The Last Trade:
A weekly podcast covering where Bitcoin and traditional finance meet on a macro scale.
Hosted by Jackson Mikalic, Jesse Myers (Croesus), Michael...
The Scarcity Paradigm: Wealth Preservation in an Era of Debasement
Scarce Assets
Jackson Mikalic on X
Tim Kotzman on X
Glenn Cameron on LinkedIn
Scarce Assets: a biweekly podcast presented by Onramp which delves into the emergent role of bitcoin in finance professionals' strategies and outlooks. Hosted by Jackson Mikalic, Glenn Cameron, & Tim Kotzman, Scarce Assets provides invaluable insights for wealth managers aiming to outperform their peers in the decades ahead. Finance professionals everywhere know about stocks and bonds, but the macroeconomic outlook requires that serious investors pay close attention to another category: Scarce Assets.
00:00-Introduction to Scarce Assets
04:43-Understanding Scarcity in Investments
10:29-Personal Investment Experiences & Insights
20:11-The Impact of Monetary Policy on Wealth
26:51-Changing Landscape of Capital Allocation
31:02-Exploring Alternative Investments
39:58-Sovereign Wealth Funds & Economic Strategy
48:17-Conclusion & Future Directions
49:42-Outro & Disclaimer
Please subscribe to Onramp Media channels and sign up for weekly Research & Analysis to get access to the best content in the ecosystem weekly.
The Last Trade
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Tim Kotzman on X
00:00-Introduction to The Last Trade
02:54-FOMC, Gold ATHs, & Market Dynamics
08:13-The Fed's Role & Future Outlook
13:30-DeepSeek & Its Market Shockwaves
21:48-Capital Allocation Amidst Deflationary Tech
28:54-Tesla's Fair Value Accounting & Bitcoin Treasuries
33:25-Perception of Bitcoin as an Asset Class
39:56-State Legislation & Bitcoin Adoption
45:54-Wall Street's Growing Interest in Bitcoin
48:57-Market Fundamentals: Bitcoin vs. Altcoins
01:01:06-The Path of Bitcoin Dominance
01:08:31-Competition & Scarcity in Bitcoin
01:11:06-Single Point of Failure of the Week
01:18:17-The Future of Institutional Adoption
01:30:14-Outro & Disclaimer
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, & Tim Kotzman. 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.
Please subscribe to Onramp Media channels and sign up for weekly Research & Analysis to get access to the best content in the ecosystem weekly.
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1:30:45
Constraints Breed Creativity | Liam Nelson | FS-019
Final Settlement
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Presented collaboratively by Early Riders & Onramp Media...
Final Settlement is a biweekly podcast that explores the breadth & depth of the bitcoin thesis—its underlying mechanics, ongoing development, real-world applications, & emergent role as sound capital.
We’ll cover current events, macro trends, investment insights, as well as our latest research on bitcoin and adjacent industries; and spotlight guests—builders, business owners, investors—to discuss their learnings from operating (or investing) with bitcoin as their hurdle rate.
Hosted by Brian Cubellis (CSO at Onramp & Partner at Early Riders), Michael Tanguma (CEO at Onramp & Partner at Early Riders), & Liam Nelson (Partner at Early Riders), Final Settlement goes beyond the conventional view of bitcoin as mere “digital gold” and explores how this groundbreaking technology can benefit society by rearchitecting how value is transferred, verified, stored, and invested.
00:00-Welcoming Liam Nelson to Early Riders
05:10-The Shift from Traditional Finance to Bitcoin
09:51-Skepticism in Traditional Finance
11:00-Understanding Altcoins vs Bitcoin
12:57-The Complexity of Bitcoin Adoption
17:16-The Role of Constraints in Innovation
21:02-AI Developments and Market Implications
31:03-Geopolitical Implications of AI Open Sourcing
34:40-Inefficiencies in Business and Bitcoin's Role
36:59-TrumpCoin and the Digital Asset Task Force
39:21-The Impact of Executive Orders on Bitcoin Custody
41:19-The Future of Bitcoin Custody and Banking Challenges
49:53-The Role of Bitcoin in a Multipolar World
53:29-Sovereign Game Theory and Bitcoin's Growing Importance
56:23-The Finite Nature of Bitcoin and Market Dynamics
57:52-The Competitive Landscape of Bitcoin Adoption
01:05:54-Outro & Disclaimer
Please subscribe to Onramp Media channels and sign up for Research & Insights to get access to the best content in the ecosystem weekly.
