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. Bitcoin Is 'Dead' Again — That's When You Buy | Checkmate

    4 GG FA

    Bitcoin Is 'Dead' Again — That's When You Buy | Checkmate

    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

    1 h 16 min
  2. OpenClaw Takeover & the Agentic AI Revolution

    17 FEB

    OpenClaw Takeover & the Agentic AI Revolution

    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/

    1 h 1 min
  3. Bitcoin Is Down 50% and No One Knows Why

    13 FEB

    Bitcoin Is Down 50% and No One Knows Why

    The Last Trade: Onramp COO Nick DeLozier joins the crew to break down bitcoin's mysterious 50% drawdown, record-high global uncertainty, the stablecoin Trojan horse thesis, and what's next for multi-institution custody. --- 🔸 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 Architecture of Trust: https://onrampbitcoin.com/research/the-architecture-of-trust 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 and there's no single catalyst anyone can point to. Global uncertainty has broken all-time highs — surpassing 9/11, 2008, and COVID. The crew is joined by Onramp COO Nick DeLozier for a wide-ranging conversation on what's driving the drawdown, why the four-year cycle may be self-fulfilling, and how quantum computing fear is being overblown but shouldn't be ignored. The conversation shifts to key takeaways from Bitcoin Investor Week, including Tether US CEO Bo Hines' bullish case for the Clarity Act and stablecoins as the ultimate Trojan horse for bitcoin adoption. Nick then walks through "The Architecture of Trust" — Onramp's latest publication detailing the engineering breakthroughs behind their self-service onboarding, redesigned dashboard, and security-first withdrawal workflows. The team also discusses dynasty trusts, the evolving AI threat landscape, and the road to mass-market bitcoin custody. 🧠 Chapters 00:00 — Intro & Market Sentiment Overview 04:30 — Gold, Bitcoin & the Centralization Problem 08:10 — Coinbase Goes Down Again & the 50% Drawdown 17:42 — Bitcoin Investor Week: Behind Closed Doors 22:23 — Quantum Computing: Real Risk or Overblown FUD? 33:50 — Bo Hines on the Clarity Act, Stablecoins & Tether's Scale 40:03 — Stablecoins as a Trojan Horse for Bitcoin Adoption 44:06 — The Architecture of Trust: Onramp's Product Evolution 54:03 — Dynasty Trusts, Lending & the Custody Roadmap 1:02:50 — Shipping MacBooks: Crossing the Custody Chasm 1:06:00 — Closing Thoughts, Custody FAQ & 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 h 16 min
  4. Tether's Sovereign Empire, Collapsing Bank Barriers, & AI Bots Using BTC

    10 FEB

    Tether's Sovereign Empire, Collapsing Bank Barriers, & AI Bots Using BTC

    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 02:13 - Market Sentiment and Price Action 07:12 - Tether's Position and Strategic Moves 13:12 - Erebor's National Banking Charter and Industry Implications 27:39 - The Future of Banking and Digital Assets 30:16 - APIs and the Evolution of Financial Services 33:15 - Stablecoins and the Acceleration of Crypto Adoption 35:23 - The Transformation of Financial Services through Digital Assets 39:00 - Tokenized Cash and the Role of CME Coin 43:59 - The Rise of AI Bots in Financial Transactions 47:58 - Bitcoin vs. Stablecoins: The Future of Digital Currency 51:02 - Decentralized Infrastructure and the Future of Tokenomics If you found this valuable, please subscribe to Early Riders Insights for access to the best content in the ecosystem weekly. Links discussed: https://www.theblock.co/post/388540/cme-group-tokenized-cash-coin-developed-google-use-crypto-collateral-roll-out-this-year https://au.finance.yahoo.com/news/exclusive-escape-velocity-raises-62-130000621.html https://x.com/intangiblecoins/status/2019056067930477043?s=20 https://x.com/tether/status/2019520461302804919?s=20 https://x.com/TFTC21/status/2019826399641846125?s=20 https://finance.yahoo.com/news/pave-bank-secures-39m-funding-163111664.html https://finance.yahoo.com/news/palmer-luckey-backed-erebor-receives-225304165.html https://www.anchorage.com/insights/anchorage-digital-tether-introduce-usat https://tether.io/news/tether-announces-100-million-strategic-equity-investment-in-anchorage-digital/ https://archive.ph/odfMv#selection-1577.0-1577.68 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/

    55 min
  5. Bloomberg Analyst: Everyone Says Bitcoin Is Dead — Here's Why They're Wrong

    6 FEB

    Bloomberg Analyst: Everyone Says Bitcoin Is Dead — Here's Why They're Wrong

    The Last Trade: Eric Balchunas of Bloomberg breaks down bitcoin's brutal drawdown, why 94% of ETF investors aren't selling, the "silent IPO" of OG holders, and the macro case for what comes next. --- 🔸 Connect with Onramp: The leader in resilient, fault-tolerant Multi-Institution Custody for secure, enduring bitcoin ownership. ⁠UPCOMING WEBINAR⁠ 👉 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 Eric Balchunas on X: https://x.com/EricBalchunas 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 Eric Balchunas returns to The Last Trade to put bitcoin's 45% drawdown in perspective. Drawing on his deep expertise in ETF flows and investor behavior, Eric makes the case that this correction — while painful — is completely normal. With 94% of bitcoin ETF assets still intact and the fundamental debasement thesis unchanged, the real story may be less about what's going wrong and more about the price investors pay for outsized long-term returns. The conversation covers the "silent IPO" of OG holders taking profits, why ETF investors are the smart money in this cycle, the Kevin Warsh Fed chair implications, and why short-term narratives drawn from a year of data are "so dumb." Eric also shares what's exciting him in the broader ETF space — including the race to get SpaceX and other private companies into exchange-traded wrappers. 🧠 Chapters 02:07 — Intro & Welcome Back Eric Balchunas 04:16 — "Bitcoin Is Rocky Balboa" & Contextualizing Drawdowns 10:18 — Volatility Is the Cost of Admission 13:30 — The Silent IPO: OGs Selling & Why That's OK 23:41 — Kevin Warsh, the Fed & the Trump Put 34:58 — Understanding the Problem to Understand Bitcoin 38:59 — Why 94% of ETF Investors Aren't Selling 45:41 — Value Investing Wisdom & Human Psychology 49:51 — Crypto Contagion, Tokenization & Bitcoin's Separate Lane 55:35 — Vanguard vs. BlackRock & the Race for Private Markets 1:06:00 — Closing Thoughts, 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

    1 h 8 min

Descrizione

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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