EPISODE · Jan 31, 2025 · 1H 30M
Fed Speak, Gold ATHs, DeepSeek, State-Level Adoption, & BTC Dominance
from Onramp Bitcoin Media · host Onramp Bitcoin
The Last Trade Connect with Onramp Tim Kotzman on X 00:00-Introduction to The Last Trade 02:54-FOMC, Gold ATHs, & Market Dynamics 08:13-The Fed's Role & Future Outlook 13:30-DeepSeek & Its Market Shockwaves 21:48-Capital Allocation Amidst Deflationary Tech 28:54-Tesla's Fair Value Accounting & Bitcoin Treasuries 33:25-Perception of Bitcoin as an Asset Class 39:56-State Legislation & Bitcoin Adoption 45:54-Wall Street's Growing Interest in Bitcoin 48:57-Market Fundamentals: Bitcoin vs. Altcoins 01:01:06-The Path of Bitcoin Dominance 01:08:31-Competition & Scarcity in Bitcoin 01:11:06-Single Point of Failure of the Week 01:18:17-The Future of Institutional Adoption 01:30:14-Outro & Disclaimer 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, & Tim Kotzman. 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. Please subscribe to Onramp Media channels and sign up for weekly Research & Analysis to get access to the best content in the ecosystem weekly.
What this episode covers
The Last Trade Connect with Onramp Tim Kotzman on X 00:00-Introduction to The Last Trade 02:54-FOMC, Gold ATHs, & Market Dynamics 08:13-The Fed's Role & Future Outlook 13:30-DeepSeek & Its Market Shockwaves 21:48-Capital Allocation Amidst Deflationary Tech 28:54-Tesla's Fair Value Accounting & Bitcoin Treasuries 33:25-Perception of Bitcoin as an Asset Class 39:56-State Legislation & Bitcoin Adoption 45:54-Wall Street's Growing Interest in Bitcoin 48:57-Market Fundamentals: Bitcoin vs. Altcoins 01:01:06-The Path of Bitcoin Dominance 01:08:31-Competition & Scarcity in Bitcoin 01:11:06-Single Point of Failure of the Week 01:18:17-The Future of Institutional Adoption 01:30:14-Outro & Disclaimer 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, & Tim Kotzman. 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. Please subscribe to Onramp Media channels and sign up for weekly Research & Analysis to get access to the best content in the ecosystem weekly.
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Fed Speak, Gold ATHs, DeepSeek, State-Level Adoption, & BTC Dominance
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