Onramp Bitcoin Media

Onramp Bitcoin

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

    VOR 1 TAG

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

    VOR 6 TAGEN

    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.
  3. 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.
  4. Why Wall Street is Quietly Fueling Bitcoin's Most Hated Rally

    30. APR.

    Why Wall Street is Quietly Fueling Bitcoin's Most Hated Rally

    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. --- 🔸 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

    1 Std. 1 Min.
  5. Blocksize War II: Quantum & The Battle Over Satoshi's Coins

    28. APR.

    Blocksize War II: Quantum & The Battle Over Satoshi's Coins

    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/

    1 Std. 3 Min.
  6. 27. APR.

    Bitcoin, AI, and the Credit Air Pocket with Michael Tanguma

    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.

    1 Std. 14 Min.
  7. Why Bitcoin Will Outperform Every Asset for the Next Decade

    23. APR.

    Why Bitcoin Will Outperform Every Asset for the Next Decade

    The Last Trade: Jackson, Michael, and Brian break down the launch of Onramp Finance, Admiral Paparo's bitcoin testimony before Congress, Kevin Warsh's Fed nomination, bitcoin outperforming as the king of safe-haven assets, BlackRock and Coinbase's influence, & why meeting the market where it's at matters. --- 🔸 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 Onramp Finance is live — a unified money platform combining bitcoin, dollars earning up to 5%, a spending card, and MIC as the long-term custody layer. The crew breaks down why this stands in stark contrast to Polymarket launching 24/7 perpetual futures the same day, and why meeting the market where it's at has been the north star. Meanwhile, a four-star Admiral just called bitcoin a "peer-to-peer, zero-trust, transfer of value system" before Congress, Kevin Warsh is walking into an impossible Fed situation, and BlackRock, Coinbase, and Anchorage want to insert themselves into bitcoin protocol development. The big boys think they're here to fix bitcoin. 🧠 Chapters 00:00 — A Big Week for Onramp 03:04 — Why We Built Onramp Finance 07:00 — The Private Banking Experience, Centered on Bitcoin 10:33 — Meeting the Market Where It's At 16:53 — Genesis Program: 210 Spots, Use Code TLT 21:04 — Admiral Paparo: "Bitcoin Is a Reality" 27:09 — Gold, Multipolarity & Geopolitical Nukes 34:17 — Bitcoin: King of Safe-Haven Assets 39:20 — Reducing Variables in a Chaotic World 43:36 — Warsh, Powell & the Fed's Impossible Position 50:28 — ETF Flows & European Banks Losing Customers 54:56 — OP_Next: BlackRock, Coinbase, Anchorage Want In 1:02:44 — 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

    1 Std. 4 Min.

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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