉 https://go.onrampbitcoin.com/finance-svn


    🎧 More from Onramp Media: The Last Trade | Final Settlement

    31 min
  • Why The Banks Changed Their Tune On Bitcoin

    Connect with Early Riders — https://www.earlyriders.com/contact

    Connect with Onramp — https://onrampbitcoin.com/contact-us/


    Presented collaboratively by Early Riders & Onramp Media…

    Final Settlement is a weekly podcast covering capital markets, dealmaking, early-stage venture, bitcoin applications and protocol development.


    This week Michael, Liam, and Brian break down the banks' accelerating tokenization push: BlackRock, Goldman Sachs, and JPMorgan joining a 54-firm UK tokenization task force, Swift's blockchain ledger pilot with 17 banks, and what it means for Bitcoin's role in the emerging plumbing. They dig into Satya Nadella's AI sovereignty thesis, Microsoft's Frontier Company data play, Apple's lawsuit against OpenAI, and the Fed's new AI task force under Kevin Warsh. The guys run through a stack of deals: TerraWolf's $19 billion Anthropic infrastructure agreement, OLAMA's $65 million raise, Paradigm's $1.2 billion fourth fund expanding into AI and robotics, and Tether's $20 million investment in Mercado Bitcoin. They close on TradFi's crypto expansion via SBI Holdings and Russia's Alpha Bank, Kraken's $22 million lawsuit win, where the Clarity Act stands ahead of the midterms, and Spiral's new open source push to merge Bitcoin and AI.


    Chapters

    00:00 - Introduction and Show Overview

    00:18 - Market Sentiment and Show Focus

    01:15 - Banks and Traditional Enterprises in Digital Asset Space

    02:40 - UK Tokenization Task Force and Use Cases

    03:40 - Swift Blockchain Ledger Pilot with 17 Banks

    04:34 - Global Sprint in Tokenized Securities and Deposits

    07:23 - Bitcoin's Role in the Future of Digital Infrastructure

    09:39 - The Bullish Case for Bitcoin Amidst Tokenization

    12:28 - AI Tools and Sovereignty in Data Ownership

    15:37 - Microsoft's Investment in AI and Data Sovereignty

    22:16 - Microsoft Frontier Company and Proprietary Data Platforms

    25:07 - The Importance of Human Agency in AI Adoption

    28:40 - AI and the Disruption of Traditional Business Models

    29:08 - Apple Suing OpenAI Over Trade Secrets

    32:36 - The Long-Term Impact of AI and Open Source Models

    36:50 - DoorDash's AI Code Reviewer and Internal AI Adoption

    38:19 - Fed's AI Task Force and Economic Policy

    43:32 - Russia's Strategic Use of Bitcoin and Digital Assets

    50:07 - Paradigm's New Fund and Broader Tech Investment

    55:13 - Traditional Finance's Entry into Crypto and Digital Assets

    01:02:41 - Regulatory Developments and the Future of Crypto Legislation

    01:09:18 - Bitcoin's Role in the Future of Digital Infrastructure

    01:11:21 - Open Source AI and Bitcoin Integration


    If you found this valuable, please subscribe to Early Riders Insights for access to the best content in the ecosystem weekly: https://www.earlyriders.com/research


    Keep up with Michael:

    https://x.com/MTanguma


    Keep up with Liam:

    https://x.com/Lnelson_21


    Keep up with Brian:

    https://x.com/BackslashBTC

    1 hr 18 min
  • Signal vs. Noise - A Sneak Peak

    Signal vs Noise: Jackson Mikalic, Michael Tanguma, Liam Nelson, and Brian Cubellis launch a new twice weekly show built around a five minute shot clock. This first episode takes on a single story: the Wall Street Journal's claim that moving back in with your parents is now a sign of financial savvy. Nearly half of American adults under 30 are doing it. The panel's verdict is that it isn't savvy, it's survival.


    ---


    🎙️ About The Show

    Signal vs Noise: a twice weekly show unpacking the five biggest stories across capital markets, technology, and people, with five minutes on the clock for each.


    🧠 Chapters

    00:00 - Welcome to Signal vs Noise

    01:03 - Why this show, and why now

    02:33 - Building in public, and escaping the permanent underclass

    03:37 - Practitioners, not pontificators

    04:36 - Topic 1: "Moving Back Home Used to Be a Sign of Failure"

    06:53 - Financial survival, not financial savvy

    07:07 - The road to serfdom

    08:04 - The $20 lunch, and what the headline misdirects

    09:14 - 1971, 17x homes, 36x money supply

    11:59 - Where to watch, and how to submit topics

    13:50 - Good test, good first run


    💡 Subscribe & Watch Live:

    ▶️ https://www.youtube.com/@SignalvsNoiseLIVE

    ✖️ https://x.com/OnrampMedia


    📰 Your 1-Stop News & Data Source:

    https://onramp.media/


    🔸 Onramp Finance: Buy, hold, and secure your bitcoin in one place. Open a free Onramp Finance account.

