Cycle theory as misleading noise

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 - Year-End Reflections and Top Deals

12:45 - Market Signals and ETF Flows

25:13 - Stablecoins and Digital Asset Integration

28:19 - Noise in the Market: DATs and Cycle Theory

35:26 - Reevaluating Bitcoin Cycles

36:01 - The Quantum Debate

37:09 - Predictions for Bitcoin's Future

41:39 - Market Dynamics and Predictions

53:45 - Innovative Banking Solutions for 2026

59:55 - The Future of Multi-Institution Custody

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 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/