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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.
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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
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High-signal insights in bitcoin, macro, and custody.
📩 https://onrampbitcoin.com/research
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🎧 The Last Trade | Final Settlement | SVN Live
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%.
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🎙️ 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
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🎧 More from Onramp Media: The Last Trade | Final Settlement
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
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.
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🎙️ 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
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
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
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
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
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
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
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