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.

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.

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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
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.

The Last Trade: On-chain analyst James Check (Checkmate) joins the crew to break down bitcoin's bear market capitulation, what the data says about where we are in the cycle, and why the obituaries being out might be the most bullish signal of all.

---
🔸 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 Check on X: https://x.com/_Checkmatey_
Check on Chain: https://www.checkonchain.com/

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
Bitcoin is down 50% from all-time highs. No single catalyst. No obvious bottom. Checkmate joins the crew to cut through the noise with on-chain data, walking through the exact thresholds he mapped during the recent drawdown and why 50% of the supply being underwater is historically a bottoming signal. The conversation expands into the debasement trade narrative, AI-driven labor displacement, why institutions only need to move a fraction of a percentage point to absorb all sell pressure, and why bitcoin's only job — like gold's — is to not die.

🧠 Chapters
00:00 — Intro & Market Sentiment
02:14 — How James Mapped the Recent Decline
11:32 — What Actually Caused the Drawdown?
15:16 — The Debasement Trade Hasn't Started Yet
22:00 — Gold, Physical Delivery & What It Means for BTC
30:39 — AI, Labor Displacement & Money Printing
44:00 — Institutional Adoption: Just Heating Up
50:00 — Will Critics Ever Admit They Were Wrong?
54:53 — Bitcoin's Only Job Is to Not Die
1:00:04 — Hyperbitcoinization & Why Most People Won't Care
1:07:11 — Deep Value Zone: Every Mean Reversion Model Agrees
1:12:00 — Buy the Whole Bottom, 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 to the Chaos of AI and Bitcoin
03:00 - The OpenClaw Acquisition: Implications for Open Source
05:52 - Understanding OpenClaw: Functionality and Risks
08:48 - The Future of AI Agents and Their Interactions
12:08 - The DIY Approach: Parallels with Bitcoin
15:08 - On-Prem vs Cloud: The Data Ownership Dilemma
18:14 - The Evolution of Payment Systems for AI Agents
21:04 - Stablecoins vs Bitcoin: The Payment Landscape
24:09 - The Future of AI and Payment Integration
31:04 - Navigating AI and Crypto Payment Systems
34:33 - The Intersection of AI and Digital Assets
39:59 - TradFi's Embrace of Digital Assets
46:09 - Ray Dalio's Perspective on the Shifting Monetary Order

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/shiri_shh/status/2022635742682616196

https://x.com/shortsqueeznews/status/2023173745771213108?s=20

https://x.com/fintechfrank/status/2023067647345066366?s=20

https://x.com/fintechfrank/status/2023040127795093556?s=20

https://x.com/RayDalio/status/2022788750388998543?s=20

https://x.com/kimmonismus/status/2022055329408938125?s=20

https://x.com/aakashgupta/status/2023249490426388849?s=20

https://steipete.me/posts/2026/openclaw

https://x.com/sama/status/2023150230905159801?s=20

https://x.com/danielfoch/status/2023072604534517766?s=20

https://www.theblock.co/post/389524/coinbase-rolls-out-ai-tool-to-give-any-agent-a-wallet

https://crypto.news/stripe-taps-base-ai-agent-x402-payment-protocol-2026/

https://www.theblock.co/post/389421/blackrock-securitize-tap-defi-giant-uniswap-for-direct-onchain-buidl-trading-uni-surges-20

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/