Onramp Media Onramp

The Last Trade: a weekly, bitcoin native, interactive podcast covering where Bitcoin and traditional finance meet on a macro scale. Hosted by Marty Bent, Jesse Myers (Croesus), Michael Tanguma, and a special weekly guest host.

Join us as we dive into what Bitcoin means for how individuals & institutions save, invest, and 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.

0:00 - Welcoming back Fidelity’s Chris Kuiper

2:23 - Recapping the last seven months

4:06 - ETF flows & identifying buyers

7:44 - Unlocking new demand from advisors

13:50 - Invert, always invert

17:47 - Reflexivity of demand & rebalancing

23:49 - Breaking down bitcoin’s volatility

30:51 - Halving retrospective & supply dynamics

37:41 - Long-term holders & redistribution

44:47 - A message from Onramp

45:03 - Gold is the new bonds & bitcoin is the new gold

47:56 - Corporate treasury adoption of bitcoin

52:52 - Game theory of bitcoin adoption

57:25 - Global liquidity & macro correlations

1:02:56 - Addressing apprehensions in bitcoin education

1:12:25 - The importance of custody & wrapping up



A Closer Look at Bitcoin’s Volatility
https://www.fidelitydigitalassets.com/research-and-insights/closer-look-bitcoins-volatility

2024 Bitcoin Halving: Top 5 FAQs
https://www.fidelitydigitalassets.com/research-and-insights/2024-bitcoin-halving-top-5-faqs

Q1 2024 Signals Report
https://www.fidelitydigitalassets.com/research-and-insights/q1-2024-signals-report



Schedule time with the link below if you would ever like to learn more about Onramp and please sign up for weekly Research and Analysis to get access to the best content in the ecosystem weekly:

https://onrampbitcoin.com/contact-us/

https://onrampbitcoin.com/category/onramp-media/

The Onramp Webinar Series is a dedicated forum for investors to learn about the fundamental merits of the bitcoin thesis, the asset's custodial considerations, & more.



In this session, originally recorded in December 2023, Onramp Co-founder, Jesse Myers, and Onramp Chief Strategy Officer, Brian Cubellis, are joined by Mark Connors, Head of Research at 3iQ, to discuss Onramp's research report "Bitcoin's Full Potential Valuation" for ~45 min, with the remaining ~15 min designated for audience Q&A.



0:00 - Introduction to the Onramp Webinar Series

5:45 - Bitcoin's full potential valuation

16:45 - BTC vs the global asset landscape

22:28 - Valuation methodologies for bitcoin

32:18 - A message from Onramp

33:13 - Store-of-value competition

41:00 - Inflation’s impact on bitcoin’s nominal potential

47:22 - ETFs & their impact on bitcoin

57:47 - Custodial considerations for bitcoin vehicles

1:04:42 - The urgency for advisors to adopt bitcoin



Download Bitcoin's Full Potential Valuation:

https://docsend.com/view/hbe6xyhfhnp38emi



Register for Onramp's upcoming webinar (May 22) on bitcoin inheritance planning:

https://us06web.zoom.us/webinar/register/WN_Gr51cYYATPqJqpJ8Rgx6ig



Learn more about bitcoin inheritance planning:

https://onrampbitcoin.com/bitcoin-inheritance-planning-secure-key-management-legal-title-transfer-strategies/



Schedule time with the link below if you would ever like to learn more about Onramp and please sign up for Research & Insights to get access to the best content in the ecosystem weekly:

https://onrampbitcoin.com/contact-us/

https://onrampbitcoin.com/schedule-a-consultation/

The Last Trade: a weekly, bitcoin native, interactive podcast covering where Bitcoin and traditional finance meet on a macro scale. Hosted by Marty Bent, Jesse Myers (Croesus), Michael Tanguma, and a special weekly guest host.

Join us as we dive into what Bitcoin means for how individuals & institutions save, invest, and 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.

