Onramp Bitcoin Media

In Episode 25 of The ₿roadcast, Bram Kanstein, Michael Tanguma, and special guest Matt Odell break down the most important Bitcoin and macro developments from the past few weeks.

00:00 — Intro & Welcome Matt Odell
02:55 — Assassination Markets & the Polymarket Phenomenon
09:16 — AI Is Eating White Collar Jobs & Nobody's Ready
24:26 — The Dot Plot Has Never Been Wider
36:48 — What Dalio & Chamath Get Wrong About Bitcoin
45:41 — Gold Has Counterparty Risk Too
49:43 — ETFs Stripped Bitcoin of Its Safe Haven Properties
01:01:39 — TradFi Is in Its 2017 Crypto Moment
01:07:32 — Bitwise Showed Up, Saylor Tried to Stop It
01:17:13 — DATs Are Puking & Saylor's Hoarding Cash

The ₿roadcast: Bitcoin culture meets Business & Finance. We catch up LIVE on news, tweets, videos, charts, trends, and other Bitcoin related content that stood out to us in the past two weeks ⚡️ Published on Saturday at 9AM EST / 3PM CET.

The Last Trade: James Camp, co-founder of APFX, joins the crew to break down the multi-trillion dollar AI agent economy, why Bitcoin and stablecoins aren't in competition, and why the next bull market has nothing to do with retail investors.

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

👉 Inheritance & Trust Planning: https://onrampbitcoin.com/products/inheritance
👉 Institutional: https://onrampbitcoin.com/products/institutional
👉 Business: https://onrampbitcoin.com/products/business
📩 Schedule a briefing: https://onrampbitcoin.com/contact

James Camp on X: https://x.com/JamesonCamp
Website: https://james.camp/

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
A multi-trillion dollar economy is being built beneath the one you know. James Camp — pragmatist, Bitcoiner, and AI implementation consultant — joins the crew to map out the agent economy taking shape right now, why AI agents will likely settle on Bitcoin as a long-term store of value even as stablecoins handle day-to-day transactions, and what the Jack Dorsey/Block layoffs actually signal about where corporate America is headed.
The conversation covers quantum FUD, the order of operations for hyperbitcoinization, why the average American doesn't need to care about Bitcoin for it to win, and what it means to be a pragmatist before you're a Bitcoiner.

🧠 Chapters
00:00 — Intro & James's Bitcoin Origin Story
08:30 — How AI Agents Prefer to Transact
16:45 — Bitcoin vs. Stablecoins: Why Both Win
24:00 — BPI's AI Agent Monetary Study
31:15 — Jack Dorsey, Layoffs & Financial Engineering
42:00 — Quantum FUD & Why It's Mostly Noise
49:30 — The Invisible Hand & Where Capital Flows Next
57:00 — Intermediaries, Self-Custody & the Middle Ground
1:04:00 — Cyborgs, Brain Chips & the Amish Option
1:10:00 — The Poorest of the Rich: James's 5-Year Bet
1:14:00 — Outro & Disclaimer

💡 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 // Connect with Onramp

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.

00:00 - Introduction and Context Setting
02:52 - Layoffs and Market Reactions
06:09 - AI's Impact on Workforce and Economy
08:55 - The Role of Technology in Business
11:48 - Long-term Economic Perspectives
14:48 - The Future of AI and Consumer Spending
17:49 - Stablecoins and Financial Innovations
25:36 - The Rise of Stablecoins and Payment Companies
29:48 - Banking Innovations and Digital Asset Custody
34:43 - Consumer Behavior and Bitcoin Adoption
39:38 - The Future of AI Agents and Marketplaces
45:38 - Bitcoin Adoption Trends and Institutional Interest

If you found this valuable, please subscribe to Early Riders Insights for access to the best content in the ecosystem weekly.

