Onramp Bitcoin Media

Signal vs Noise: Jackson Mikalic, Michael Tanguma, Liam Nelson, and Brian Cubellis launch a new twice weekly show built around a five minute shot clock. This first episode takes on a single story: the Wall Street Journal's claim that moving back in with your parents is now a sign of financial savvy. Nearly half of American adults under 30 are doing it. The panel's verdict is that it isn&#3...

The Last Trade: Jackson, Michael, and Brian break down Vanguard's surprise listing for a head of digital assets and what TradFi's reluctant capitulation really signals. They dig into Bitcoin's 50% retrace into the $60Ks, why momentum (not Saylor) is driving price, and Bill Miller's case for intrinsic value. They close on the culture downstream of debasement: the socialist moment, a...

Connect with Early Riders — https://www.earlyriders.com/contact Connect with Onramp — https://onrampbitcoin.com/contact-us/ Presented collaboratively by Early Riders & Onramp Media… Final Settlement is a weekly podcast covering capital markets, dealmaking, early-stage venture, bitcoin applications and protocol development. This week Michael, Liam, and Brian cover the Trump crypto roundup: over...

The Last Trade: Jackson, Michael, and Brian go signal versus noise with Bitcoin back near $58K and roughly 50% off its all-time high. They make the deep value case against the largest Bitcoin ETF outflows in over two years, arguing the selling is retail capitulation and an AI rotation trade rather than a true institutional exit. They explain why the 200-week moving average is historically the time...

Connect with Early Riders — https://www.earlyriders.com/contact Connect with Onramp — https://onrampbitcoin.com/contact-us/ Presented collaboratively by Early Riders & Onramp Media… Final Settlement is a weekly podcast covering capital markets, dealmaking, early-stage venture, bitcoin applications and protocol development. This week Brian, Michael, and Liam break down Saylor's five-point p...

The Last Trade: Jackson, Michael, and Brian go signal versus noise on the most confusing Bitcoin tape in years, with Bitcoin in the 50s and roughly 50% off its all-time high. They make the deep value case (a 5-year DCA into Bitcoin now nearly matches the S&P 500 while sitting 50% below its highs, the 200-week moving average flashing, and a gold analog that ran 750% off a similar drawdown), bre...

Connect with Early Riders — https://www.earlyriders.com/contact Connect with Onramp — https://onrampbitcoin.com/contact-us/ Presented collaboratively by Early Riders & Onramp Media… Final Settlement is a weekly podcast covering capital markets, dealmaking, early-stage venture, bitcoin applications and protocol development. This week Brian, Michael, and Liam cover Anthropic's Mythos and Fab...

Strategy's recent sale of 32 Bitcoin came with unusual framing: Michael Saylor said the purpose was to "inoculate the markets." Glenn Cameron, Global Head of Institutional at Onramp Bitcoin, reads that word as preparation for larger Bitcoin sales ahead, walks through the STRC prospectus and the pressure points (Strategy now trading at 84% of NAV, the cash reserve cut to roughly seven...

The Last Trade: Mark Yusko, CIO of Morgan Creek Capital Management, joins to call the SpaceX IPO and the broader AI capex wave the greatest bubble in the history of markets, why Elon's $1 trillion XAI revenue promise by 2030 is securities fraud, how DeepSeek is poised to break the AI bubble by doing what OpenAI and Anthropic do for 5 cents on the dollar, why Bitcoin's Metcalf's Law fai...

The Last Trade: Matt Dines, CIO of Build Asset Management, joins to lay out the seismic monetary reshuffling underway in 2026, the unwind of the post-Bretton-Woods offshore-dollar system that ran the global economy from 1971 to 2022, why LIBOR's deprecation and the SOFR transition quietly moved the dollar's command center from London to New York, Scott Bessent's strategy to monetize the asset side...

Connect with Early Riders // Connect with Onramp Presented collaboratively by Early Riders & Onramp Media... Final Settlement is a weekly podcast covering capital markets, dealmaking, early-stage venture, bitcoin applications and protocol development. This week Brian, Michael, and Liam cover the SpaceX IPO and the capital-rotation narrative around Bitcoin, the Bernie Sanders / David Sachs deba...

The Last Trade: Chris Kuiper, VP of Research at Fidelity Digital Assets, returns to make the case that this is the worst sentiment he has seen in his decade-plus following Bitcoin even though nothing fundamental has actually broken, why Bitcoin is finally decoupling from the AI-led "everything-but-Bitcoin" rally, how Fidelity's updated "Getting Off Zero" report uses mean va...

Connect with Early Riders — https://www.earlyriders.com/contactConnect with Onramp — https://onrampbitcoin.com/contact-us/Presented collaboratively by Early Riders & Onramp Media…Final Settlement is a weekly podcast covering capital markets, dealmaking, early-stage venture, bitcoin applications and protocol development. This week Brian, Michael, and Liam cover MicroStrategy's first Bitcoin...

