Onramp Bitcoin Media

Onramp Bitcoin
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Onramp Bitcoin Media Bitcoin-native insights on markets, investing, and the future of finance. https://onrampbitcoin.com/ The Last Trade Bitcoin meets macro. Onramp Media’s flagship show covering markets, monetary policy, tech, and the shifting tides of global finance. Final Settlement Building on Bitcoin. A biweekly dive into Bitcoin applications, protocol development, and early-stage venture—brought to you by Early Riders. Scarce Assets Bitcoin for professionals. Conversations with allocators and finance pros on portfolio strategy, hard money, and the rise of digital scarcity.

  1. Morgan Stanley Now Recommends 4% Bitcoin Across $7T | James Seyffart

    VOR 2 TAGEN

    Morgan Stanley Now Recommends 4% Bitcoin Across $7T | James Seyffart

    The Last Trade: James Seyffart of Bloomberg Intelligence joins to break down the sentiment divergence between beaten-down crypto Twitter and a TradFi apparatus that's finally all in, Morgan Stanley launching MSBT at a market-low 14 bips with a 2-4% Bitcoin recommendation across 17,000 advisors and $7T+ in assets, Mike Wilson's 60/20/20 portfolio call adding 20% gold, and why the boomer diamond hands held through the drawdown while the basis trade collapsed from 10%+ to under 5%. --- 🔸 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#gen... 📩 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 James Seyffart, ETF analyst at Bloomberg Intelligence, returns to talk through the two parallel stories playing out in digital assets right now. Crypto Twitter is beaten down while TradFi quietly takes over the rails. Morgan Stanley's MSBT comes in at 14 bips, the lowest fee on the market, and turns on a 2-4% Bitcoin allocation across 17,000 advisors and $7T+ in assets. Mike Wilson's 60/20/20 call gives gold a 20% sleeve, and JP Morgan, Ondo, and Securitize keep building tokenization rails. James also covers the latest 13Fs (Abu Dhabi pushing toward $600M, hedge funds dumping as the basis trade compresses below 5%), Truth Social pulling its spot Bitcoin ETF filing, the Hyperliquid ETF launches, and the prediction market ETF wave that's stuck at the SEC. Plus a preview of the Balchunas-Seyffart book coming in November. 🧠 Chapters 00:00 — Diverging Sentiments In Crypto & Traditional Finance 12:56 — Morgan Stanley's Bitcoin ETF & Institutional Adoption 25:56 — Portfolio Strategies: Gold, Bitcoin & Alternatives 30:32 — Understanding Investor Behavior In Down Markets 31:30 — The Role Of Education In Bitcoin Investments 32:56 — Institutional Strategies & Bitcoin Allocations 33:59 — The Impact Of Trading Platforms On Bitcoin Exposure 35:10 — Challenges Of Self-Custody In Financial Planning 36:40 — The Future Of Custody Solutions In Crypto 38:46 — Insights From Recent 13F Filings 39:08 — Analyzing Bitcoin ETF Trends 40:31 — Understanding Hedge Fund Strategies In Bitcoin 42:46 — The Growing Interest In Altcoin ETFs 44:51 — The Emergence Of Prediction Market ETFs 48:13 — The Future Of Prediction Markets In Finance 💡 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

    58 Min.
  2. Iran Just Turned the World's Most Important Waterway Into a Bitcoin Market

    VOR 4 TAGEN

    Iran Just Turned the World's Most Important Waterway Into a Bitcoin Market

    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 Onramp's $12.5M Series A, Iran's Bitcoin-denominated Hormuz Safe insurance platform, the Clarity Act's passage through the Senate Banking Committee, Hyperliquid's USDC pivot and partnership with Coinbase, Standard Chartered's acquisition of Zodia Custody, Gemini's mounting losses, and Prime Trust's $970M lawsuit against Swan Bitcoin. Chapters 00:00 - Introduction and Overview of Current Events 01:58 - Onramp's Series A and Market Positioning 05:54 - Bitcoin's Role in Global Transactions 10:21 - Iran's Adoption of Bitcoin for Payments 15:14 - The Clarity Act and Its Implications 20:23 - Stablecoins and Their Future 31:36 - Hyperliquid's Partnership with Coinbase 34:37 - The Future of Stablecoins and Bitcoin Adoption 39:50 - Standard Chartered's Strategic Moves in Crypto Custody 44:22 - Building vs. Buying: The Path of Traditional Finance 47:18 - Gemini's Financial Struggles and Market Positioning 50:58 - Pre-IPO Trading and Market Speculation 54:03 - Prime Trust's Legal Challenges and Custody Concerns 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/