    👉 https://go.onrampbitcoin.com/finance-svn


    🎧 More from Onramp Media: The Last Trade | Final Settlement

    14 min
  • Vanguard Just Flipped On Bitcoin

    The Last Trade: Jackson, Michael, and Brian break down Vanguard's surprise listing for a head of digital assets and what TradFi's reluctant capitulation really signals. They dig into Bitcoin's 50% retrace into the $60Ks, why momentum (not Saylor) is driving price, and Bill Miller's case for intrinsic value. They close on the culture downstream of debasement: the socialist moment, a gambling epidemic, and Apple's overnight price hikes.


    ---


    🔸 Connect with Onramp: The leader in resilient, fault-tolerant Multi-Institution Custody for secure, enduring bitcoin ownership.


    👉 Onramp Finance: https://onrampbitcoin.com/finance

    👉 Sign up for Genesis: https://onrampbitcoin.com/finance#gen..

    📩 Schedule a consultation: https://onrampbitcoin.com/consult


    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.


    🎙️ About This Episode

    The crew opens on Vanguard's listing for a head of digital assets in its personal wealth division, weighing whether it's a career-maker or a bureaucratic trap inside a $10T passive giant that only recently allowed Bitcoin ETFs on its platform. They compare the inertia across TradFi, from Fidelity Digital Assets and Charles Schwab's live brokerage to Franklin Templeton's more aggressive push, and note the new Vanguard CEO ran iShares during the iBit launch. Brian unpacks Bill Miller's piece on Bitcoin's intrinsic value, arguing a 17-year discount to terminal value persists because so few understand money itself. Michael ties the monetization path to education, micropayments (Spark, Cash App), and the Bitcoin and AI convergence, while Jackson points to Scott Bessent's speech on America writing the rules of the next economy alongside stablecoins, the Genius Act, and OpenUSD. The back half turns social: the Mises Institute on the socialist moment and Mamdani, the Cantillon effect and wealth concentration since 1971, skyrocketing gambling-disorder diagnoses in legal sports-betting states, and Apple raising hardware prices 10 to 50% overnight. They wrap on a running tally of crypto and KYC data breaches, 29 incidents and 31M+ records over seven years, and why self-custody and sovereignty matter more than ever.


    🧠 Chapters

    00:00 - Introduction and Excitement for the Episode

    01:30 - Discussion on Vanguard's New Role in Digital Assets

    04:57 - Challenges of Traditional Financial Institutions

    09:30 - Market Dynamics and Bitcoin's Momentum

    13:52 - Bitcoin's Intrinsic Value and Market Perception

    18:05 - The Role of Education in Bitcoin Adoption

    24:19 - The Future of Digital Assets and Inflation

    30:44 - Convergence of Bitcoin and AI in the Future

    36:17 - The Future of Money and Tokenization

    41:43 - Understanding Bitcoin's Value and Scarcity

    42:01 - The Rise of Socialism in America

    49:11 - Wealth Concentration and Economic Inequality

    52:59 - Gambling Disorders and Economic Desperation

    58:21 - Consumer Product Price Increases and Class Divides

    01:03:57 - Data Breaches and the Permanent Underclass


    💡 Subscribe & Stay Ahead


    Get Onramp's weekly Research & Analysis:

    High-signal insights in bitcoin, macro, and custody.

    📩 https://onrampbitcoin.com/research


    Subscribe to Onramp Media for more:

    🎧 The Last Trade | Final Settlement | Scarce Assets

    1 hr 12 min
  • The Strategic Bitcoin Reserve Is Back & Trump's Crypto Empire?

    Connect with Early Riders — https://www.earlyriders.com/contact

    Connect with Onramp — https://onrampbitcoin.com/contact-us/


    Presented collaboratively by Early Riders & Onramp Media…

    Final Settlement is a weekly podcast covering capital markets, dealmaking, early-stage venture, bitcoin applications and protocol development.


