Onramp Bitcoin Media Trump Opens the Floodgates: 401K Bitcoin Supercycle
Aug 8, 2025
The discussion kicks off with Trump's executive order potentially allowing Bitcoin in 401(k) plans, revolutionizing retirement investment. Insights on the sovereign adoption of Bitcoin reveal its transformative power against inflation. Risks associated with centralization and high-profile investments are explored, alongside market implications of Bitcoin's volatility. A deep dive into the implications of stablecoins, particularly Tether, highlights the need for secure custody solutions. The speakers also introduce an innovative custody service, emphasizing its cost-effectiveness for Bitcoin holders.
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Trump's 401k Executive Order Opens Bitcoin
- Jackson Mikalic says Trump may sign an order allowing 401k investments in Bitcoin and ETFs.
- He argues this unlocks trillions of retirement capital for the asset class.
ETF Access Still Blocked At Many Banks
- Brian Cubellis highlights that despite record ETF inflows, most clients can't access Bitcoin ETFs via their banks or wirehouses.
- He warns plumbing and permissioning remain constrained across major institutions.
Passive 401k Contributions Create A Floor
- Jackson Mikalic notes employees passively contribute to 401ks, creating steady recurring demand for allocations.
- He says even a small allocation can structurally change cycle liquidity and create a retail floor.