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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.
00:00 - Introduction to Vijay Boyapati
03:32 - Revisiting the Bullish Case for Bitcoin
04:22 - Understanding the Gartner Hype Cycle
07:13 - Nation State Adoption of Bitcoin
10:33 - Political Capture and Bitcoin's Future
14:12 - Institutional Interest and Bitcoin ETFs
18:22 - Market Structure Changes and Future Cycles
27:59 - Bitcoin Treasury Companies and Market Bubbles
36:43 - The Importance of Risk Management
40:16 - Concerns Over Asset Accumulation in ETFs
43:38 - Understanding Bitcoin's Adoption Curve
47:04 - The Macro Environment's Impact on Bitcoin
51:04 - Bitcoin as a De Facto Savings Account
54:25 - The Future of Stablecoins and Bitcoin
58:29 - The Evolving Risk Profile of Bitcoin
01:04:18 - Quantum Computing Considerations
01:05:52 - Outro and Disclaimer
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