    This week Michael, Liam, and Brian cover the Trump crypto roundup: over $1B in disclosed crypto earnings, American Bitcoin's 500 BTC add, the launch of Trump Accounts, and the Bitcoin Strategic Reserve back on the table. They break down Open Standard, the 140-company OpenUSD stablecoin consortium taking on Tether, and Cloudflare's x402 integration for internet micropayments. They run through record Bitcoin ETF outflows, Sberbank and German banks turning on crypto trading, MiCA going live, and Robinhood Chain's mainnet launch. They close on Crusoe's $30B valuation talks and OpenAI's proposed 5% stake to the Trump administration.


    Chapters

    00:00 - Celebrating Freedom and Independence

    02:50 - Trump's Crypto Ventures and Controversies

    05:57 - The Trump Family's Financial Moves

    09:08 - The Launch of Trump Accounts

    12:03 - The Bitcoin Strategic Reserve Discussion

    14:50 - Open Standard and the Future of Stablecoins

    40:34 - The Future of Internet Monetization

    42:25 - AI's Impact on Information Value

    45:24 - Navigating the Avalanche of Information

    48:04 - Market Dynamics of Bitcoin ETFs

    50:20 - Global Trends in Crypto Regulation

    53:38 - Institutional Adoption of Digital Assets

    55:18 - The Rise of Traditional Finance in Crypto

    58:32 - The Regulatory Landscape for Crypto in Europe

    01:01:47 - Robinhood's New Financial Ecosystem

    01:06:01 - Emerging Trends in AI and Crypto Investments

    01:12:41 - The Intersection of Energy and AI

    01:16:04 - OpenAI's Strategic Moves in Washington


    If you found this valuable, please subscribe to Early Riders Insights for access to the best content in the ecosystem weekly: https://www.earlyriders.com/research


    Keep up with Michael:

    https://x.com/MTanguma


    Keep up with Liam:

    https://x.com/Lnelson_21


    Keep up with Brian:

    https://x.com/BackslashBTC

    1 hr 26 min
  • Bitcoin Is the No Kings Trade

    The Last Trade: Jackson, Michael, and Brian go signal versus noise with Bitcoin back near $58K and roughly 50% off its all-time high. They make the deep value case against the largest Bitcoin ETF outflows in over two years, arguing the selling is retail capitulation and an AI rotation trade rather than a true institutional exit. They explain why the 200-week moving average is historically the time to accumulate and why DCA beats chasing performance. They break down Saylor's stretch (STRC) rescue plan, X Money's 6% yield launch, gold's quiet underallocation, and Gavin Newsom's billionaire tax. They close on America 250 and Bitcoin as the real No Kings protest.


    ---


    🔸 Connect with Onramp: The leader in resilient, fault-tolerant Multi-Institution Custody for secure, enduring bitcoin ownership.


    👉 Onramp Finance: https://onrampbitcoin.com/finance

    👉 Sign up for Genesis: https://onrampbitcoin.com/finance#gen..

    📩 Schedule a consultation: https://meetings.hubspot.com/onrampbitcoin/tlt


    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.


    🎙️ About This Episode

    The guys open on the Bloomberg "crypto's institutional buyers retreat" headline and a record month of roughly $4 billion in Bitcoin ETF outflows, the largest since the funds went live over two years ago, and argue it is mostly retail capitulation plus an AI rotation into names like Nvidia and Broadcom rather than a true institutional exit. They make the deep value case: Bitcoin near $58K and about 50% off the 2025 peak of $126K, the 200-week moving average as a historic accumulation zone, and a viral River retrace chart that some read as bearish but they frame as a reason to DCA and leg in. The signal-versus-noise segment digs into Strategy's stretch (STRC) confidence crisis, covering Saylor's five-point plan, a dividend bumped from 11.5% to 12%, a Bitcoin monetization program willing to sell up to $1.25 billion of BTC, and Parker Lewis's note on a $1.15 billion equity raise subordinated behind $22 billion in liabilities. They unpack X Money's launch (6% yield, up to $10 million in FDIC coverage, 3% cash back, a Visa metal card), the censorship and yield-source questions it raises, and Ford rehiring 300 engineers after AI failed its quality checks. They close on gold's underallocation from the In Gold We Trust report (over 80% call gold sensible, yet allocations sit near 1%), Gavin Newsom's national billionaire's tax and the Mamdani socialist wave, and an America 250 round-the-horn that ties Thomas Jefferson's warning on banking establishments to Bitcoin as the ultimate No Kings protest.


