The Last Trade
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Tim Kotzman on X
00:00-Introduction to The Last Trade
02:54-FOMC, Gold ATHs, & Market Dynamics
08:13-The Fed's Role & Future Outlook
13:30-DeepSeek & Its Market Shockwaves
21:48-Capital Allocation Amidst Deflationary Tech
28:54-Tesla's Fair Value Accounting & Bitcoin Treasuries
33:25-Perception of Bitcoin as an Asset Class
39:56-State Legislation & Bitcoin Adoption
45:54-Wall Street's Growing Interest in Bitcoin
48:57-Market Fundamentals: Bitcoin vs. Altcoins
01:01:06-The Path of Bitcoin Dominance
01:08:31-Competition & Scarcity in Bitcoin
01:11:06-Single Point of Failure of the Week
01:18:17-The Future of Institutional Adoption
01:30:14-Outro & Disclaimer
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, & Tim Kotzman. 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.
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