Onramp Bitcoin Media

In Episode 27 of The ₿roadcast, Bram Kanstein, Brian Cubellis, and Michael Tanguma break down the most important Bitcoin and macro developments from the past few weeks.0:00 — Quantum Panic or Quantum Grift?4:28 — Follow the Incentives9:34 — Bitcoin Will Adapt12:45 — Settlement in a Fractured World15:30 — Buffett Finally Tells the Truth24:07 — Diamonds Are Dying27:18 — Gold vs. Bitcoin Gets Heated33:45 — Defend Your Zero Allocation37:35 — OpenAI's Valuation Problem40:40 — Just Do Things45:57 — AI Is Curing Cancer51:20 — Closing ThoughtsThe ₿roadcast: Bitcoin culture meets Business & Finance. We catch up LIVE on news, tweets, videos, charts, trends, and other Bitcoin related content that stood out to us in the past two weeks ⚡️ Published on Saturday at 9AM EST / 3PM CET.

The Last Trade: Jackson, Michael, and Brian break down the Google quantum whitepaper hype, the Strait of Hormuz crisis going binary, Oracle's 30,000-person layoff wave, Warren Buffett calling for 0% inflation, and why ground beef at $7 a pound tells you everything the CPI won't.--- 🔸 Connect with Onramp: The leader in resilient, fault-tolerant Multi-Institution Custody for secure, enduring bitcoin ownership.👉 Inheritance Planning: https://onrampbitcoin.com/products/inheritance👉 Dynasty Trusts: https://onrampbitcoin.com/products/dynasty-trusts👉 Institutional: https://onrampbitcoin.com/products/institutional📩 Schedule a consultation: https://onrampbitcoin.com/consultThe 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.🎙️ About This EpisodeGoogle's quantum AI lab dropped a new paper and the panic merchants are back on schedule. The crew separates the theoretical from the existential, flags the incentive structures behind the loudest voices, and explains why bitcoin's conservative development ethos is a feature, not a bug. From there, the conversation shifts to the Strait of Hormuz and the JP Morgan supply map showing US deliverables running dry by mid-April. Oracle cuts 30,000 employees in a single morning email and the stock rallies. Six of the Mag Seven are already in bear markets while the index pretends everything is fine. And then Warren Buffett says what bitcoiners have been saying for years: the Fed's inflation target should be zero. Ground beef is up nearly 100% since 2019. The compounding works both ways.🧠 Chapters00:00 — Google Quantum Whitepaper Breakdown06:08 — Soft Forks, Migration Paths & Why Haste Is Risk07:29 — Incentives & the Conflict of Interest Question13:30 — Hormuz: Binary Outcome, Global Consequences15:36 — JP Morgan Supply Map & the April 15th Cliff19:29 — COVID Parallels & the Coordination Pattern23:15 — Market Signals & Trump's Shifting Timeline26:09 — Abundance Ending, Counterparty Risk Rising28:18 — CNBC Turmoil Indicator: 40% Average Return31:05 — Oracle Lays Off 30,000: AI Cover or ZIRP Hangover36:42 — Mag Seven Bear Markets: Signal or Noise41:44 — Warren Buffett Says 0% Inflation Target46:49 — Ground Beef at $7: The Real CPI50:50 — Coinbase Gambling vs. Wealth Preservation54:33 — Golf Courses vs. Data Centers & Last Takes💡 Subscribe & Stay AheadGet Onramp’s weekly Research & Analysis:High-signal insights in bitcoin, macro, and custody.📩 https://onrampbitcoin.com/researchSubscribe to Onramp Media for more:🎧 The Last Trade | Final Settlement | Scarce Assets

Connect with Early Riders // Connect with OnrampPresented collaboratively by Early Riders & Onramp Media…Final Settlement is a weekly podcast covering capital markets, dealmaking, early-stage venture, bitcoin applications and protocol development.Chapters00:00 - Morgan Stanley Enters the Bitcoin ETF Race09:53 - The Implications of Morgan Stanley's Strategy21:23 - Coinbase's Bitcoin-Backed Mortgages28:59 - Stablecoin Clarity Act and Market Dynamics32:51 - The Future of Banking in Crypto34:08 - Market Dynamics and IPO Insights38:02 - Legal Challenges in the Crypto Space42:30 - The Evolution of Bitcoin as a Treasury Asset45:52 - AI's Impact on the Financial Sector50:43 - Square's Bitcoin Payment Innovations54:14 - Tether's Audit and Market Trust56:44 - The Role of AI in Business Growth01:00:31 - Long-Term Thinking in a Short-Term MarketIf you found this valuable, please subscribe to Early Riders Insights for access to the best content in the ecosystem weekly.Keep up with Michael:https://x.com/MTangumahttps://www.linkedin.com/in/mtanguma/Keep up with Liam:https://x.com/Lnelson_21https://www.linkedin.com/in/liam-nelson1/Keep up with Brian:https://x.com/BackslashBTChttps://www.linkedin.com/in/brian-cubellis-00b1a660/

