Onramp Bitcoin Media

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.

02:22 - The Clarity Act Markup + Stablecoin Yield Fight
16:48 - State Street Joins the Crypto Rush
22:01 - Goldman: Tokenization + Prediction Markets
24:04 - Distributions Versus Niches in Bitcoin Infrastructure
32:06 - TradFi Floodgates into Digital Assets
33:21 - Consumer Versus Enterprise Stablecoin Adoption
42:18 - Latest In Digital Asset Infrastructure Fundraises
55:56 - AI Tools Impact on Entrepreneurship

If you found this valuable, please subscribe to Early Riders Insights for access to the best content in the ecosystem weekly: https://www.earlyriders.com/research

Links discussed:
https://fortune.com/2026/01/14/alpaca-fundraise-series-d-brokerage-infrastructure/
https://www.bloomberg.com/news/articles/2026-01-15/state-street-is-joining-crypto-rush-with-digital-asset-rollout
https://www.theblock.co/post/385924/belarus-authorizes-cryptobanks
https://x.com/TheOneandOmsy/status/2011673735065939979?s=20
https://www.coindesk.com/business/2026/01/14/germany-s-second-largest-lender-dz-bank-secures-retail-crypto-trading-mica-license
https://coinpedia.org/crypto-live-news/standard-chartered-to-launch-crypto-prime-brokerage
https://bitcoinmagazine.com/news/21shares-launches-bitcoin-and-gold-etp
https://decrypt.co/354542/visa-partners-with-bvnk-to-enable-stablecoin-payouts-on-visa-direct
https://x.com/BitcoinMagazine/status/2013205830288499021?s=20
https://x.com/Houlgrave/status/2012208491578950089?s=20
https://www.theblock.co/post/386048/anchorage-digital-could-raise-up-to-400-million-as-ipo-rumors-swirl-bloomberg
https://www.rain.xyz/resources/rain-raises-250m-series-c-to-scale-stablecoin-powered-payments-infrastructure-for-global-enterprises

Keep up with Michael:
https://x.com/MTanguma
https://www.linkedin.com/in/mtanguma/
Keep up with Brian:
https://x.com/BackslashBTC
https://www.linkedin.com/in/brian-cubellis-00b1a660/
Keep up with Liam:
https://x.com/Lnelson_21
https://www.linkedin.com/in/liam-nelson1/

The Last Trade: Marty Bent breaks down bitcoin’s 2026 setup, Fed vs Treasury tension, and why the denominator is breaking.

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🔸 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
Marty Bent (TFTC) joins the show to explain why 2025 looked like a year of consolidation, how tax-loss harvesting and year-end positioning may have created artificial pressure, and why the next leg could be driven by something deeper than a typical cycle narrative. We discuss the “Last Trade” order of operations, where gold and silver absorb the first wave of sovereign and institutional stress, and Bitcoin increasingly earns the bid as the superior digital reserve asset.

We also dig into the growing public tension between the Fed and Treasury, why “independence” is starting to look like theater, and how trust erosion is becoming a primary macro driver. From there, we debate the role of stablecoins as rails versus money, the risks of CBDC/digital ID creep, and why sovereignty still has a high bar.

Finally, we close on AI: the productivity unlock for high-agency builders, the coming barbell economy, and why sound savings matter more in a world where technology accelerates deflation while policy accelerates debasement.

🧠 Chapters
00:00 — Marty Bent Returns & Bitcoin Starts 2026 Strong
05:52 — Sovereign Stress & Bitcoin as a Neutral Reserve
12:14 — Fed vs Treasury, Monetary Authority, Trust Erosion
17:13 — Fraud, Waste, & the Hard Asset Rotation
27:24 — Stablecoins, CBDCs, Digital ID Risk
34:28 — AI, Privacy, Productivity, Agency Divide
52:07 — Gold & Silver Dislocations, Physical vs Paper
58:03 — Broken Denominator, Supercycle Framing
01:08:53 — Guest Requests & Onramp Update
01:11:27 — 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

Scarce Assets: Alex Pron explains why wealth managers are finally embracing Bitcoin, how Wall Street distribution changes the market, & why long-term conviction matters more than cycles.

---
🔸 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

Jackson Mikalic on X --- https://x.com/macrojack21
Alex Pron on X --- https://x.com/Crossover_Alex

🎙️ About This Episode

Alex Pron, Founder and Wealth Strategist at CrossOver Capital Advisors, joins Scarce Assets for a deep conversation on Bitcoin’s maturation inside traditional wealth management, the slow capitulation of Wall Street, and why Bitcoin’s fundamentals are strengthening even when price action lags.
Alex shares his journey from EY and Merrill Lynch to launching an independent RIA so he could fully educate clients on Bitcoin as part of a fiduciary portfolio framework. Today, nearly 90% of his clients hold Bitcoin exposure.
We discuss why most investors still misunderstand Bitcoin’s supply dynamics, how ETFs created Bitcoin’s “IPO moment,” why 2025 price action frustrated expectations, and how institutional distribution may permanently change market structure. The conversation also explores Bitcoin’s role in divorce settlements, long-term portfolio construction, AI-driven deflation, and why the four-year cycle may be fading.

