Connect with Onramp // Jackson Mikalic on X // Avik Roy on X // FREOPP
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.
00:00 - Introduction & Avik Roy’s Background
03:20 - America’s Fiscal Reckoning
12:20 - Why the Crisis Takes Longer Than Expected
19:00 - The 10–20 Year Timeline Ahead
21:00 - Bitcoin Strategic Reserve & Government Signals
29:00 - Rails, Custody & 6102 Lessons
39:50 - The Future of Multi-Institution Custody
48:30 - Treasury Companies vs ETFs (Strive & Beyond)
54:20 - Personal Bitcoin Investment Perspectives
1:00:30 - Portfolio Construction & Real Hurdle Rates
1:06:50 - Wall Street Skepticism vs Macro Adoption
1:13:10 - Closing Thoughts, Outro, & Disclaimer
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