The Last Trade: Vijay Boyapati, author of The Bullish Case for Bitcoin, joins to argue the bottom is in on what he calls a relatively shallow bear market, why the $100K-era whale distribution into ETF hands sets up a stronger base for the next run, what Charles Schwab onboarding 40 million clients through a Bitcoiner-led trading platform means for adoption, the Clarity Act expected to pass in the...

The Last Trade: James Seyffart of Bloomberg Intelligence joins to break down the sentiment divergence between beaten-down crypto Twitter and a TradFi apparatus that's finally all in, Morgan Stanley launching MSBT at a market-low 14 bips with a 2-4% Bitcoin recommendation across 17,000 advisors and $7T+ in assets, Mike Wilson's 60/20/20 portfolio call adding 20% gold, and why the boomer diamond han...

Connect with Early Riders // Connect with Onramp Presented collaboratively by Early Riders & Onramp Media… Final Settlement is a weekly podcast covering capital markets, dealmaking, early-stage venture, bitcoin applications and protocol development. This week Liam, Brian, and Michael cover Onramp's $12.5M Series A, Iran's Bitcoin-denominated Hormuz Safe insurance platform, the Clarity...

In Episode 30 of The ₿roadcast, Bram Kanstein, Brian Cubellis, and special guest Liam Nelson break down the most important Bitcoin and macro developments from the past few weeks. 00:00 - Intro & Welcoming Liam Nelson 00:43 - Ray Dalio's Bitcoin Pushback 11:28 - Mubadala's $600M IBIT Position & The Sovereign Bid 18:34 - Draghi's Charlemagne Prize & The Euro's Collapse 25...

The Onramp team sits down for a full walkthrough of Onramp Finance, the unification layer tying the entire client experience together. Michael, Brian, Jackson, and Cam break down why custody had to be solved first, why the rest of the industry is sprinting toward speculation while Onramp builds for sound financial planning, and how dollars, bitcoin, and gold finally live in one account anchored by...

The Last Trade: Josh Phair joins to break down the metal wars escalating between sovereigns, gold's run from $3,300 to $4,700 in nine months, why CLARITY's Senate markup tomorrow is a capital flight moment, Wyoming winning the state's first physical gold mandate over JP Morgan, and the Fair-Sinclair ratio pointing to $35,000 gold. --- 🔸 Connect with Onramp: The leader in resilient, fault-tolerant...

Connect with Early Riders // Connect with Onramp Presented collaboratively by Early Riders & Onramp Media… Final Settlement is a weekly podcast covering capital markets, dealmaking, early-stage venture, bitcoin applications and protocol development. This week Liam, Brian, and Michael cover Coinbase's recent earnings report, the degradation of their competitive moat, the American Banking As...

The Last Trade: Joe Consorti joins to break down the bond market forcing Trump's hand on Iran, Morgan Stanley' launches spot trading, Coinbase's 14% layoffs, Saylor's signal on potentially selling BTC, Polymarket's casino dynamics, and why the math doesn't math anymore. --- 🔸 Connect with Onramp: The leader in resilient, fault-tolerant Multi-Institution Custody for secure,...

Connect with Early Riders // Connect with Onramp Presented collaboratively by Early Riders & Onramp Media... Final Settlement is a weekly podcast covering capital markets, dealmaking, early-stage venture, bitcoin applications and protocol development. Chapters 00:00 - Introduction and Market Overview 03:09 - The Clarity Act and Its Implications 06:05 - Stablecoins: The Future of Financial Tran...

In Episode 29 of The ₿roadcast, Bram Kanstein, Michael Tanguma, and special guest Joe Consorti break down the most important Bitcoin and macro developments from the past few weeks. 00:00 - Intro & Welcoming Joe Consorti 00:33 - Powell Leaves the Fed in Chaos 07:30 - AI Deflation & the Fed-Treasury Trap 12:22 - Bitcoin as Outside Money 16:02 - Czech National Bank & Sovereign Game Theory...

The Last Trade: Jackson, Michael, and Brian break down PTJ's bitcoin conviction, equities at 252% of GDP, TradFi's gold underweight, Sztorc's "eCash" fork, the Strategic Bitcoin Reserve tease, & why custody governance rights matter. --- 🔸 Connect with Onramp: The leader in resilient, fault-tolerant Multi-Institution Custody for secure, enduring bitcoin ownership. 👉 Onramp Finance: https://on...

Connect with Early Riders // Connect with Onramp Presented collaboratively by Early Riders & Onramp Media… Final Settlement is a weekly podcast covering capital markets, dealmaking, early-stage venture, bitcoin applications and protocol development. This week Liam, Brian, and Michael cover the latest developments in digital assets, DeFi, and macroeconomic trends. The hosts analyze recent event...