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1:06:24
Bitcoin Treasuries with Acropolis | Chase Palmieri & Tim Kotzman | TLT-083
We're joined by Co-founder & CEO of Acropolis, Chase Palmieri and host of the Bitcoin Treasuries Podcast, Tim Kotzman, to discuss corporate bitcoin adoption, inauguration week insights, & more.
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Acropolis
Chase Palmieri on X
Tim Kotzman on X
00:00-Introduction and Inauguration Insights
03:37-Trump's Impact on Bitcoin and Strategic Reserves
06:37-The Rise of Memecoins and Market Dynamics
09:31-The Future of Bitcoin in Corporate Treasuries
11:51-Acropolis and Corporate Bitcoin Adoption
14:35-Navigating the Corporate Bitcoin Playbook
34:44-Understanding Bitcoin as an Asset
35:46-The Role of Corporate Treasury in Bitcoin
38:20-Corporate Strategy and Capital Markets
41:10-Private vs Public Companies in Bitcoin Adoption
44:00-Global Perspectives on Bitcoin Custody
46:02-The Future of Bitcoin Custody Solutions
48:41-Market Potential for Bitcoin in Corporate Treasuries
52:10-Acropolis and the Corporate Treasury Market
54:26-Single Point of Failure of the Week
01:08:39-Outro & Disclaimer
The Last Trade: a weekly, bitcoin native, interactive podcast covering where Bitcoin and traditional finance meet on a macro scale. Hosted by Jackson Mikalic, Michael Tanguma, Brian Cubellis, and a special weekly guest host.
Join us as we dive into what Bitcoin means for how individuals & institutions save, invest, and 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.
Please subscribe to Onramp Media channels and sign up for weekly Research & Analysis to get access to the best content in the ecosystem weekly.
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1:09:10
Onramp Institutional Series | James Lavish & David Foley
Onramp is joined by James Lavish & David Foley to discuss the bitcoin opportunity in 2025.
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This webinar was recorded on January 16, 2025, and represents the inaugural session of the Onramp Institutional Series, a monthly webinar series dedicated to helping institutional allocators gain a deep understanding of bitcoin and its evolving role within the broader financial landscape. We’ll cover a comprehensive syllabus of topics, exploring bitcoin’s fundamentals, the investment thesis behind it, the macroeconomic challenges in traditional finance, and how bitcoin can address those challenges. We’ll also dive into practical considerations such as strategy implementation and custody solutions, ensuring you have a complete toolkit for evaluating the bitcoin opportunity.
LINKS
James Lavish on X
David Foley on X
Bitcoin Opportunity Fund
Onramp Institutional
TIMESTAMPS
00:00-Introducing the Onramp Institutional Series
01:30-Introducing James Lavish & David Foley
05:41-A message from Onramp Institutional
07:08-Understanding the current macro landscape
11:30-The ongoing debt crisis & its implications
16:00-The role of bitcoin as a neutral store-of-value
19:30-Tailwinds for increased bitcoin adoption
28:00-Geopolitical tensions & the rise of “outside money”
34:33-Bitcoin’s fundamentals & unique properties
42:48-Capital flow from traditional assets towards bitcoin
50:50-Strategy & vision of the Bitcoin Opportunity Fund
01:00:43-Overcoming skepticism with education
01:05:47-Institutional interest in bitcoin exposure
01:14:51-Outro & disclaimer
SUBSCRIBE
Please subscribe to Onramp Media channels and sign up for weekly Research & Analysis to get access to the best content in the ecosystem weekly.
The Last Trade:
A weekly podcast covering where Bitcoin and traditional finance meet on a macro scale.
Hosted by Jackson Mikalic, Jesse Myers (Croesus), Michael Tanguma, & a special guest.
Final Settlement:
A biweekly podcast covering the underlying mechanics of the Bitcoin protocol, its ongoing development, and real-world applications of the technology.
Hosted by Brian Cubellis, Michael Tanguma, & a special guest.
Scarce Assets:
A biweekly podcast covering the emergent role of Bitcoin in finance professionals' strategies and outlooks.
Hosted by Andy Edstrom, Jesse Myers, & a special guest.