    🧠 Chapters

    00:00 - Market Sentiment and ETF Flows

    02:55 - Retail vs Institutional Investors

    05:54 - DCA Strategies and Long-Term Conviction

    08:46 - The Impact of AI on Investment Dynamics

    12:08 - Financial Advisors and Emotional Investing

    15:07 - Stretch and Market Confidence

    17:50 - X Money and the Future of Financial Products

    32:39 - Exploring X Money and Financial Integration

    36:00 - The Role of AI in Financial Services

    40:01 - Gold's Place in Modern Investment Strategies

    45:01 - Gavin Newsom and the Call for an Economic Reset

    52:03 - Independence Day Reflections and Bitcoin's Role


    💡 Subscribe & Stay Ahead


    Get Onramp's weekly Research & Analysis:

    High-signal insights in bitcoin, macro, and custody.

    📩 https://onrampbitcoin.com/research


    Subscribe to Onramp Media for more:

    🎧 The Last Trade | Final Settlement | Scarce Assets

    1 hr 1 min
  • Saylor Abandons Bitcoin Strategy

    Connect with Early Riders — https://www.earlyriders.com/contact

    Connect with Onramp — https://onrampbitcoin.com/contact-us/


    Presented collaboratively by Early Riders & Onramp Media…

    Final Settlement is a weekly podcast covering capital markets, dealmaking, early-stage venture, bitcoin applications and protocol development.


    This week Brian, Michael, and Liam break down Saylor's five-point plan and Strategy's new BTC monetization program. On AI, they cover Sam Altman's government-restricted model launch (Soul, Luna, and Terra in limited preview) and Chinese resellers offering Claude tokens 70-90% below Anthropic's prices. They run through a wave of digital-asset deals: SpaceX's post-IPO slide, Franklin Templeton's new Franklin Crypto arm, the ICE and OKX joint venture and the broader tokenized-deposit wave, Kraken's 15% stake in Aave, SBI's acquisition of Bitbank, and Binance exiting the EU over its MiCA license. They close on Tether passing Ethereum as the second-largest crypto, Facebook's move into prediction markets, and Bitcoin sitting in deep value near $59K.


    Chapters

    00:00 - MicroStrategy's Strategic Shift

    19:55 - AI Developments and Government Regulations

    35:04 - Navigating Market Fundamentals

    36:34 - Innovations in Digital Assets

    38:10 - Tokenization Trends and Institutional Adoption

    40:58 - The Future of Financial Services

    43:51 - Education and Institutional Understanding of Bitcoin

    47:31 - Kraken's Strategic Moves in DeFi

    51:15 - SBI Holdings and the Japanese Crypto Market

    54:14 - MetaPlanet's Bitcoin Products and Market Dynamics

    57:21 - Regulatory Challenges in the EU

    01:00:19 - Prediction Markets and Future Trends


    If you found this valuable, please subscribe to Early Riders Insights for access to the best content in the ecosystem weekly: https://www.earlyriders.com/research


    Keep up with Michael:

    https://x.com/MTanguma


    Keep up with Liam:

    https://x.com/Lnelson_21


    Keep up with Brian:

    https://x.com/BackslashBTC

    1 hr 10 min
  • Saylor’s 800K Bitcoin Problem

    The Last Trade: Jackson, Michael, and Brian go signal versus noise on the most confusing Bitcoin tape in years, with Bitcoin in the 50s and roughly 50% off its all-time high. They make the deep value case (a 5-year DCA into Bitcoin now nearly matches the S&P 500 while sitting 50% below its highs, the 200-week moving average flashing, and a gold analog that ran 750% off a similar drawdown), break down the Strategy / stretch (STRC) confidence crisis and why the whole DAT experiment increasingly looks like an objective failure, and riff on Warsh's Fed, the hyperscaler free cash flow cliff, Trump's quantum order, and Meta moving into prediction markets.


    ---


    🔸 Connect with Onramp: The leader in resilient, fault-tolerant Multi-Institution Custody for secure, enduring bitcoin ownership.


    👉 Onramp Finance: https://onrampbitcoin.com/finance

    👉 Sign up for Genesis: https://onrampbitcoin.com/finance#gen..

    📩 Schedule a consultation: https://onrampbitcoin.com/consult


    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.