The Last Trade: Jackson, Michael, and Brian break down Operation Epic Fury's energy shock, private credit gates, the wealth gap going parabolic, Morgan Stanley's Bitcoin ETF, Fidelity's case for getting off zero, and why the money printer excuse just arrived.--- 🔸 Connect with Onramp: The leader in resilient, fault-tolerant Multi-Institution Custody for secure, enduring bitcoin ownership.👉 Inheritance Planning: https://onrampbitcoin.com/products/inheritance👉 Dynasty Trusts: https://onrampbitcoin.com/products/dynasty-trusts👉 Institutional: https://onrampbitcoin.com/products/institutional📩 Schedule a consultation: https://onrampbitcoin.com/consultThe 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.🎙️ About This EpisodeFour weeks into the Iran conflict and the system is cracking. Inflation expectations are reversing, private credit funds are gating withdrawals, and the Philippines just declared a national energy emergency. The Fed is boxed in — can't cut, shouldn't hike, and the excuse to print is writing itself. Meanwhile, Morgan Stanley is about to launch a Bitcoin ETF that will force active solicitation over latent demand, Fidelity says fiduciaries at zero need a reason they don't have, and Bybit's proof of reserves exposes why snapshots aren't security. The crew makes the case that the big print is coming — and Bitcoin is the exit.🧠 Chapters00:00 — Energy Crisis & Macro Backdrop04:40 — Inflation Was Never Handled06:47 — The Excuse to Print13:13 — Private Credit Unwind19:20 — Sellers Are Exhausted23:33 — Things Are Breaking31:49 — ETF Inflows & Morgan Stanley38:26 — Fidelity: Getting Off Zero44:25 — Bybit & Proof of Ownership48:28 — Tucker's Gold Scam Exposé53:47 — Australia Pension Fund Allocation54:35 — Last Takes, Outro & Disclaimer💡 Subscribe & Stay AheadGet Onramp’s weekly Research & Analysis:High-signal insights in bitcoin, macro, and custody.📩 https://onrampbitcoin.com/researchSubscribe to Onramp Media for more:🎧 The Last Trade | Final Settlement | Scarce Assets

Connect with Early Riders // Connect with OnrampPresented collaboratively by Early Riders & Onramp Media…Final Settlement is a weekly podcast covering capital markets, dealmaking, early-stage venture, bitcoin applications and protocol development.00:00 - Geopolitics, oil, and market volatility11:09 - Crypto market structure: CFTC/SEC clarity and the Clarity Act22:19 - Stablecoin surge: Stripe MPP, and MasterCard/BVNK37:12 - Kraken's frozen IPO and the crypto exchange landscape43:41 - Institutional digital asset adoption: EY/Coinbase survey49:44 - Building Bitcoin-native financial companies53:44 - AI meets capital: OpenAI/Anthropic PE deals and robotics investment1:00:58 - AI agents, Walmart dynamic pricing, and surveillance risk1:05:57 - Building in the new economy and The StablesIf you found this valuable, please subscribe to Early Riders Insights for access to the best content in the ecosystem weekly.Keep up with Michael:https://x.com/MTangumahttps://www.linkedin.com/in/mtanguma/Keep up with Liam:https://x.com/Lnelson_21https://www.linkedin.com/in/liam-nelson1/Keep up with Brian:https://x.com/BackslashBTChttps://www.linkedin.com/in/brian-cubellis-00b1a660/

In Episode 26 of The ₿roadcast, Bram Kanstein, Brian Cubellis, and Michael Tanguma break down the most important Bitcoin and macro developments from the past few weeks.00:00 — Intro & Brian's Back03:51 — Iran, the Strait of Hormuz & the Energy Crisis19:00 — Travis Kalanick's Return & the Plumber Thesis for AI31:10 — Stretch, MicroStrategy & Who's Actually Buying?40:27 — Private Credit Is the New Subprime53:30 — UK Bans Self-Hosted Wallets01:00:01 — 12–24 Months to Serfdom01:06:11 — Druckenmiller Sold the Bottom01:16:49 — The DCA Chart That Ends Every Argument01:20:17 — The Fed Is Trapped & Both Exits Lead to Bitcoin01:25:55 — BitTensor, Distributed AI & You Don't Need a TokenThe ₿roadcast: Bitcoin culture meets Business & Finance. We catch up LIVE on news, tweets, videos, charts, trends, and other Bitcoin related content that stood out to us in the past two weeks ⚡️ Published on Saturday at 9AM EST / 3PM CET.