Links discussed:
https://x.com/balajis/status/2027146933136150867?s=46
https://www.coindesk.com/business/2026/02/24/mark-zuckerberg-s-meta-is-planning-stablecoin-comeback-in-the-second-half-of-this-year
https://x.com/segall_max/status/2026313469960896538?s=20
https://www.theblock.co/post/391123/fintech-giant-stripe-circles-possible-paypal-acquisition-bloomberg?utm_source=telegram1&utm_medium=social
https://www.theblock.co/post/391244/stripe-co-founder-predicts-torrent-of-ai-agent-commerce-powered-by-stablecoins
https://x.com/zoomerfied/status/2027504105753649318?s=20
https://x.com/bank_reg/status/2027408867093836017?s=20
https://x.com/TFTC21/status/2027383251522773238?s=20
https://decrypt.co/359312/morgan-stanley-offer-bitcoin-custody-trading-yield-lending-exec
https://x.com/bank_reg/status/2027408867093836017?s=20
https://x.com/cultured/status/2026677118701289897
https://www.theblock.co/post/391275/circle-shares-25-earnings-beat-allaire-usdc-transactions-50-share?utm_source=telegram1&utm_medium=social
https://river.com/content/bitcoin-adoption-2026

Keep up with Michael:
https://x.com/MTanguma

https://www.linkedin.com/in/mtanguma/

Keep up with Liam:
https://x.com/Lnelson_21

https://www.linkedin.com/in/liam-nelson1/

Keep up with Jackson:
https://x.com/macrojack21
https://www.linkedin.com/in/jacksonmikalic/

The Last Trade: Jackson, Michael, and Liam break down the Jane Street / Terra Luna lawsuit, what's really driving bitcoin's drawdown, why your privacy is more compromised than you think, and why AI and bitcoin are two sides of the same coin.

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

👉 Inheritance & Trust Planning: https://onrampbitcoin.com/products/inheritance
👉 Institutional: https://onrampbitcoin.com/products/institutional
👉 Business: https://onrampbitcoin.com/products/business
📩 Schedule a briefing: https://onrampbitcoin.com/contact

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
Jackson, Michael, and Liam convene from Palm Beach to unpack one of the more chaotic weeks in recent memory. The Jane Street / Terra Luna lawsuit has resurfaced old questions about algorithmic stablecoins, market manipulation, and whether bitcoin's price action is as organic as people assume.

The crew also digs into a deeply underappreciated threat: the convergence of leaked personal data, LLM de-anonymization tools, and appreciating bitcoin wealth, and what that means for holders who haven't thought seriously about custody and physical security. The episode closes on an optimistic note, with a spirited conversation about why AI and bitcoin are accelerating together, and how Bitcoiners can use the current moment to stack more sats.

🧠 Chapters
00:00 — Jane Street, Terra Luna & the Lawsuit
09:00 — Is Bitcoin Being Manipulated?
18:00 — Stablecoins, AI Agents & the Path to BTC
29:00 — Your Privacy Is Already Gone
31:00 — Physical Security & the Case for MIC
39:00 — The Robot Vacuum Hack
44:00 — DATs, Miners & Selling the Bottom
48:00 — BlockFills & the 2022 Playbook Repeats
54:00 — AI-First or Fall Behind
1:00:00 — AI & Bitcoin: Same Coin, Different Sides

💡 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

In Episode 24 of The ₿roadcast, Bram Kanstein, Michael Tanguma, and special guest Marty Bent break down the most important Bitcoin and macro developments from the past few weeks.

00:00 — Intro & Welcome Back Marty
02:39 — Hoppe Got the Asset Wrong
06:34 — Why Gold Comes Before Bitcoin
13:56 — The Toilet Company Running AI
19:32 — AI Eats the Chip Supply Chain
21:47 — Tinkering Is the New Alpha
35:30 — Is the Clarity Act Priced In?
41:44 — TradFi Is All In & Tokenization Is a Trap
51:01 — The Looting Is by Design
54:40 — $4.3B Wiped, Insiders Walk Clean
58:54 — Discord Is Spying on You
1:02:34 — Bitcoin Is the Only Signal
1:11:18 — 1.2M BTC Left Retail Hands
1:17:28 — Anthropic Wipes $21B Overnight

The ₿roadcast: Bitcoin culture meets Business & Finance. We catch up LIVE on news, tweets, videos, charts, trends, and other Bitcoin related content that stood out to us in the past two weeks ⚡️ Published on Saturday at 9AM EST / 3PM CET.