The Sound Money Supercycle: Gold & Bitcoin vs. the Dollar

Connect with Onramp // Onramp Terminal // Jesse Kobernick on XThe 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. 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 - Intro to Jesse Kobernick05:10 - Bitcoin Treasury Companies: Promises vs Reality23:55 - Retail Flows and Reflexivity32:35 - Outlook and Risks for Bitcoin Equity Proxies38:38 - Gold vs Bitcoin: A Century in One Chart43:17 - Long Bonds, Fiscal Dominance, and the Risk-Free Myth49:00 - Global Reserves Shift: Central Banks Buy Gold51:57 - Self-Custody at Scale: Real Risks01:22:11 - Multi-Institution Custody Explained01:24:46 - ETFs and Single-Custodian Risk01:28:44 - Market Structure and Cycle Paths01:34:19 - Supercycle on the Table?01:37:53 - Guardian Controls for Real-World Threats01:49:40 - Outro and DisclaimerPlease subscribe to Onramp Media channels and sign up for weekly Research & Analysis to get access to the best content in the ecosystem weekly.