The Last Trade: Jackson, Michael, and Brian break down AI job displacement, the Strait of Hormuz oil shock, hot PPI data, Wyoming hoarding gold, ETF inflows resuming, the Bitrefill hack, and why the Fed is trapped like a rat.--- 🔸 Connect with Onramp: The leader in resilient, fault-tolerant Multi-Institution Custody for secure, enduring bitcoin ownership.👉 Inheritance Planning: https://onrampbitcoin.com/products/inheritance👉 Dynasty Trusts: https://onrampbitcoin.com/products/dynasty-trusts👉 Institutional: https://onrampbitcoin.com/products/institutional📩 Schedule a consultation: https://onrampbitcoin.com/consultThe 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.🎙️ About This EpisodeAI is coming for 42% of U.S. jobs, the Strait of Hormuz is putting 20M barrels a day at risk — 7x the scale of the Russia-Ukraine oil shock — and PPI just came in hot before oil prices are even reflected. The Fed can't raise, can't cut, and stagflation is setting in. Meanwhile, Wyoming is stashing physical gold in state reserves, the SEC just declared most digital assets aren't securities, and North Korea hit Bitrefill while physical attacks on Bitcoiners are running at 2x last year's pace.The crew goes deep on why this Middle East crisis is structurally worse than 2022, how the U.S. strategic petroleum reserve is already depleted, the case for states accumulating sovereign hard money reserves, why ETF inflows resuming after a five-session streak matters for market structure, the counterparty risk embedded in Strategy's growing BTC stockpile, and why the SEC/CFTC guidance is both bullish for Bitcoin's price and bearish for humanity. Plus — Signal or Noise returns, and Jackson makes the case that you should stop banking on Bitcoin to save you.🧠 Chapters00:00 — Intro & Karpathy's AI Disruption Study08:40 — Strait of Hormuz & Oil Shock17:59 — Gold, Oil & the Multipolar Shift22:27 — Wyoming Is Stacking Gold31:49 — Strategy, ETFs & Market Structure40:02 — SEC/CFTC Crypto Guidance46:01 — Bitrefill Hack & Physical Attacks52:43 — The Last Takes59:03 — Outro & Disclaimer💡 Subscribe & Stay AheadGet Onramp’s weekly Research & Analysis:High-signal insights in bitcoin, macro, and custody.📩 https://onrampbitcoin.com/researchSubscribe to Onramp Media for more:🎧 The Last Trade | Final Settlement | Scarce Assets

Connect with Early Riders // Connect with OnrampPresented collaboratively by Early Riders & Onramp Media…Final Settlement is a weekly podcast covering capital markets, dealmaking, early-stage venture, bitcoin applications and protocol development.00:00 - Intro and Bitcoin's surge04:41 - Travis Kalanick’s ventures09:07 - Founder-led innovation13:36 - AI in construction16:01 - Business refounding necessity19:02 - AI's impact on jobs22:01 - Market signaling and AI28:38 - Unalterable data repositories33:33 - Bitcoin in digital finance41:14 - Crypto and traditional finance convergence50:34 - Building financial companies with Bitcoin and AI54:32 - Political implications on stablecoins1:02:24 - AI tool vulnerabilities1:06:14 - Data privacy and AIIf you found this valuable, please subscribe to Early Riders Insights for access to the best content in the ecosystem weekly.Links discussed:https://x.com/timmyhmshen/status/2033373162256118219?s=46https://www.theblock.co/post/393173/wells-fargo-files-wfusd-trademark-covering-crypto-trading-payments-and-tokenization-services?utm_source=twitter&utm_medium=socialhttps://www.mastercard.com/us/en/news-and-trends/stories/2026/mastercard-crypto-partner-program.html?utm_source=substack&utm_medium=emailhttps://www.theblock.co/post/393721/abra-to-go-public-via-spac-merger-at-750-million-valuation?utm_source=twitter&utm_medium=socialhttps://www.theblock.co/post/392812/stablecoin-fintech-kast-raises-80-million-in-series-a-to-fund-global-expansion?utm_source=telegram1&utm_medium=socialhttps://www.theblock.co/post/392812/stablecoin-fintech-kast-raises-80-million-in-series-a-to-fund-global-expansion?utm_source=telegram1&utm_medium=socialhttps://x.com/pete_rizzo_/status/2033185448026394872?s=46https://www.wsj.com/finance/stocks/nasdaq-partners-with-kraken-in-tokenization-push-135e8112https://x.com/MTanguma/status/2033187728976699843?s=20https://techcrunch.com/2026/03/13/travis-kalanick-launches-a-new-company-called-atoms-focused-on-robotics/https://x.com/cryptopunk7213/status/2031914914768449817?s=46https://techstartups.com/2026/03/13/meta-plans-massive-layoffs-of-up-to-20-of-the-workforce-to-offset-soaring-ai-costs/https://x.com/markgadala/status/2033230495283351624?s=46https://x.com/trungtphan/status/2032224185335103686?s=46https://x.com/TrungTPhan/status/2032224185335103686?s=20https://x.com/etherealize_io/status/2031444979969647085?s=46Keep up with Michael:https://x.com/MTangumahttps://www.linkedin.com/in/mtanguma/Keep up with Liam:https://x.com/Lnelson_21https://www.linkedin.com/in/liam-nelson1/Keep up with Brian:https://x.com/BackslashBTChttps://www.linkedin.com/in/brian-cubellis-00b1a660/

