America’s Debt Crisis & Bitcoin’s Institutional Era with Avik Roy

Connect with Onramp // Jackson Mikalic on X // Avik Roy on X // FREOPPScarce 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 - Introduction & Avik Roy’s Background03:20 - America’s Fiscal Reckoning12:20 - Why the Crisis Takes Longer Than Expected19:00 - The 10–20 Year Timeline Ahead21:00 - Bitcoin Strategic Reserve & Government Signals29:00 - Rails, Custody & 6102 Lessons39:50 - The Future of Multi-Institution Custody48:30 - Treasury Companies vs ETFs (Strive & Beyond)54:20 - Personal Bitcoin Investment Perspectives1:00:30 - Portfolio Construction & Real Hurdle Rates1:06:50 - Wall Street Skepticism vs Macro Adoption1:13:10 - Closing Thoughts, 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.