Bitcoin and Global Liquidity Dynamics

Connect with Onramp // Jackson Mikalic on X // Chris Kuiper on X // Fidelity Digital Assets

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 - Intro to Chris Kuiper & Onramp Institutional

05:27 - ETF era takeaways: record flows & advisor demand

11:17 - Ancient bitcoin supply selling into strength

14:12 - RIAs wake up: education & compliance hurdles

17:19 - Positioning bitcoin: non-sovereign monetary asset

23:27 - Bonds are impaired: rethinking the 60/40

29:28 - Institutional inertia: committees & career risk

37:25 - Structures over spot: custody & risk shifting

48:37 - Macro drivers: liquidity, stagflation, & expectations

55:57 - Volatility that pays: upside skew, gold baton

01:02:05 - Bitcoin’s bucket: risk-off vs risk-on; crypto baskets

01:07:14 - Outro & disclaimer

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