The Last Trade: Jackson, Michael, and Brian break down the US military operation in the Middle East, $120 oil, bitcoin's resilience as a wartime asset, the 20M BTC supply milestone, Kraken's Fed master account, private credit cracking, and the IRS's new crypto audit form.--- 🔸 Connect with Onramp: The leader in resilient, fault-tolerant Multi-Institution Custody for secure, enduring bitcoin ownership.👉 Inheritance & Trust Planning: https://onrampbitcoin.com/products/inheritance👉 Institutional: https://onrampbitcoin.com/products/institutional👉 Business: https://onrampbitcoin.com/products/business📩 Schedule a briefing: https://onrampbitcoin.com/contactThe 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.🎙️ About This EpisodeOil spiked to $120, gold is trapped in the desert, private credit gates are closing, and the IRS just rolled out a new form designed to catalog every bitcoin holder's exchange history. Meanwhile, Bitcoin is up 7% since the conflict started and 20 million BTC have now been mined with only 1 million left to go.The crew goes deep on how drone warfare is reshaping geopolitical power dynamics, why Bitcoin's portability advantage over gold has never been more obvious, the Kraken-NASDAQ tokenized equity partnership and Kraken's historic Fed master account, the private credit unraveling from Cliffwater to Blue Owl to BlackRock, and why sellers may finally be exhausted around these levels. Plus a new segment — Signal or Noise — and a reminder from Daniel Batten on why thinking from first principles has never been more important.🧠 Chapters00:00 — Intro & New Format01:30 — The Middle East Conflict04:07 — Drone Warfare & $120 Oil07:36 — Bitcoin Up 7% During a War12:01 — Gold Trapped, Bitcoin Isn't16:40 — Privacy, Chamath & the Open Ledger19:46 — 20 Million BTC Mined25:03 — Signal or Noise: Kraken & Tokenized Trading29:58 — Private Credit Is Cracking37:35 — The IRS Crypto Audit Form53:50 — The Last Takes1:03:24 — Outro & Disclaimer💡 Subscribe & Stay AheadGet Onramp’s weekly Research & Analysis:High-signal insights in bitcoin, macro, and custody.📩 https://onrampbitcoin.com/researchSubscribe to Onramp Media for more:🎧 The Last Trade | Final Settlement | Scarce Assets

Connect with Early Riders // Connect with OnrampPresented collaboratively by Early Riders & Onramp Media…Final Settlement is a weekly podcast covering capital markets, dealmaking, early-stage venture, bitcoin applications and protocol development.00:00 - Introduction to Ledn and Bitcoin Lending03:56 - Discussing the State of Bitcoin Leverage06:42 - Understanding Risks in Bitcoin Lending09:46 - The Impact of Market Dynamics on Bitcoin Lending12:48 - The Importance of Transparency in Lending15:47 - The Role of Institutional Investors in Bitcoin Lending18:45 - Lessons from Venezuela: Mauricio's Journey to Bitcoin21:59 - The Future of Bitcoin Lending and Ledn’s Vision33:20 - The Birth of Ledn: A Solution to a Common Problem35:35 - Understanding ABS: Transforming Bitcoin Lending44:13 - Investment Grade Ratings: A Game Changer for Bitcoin Loans52:20 - The Future of Bitcoin Loans: Bridging Traditional and Crypto Finance59:16 - Navigating Competition: Banks Entering the Bitcoin SpaceIf you found this valuable, please subscribe to Early Riders Insights for access to the best content in the ecosystem weekly.Links discussed:https://www.galaxy.com/insights/research/state-of-crypto-leverage-q4-2025https://finance.yahoo.com/news/blockfills-ceo-exits-75-million-205445687.htmlhttps://www.theblock.co/post/392732/crypto-lender-blockfills-restructuring-after-halting-withdrawals-lawsuit-fthttps://www.ledn.io/post/ledn-abshttps://www.ledn.io/post/tether-invests-in-lednhttps://www.ledn.io/post/ledn-posts-record-q3Keep up with Mauricio:https://x.com/cryptonomistahttps://www.linkedin.com/in/mauricio-di-bartolomeo-780284101/Keep up with Liam:https://x.com/Lnelson_21https://www.linkedin.com/in/liam-nelson1/Keep up with Brian:https://x.com/BackslashBTChttps://www.linkedin.com/in/brian-cubellis-00b1a660/

