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 Down 50% and No One Knows Why

    1D AGO

    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

    1h 16m
  2. Tether's Sovereign Empire, Collapsing Bank Barriers, & AI Bots Using BTC

    4D AGO

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

    FEB 6

    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

    1h 8m
  4. Gold Is Running Ahead — Bitcoin Is Next (The Great Rotation Explained)

    JAN 30

    Gold Is Running Ahead — Bitcoin Is Next (The Great Rotation Explained)

    The Last Trade: Gold and silver surge while bitcoin stalls — Mel Mattison unpacks the macro divergence, the Clarity Act's failure, and why the fundamental case for non-USD assets is only getting stronger. --- 🔸 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 UPCOMING WEBINAR: https://us06web.zoom.us/webinar/register/1517685004120/WN_yC29RjYoQsq6KyjyYH4ouA 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 Mel Mattison returns to explain why bitcoin hasn't participated in the broader rally in non-USD assets — even as gold hits all-time highs and emerging markets outperform. Rather than abandoning his thesis, Mel frames bitcoin as being in its "puberty stage," with uneven growth before reaching adult stability. The conversation unpacks the real reason the Clarity Act failed: stablecoins with yield threaten the banking system's core business model. We explore the sovereign debt picture, why Europe may be the real powder keg, and how the Fed will eventually be forced to expand its balance sheet as traditional treasury buyers exit. We close on potential upside surprises — including Trump's possible use of Defense Department vehicles to buy bitcoin — and why deflationary forces from AI and demographics may thread the needle between debasement and collapse. 🧠 Chapters 00:00 — 2026 Market Recap & Why Bitcoin Is Stalling 09:29 — Bitcoin's "Puberty Stage" & Investor Base Turnover 24:55 — Emerging Markets, Gold & Non-USD Assets Winning 35:00 — The Clarity Act, Banks & the Inflation Tax 50:23 — Europe as the Powder Keg & Sovereign Debt Risks 58:06 — AI, Demographics & the Permanent Underclass 💡 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

    1h 26m
  5. Gold at $5,000 Is Just the Beginning | Jeroen Blokland

    JAN 28

    Gold at $5,000 Is Just the Beginning | Jeroen Blokland

    Scarce Assets: Jeroen Blokland explains why bonds have destroyed wealth for 20 years, how $124 trillion in generational wealth will reshape portfolios, & why gold at $5,000 is just the beginning. --- 🔸 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 Jackson Mikalic on X // Jeroen Blokland on X // Jeroen Blokland on LinkedIn // Jeroen's new book 🎙️ About This Episode Jeroen Blokland, founder of the Blokland Smart Multi-Asset Fund and author of The Great Rebalancing, joins Scarce Assets to explain why the traditional 60/40 portfolio is broken—and what replaces it. With 20+ years building multi-asset portfolios, Jeroen left traditional finance to launch a fund focused on scarce assets: quality stocks, physical gold, and directly-held Bitcoin. We discuss why bonds have delivered negative real returns for two decades, how gold at $5,000 still isn't enough to rebalance the system, the mechanics of financial repression, why owning assets outside the system matters more than ever, and how $124 trillion in generational wealth transfer will reshape portfolios. The conversation also covers Bitcoin's coming catalyst and the AI investment bubble Jeroen sees forming. Scarce Assets: a biweekly podcast presented by Onramp which delves into the emergent role of bitcoin in finance professionals' strategies and outlooks. Hosted by Jackson Mikalic, 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. 🧠 Chapters 00:00 — Gold's Historic Rally to $5,000 03:08 — What's Driving the Gold Breakout 08:43 — How Long Will the Rally Last? 16:20 — The Myth of Central Bank Independence 21:54 — Trussonomics: When Bond Markets Strike Back 29:58 — The Great Rebalancing Defined 38:40 — Financial Repression & Forced Bond Buying 47:44 — Owning Assets Outside the System 53:23 — The $124 Trillion Wealth Transfer 59:16 — AI Productivity Gains vs. Investment Bubble 1:06:58 — Bitcoin's Catalyst & 2026 Outlook 1:10:41 — Where to Find Jeroen's Book, 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

    1h 12m
  6. BitGo's $2.1B IPO & Silver's Surge: The Sound Money Reset Is Just Starting

    JAN 27

    BitGo's $2.1B IPO & Silver's Surge: The Sound Money Reset Is Just Starting

    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 - Market Dynamics of Precious Metals and Bitcoin 06:02 - Infrastructure Developments in Digital Assets 12:01 - IPO Trends in the Digital Assets Space 17:44 - The Future of Digital Assets and Banking 23:47 - AI's Impact on Financial Services 29:44 - The Evolution of Bitcoin and Silver 35:39 - The Centralization of Bitcoin Ownership 41:43 - Navigating the Challenges of Physical Precious Metals If you found this valuable, please subscribe to Early Riders Insights for access to the best content in the ecosystem weekly. Links discussed: https://finance.yahoo.com/news/bitgo-debuts-york-stock-exchange-132125936.html https://x.com/pitdesi/status/2014466502016061456 https://x.com/jasonlk/status/2014745189794144420 https://www.theblock.co/post/386066/steak-n-shake-adds-10-million-to-btc-treasury-eight-months-after-lightning-network-rollout https://www.theblock.co/post/386810/ledger-mulls-new-york-ipo https://archive.ph/RpgdO https://x.com/lopp/status/2015411078214340763?s=20 https://x.com/StoicTA/status/2014701409682555064?s=20 https://www.reuters.com/world/fdic-clears-way-ford-general-motors-set-up-industrial-banks-2026-01-22/ https://crypto-fundraising.info/blog/2025-crypto-fundraising-report/ https://www.techinasia.com/news/sg-crypto-startup-veera-raises-10m https://x.com/MTanguma/status/2015857475606429922?s=20 https://www.wsj.com/finance/banking/jpmorgan-cuts-all-ties-with-proxy-advisers-in-industry-first-78c43d5f 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/

    1h 9m
4.7
out of 5
47 Ratings

About

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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