Still Early: Bitcoin’s Mispricing, ETF Flows, & the Quiet Race to Accumulate

Connect with Onramp // Onramp Terminal // Tim Kotzman on X // Bram Kanstein on X // The GuildThe 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.00:00-Asymmetric Opportunity Based On Public Information15:03-The Role of Custodians in Bitcoin Investment21:39-US Government's Stance on Bitcoin Acquisition27:35-Global Monetary Dynamics and Bitcoin's Role35:18-Gold's Influence on Bitcoin Adoption38:44-The Impact of Trade Wars on the MAG743:06-Analog (Gold) and Digital (BTC) Sound Money47:55-The Generational Divide in Asset Allocation50:35-Trump vs. Powell: A Battle of Economic Titans57:33-Ethereum's Struggles and Market Sentiment59:48-Building in Bitcoin: The Future of Innovation01:04:30-Launch of the Guild Network by Early Riders01:10:52-Single Point of Failure of the Week01:16:06-Corporate Bitcoin Adoption Update01:20:45-Bullish and Bearish Takes of the Week01:26:56-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.