In Episode 25 of The ₿roadcast, Bram Kanstein, Michael Tanguma, and special guest Matt Odell break down the most important Bitcoin and macro developments from the past few weeks.00:00 — Intro & Welcome Matt Odell02:55 — Assassination Markets & the Polymarket Phenomenon09:16 — AI Is Eating White Collar Jobs & Nobody's Ready24:26 — The Dot Plot Has Never Been Wider36:48 — What Dalio & Chamath Get Wrong About Bitcoin45:41 — Gold Has Counterparty Risk Too49:43 — ETFs Stripped Bitcoin of Its Safe Haven Properties01:01:39 — TradFi Is in Its 2017 Crypto Moment01:07:32 — Bitwise Showed Up, Saylor Tried to Stop It01:17:13 — DATs Are Puking & Saylor's Hoarding CashThe ₿roadcast: Bitcoin culture meets Business & Finance. We catch up LIVE on news, tweets, videos, charts, trends, and other Bitcoin related content that stood out to us in the past two weeks ⚡️ Published on Saturday at 9AM EST / 3PM CET.

The Last Trade: James Camp, co-founder of APFX, joins the crew to break down the multi-trillion dollar AI agent economy, why Bitcoin and stablecoins aren't in competition, and why the next bull market has nothing to do with retail investors.--- 🔸 Connect with Onramp: The leader in resilient, fault-tolerant Multi-Institution Custody for secure, enduring bitcoin ownership.👉 Inheritance & Trust Planning: https://onrampbitcoin.com/products/inheritance👉 Institutional: https://onrampbitcoin.com/products/institutional👉 Business: https://onrampbitcoin.com/products/business📩 Schedule a briefing: https://onrampbitcoin.com/contactJames Camp on X: https://x.com/JamesonCampWebsite: https://james.camp/The 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.🎙️ About This EpisodeA multi-trillion dollar economy is being built beneath the one you know. James Camp — pragmatist, Bitcoiner, and AI implementation consultant — joins the crew to map out the agent economy taking shape right now, why AI agents will likely settle on Bitcoin as a long-term store of value even as stablecoins handle day-to-day transactions, and what the Jack Dorsey/Block layoffs actually signal about where corporate America is headed.The conversation covers quantum FUD, the order of operations for hyperbitcoinization, why the average American doesn't need to care about Bitcoin for it to win, and what it means to be a pragmatist before you're a Bitcoiner.🧠 Chapters00:00 — Intro & James's Bitcoin Origin Story08:30 — How AI Agents Prefer to Transact16:45 — Bitcoin vs. Stablecoins: Why Both Win24:00 — BPI's AI Agent Monetary Study31:15 — Jack Dorsey, Layoffs & Financial Engineering42:00 — Quantum FUD & Why It's Mostly Noise49:30 — The Invisible Hand & Where Capital Flows Next57:00 — Intermediaries, Self-Custody & the Middle Ground1:04:00 — Cyborgs, Brain Chips & the Amish Option1:10:00 — The Poorest of the Rich: James's 5-Year Bet1:14:00 — Outro & Disclaimer💡 Subscribe & Stay AheadGet Onramp’s weekly Research & Analysis:High-signal insights in bitcoin, macro, and custody.📩 https://onrampbitcoin.com/researchSubscribe to Onramp Media for more:🎧 The Last Trade | Final Settlement | Scarce Assets

Connect with Early Riders // Connect with OnrampPresented collaboratively by Early Riders & Onramp Media…Final Settlement is a weekly podcast covering capital markets, dealmaking, early-stage venture, bitcoin applications and protocol development.00:00 - Introduction and Context Setting02:52 - Layoffs and Market Reactions06:09 - AI's Impact on Workforce and Economy08:55 - The Role of Technology in Business11:48 - Long-term Economic Perspectives14:48 - The Future of AI and Consumer Spending17:49 - Stablecoins and Financial Innovations25:36 - The Rise of Stablecoins and Payment Companies29:48 - Banking Innovations and Digital Asset Custody34:43 - Consumer Behavior and Bitcoin Adoption39:38 - The Future of AI Agents and Marketplaces45:38 - Bitcoin Adoption Trends and Institutional InterestIf you found this valuable, please subscribe to Early Riders Insights for access to the best content in the ecosystem weekly.Links discussed:https://x.com/balajis/status/2027146933136150867?s=46https://www.coindesk.com/business/2026/02/24/mark-zuckerberg-s-meta-is-planning-stablecoin-comeback-in-the-second-half-of-this-yearhttps://x.com/segall_max/status/2026313469960896538?s=20https://www.theblock.co/post/391123/fintech-giant-stripe-circles-possible-paypal-acquisition-bloomberg?utm_source=telegram1&utm_medium=socialhttps://www.theblock.co/post/391244/stripe-co-founder-predicts-torrent-of-ai-agent-commerce-powered-by-stablecoinshttps://x.com/zoomerfied/status/2027504105753649318?s=20https://x.com/bank_reg/status/2027408867093836017?s=20https://x.com/TFTC21/status/2027383251522773238?s=20https://decrypt.co/359312/morgan-stanley-offer-bitcoin-custody-trading-yield-lending-exechttps://x.com/bank_reg/status/2027408867093836017?s=20https://x.com/cultured/status/2026677118701289897https://www.theblock.co/post/391275/circle-shares-25-earnings-beat-allaire-usdc-transactions-50-share?utm_source=telegram1&utm_medium=socialhttps://river.com/content/bitcoin-adoption-2026Keep up with Michael:https://x.com/MTangumahttps://www.linkedin.com/in/mtanguma/Keep up with Liam:https://x.com/Lnelson_21https://www.linkedin.com/in/liam-nelson1/Keep up with Jackson:https://x.com/macrojack21https://www.linkedin.com/in/jacksonmikalic/