Topics covered include:
- Why Alex left Merrill to build a Bitcoin-forward RIA
- The simple portfolio math that helps clients understand Bitcoin risk
- How ETF liquidity enabled whale distribution without collapsing price
- Bitcoin vs crypto: strategic allocation vs speculative exposure
- Vanguard, Merrill, Bank of America & Morgan Stanley’s quiet pivot
- Why 2025 fundamentals improved while price disappointed
- The “Bitcoin IPO moment” and what comes after it
- AI, scarcity, and why Bitcoin differs from gold and commodities
- Why time horizon matters more than timing the market
- How advisors help clients stay committed through volatility

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, 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.

🧠 Chapters
00:00 — Wealth Management Meets Bitcoin
07:33 — How Bitcoin Changed an RIA’s Market Lens
13:39 — The Supply Story: Scarcity, Issuance, and 21M
19:27 — Bitcoin vs Crypto: Portfolio Roles and Risk
25:23 — Where Bitcoin Demand Comes From Next
30:32 — 2025: Price Action vs Fundamentals (What Happened)
41:31 — AI, Deflation, and Why Bitcoin Differs From Metals
54:46 — Sentiment, Cycles, and the Long-Term Setup
58:42 — Outro and 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.

00:30 - Morgan Stanley's Bitcoin ETF Filing
12:30 - Rumble and Tether's Crypto Wallet Launch
18:07 - Walmart's One Pay Bitcoin Integration
29:49 - Early Riders Team Updates
31:58 - The White Paper: A Manifesto For All Future Capital Allocation
34:26 - Building Bridges: Traditional Finance Meets Bitcoin
36:47 - The Bitcoin Standard: A New Era of Capital Formation
38:46 - Debasement and the Search for Sound Money
43:30 - The Future of Venture Capital: Aligning Incentives
47:03 - AI and the New Age of Entrepreneurship
55:24 - Onramp for Everyone: Expanding Access to Bitcoin

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

Links discussed:
https://bitcoin.docsend.com/view/aan9dw6fkd2z746e
https://www.bloomberg.com/news/articles/2026-01-09/walmart-backed-super-app-onepay-hits-4-billion-valuation?embedded-checkout=true
https://www.msn.com/en-us/money/savingandinvesting/morgan-stanley-is-betting-big-on-digital-assets-workplace-services-and-private-markets-how-they-tie-together/ar-AA1TP8N5
https://x.com/sytaylor/status/2009236033603244517?s=20https://www.bloomberg.com/news/articles/2026-01-12/stanchart-said-to-prepare-crypto-expansion-with-prime-brokerage?embedded-checkout=true
https://x.com/faryarshirzad/status/2008898606317687058?s=20
https://x.com/aakashgupta/status/2007666720656511233
https://decrypt.co/353693/morgan-stanley-registers-bitcoin-solana-funds-sec
https://corp.rumble.com/blog/rumble-and-tether-launch-crypto-wallet-for-creator-economy/

Keep up with Michael:
https://x.com/MTanguma
https://www.linkedin.com/in/mtanguma/
Keep up with Brian:
https://x.com/BackslashBTC
https://www.linkedin.com/in/brian-cubellis-00b1a660/
Keep up with Liam:
https://x.com/Lnelson_21
https://www.linkedin.com/in/liam-nelson1/

In Episode 21 of The ₿roadcast, Bram Kanstein, Michael Tanguma, and Brian Cubellis break down the most important Bitcoin and macro developments from the past few weeks.

The conversation centers on Morgan Stanley’s Bitcoin ETF filing, what it really signals about institutional demand, and why the shift from “allowed” to “recommended” marks a new phase of adoption. From AI-driven abundance and information slop to Bitcoin’s role as a verifiable truth anchor, the episode connects Wall Street, custody, regulation, energy, and game theory into a single framework.

00:00 — Bullish on Bitcoin (We’re Back)
03:40 — AI, Vibe Coding, and the Return of the Builder Era
08:10 — Morgan Stanley Files a Bitcoin ETF
12:45 — From Access to Recommendation
17:30 — Financialization, Collateral, and Bitcoin’s Wall Street Endgame
22:20 — “Bear Market” Psychology vs Structural Reality
27:40 — The Supply Problem No One Is Positioned For
32:10 — Gold, Bonds, and the Real Rotation Trade
36:50 — Regulation Signals: The Clarity Act & Political BTC Buys
41:20 — Venezuela, Sovereign Bitcoin, and Strategic Reserves
46:30 — AI, Consciousness, and the Coming Slop Era
52:10 — Bitcoin as a Truth Anchor
57:40 — Prediction Markets, Degeneracy, and Growing Pains
1:01:30 — Hashrate: The Signal That Never Lies
1:06:10 — The Real Adoption Bottleneck: Custody & Physical Risk
1:12:30 — CNBC Panic, Monetary Debasement, and the Inevitable Trend
1:15:40 — Final Thoughts + Where Should We Meet in 2026?

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.