Onramp Bitcoin Media

In this engaging conversation, Jesse Kobernick, a corporate lawyer and Bitcoiner, dives into the intriguing dynamics of Bitcoin treasury companies and their variable market performance compared to Bitcoin itself. He sheds light on the historical comparison of gold and Bitcoin against the backdrop of a weakening dollar. The discussion also explores the challenges of self-custody and highlights multi-institutional custody solutions. As they predict a 'supercycle' for Bitcoin, they emphasize evolving risks and strategies in this ever-changing financial landscape.

Chris Kuiper, Vice President of Research at Fidelity Digital Assets, tackles the shifting landscape of Bitcoin investing. He argues that traditional four-year market cycles are fading as institutional interest surges, highlighting an era of record ETF flows and increased advisor engagement. Kuiper discusses the challenges faced by finance professionals in adapting to Bitcoin’s unique volatility and its implications for portfolio strategies amidst changing macroeconomic conditions. He also reflects on the evolving relationship between Bitcoin and gold as alternative assets.

Connect with Early Riders // Connect with OnrampPresented collaboratively by Early Riders & Onramp Media…Final Settlement is a weekly podcast covering the underlying mechanics of the bitcoin protocol, its ongoing development and funding, and real-world applications of the technology.00:00 - Introduction and Market Overview01:52 - Blockchain and Government Data Confusion05:52 - The Rise of Prediction Markets10:01 - Trump Media and Digital Assets13:23 - Fed Policy and the Dollar's Reserve Status19:36 - The Shift Towards Hard Assets25:17 - The Future of Investment Strategies32:14 - Career Risk and Market Dynamics34:45 - The Mortgage Crisis and Real Estate Liquidity36:15 - The Rise of ETFs and Financialization39:41 - The Challenge of Outperforming Benchmarks42:40 - The Importance of Small Allocations in Crypto46:01 - The Role of Incentives in Financial Products48:43 - CFTC's New Advisory on Offshore Exchanges54:38 - Institutional Investors and the Crypto DilemmaIf you found this valuable, please subscribe to Early Riders Insights for access to the best content in the ecosystem weekly.Links discussed:https://archive.ph/XFfSehttps://www.theblock.co/post/368295/trump-media-crypto-com-cro-token-treasury-fundinghttps://www.wsj.com/finance/currencies/trump-family-amasses-6-billion-fortune-after-crypto-launchEktBp6GuTDvqhf3MZXIVFYfFFqAJd0Ov4pUL42sn7RDX-1hGRmECPS8DlqSLw%3D%3Dhttps://x.com/KobeissiLetter/status/1962235795622035767https://x.com/elerianm/status/1962275798619914297https://x.com/KobeissiLetter/status/1962532572015001630https://www.nbcnews.com/politics/white-house/trump-removing-federal-reserve-governor-lisa-cook-rcna227138https://www.bloomberg.com/news/articles/2025-08-25/us-etfs-eclipse-total-number-of-stocks-in-paradox-of-choice-for-investors?utm_source=substack&utm_medium=emailhttps://x.com/LukeGromen/status/1958522779331961319https://cryptobriefing.com/offshore-crypto-trading-cftc-guidance/https://x.com/LukeGromen/status/1959631878547259400https://stanfordreview.org/uchicago-lost-money-on-crypto-then-froze-research-when-federal-funding-was-cut/Keep up with Michael: https://x.com/MTangumahttps://www.linkedin.com/in/mtanguma/Keep up with Brian: https://x.com/BackslashBTChttps://www.linkedin.com/in/brian-cubellis-00b1a660/Keep up with Liam: https://x.com/Lnelson_21https://www.linkedin.com/in/liam-nelson1/

In this insightful discussion, Luke Gromen, founder of FFTT, LLC, shares his expertise on macro trends and the future of finance. He delves into the cyclical nature of economic crises and the growing importance of gold and Bitcoin as safe-haven assets. Gromen explains the implications of a global monetary reset and compares the transition from fiat to alternative currencies. He also discusses the evolving perception of Bitcoin as an investment and highlights the potential impacts of automation and AI on the economy, emphasizing the need for adaptive strategies.

Connect with Early Riders // Connect with OnrampPresented collaboratively by Early Riders & Onramp Media…Final Settlement is a weekly podcast covering the underlying mechanics of the bitcoin protocol, its ongoing development and funding, and real-world applications of the technology.00:00 - Government Intervention in Private Sector12:47 - Private Equity Liquidity Crisis20:52 - Bitcoin Lightning and Traditional Finance29:33 - The Rise of Altcoins and Market Dynamics34:26 - The Risks of the Current Crypto Market38:10 - Shifting Focus: Inflation and Labor Markets42:10 - Global Adoption of Bitcoin as a Reserve Asset44:07 - Innovations in Stablecoins and CBDCs48:11 - The Future of Bitcoin Custody01:00:01 - Custody Risks and Corporate Bitcoin TreasuriesIf you found this valuable, please subscribe to Early Riders Insights for access to the best content in the ecosystem weekly.Links discussed:https://www.reuters.com/business/media-telecom/us-examines-equity-stake-chip-makers-chips-act-cash-grants-sources-say-2025-08-20https://truthsocial.com/@realDonaldTrump/posts/115074444617901812https://docs.congress.hrep.online/legisdocs/basic_20/HB00421.pdfhttps://bitcoin.docsend.com/view/5d9i69p3b78w7wqnhttps://blockchaintechnology-news.com/news/sofi-becomes-first-us-bank-to-use-bitcoin-lightning-for-remittanceshttps://x.com/SpencerHakimian/status/1958906585948069890https://x.com/KobeissiLetter/status/1959279096292053363https://x.com/MacroScope17/status/1959628044580073818https://x.com/AyyouEm/status/1958879078410592741https://x.com/BoringBiz_/status/1959688259015180728https://www.linkedin.com/feed/update/urn:li:activity:7363548191142658049/https://www.coindesk.com/markets/2025/08/21/corporate-bitcoin-treasuries-could-raise-credit-risks-morningstar-dbrs-sayshttps://x.com/strack_ben/status/1958525507655335937https://www.theblock.co/post/367914/bitcoin-og-sell-bitcoin-buy-etherKeep up with Michael: X and LinkedInKeep up with Brian: X and LinkedInKeep up with Liam: X and LinkedIn