The Last Trade: Jackson, Michael, and Liam break down the Jane Street / Terra Luna lawsuit, what's really driving bitcoin's drawdown, why your privacy is more compromised than you think, and why AI and bitcoin are two sides of the same coin.--- 🔸 Connect with Onramp: The leader in resilient, fault-tolerant Multi-Institution Custody for secure, enduring bitcoin ownership.👉 Inheritance & Trust Planning: https://onrampbitcoin.com/products/inheritance👉 Institutional: https://onrampbitcoin.com/products/institutional👉 Business: https://onrampbitcoin.com/products/business📩 Schedule a briefing: https://onrampbitcoin.com/contactThe 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.🎙️ About This EpisodeJackson, Michael, and Liam convene from Palm Beach to unpack one of the more chaotic weeks in recent memory. The Jane Street / Terra Luna lawsuit has resurfaced old questions about algorithmic stablecoins, market manipulation, and whether bitcoin's price action is as organic as people assume.The crew also digs into a deeply underappreciated threat: the convergence of leaked personal data, LLM de-anonymization tools, and appreciating bitcoin wealth, and what that means for holders who haven't thought seriously about custody and physical security. The episode closes on an optimistic note, with a spirited conversation about why AI and bitcoin are accelerating together, and how Bitcoiners can use the current moment to stack more sats.🧠 Chapters00:00 — Jane Street, Terra Luna & the Lawsuit09:00 — Is Bitcoin Being Manipulated?18:00 — Stablecoins, AI Agents & the Path to BTC29:00 — Your Privacy Is Already Gone31:00 — Physical Security & the Case for MIC39:00 — The Robot Vacuum Hack44:00 — DATs, Miners & Selling the Bottom48:00 — BlockFills & the 2022 Playbook Repeats54:00 — AI-First or Fall Behind1:00:00 — AI & Bitcoin: Same Coin, Different Sides💡 Subscribe & Stay AheadGet Onramp’s weekly Research & Analysis:High-signal insights in bitcoin, macro, and custody.📩 https://onrampbitcoin.com/researchSubscribe to Onramp Media for more:🎧 The Last Trade | Final Settlement | Scarce Assets

In Episode 24 of The ₿roadcast, Bram Kanstein, Michael Tanguma, and special guest Marty Bent break down the most important Bitcoin and macro developments from the past few weeks.00:00 — Intro & Welcome Back Marty02:39 — Hoppe Got the Asset Wrong06:34 — Why Gold Comes Before Bitcoin13:56 — The Toilet Company Running AI19:32 — AI Eats the Chip Supply Chain21:47 — Tinkering Is the New Alpha35:30 — Is the Clarity Act Priced In?41:44 — TradFi Is All In & Tokenization Is a Trap51:01 — The Looting Is by Design54:40 — $4.3B Wiped, Insiders Walk Clean58:54 — Discord Is Spying on You1:02:34 — Bitcoin Is the Only Signal1:11:18 — 1.2M BTC Left Retail Hands1:17:28 — Anthropic Wipes $21B OvernightThe ₿roadcast: Bitcoin culture meets Business & Finance. We catch up LIVE on news, tweets, videos, charts, trends, and other Bitcoin related content that stood out to us in the past two weeks ⚡️ Published on Saturday at 9AM EST / 3PM CET.

