Onramp Media

• 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.

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• Fed Speak, Gold ATHs, DeepSeek, State-Level Adoption, & BTC Dominance

  The Last Trade Connect with Onramp 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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• Constraints Breed Creativity | Liam Nelson | FS-019

  Final Settlement Connect with Onramp Connect with Early Riders 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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• 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. Connect with Onramp 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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• Onramp Institutional Series | James Lavish & David Foley

  Onramp is joined by James Lavish & David Foley to discuss the bitcoin opportunity in 2025. Connect with Onramp 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.

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