How Oil & Gas Functions as an Inflation Hedge

Matthew Montgomery, Founder of MAEVLO and veteran of the oil & gas industry, joins Scarce Assets to reveal why energy prices and Bitcoin are destined to rise together — and how his firm is pioneering a fund that turns oil royalties into Bitcoin reserves. This episode connects the dots between America’s energy plateau, AI-driven power demand, and Bitcoin’s fixed supply, offering one of the clearest frameworks yet for understanding the coming era of scarcity.

Connect with Onramp // Onramp Institutional // Jackson Mikalic on X // Matthew Montgomery on X // MAEVLO Company

WHAT WE COVER:

- How the U.S. shale boom turned America into a net energy exporter

- Why the era of cheap energy is ending — and what happens next

- The surprising parallels between oil extraction and Bitcoin mining

- How AI data centers are quietly rewriting global energy demand

- Why energy scarcity could be the catalyst for Bitcoin’s next bull run

- How MAEVLO's fund bridges real-world energy assets with Bitcoin reserves

KEY INSIGHTS DISCUSSED:

- 80% of oil well production occurs in the first 24 months

- LNG exports projected to triple by 2030

- Data center demand expected to add +10 BCF/day of natural gas consumption

- U.S. has already drilled the best shale wells — the easy energy is gone

- Every MAEVLO investor fund now allocates a portion of cash flow to Bitcoin reserves

MATTHEW’S THESIS:

“We’re entering an era where both energy and Bitcoin are getting more scarce. Oil wells deplete, block rewards halve — the same economics drive both. The only rational strategy is to own the hardest assets in the world.”

WHO IS MATTHEW MONTGOMERY?

- Founder & Managing Director, MAEVLO Company

- 20+ year career across shale exploration, mineral rights, and private equity energy funds

- Early pioneer integrating Bitcoin into traditional energy investments

- Advocates for sound money, hard assets, and family wealth preservation

CHAPTERS:

00:00 — Intro & Matthew’s Background

03:00 — The Shale Revolution Explained

10:30 — Lessons from Building in Energy

17:00 — Parallels Between Shale and Bitcoin

20:00 — Inside the Mineral & Royalty Market

27:30 — Why Investors Seek Yield and Inflation Hedges

33:30 — Oil, Gas, and the Inflation Trade

39:00 — Discovering Bitcoin & Sound Money

46:00 — “Scarcity Compounded”: Energy Meets Bitcoin

57:00 — The Coming Energy Supply Crunch

1:03:00 — How MAEVLO Integrates Bitcoin

1:08:00 — Preserving Value & Getting Off Zero

1:16:00 – Outro & Disclaimer

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.

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