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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.

00:00 - Introduction to Vijay Boyapati

03:32 - Revisiting the Bullish Case for Bitcoin

04:22 - Understanding the Gartner Hype Cycle

07:13 - Nation State Adoption of Bitcoin

10:33 - Political Capture and Bitcoin's Future

14:12 - Institutional Interest and Bitcoin ETFs

18:22 - Market Structure Changes and Future Cycles

27:59 - Bitcoin Treasury Companies and Market Bubbles

36:43 - The Importance of Risk Management

40:16 - Concerns Over Asset Accumulation in ETFs

43:38 - Understanding Bitcoin's Adoption Curve

47:04 - The Macro Environment's Impact on Bitcoin

51:04 - Bitcoin as a De Facto Savings Account

54:25 - The Future of Stablecoins and Bitcoin

58:29 - The Evolving Risk Profile of Bitcoin

01:04:18 - Quantum Computing Considerations

01:05:52 - Outro and Disclaimer

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