Onramp Bitcoin Media

Mark W. Yusko, founder and CEO of Morgan Creek Capital Management, joins the discussion to argue that the Bitcoin cycle is far from dead. He breaks down how CME futures have influenced price dynamics and the importance of fair value models pointing to a peak around $126K. Mark also highlights Bitcoin’s place alongside gold as a store of value, while exploring the quiet institutional shift towards crypto. Regulatory risks, including CBDCs and the institutional slow dance due to reputational concerns, add further intrigue to the industry landscape.

Peter Grosskopf, former CEO of Sprott and co-founder of Argo, delves into why gold is surging to the forefront of investment in 2025, even amidst a seemingly stable economy. He discusses how central banks are reshaping their reserves due to geopolitical pressures and rising U.S. deficits. As Treasuries lose their safe asset status, gold is becoming the preferred store of value. Grosskopf shares his personal investment strategy, highlighting a significant allocation to precious metals, and explains Argo's innovative gold ownership model.

The discussion kicks off with reflections on Bitcoin sentiment and year-end market positioning. Tether's stability comes under scrutiny, especially after its S&P downgrade due to risky reserves like Bitcoin and gold. They delve into JPMorgan's foray into stablecoins and the competitive landscape with KlarnaUSD. The conversation discusses the importance of custody solutions and the vulnerabilities of different technologies. They also explore the potential of structured Bitcoin products to draw in new clients, emphasizing education and distribution.

David Thayer, a former Blackstone partner and macro market expert, explores liquidity's critical role in driving Bitcoin’s value. He discusses AI as a national security priority and its interplay with energy and chip supply, while emphasizing the importance of fiscal dominance in market valuations. Thayer highlights Texas' groundbreaking ETF move and JPMorgan's new structured note as indicators of institutional sentiment. The conversation wraps up with a focus on the need for Bitcoin's message to remain bipartisan and human rights-oriented amidst rising politicization risks.

Stu Bradley, a seasoned wealth advisor from Hightower St. Louis, shares insights from his extensive career in finance. He recounts a pivotal moment triggered by a $20 smoothie that fueled his interest in inflation's impact on families. Stu explains why Bitcoin, as an asset offering optionality, is essential for long-term wealth planning, especially amid fiscal dominance and a shifting economy. He emphasizes the importance of client peace of mind over aggressive returns and discusses how next-gen investors will reshape financial advisory.

Explore the impact of Kraken's $20B IPO and Citadel’s strategic insights into institutional trading. Discover Tether's calculated investment in Ledn and the growing trend of Bitcoin-only lending. Dive into the evolving world of perpetual decentralized exchange infrastructure and stablecoin innovations. Unpack social engineering risks with Doppel’s new funding and discuss the implications of the recent Cardano chain split. Finally, rethink the poverty line's metrics and why Bitcoin remains a resilient solution amid currency debasement.

Bitcoin sentiment has taken a hit, but the fundamentals are stronger than ever. The hosts discuss how liquidity is reshaping markets, pointing to institutional moves and the potential of new custody solutions. They highlight gold's performance as a leading indicator for Bitcoin, while also addressing macroeconomic shifts. With new technologies easing transactions, the conversation dives into why now might be the best time to accumulate Bitcoin. Plus, insights into the speculative nature of AI mania and its impact on market flows make for a thought-provoking discussion.

Mel Mattison, a seasoned writer and fintech executive known for his macro analysis on Bitcoin, dives into compelling insights about the cryptocurrency landscape. He argues that Bitcoin under $100K is a prime buying opportunity, driven by unprecedented liquidity conditions and fiscal surpluses. The conversation covers how central banks are cornered by sovereign debt, the complementary roles of gold and Bitcoin, and why young investors should focus on durable assets amid AI disruptions. Mattison also highlights the maturation of Bitcoin's market and its unique infrastructure advantages.

The discussion kicks off with the potential economic fallout from a government shutdown and its impact on consumer liquidity. They dive into disruptions in EBT and SNAP benefits, affecting low-income households. Ledger's IPO plans spark debates on hardware wallet utility, while Ripple’s recent $40 billion valuation raises eyebrows. Enhancements in payment systems reveal a push for Bitcoin adoption by merchants, alongside Coinbase's new token launch platform. The hosts also explore hedge funds' crypto strategies and the risks posed by DeFi exploits in an evolving market landscape.

Alex Thorn, Head of Firm-Wide Research at Galaxy, sheds light on the future of Bitcoin, highlighting its shift from hobbyists to institutional investors. He discusses the symbolic significance of recent Treasury tweets and their bullish implications. Alex also unpacks the growing role of ETFs in mainstream adoption, the tension between cypherpunks and asset managers, and how macroeconomic factors are making Bitcoin a haven against wealth inequality and inflation. Additionally, he shares insights on stablecoin competition and anticipates a bullish 2026 driven by passive institutional flows.