The Last Trade: On-chain analyst James Check (Checkmate) joins the crew to break down bitcoin's bear market capitulation, what the data says about where we are in the cycle, and why the obituaries being out might be the most bullish signal of all.--- 🔸 Connect with Onramp: The leader in resilient, fault-tolerant Multi-Institution Custody for secure, enduring bitcoin ownership.👉 Inheritance & Trust Planning: https://onrampbitcoin.com/products/inheritance👉 Institutional: https://onrampbitcoin.com/products/institutional👉 Business: https://onrampbitcoin.com/products/business📩 Schedule a briefing: https://onrampbitcoin.com/contactJames Check on X: https://x.com/_Checkmatey_Check on Chain: https://www.checkonchain.com/The 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.🎙️ About This EpisodeBitcoin is down 50% from all-time highs. No single catalyst. No obvious bottom. Checkmate joins the crew to cut through the noise with on-chain data, walking through the exact thresholds he mapped during the recent drawdown and why 50% of the supply being underwater is historically a bottoming signal. The conversation expands into the debasement trade narrative, AI-driven labor displacement, why institutions only need to move a fraction of a percentage point to absorb all sell pressure, and why bitcoin's only job — like gold's — is to not die.🧠 Chapters00:00 — Intro & Market Sentiment02:14 — How James Mapped the Recent Decline11:32 — What Actually Caused the Drawdown?15:16 — The Debasement Trade Hasn't Started Yet22:00 — Gold, Physical Delivery & What It Means for BTC30:39 — AI, Labor Displacement & Money Printing44:00 — Institutional Adoption: Just Heating Up50:00 — Will Critics Ever Admit They Were Wrong?54:53 — Bitcoin's Only Job Is to Not Die1:00:04 — Hyperbitcoinization & Why Most People Won't Care1:07:11 — Deep Value Zone: Every Mean Reversion Model Agrees1:12:00 — Buy the Whole Bottom, Outro & Disclaimer💡 Subscribe & Stay AheadGet Onramp’s weekly Research & Analysis:High-signal insights in bitcoin, macro, and custody.📩 https://onrampbitcoin.com/researchSubscribe to Onramp Media for more:🎧 The Last Trade | Final Settlement | Scarce Assets

Connect with Early Riders // Connect with OnrampPresented collaboratively by Early Riders & Onramp Media…Final Settlement is a weekly podcast covering capital markets, dealmaking, early-stage venture, bitcoin applications and protocol development.00:00 - Introduction to the Chaos of AI and Bitcoin03:00 - The OpenClaw Acquisition: Implications for Open Source05:52 - Understanding OpenClaw: Functionality and Risks08:48 - The Future of AI Agents and Their Interactions12:08 - The DIY Approach: Parallels with Bitcoin15:08 - On-Prem vs Cloud: The Data Ownership Dilemma18:14 - The Evolution of Payment Systems for AI Agents21:04 - Stablecoins vs Bitcoin: The Payment Landscape24:09 - The Future of AI and Payment Integration31:04 - Navigating AI and Crypto Payment Systems34:33 - The Intersection of AI and Digital Assets39:59 - TradFi's Embrace of Digital Assets46:09 - Ray Dalio's Perspective on the Shifting Monetary OrderIf you found this valuable, please subscribe to Early Riders Insights for access to the best content in the ecosystem weekly:Links discussed:https://x.com/shiri_shh/status/2022635742682616196https://x.com/shortsqueeznews/status/2023173745771213108?s=20https://x.com/fintechfrank/status/2023067647345066366?s=20https://x.com/fintechfrank/status/2023040127795093556?s=20https://x.com/RayDalio/status/2022788750388998543?s=20https://x.com/kimmonismus/status/2022055329408938125?s=20https://x.com/aakashgupta/status/2023249490426388849?s=20https://steipete.me/posts/2026/openclawhttps://x.com/sama/status/2023150230905159801?s=20https://x.com/danielfoch/status/2023072604534517766?s=20https://www.theblock.co/post/389524/coinbase-rolls-out-ai-tool-to-give-any-agent-a-wallethttps://crypto.news/stripe-taps-base-ai-agent-x402-payment-protocol-2026/https://www.theblock.co/post/389421/blackrock-securitize-tap-defi-giant-uniswap-for-direct-onchain-buidl-trading-uni-surges-20Keep 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/

