

From Gold Rush to Bitcoin Standard: Inflation’s Coming for Your Balance Sheet
7 snips Oct 18, 2025
Discover how Square's new Bitcoin payment integration is transforming merchant experiences. Explore the intricate relationship between inflation, gold, and Bitcoin as viable treasury options. Learn about the counterparty risks in Bitcoin holdings and why businesses need multi-institution custody solutions. Unpack the evolving landscape with banks seeking charters and stablecoins in cross-border payments. Finally, dive into the complexities of Bitcoin taxation and the importance of 24/7 liquidity in volatile markets.
AI Snips
Chapters
Transcript
Episode notes
Plan Custody Before Balances Grow
- Do plan for custody evolution: start with easy rails but move assets off single custodial dashboards as balances grow.
- Learn key management and custody options before positions become material to avoid single-point failures.
Personal Experience With Locked Custodial Accounts
- Michael Tanguma recalls his own Cash App account getting flagged and funds locked, illustrating custodial operational risk.
- That experience motivates moving larger balances off single custodial platforms.
Invest In Client Education And Services
- Do provide human-led client services and education when onboarding businesses to Bitcoin.
- Build relationship-driven processes early to scale governance, contingency planning, and operational workflows.