Onramp Bitcoin Media

Onramp Bitcoin
  • 4.8 (48)
  • Investing
  • Updated Weekly

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. Inside Saylor's Bitcoin Sale & Jamie Dimon's War On Coinbase

    1h ago

    Inside Saylor's Bitcoin Sale & Jamie Dimon's War On Coinbase

    Connect with Early Riders — https://www.earlyriders.com/contactConnect with Onramp — https://onrampbitcoin.com/contact-us/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 Brian, Michael, and Liam cover MicroStrategy's first Bitcoin sale and the broader DAT unwind, Jamie Dimon's Clarity Act outburst against Coinbase, the AI IPO wave that Michael Burry compares to the 2000 dot-com peak, the CFTC approving Coinbase's first onshore BTC perpetuals, Falcon X's confidential IPO filing, Cash App and SoFi rolling out stablecoins to retail, MasterCard's NY BitLicense, and Binance launching tokenized shares.Chapters00:00 - Welcome Back and Market Overview00:46 - MicroStrategy's Bitcoin Sale and Market Sentiment08:06 - The State of Digital Asset Firms11:32 - Jamie Dimon's Stance on Stablecoins and Financial Rails22:53 - AI's Impact on Markets and Upcoming IPOs39:03 - CFTC Approval and Coinbase's Expansion40:41 - Falcon X IPO and Market Dynamics45:58 - Market Sentiment and Investment Strategies49:22 - Stablecoin Integration and Cash App's Innovations53:32 - SoFi's Stablecoin Launch and Regulatory Landscape56:01 - MasterCard's Bit License and Market Implications58:07 - Tokenized Stocks and the Future of Digital AssetsIf you found this valuable, please subscribe to Early Riders Insights for access to the best content in the ecosystem weekly: https://www.earlyriders.com/researchKeep up with Michael: https://x.com/MTangumahttps://www.linkedin.com/in/mtanguma/Keep up with Liam: https://x.com/Lnelson_21https://www.linkedin.com/in/liam-nelson1/Keep up with Brian: https://x.com/BackslashBTChttps://www.linkedin.com/in/brian-cubellis-00b1a660/

    1h 10m
  2. Bitcoin's Bottom Is In — But Saylor Is The Risk | Vijay Boyapati

    5d ago

    Bitcoin's Bottom Is In — But Saylor Is The Risk | Vijay Boyapati

    The Last Trade: Vijay Boyapati, author of The Bullish Case for Bitcoin, joins to argue the bottom is in on what he calls a relatively shallow bear market, why the $100K-era whale distribution into ETF hands sets up a stronger base for the next run, what Charles Schwab onboarding 40 million clients through a Bitcoiner-led trading platform means for adoption, the Clarity Act expected to pass in the next month or two, and where Michael Saylor's stretch preferred-share strategy is starting to add real risk to Bitcoin. --- 🔸 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 Vijay Boyapati, author of The Bullish Case for Bitcoin, joins Jackson and Michael to walk through where Bitcoin sits in this "everything-but-Bitcoin" rally and why he's still bullish. He frames the current drawdown as a shallow bear market compared to 2014, argues the bottom is in, and explains why the $100K-era whale distribution (Galaxy alone reportedly sold $9B) actually sets up a stronger base because Bitcoin is now in the hands of ETF holders with a 2-4% allocation and an $80-100K cost basis. Vijay also covers the Charles Schwab crypto platform rolling out to 40 million brokerage clients (led by a senior Bitcoiner exec), the Clarity Act expected to pass within the next month or two, the political-capture moment marked by Sherrod Brown's unseating, and why Michael Saylor's third-level financial engineering through stretch has found product-market fit (mostly retail, ~80% of demand) but is starting to introduce leverage risk into the Bitcoin system. Plus a brief tangent on AI as a personal productivity superpower. 🧠 Chapters 00:00 - Introduction to Bitcoin Sentiment 02:57 - Current Market Dynamics and Bitcoin's Performance 05:46 - Comparative Analysis of Past Bear Markets 09:05 - Opportunity Cost and Investment Strategies 11:58 - AI vs Bitcoin: Market Dynamics 15:12 - The Role of ETFs and Institutional Adoption18:12 - Whale Behavior and Market Psychology 21:04 - The Future of Bitcoin: Adoption and Growth 24:13 - Regulatory Landscape and Political Capture 34:03 - Political Capture and Adoption Dynamics 36:00 - The Role of Retail in Bitcoin Adoption 38:04 - The Clarity Act and Its Implications 40:02 - The Future of Bitcoin Adoption 44:01 - Treasury Companies and Market Dynamics 51:49 - Financial Engineering and Risk Management 59:13 - The Impact of AI on Personal Productivity 💡 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 10m
  3. Morgan Stanley Now Recommends 4% Bitcoin Across $7T | James Seyffart

    May 21

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

    May 19

    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/

    1h 6m
  5. Ray Dalio Is Wrong About Bitcoin & Bonds Are Breaking | THE ₿ROADCAST EP. 30

    May 16

    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.

    1h 18m

  6. May 15

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

    May 14

    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

    1h 13m
  8. The Clarity Act Isn't Priced In: BNY, Morgan Stanley, & the End of Coinbase's Moat

    May 12

    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/

    1h 2m
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4.8
out of 5
48 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.

Information

  • Creator
    Onramp Bitcoin
  • Years Active
    2023 - 2026
  • Episodes
    328
  • Rating
    Explicit
  • Copyright
    © Onramp Bitcoin
  • Show Website
    Onramp Bitcoin Media

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