The Last Trade: Onramp COO Nick DeLozier joins the crew to break down bitcoin's mysterious 50% drawdown, record-high global uncertainty, the stablecoin Trojan horse thesis, and what's next for multi-institution custody.--- 🔸 Connect with Onramp: The leader in resilient, fault-tolerant Multi-Institution Custody for secure, enduring bitcoin ownership.👉 Inheritance & Trust Planning: https://onrampbitcoin.com/products/inheritance👉 Institutional: https://onrampbitcoin.com/products/institutional👉 Business: https://onrampbitcoin.com/products/business📩 Schedule a briefing: https://onrampbitcoin.com/contactThe Architecture of Trust: https://onrampbitcoin.com/research/the-architecture-of-trustThe 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.🎙️ About This EpisodeBitcoin is down 50% from all-time highs and there's no single catalyst anyone can point to. Global uncertainty has broken all-time highs — surpassing 9/11, 2008, and COVID. The crew is joined by Onramp COO Nick DeLozier for a wide-ranging conversation on what's driving the drawdown, why the four-year cycle may be self-fulfilling, and how quantum computing fear is being overblown but shouldn't be ignored.The conversation shifts to key takeaways from Bitcoin Investor Week, including Tether US CEO Bo Hines' bullish case for the Clarity Act and stablecoins as the ultimate Trojan horse for bitcoin adoption. Nick then walks through "The Architecture of Trust" — Onramp's latest publication detailing the engineering breakthroughs behind their self-service onboarding, redesigned dashboard, and security-first withdrawal workflows. The team also discusses dynasty trusts, the evolving AI threat landscape, and the road to mass-market bitcoin custody.🧠 Chapters00:00 — Intro & Market Sentiment Overview04:30 — Gold, Bitcoin & the Centralization Problem08:10 — Coinbase Goes Down Again & the 50% Drawdown17:42 — Bitcoin Investor Week: Behind Closed Doors22:23 — Quantum Computing: Real Risk or Overblown FUD?33:50 — Bo Hines on the Clarity Act, Stablecoins & Tether's Scale40:03 — Stablecoins as a Trojan Horse for Bitcoin Adoption44:06 — The Architecture of Trust: Onramp's Product Evolution54:03 — Dynasty Trusts, Lending & the Custody Roadmap1:02:50 — Shipping MacBooks: Crossing the Custody Chasm1:06:00 — Closing Thoughts, Custody FAQ & Disclaimers💡 Subscribe & Stay AheadGet Onramp’s weekly Research & Analysis:High-signal insights in bitcoin, macro, and custody.📩 https://onrampbitcoin.com/researchSubscribe to Onramp Media for more:🎧 The Last Trade | Final Settlement | Scarce Assets

Connect with Early Riders // Connect with OnrampPresented collaboratively by Early Riders & Onramp Media…Final Settlement is a weekly podcast covering capital markets, dealmaking, early-stage venture, bitcoin applications and protocol development.00:00 - Introduction and Context Setting02:13 - Market Sentiment and Price Action07:12 - Tether's Position and Strategic Moves13:12 - Erebor's National Banking Charter and Industry Implications27:39 - The Future of Banking and Digital Assets30:16 - APIs and the Evolution of Financial Services33:15 - Stablecoins and the Acceleration of Crypto Adoption35:23 - The Transformation of Financial Services through Digital Assets39:00 - Tokenized Cash and the Role of CME Coin43:59 - The Rise of AI Bots in Financial Transactions47:58 - Bitcoin vs. Stablecoins: The Future of Digital Currency51:02 - Decentralized Infrastructure and the Future of TokenomicsIf you found this valuable, please subscribe to Early Riders Insights for access to the best content in the ecosystem weekly.Links discussed:https://www.theblock.co/post/388540/cme-group-tokenized-cash-coin-developed-google-use-crypto-collateral-roll-out-this-yearhttps://au.finance.yahoo.com/news/exclusive-escape-velocity-raises-62-130000621.htmlhttps://x.com/intangiblecoins/status/2019056067930477043?s=20https://x.com/tether/status/2019520461302804919?s=20https://x.com/TFTC21/status/2019826399641846125?s=20https://finance.yahoo.com/news/pave-bank-secures-39m-funding-163111664.htmlhttps://finance.yahoo.com/news/palmer-luckey-backed-erebor-receives-225304165.htmlhttps://www.anchorage.com/insights/anchorage-digital-tether-introduce-usathttps://tether.io/news/tether-announces-100-million-strategic-equity-investment-in-anchorage-digital/https://archive.ph/odfMv#selection-1577.0-1577.68Keep 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 Episode 23 of The ₿roadcast, Bram Kanstein, Brian Cubellis, and Michael Tanguma break down the most important Bitcoin and macro developments from the past few weeks.00:00 - The Believers Are Being Tested06:28 - A Silent Clock Ticking in the Background17:25 - 90% of ETF Capital Hasn't Moved28:44 - The DAT Reckoning41:18 - Why Hasn't Burry Figured It Out?53:24 - Bitcoin Is a 10x Over Gold58:42 - Volatility Is Not Tail Risk1:05:51 - Paper Bitcoin Has Less Wiggle Room1:13:52 - Crypto Is Unraveling1:22:56 - Fundamentals Up, Price DownThe ₿roadcast: Bitcoin culture meets Business & Finance. We catch up LIVE on news, tweets, videos, charts, trends, and other Bitcoin related content that stood out to us in the past two weeks ⚡️ Published on Saturday at 9AM EST / 3PM CET.