Connect with Onramp // Jackson Mikalic on X // Ethan Peck on X // Strive Asset Management
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 Ethan Peck and His Role at Strive
06:27 - The Shift from ESG to Bitcoin Advocacy
09:11 - Engagement Strategies and Shareholder Proposals
12:00 - Challenges of Bitcoin Adoption in Corporations
16:45 - Identifying Internal Advocates for Bitcoin
21:19 - Bitcoin as the Real Hurdle Rate
24:05 - Capital Allocation Decisions and Bitcoin
30:11 - The Necessity of Bitcoin Adoption for Survival
32:20 - The Role of Shareholder Activism in Bitcoin Adoption
37:14 - Corporate Governance and Bitcoin Treasury Companies
39:50 - The Evolving Landscape of Bitcoin Asset Management
54:13 - Future Trends in Bitcoin Adoption and Structured Products
01:01:24 - Navigating SEC Regulations and Corporate Proposals
01:10:25 - Outro and Disclaimer
Please subscribe to Onramp Media channels and sign up for weekly Research & Analysis to get access to the best content in the ecosystem weekly.