    1 Std. 6 Min.
  3. Ray Dalio Is Wrong About Bitcoin & Bonds Are Breaking | THE ₿ROADCAST EP. 30

    16. MAI

    Ray Dalio Is Wrong About Bitcoin & Bonds Are Breaking | THE ₿ROADCAST EP. 30

    In Episode 30 of The ₿roadcast, Bram Kanstein, Brian Cubellis, and special guest Liam Nelson break down the most important Bitcoin and macro developments from the past few weeks. 00:00 - Intro & Welcoming Liam Nelson 00:43 - Ray Dalio's Bitcoin Pushback 11:28 - Mubadala's $600M IBIT Position & The Sovereign Bid 18:34 - Draghi's Charlemagne Prize & The Euro's Collapse 25:30 - Gemini's Fumble & The Everything Exchange Pivot 31:55 - Menger, Asymmetry & Why Adoption Is Uneven 45:07 - Gold's Underweight & The Debasement Regime 1:05:09 - The Bond Market Is Breaking In Real Time 1:09:13 - Early Riders Leads Onramp's Series A 1:15:50 - The Golden Age Of Grifting 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.

    1 Std. 18 Min.

  4. 15. MAI

    Onramp Finance Deep Dive with Bram Kanstein: Preserving Wealth in the Digital Age

    The Onramp team sits down for a full walkthrough of Onramp Finance, the unification layer tying the entire client experience together. Michael, Brian, Jackson, and Cam break down why custody had to be solved first, why the rest of the industry is sprinting toward speculation while Onramp builds for sound financial planning, and how dollars, bitcoin, and gold finally live in one account anchored by Multi-Institution Custody. Bram Kanstein joins to bring the international operator's view on what it actually takes to live and run a business on a Bitcoin standard. 🎙️ Hosted by Michael Tanguma, Brian Cubellis, Jackson Mikalic, Cam Stromme, and Bram Kanstein ⏱️ Chapters 00:00 - The why behind Onramp Finance 05:34 - Why custody had to come first 08:49 - Evolution of the custody landscape 15:21 - TradFi's late arrival to Bitcoin 18:17 - The SD-card moment that changed everything 23:29 - Three concentric circles of consolidation 26:10 - Live dashboard walkthrough 31:51 - What's coming next: DCA, mortgage, banking rails 35:11 - Inheritance, simplified 37:00 - Genesis Program + Q&A 🔑 Key topics Multi-Institution Custody as the foundation, not an afterthoughtStanding in opposition to the speculation economyDollars, Bitcoin, and gold in one accountEarn up to 5% on cash, 1.5% card cash-back, lowest-cost brokerageBitcoin IRAs, Arch loan integration, Argo gold partnershipInheritance that's a phone call, not a treasure huntUpcoming: mortgage product on MIC, bank deposit rails, instant clearing 🔗 Onramp Finance Sign up: https://onrampbitcoin.com/finance Genesis Program: 210 founding seats — 5% earn rate, 1.5% card cash-back, 21,000 sats deposited, one year of MIC included

    53 Min.
  5. Gold To $35,000? The Math Is Hard To Ignore | Josh Phair

    14. MAI

    Gold To $35,000? The Math Is Hard To Ignore | Josh Phair

    The Last Trade: Josh Phair joins to break down the metal wars escalating between sovereigns, gold's run from $3,300 to $4,700 in nine months, why CLARITY's Senate markup tomorrow is a capital flight moment, Wyoming winning the state's first physical gold mandate over JP Morgan, and the Fair-Sinclair ratio pointing to $35,000 gold. --- 🔸 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 Josh Phair, founder of Scottsdale Mint and CEO of the Wyoming Reserve Opportunity Zone Fund, returns to break down what he calls the "controlled demolition" playing out across sovereign balance sheets. China just posted its largest monthly silver import in 20 years, Poland is moving to 37% gold-backed reserves, and the US's number one net export has quietly become gold flowing to China via Switzerland for rare earths. Banks are now doing mercantile trading on behalf of governments, choke-pointing metals out of Latin America in what Josh calls the metal wars. Plus the CLARITY Act's Senate markup and the banking lobby's 100+ amendments threatening capital flight, Wyoming Reserve beating JP Morgan for the state's first physical gold mandate, the Tether seizure as the programmable-money tell, and why the Fair-Sinclair ratio points to $35,000 gold in a multi-decade money printing scenario. 🧠 Chapters 00:00 — Welcoming Josh Phair 03:42 — Gold From $3,300 To $4,700 In Nine Months 07:30 — The Metal Wars & Sovereign Accumulation 13:09 — CLARITY, Capital Flight & The Banking Lobby 15:33 — The Setup For The Biggest Bull Run Yet 24:54 — Who Was On Air Force One To China 28:27 — The Under-Allocation No Advisor Sees 33:21 — Market Structure & Trust-Minimized Custody 40:39 — Wyoming As The Property Rights Jurisdiction 44:00 — The Phair-Sinclair Ratio & $35,000 Gold 51:46 — Distrust As The Real Debasement Trade Driver 54:30 — The Tether Seizure & Programmable Money 1:02:57 — Beating JP Morgan For The Wyoming Mandate 1:08:45 — States As The Next Sovereign Gold Buyers 1:11:59 — Last Takes & Where To Find Josh 💡 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