Connect with Onramp // Onramp Terminal // Joe Bryan on X // What's The ProblemThe 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. 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.00:00 - Framing the Problem of Broken Money13:13 - From TradFi to Bitcoin: Joe Bryan’s Path23:20 - Inflation Explained: Mechanism & Fallout34:14 - Inflation’s Toll on Families & Small Businesses43:25 - Forced Speculation: The Fiat Burden49:16 - Today’s Playbook: Bonds, Equities, Bitcoin58:18 - The “Risk-Free” Mirage: Seizure & Real Returns01:04:44 - Money’s Arc: Gold → Paper → Code01:11:15 - Bitcoin vs. Altcoins: Fixed Rules vs. Red Buttons01:16:52 - Outro & DisclaimerPlease subscribe to Onramp Media channels and sign up for weekly Research & Analysis to get access to the best content in the ecosystem weekly.

Connect with Onramp // Jackson Mikalic on X // First Covenant Trust & AdvisorsOnramp Bitcoin Dynasty TrustsDownload deep dive report from OnrampScarce 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 – Onramp Bitcoin Dynasty Trusts03:53 – First Covenant & David Greene’s Background08:26 – Why Estate Planning Matters for Bitcoin12:41 – Bitcoin as the “Acorn” Asset17:41 – Trust Structures & Directed Trusts25:21 – Multi-Institution Custody (MIC)32:31 – Trusts as Protocols38:56 – Setting Up a South Dakota Trust44:46 – Costs & Accessibility49:36 – Gifting, Sales & Borrowing Against BTC57:26 – Implementation & Closing Thoughts01:02:47 – Outro & DisclaimerPlease subscribe to Onramp Media channels and sign up for weekly Research & Analysis to get access to the best content in the ecosystem weekly.

Connect with Early Riders // Connect with OnrampPresented collaboratively by Early Riders & Onramp Media…Final Settlement is a weekly podcast covering the underlying mechanics of the bitcoin protocol, its ongoing development and funding, and real-world applications of the technology.00:00 - Introduction and Market Overview05:27 - Trends of Digital Asset Company IPOs09:57 - Mining Hardware Innovations15:32 - AI and Bitcoin Mining Synergies18:13 - Challenges Facing Crypto Exchanges26:02 - Long-Term Perspectives on Bitcoin Investment32:54 - Timeless Wisdom from Value Investing37:47 - Competitive Forces in Bitcoin vs. Altcoins41:39 - Value and Quality Assets44:25 - Institutional Adoption of Bitcoin48:10 - Custody and Risk Management in Bitcoin Investment50:46 - Monetary Policy and Bitcoin's Role52:46 - Regulatory Challenges Facing Bitcoin56:51 - The Future of AI and Bitcoin MiningIf you found this valuable, please subscribe to Early Riders Insights for access to the best content in the ecosystem weekly.Links discussed:https://www.sec.gov/Archives/edgar/data/1872195/000110465925069070/tm2421409-15_f1.htmhttps://proto.xyz/blog/posts/proto-rig-and-proto-fleet-a-paradigm-shifthttps://x.com/Tradermayne/status/1956543965064548592https://www.ledgerinsights.com/bis-proposes-grading-wallets-for-permissionless-blockchain-aml/https://blog.bitmex.com/treasury-company-advisory-agreements/https://finance.yahoo.com/news/ai-arms-race-heats-startups-230146272.htmlhttps://x.com/MartyBent/status/1957108340137627648https://x.com/LukeGromen/status/1957093601818694000Keep up with Michael: X and LinkedInKeep up with Brian: X and LinkedInKeep up with Liam: X and LinkedIn

James Seyffart, an ETF analyst from Bloomberg Intelligence, dives deep into Bitcoin ETFs and their monumental success. He discusses how traditional finance grapples with Bitcoin's legitimacy, spotlighting BlackRock's influential role. Seyffart also touches on the protective nature of Bitcoin against inflation, comparing it to gold, and the evolving outlook of institutional investors. The conversation highlights the importance of secure asset management and the future integration of digital assets in investment strategies, making it a must-listen for crypto enthusiasts.

Delve into the transformative potential of Bitcoin as a legitimate form of 'sound money,' alongside gold. Hear about Harvard's bold investment move signaling institutional confidence in Bitcoin. Discover the evolving practices of Bitcoin custody, risks of direct holdings, and market dynamics influenced by U.S. tariffs. Learn how Bitcoin adoption intersects with national security and economic development. Finally, explore current perspectives on Bitcoin within traditional finance and the changing e-commerce landscape.