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.

Chapters
00:00 - Introduction and Market Overview
03:09 - The Clarity Act and Its Implications
06:05 - Stablecoins: The Future of Financial Transactions
09:10 - Stripe's Major Announcements and Acquisitions
11:50 - Agentic Commerce and Payment Innovations
14:54 - Comparing Stripe and Lightspark's Approaches
18:08 - Liquidity Solutions and the Future of Stablecoins
28:18 - The Evolution of Digital Money and Bitcoin Adoption
31:13 - Stablecoins: The Future of Bitcoin Liquidity
34:12 - Custody Challenges in the Digital Asset Space
40:33 - Innovations in Bitcoin Wallets and Payment Solutions
47:06 - The Rise of Bitcoin-Backed Financial Products
53:24 - Mergers and Acquisitions in the Bitcoin Ecosystem

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

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 Brian:
https://x.com/BackslashBTC
https://www.linkedin.com/in/brian-cubellis-00b1a660/

Links:
https://x.com/lightspark/status/2049888918599065885?s=20

https://x.com/lightspark/status/2049191114641739787?s=20

https://archive.ph/E8AL6

https://block.xyz/inside/block-launches-bitkey-wallet-with-screen-automatic-bitcoin-earning-on-cash-app-and-proof-of-reserves

https://bitcoinmagazine.com/news/aven-launches-bitcoin-backed-visa-card?utm_source=chatgpt.com

https://tether.io/news/tether-investments-proposes-merger-plans-at-twenty-one-capital-to-accelerate-its-strategic-direction/

In Episode 29 of The ₿roadcast, Bram Kanstein, Michael Tanguma, and special guest Joe Consorti break down the most important Bitcoin and macro developments from the past few weeks.

00:00 - Intro & Welcoming Joe Consorti
00:33 - Powell Leaves the Fed in Chaos
07:30 - AI Deflation & the Fed-Treasury Trap
12:22 - Bitcoin as Outside Money
16:02 - Czech National Bank & Sovereign Game Theory
26:29 - ARMA, Gold Sales & the Mar-a-Lago Setup
31:13 - Wall Street Packing Their Bags
34:39 - The Stretch Debate
42:52 - Iran, $120 Oil & the Wrong Fed Call
44:59 - The Lag: Sovereigns, Stripe & Agentic Payments
57:39 - Save in Bitcoin, Spend in Dollars

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: Jackson, Michael, and Brian break down PTJ's bitcoin conviction, equities at 252% of GDP, TradFi's gold underweight, Sztorc's "eCash" fork, the Strategic Bitcoin Reserve tease, & why custody governance rights matter.

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

👉 Onramp Finance: https://onrampbitcoin.com/finance
👉 Sign up for Genesis: https://onrampbitcoin.com/finance#genesis
📩 Schedule a consultation: https://onrampbitcoin.com/consult

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
Record onboardings for Onramp Finance, with Genesis spots still open (code TLT for additional sats). PTJ reaffirms his bitcoin thesis on Invest Like the Best while the macro setup for hard assets sharpens: equities at 252% of GDP, all-time-high equity allocations, and B of A private clients at just 0.4% gold. Plus Witt's reserve announcement tease, Sztorc's proposal to fork bitcoin and redistribute Satoshi's coins, and why governance rights at ETFs, DATs, and centralized custodians may prove decisive.

🧠 Chapters
00:00 — Genesis & Onboarding Momentum
04:01 — PTJ on Bitcoin: Finite Scarcity
11:22 — Equities at 252% of GDP
16:30 — Gold's Merit & Severe Underweight
22:50 — Citi's Balanced Bitcoin Thesis
26:40 — Lepard, Trimmed Mean Inflation & Warsh
30:25 — Strategic Bitcoin Reserve Tease
38:30 — Bitcoin Conference Signal & Noise
42:30 — Sztorc's "eCash" Fork
46:20 — Governance Rights at ETFs & DATs
49:30 — Deutsche Bank's "Return of History"
57:30 — Last Takes & Disclaimers

💡 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.

This week Liam, Brian, and Michael cover the latest developments in digital assets, DeFi, and macroeconomic trends. The hosts analyze recent events like tether freezes, DeFi exploits, and India's CBDC pilots, providing insights into the evolving landscape of digital finance.

Chapters
05:00 - The Role of Tether in Global Finance
08:10 - Decentralization vs Centralization in Crypto
11:01 - The Fragility of DeFi and Recent Exploits
17:20 - The Impact of AI on Employment
22:39 - Economic Conditions and Corporate Layoffs
31:28 - Digital Asset Roundup: Trends and Innovations
37:28 - The Role of Stablecoins in Transactions
43:09 - Integrating Bitcoin Payments in India
47:19 - AI Investments and the Future of Tech Funding
52:51 - Democratizing Access to Private Companies
58:43 - The Debate on Freezing Coins and Market Dynamics

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

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 Brian:
https://x.com/BackslashBTC
https://www.linkedin.com/in/brian-cubellis-00b1a660/

Originally aired on Joe Consorti's "Over the Horizon" podcast.

Watch the full episode on Joe's channel.

Michael Tanguma joins Joe Consorti to break down the launch of Onramp Finance, the macro setup heading into the next leg of Bitcoin's run, and why custody remains the most underappreciated risk in the entire digital asset stack. The conversation covers the institutional groundwork being laid across Wall Street, the case against digital credit products marketed to retail, and how AI plus Bitcoin are converging into the most asymmetric business opportunity of this cycle.

Over the Horizon: https://www.youtube.com/@JoinHorizon
Joe Consorti on X: https://x.com/JoeConsorti
Michael Tanguma on X: https://x.com/MTanguma
Onramp Finance: https://onrampbitcoin.com/finance

00:00 — What's behind the rally
04:17 — Institutional groundwork falling into place
11:31 — ETFs as the on-ramp to MIC
15:30 — Why custody is existential for Bitcoin
19:36 — How MIC works
24:47 — Announcing Onramp Finance
33:45 — Why everyone is converging on this architecture
44:44 — Stretch and the digital credit problem
53:26 — The custody question nobody asks about DATs
55:05 — AI, credit air pockets, and the Treasury market
1:06:08 — Bitcoin + AI as the asymmetric opportunity
1:12:19 — Closing thoughts

Topics Covered
The macro setup heading into the back half of 2026, including Morgan Stanley's MSBT launch, Charles Schwab opening Bitcoin trading, Goldman's premium income ETF as a trial balloon, the Iran conflict's impact on commodity settlement, and Hank Paulson's call for a Treasury demand backstop.
The Onramp Finance launch — a unified platform combining a cash-earning account paying up to 5%, the lowest-cost Bitcoin brokerage, an earn card with up to 1.5% rewards, IRAs, lending, and spot gold exposure through Argo with optional physical delivery from the Royal Canadian Mint. Built on Stripe-powered settlement infrastructure, with the Genesis founding cohort capped at 210 members.
Why multi-institution custody is the inevitable end state for serious Bitcoin holders, the limits of single-custodian ETF structures, and the case that DATs holding billions across three custodians without addressing custody-layer risk are building on a faulty premise.
A direct take on Stretch and the digital credit category — why retail-driven preferreds priced at marginal spreads over real inflation are not compensating holders for the risk being taken.
The convergence of Bitcoin and AI as the two defining technologies of the next decade, and why bootstrapped Bitcoin-denominated businesses leveraging AI tooling have the structural advantage over fiat-funded incumbents carrying bureaucratic overhead.