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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

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