EPISODE · Sep 5, 2025 · 1H 7M
Fidelity’s Chris Kuiper: Bonds Are Broken & Bitcoin’s 4-Year Cycle Is Dead
from Onramp Bitcoin Media · host Onramp Bitcoin
Connect with Onramp // Jackson Mikalic on X // Chris Kuiper on X // Fidelity Digital AssetsScarce 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 - Intro to Chris Kuiper & Onramp Institutional05:27 - ETF era takeaways: record flows & advisor demand11:17 - Ancient bitcoin supply selling into strength14:12 - RIAs wake up: education & compliance hurdles17:19 - Positioning bitcoin: non-sovereign monetary asset23:27 - Bonds are impaired: rethinking the 60/4029:28 - Institutional inertia: committees & career risk37:25 - Structures over spot: custody & risk shifting48:37 - Macro drivers: liquidity, stagflation, & expectations55:57 - Volatility that pays: upside skew, gold baton01:02:05 - Bitcoin’s bucket: risk-off vs risk-on; crypto baskets01:07:14 - 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.
What this episode covers
Connect with Onramp // Jackson Mikalic on X // Chris Kuiper on X // Fidelity Digital AssetsScarce 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 - Intro to Chris Kuiper & Onramp Institutional05:27 - ETF era takeaways: record flows & advisor demand11:17 - Ancient bitcoin supply selling into strength14:12 - RIAs wake up: education & compliance hurdles17:19 - Positioning bitcoin: non-sovereign monetary asset23:27 - Bonds are impaired: rethinking the 60/4029:28 - Institutional inertia: committees & career risk37:25 - Structures over spot: custody & risk shifting48:37 - Macro drivers: liquidity, stagflation, & expectations55:57 - Volatility that pays: upside skew, gold baton01:02:05 - Bitcoin’s bucket: risk-off vs risk-on; crypto baskets01:07:14 - 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.
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Fidelity’s Chris Kuiper: Bonds Are Broken & Bitcoin’s 4-Year Cycle Is Dead
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