    🎙️ About This Episode

    The guys open on Philippe Laffont of Coatue admitting he no longer knows what to think about Bitcoin, and use it to frame why so many TradFi allocators get shaken out: they treat Bitcoin as just another speculative bet rather than a better money whose debasement thesis is unchanged and strengthening. They lay out the deep value case with a five-year DCA into Bitcoin roughly matching the S&P 500 even with Bitcoin 50% below its highs, Frank A. Fetter's 200-week moving average signal, and Macroscope's gold analog (down about 50% from 1974 to 1976, then up 750% from 1976 to 1980). On macro, they read Kevin Warsh's first FOMC (no dot plot, walking back forward guidance) and the Bloomberg "debasement trade is unraveling" piece as posturing and a counter-signal to accumulate. The bulk of the signal-versus-noise segment is the Strategy / stretch confidence crisis, with STRC trading near $80 (down about 20% from par), Saylor raising cash over the weekend that failed to hold the peg, shifting MNAV and Sharpe ratio math, and an estimated 80% of MSTR holders and roughly 99% of other DAT holders underwater. They close on the hyperscaler free cash flow cliff across Amazon, Microsoft, Google, Meta, and Oracle, Trump's executive order targeting a 2028 quantum computer, and Meta building a points-based prediction market to rival Polymarket and Kalshi, and the data and financial nihilism that powers it.


    🧠 Chapters

    00:00 - Introduction and Technical Difficulties

    02:24 - Current Sentiment on Bitcoin

    13:28 - Understanding Market Dynamics and Investor Sentiment

    21:30 - The Role of the Federal Reserve and Economic Policy

    28:43 - Signal vs. Noise: Analyzing Current Market Events

    42:52 - The Role of Microchips in AI and Economic Strategy

    46:42 - Corporate Debt and Bitcoin: A Financial Conundrum

    49:40 - Historical Analogies: Bitcoin and Gold's Volatility

    52:43 - Hyperscalers and the Future of Free Cash Flow

    58:50 - The Interplay of Government and Corporate Economies

    1:01:21 - Quantum Computing and Its Implications for Bitcoin

    1:04:52 - Prediction Markets: The Future of Speculation and Data


    💡 Subscribe & Stay Ahead


    Get Onramp's weekly Research & Analysis:

    High-signal insights in bitcoin, macro, and custody.

    📩 https://onrampbitcoin.com/research


    Subscribe to Onramp Media for more:

    🎧 The Last Trade | Final Settlement | Scarce Assets

    1 hr 16 min
  • Franklin Templeton's New Bitcoin Product & The Truth Behind AI

    Connect with Early Riders — https://www.earlyriders.com/contact
    Connect with Onramp — https://onrampbitcoin.com/contact-us/
    Presented collaboratively by Early Riders & Onramp Media…
    Final Settlement is a weekly podcast covering capital markets, dealmaking, early-stage venture, bitcoin applications and protocol development.
    This week Brian, Michael, and Liam cover Anthropic's Mythos and Fable controversy and the orchestrated open-source-vs-frontier AI dynamic (Microsoft eyeing DeepSeek for enterprise, Japan's Sakana Fugu launch, Goldman's 24x token forecast by 2030), Franklin Templeton's new ETFs that auto-invest stock dividends into Bitcoin, Fidelity and State Street's entry into stablecoin reserve management, Illinois Governor Pritzker's 0.2% crypto wealth tax, the Fed's 130-page stablecoin KYC rulemaking, Binance's MiCA expulsion, Coinbase's tokenized-stocks rollout, SpaceX's IPO run and $60B Cursor acquisition, and the latest on Strategy's stretch product.
    Chapters
    00:00 - Introduction and Current Events
    03:04 - Anthropic's Mythos and Fable Controversy
    05:58 - The Role of Open Source in AI
    08:54 - AI Models and National Security Concerns
    11:54 - Microsoft's Strategic Moves in AI
    14:57 - The Future of AI Infrastructure
    17:55 - The Dynamics of AI Token Consumption
    21:06 - Emerging AI Technologies and Market Trends
    24:10 - Japan's Entry into AI with Sakana Fugu
    27:11 - Open Source Challenges and GitHub Controversy
    30:31 - Merging Money and AI for Market Success
    32:08 - Stablecoin Management: Fidelity and State Street's Moves
    33:59 - Innovative ETF: Dividends into Bitcoin
    38:48 - Regulatory Challenges: Illinois Crypto Tax
    42:52 - Stablecoin Issuer Regulations and KYC
    48:54 - Tokenized Stocks: Coinbase's New Offering
    50:53 - SpaceX's Rapid Growth and Market Dynamics
    If you found this valuable, please subscribe to Early Riders Insights for access to the best content in the ecosystem weekly: https://www.earlyriders.com/research
    Keep up with Michael:
    https://x.com/MTanguma
    Keep up with Liam:
    https://x.com/Lnelson_21
    Keep up with Brian:
    https://x.com/BackslashBTC

    1 hr 5 min

About Onramp Bitcoin Media

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Onramp Bitcoin Media

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