0:00 - Freedom, sovereignty, & bitcoin advocacy

12:19 - Introduction to Hong Kim & Bitwise

15:24 - Custodial options & tradeoffs

18:20 - Evolving narratives of adoption

23:29 - The path to ETF approval

27:38 - ETF flows & buyers

34:47 - A message from Onramp

35:03 - Accessibility in the ETF era

43:30 - Reflexivity & waves of demand

48:36 - ETF limitations: in-kind withdrawals & custody

54:02 - Hong Kong ETFs

57:18 - Supporting open-source developers

1:02:04 - Leveraging bitcoin’s native properties

Schedule time with the link below if you would ever like to learn more about Onramp and please sign up for weekly Research and Analysis to get access to the best content in the ecosystem weekly:

https://onrampbitcoin.com/contact-us/

https://onrampbitcoin.com/category/onramp-media/

Scarce Assets: a biweekly podcast presented by Onramp which delves into the emergent role of Bitcoin in finance professionals' strategies and outlooks. Hosted by CFP, Andy Edstrom, and former hedge fund manager, Jesse Myers, 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.

0:00 - Introduction to Dan Tapiero

5:30 - Understanding the technical engineering of bitcoin

12:16 - Institutional investors’ mindset

18:35 - Distress in private market valuations

24:48 - Multidisciplinary nature of the bitcoin space

29:30 - Position sizing & time horizon

38:54 - A message from Onramp

39:10 - Canvasing lesser quality protocols

42:00 - Store-of-value use case & beyond

49:16 - Advantages of private equity

54:39 - Bitcoin versus old-world assets

1:05:10 - Wrapping up

Schedule time with the link below if you would ever like to learn more about Onramp and please sign up for Research & Insights to get access to the best content in the ecosystem weekly:

https://onrampbitcoin.com/contact-us/

https://onrampbitcoin.com/category/onramp-media/

The Last Trade: a weekly, bitcoin native, interactive podcast covering where Bitcoin and traditional finance meet on a macro scale. Hosted by Marty Bent, Jesse Myers (Croesus), Michael Tanguma, and a special weekly guest host.

Join us as we dive into what Bitcoin means for how individuals & institutions save, invest, and 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.

0:00 - Introduction to Peruvian Bull

8:09 - State of the global economy & liquidity

12:56 - Japan's slow motion train crash

27:15 - Reactions to a looming debt spiral

34:53 - Perils of fiat & manipulated government data

44:39 - A message from Onramp

44:55 - Impacts of a sound money standard

50:57 - Game theory of bitcoin adoption

54:08 - Bitcoin’s role in energy & utility markets

1:06:00 - Bitcoin solves Triffin’s dilemma

1:13:57 - Benefits of an apolitical settlement layer

1:19:41 - Fallacies of tokenization & wrapping up

The Dollar Endgame Substack: https://dollarendgame.substack.com/

Schedule time with the link below if you would ever like to learn more about Onramp and please sign up for weekly Research and Analysis to get access to the best content in the ecosystem weekly:

https://onrampbitcoin.com/contact-us/

https://onrampbitcoin.com/category/onramp-media/

Final Settlement: a biweekly podcast presented by Onramp which explores the breadth and depth of the Bitcoin thesis, focusing on the underlying mechanics of the protocol, its ongoing development, and real-world applications of the technology. Hosted by Brian Cubellis (Head of Strategy & Research at Onramp) and Michael Tanguma (Co-founder & CEO of Onramp), Final Settlement aims to go beyond the conventional view of Bitcoin as merely a financial asset, or “digital gold."

Discover how this groundbreaking technology has the potential to benefit society through rearchitecting how value is stored and transferred. A resource for institutional investors and bitcoin enthusiasts alike, our discussions aim to enhance your understanding and conviction in Bitcoin's broader utility – tune in to grasp the full scope of bitcoin's transformative power in the digital age.

0:00 - Introduction to Tony Giorgio, Ben Carman, & Mutiny

9:22 - Limitations of the Lightning Network

17:40 - Benefits of fedimints & ecash

34:00 - Scalability of bitcoin & soft forks

36:29 - A message from Onramp

36:45 - Minimizing counterparty risk & fostering trust

47:57 - Merchant adoption of ecash

55:30 - The future of bitcoin development

59:45 - Mutiny Wallet vision

1:04:00 - Design space for ecash

1:09:30 - User feedback & wrapping up

Schedule time with the link below if you would ever like to learn more about Onramp and please sign up for Research & Insights to get access to the best content in the ecosystem weekly:

https://onrampbitcoin.com/contact-us/

https://onrampbitcoin.com/category/onramp-media/