    1 Std. 13 Min.
  6. The Clarity Act Isn't Priced In: BNY, Morgan Stanley, & the End of Coinbase's Moat

    12. MAI

    The Clarity Act Isn't Priced In: BNY, Morgan Stanley, & the End of Coinbase's Moat

    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 Coinbase's recent earnings report, the degradation of their competitive moat, the American Banking Association's panic due to the Clarity act, the implications of Circle's new token, and the significant moves made by institutions like BNY Mellon and Kraken. Chapters 00:00 - Coinbase's Earnings & Layoffs 02:59 - Market Position & Competition 06:11 - The Future of Coinbase & Leadership Challenges 09:03 - Circle's New Token & Coinbase Relationship 12:10 - The Clarity Act & Stablecoin Regulations 14:53 - The Role of Traditional Banks in Crypto 18:11 - Tokenized Securities & Market Innovations 33:17 - Tokenization & Financial Evolution 39:35 - Institutional Moves in Crypto Custody 42:50 - Kraken's Strategic Acquisition 47:54 - The Future of Crypto Funds 51:09 - Emerging Financial Products & AI Integration 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/

    1 Std. 2 Min.
  7. Saylor's Sell Signal, Morgan Stanley, & Coinbase Just Cracked | Joe Consorti

    7. MAI

    Saylor's Sell Signal, Morgan Stanley, & Coinbase Just Cracked | Joe Consorti

    The Last Trade: Joe Consorti joins to break down the bond market forcing Trump's hand on Iran, Morgan Stanley' launches spot trading, Coinbase's 14% layoffs, Saylor's signal on potentially selling BTC, Polymarket's casino dynamics, and why the math doesn't math anymore. --- 🔸 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 Joe Consorti, Head of Growth at Horizon, joins to discuss why every time the 10-year approaches 4.5%, peace talk rhetoric magically appears from the administration. The bond market is calling the shots, not the Fed. With WTI near $100, 70% of US farmers unable to afford fertilizer, and Warsh teeing up trimmed-mean PCE to justify cuts into inflation, the math doesn't math anymore. Plus Morgan Stanley's 50bps spot Bitcoin trade undercutting Schwab, Coinbase's 14% layoffs and the custody concentration problem nobody's pricing, Saylor's earnings-call signal on potentially selling Bitcoin to fund the STRC dividend, and why Polymarket's 67%-to-the-0.1% dynamic is a casino dressed as a market. 🧠 Chapters 00:00 — Welcoming Joe Consorti 03:37 — The Bond Market Is Calling The Shots 06:49 — Oil, Fertilizer & The Limits Of Jawboning 12:04 — Warsh, Trimmed Mean & The Coming Cut 14:14 — Why Bitcoin Doesn't Need A Catalyst 20:11 — Morgan Stanley Spot BTC Trading 22:27 — Custody As The Real Differentiator 33:37 — Coinbase Layoffs & The 10% Problem 36:13 — Everything To Everyone Is Nothing 45:45 — Polymarket, Kalshi & The Casino Era 55:33 — Saylor's Signal On Selling Bitcoin 59:00 — Last Takes & Where To Find Joe 💡 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

    1 Std.
  8. Stablecoins Are the Most Bullish Bitcoin Catalyst Ever

    5. MAI

    Stablecoins Are the Most Bullish Bitcoin Catalyst Ever

    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/

    1 Std.
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Info

Onramp Bitcoin Media Bitcoin-native insights on markets, investing, and the future of finance. https://onrampbitcoin.com/ The Last Trade Bitcoin meets macro. Onramp Media’s flagship show covering markets, monetary policy, tech, and the shifting tides of global finance. Final Settlement Building on Bitcoin. A biweekly dive into Bitcoin applications, protocol development, and early-stage venture—brought to you by Early Riders. Scarce Assets Bitcoin for professionals. Conversations with allocators and finance pros on portfolio strategy, hard money, and the rise of digital scarcity.

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  • Erstellt von
    Onramp Bitcoin
  • Jahre aktiv
    2023 - 2026
  • Folgen
    326
  • Bewertung
    Anstößig
  • Copyright
    © Onramp Bitcoin
  • Sendungswebsite
    Onramp Bitcoin Media

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