PODCAST · business
Onramp Bitcoin Media
by Onramp Bitcoin
Onramp Bitcoin MediaBitcoin, macro, and markets, discussed by the team building Onramp and the investors and founders we interview every week.The Last Trade: our flagship show on markets, macro, and digital assets through a bitcoin lens, plus one-on-one interviews with investors, entrepreneurs, and analysts.Final Settlement: our weekly show on how traditional capital is moving into bitcoin and digital assets, plus one-on-one interviews with the dealmakers and builders behind it.First Principles: one-on-one conversations every other week on why bitcoin works and how to hold it for the lo
Episodes
-
JPMorgan Just Set Up Bitcoin's Real Bull Run
Through Dec 31: $100/month (or $1,000/year) for your first year of Multi-Institution Custody, normally $2,400. Open a vault, set up a recurring buy, and use code TLT at onrampbitcoin.com. Discounted pricing covers vaults holding up to 25 BTC. JPMorgan just put a number on Bitcoin for the first...
-
Why Elon Is Giving Every Kid a SpaceX Share
Elon Musk says he will give a SpaceX share to every kid in America next year, about $10B of stock, and the table splits on generosity versus strategy. Also on the clock: 5% Treasury yields and a $2 trillion deficit, CoreWeave default insurance spiking, JPMorgan ranking Bitcoin its top long-run...
-
Why AI Agents Will Settle on Bitcoin
AI agents won't barter, and Michael argues they will coalesce around Bitcoin faster than anyone expects. Plus Schwab turns on Bitcoin trading, Deutsche Bank and Stifel move in, and an OpenAI model spends testnet ETH it never owned. BOOK A CONSULTATION Holding Bitcoin for decades raises two...
-
Your VPN Knows Too Much | Carl Dong
A traditional VPN sends your entire internet history through one company that also has your name, address and payment details. Liam sits down with Carl Dong, founder of Obscura VPN and former Bitcoin Core developer, on why two hops beat one and why AI makes privacy urgent. Guest: Carl Dong…
more -
Gold Can’t Cover America’s Interest (Bitcoin Is Next)
Through Dec 31: $100/month (or $1,000/year) for your first year of Multi-Institution Custody, normally $2,400. Open a vault, set up a recurring buy, and use code TLT at onrampbitcoin.com. Discounted pricing covers vaults holding up to 25 BTC. Everyone wants Bitcoin to fix money, but nobody has...
-
What the Ledger Attack Means for Your Bitcoin
The Ledger reseller attack, where tampered hardware wallets reached unsuspecting buyers, has the industry rethinking how people hold Bitcoin, and the table makes the case for a third way. Also on the clock: record money into gold ETFs, home sales at a 2020 low, and Anthropic's warning that AI...
-
Tokenization Just Became Bitcoin's Biggest Tailwind
Stocks, bonds and cash are all moving onto digital rails, and Michael lays out why that faster money needs Bitcoin as its sponge. Plus the $86M Ledger reseller attack, and why one point of failure can knock you out of the game. BOOK A CONSULTATION Holding Bitcoin for decades raises two questions:...
-
Oil Fields Are Printing Bitcoin | Steve Barbour
Where flaring is limited, an oil company can't produce oil unless it can sell the gas, and Steve Barbour built Upstream Data to turn that gas into Bitcoin. Liam sits down with him on why mining belongs at the power plant and what AI does to that endgame. Guest: Steve Barbour, founder of Upstream...
-
Why This CEO Stopped Calling It a Hardware Wallet
Zach Herbert has been building Bitcoin hardware since 2020, and Foundation no longer calls its device a hardware wallet. Cam Stromme sits down with the Foundation CEO on open source, why self-custody is still early, and why your most important keys belong off your phone in an age of AI agents....
-
Trump Just Made Bitcoin's Bull Case
Trump told Time that certain levels of inflation will pay off the debt very rapidly. Jackson, Michael and Brian explain why that makes Bitcoin's bull case, then take on a lopsided S&P 500, the AI funding frenzy, FinCEN's retreat and BitGo's custody bet. JOIN US IN MINNEAPOLIS Onramp After Hours…
more -
Trump Just Handed Bitcoin Its Best Argument
Trump says inflation will pay off the debt "very rapidly" while his own economic advisor says no way, and he is promising $5,000 checks heading into the midterms. Also on the clock: France now paying more than Italy to borrow, McDonald's sued over AI menu pricing, and the New York Fed reviewing...
-
Bitcoin Is the Life Raft for the K-Shaped Economy | Peter St. Onge
Bitcoin is the life raft for a K-shaped economy that keeps rewarding the people already at the top, says Peter St. Onge. Jackson sits down with the Heritage Foundation economist on why AI is a bubble that's only at 1997, why the jobs panic is wrong, and who actually gets rich. Guest: Peter St....
-
Bitcoin Just Did What It Did Before a 6X
Bitcoin just posted its highest weekly close since January, up 43% on the quarter and roughly 50% off the bottom. Jackson, Michael and Brian make the bull case, then take on Ari Paul's Coinbase allegations and what they mean for custody concentration. BOOK A CONSULTATION Holding Bitcoin for…
more -
The Gold Math That Puts Bitcoin at $1 Million
Gold and silver just shed over a trillion dollars in a day as the 10-year yield hit a 19-year high, and the math on gold's $18 trillion run says Bitcoin could move faster than anyone expects. Also on the clock: OpenAI shelving GPT-6.1 Astra, Apollo's warning about an agentic bank run, and Ari...
-
This Chart Exposed The AI Trade and Loves Bitcoin
One chart from Epoch AI shows the cost of AI falling about 47% a quarter since 2023, faster than any technology in history, and it exposes the math under the AI trade. Michael, Liam and Brian on why cheap intelligence competes away profit, and why Bitcoin is the scarce unit left. BOOK A...
-
AI Just Bailed Out Bitcoin Mining | Bob Burnett
AI just bailed out Bitcoin's public miners, and Bob Burnett says that is the healthiest thing to happen to mining in years. Liam sits down with the Ocean executive chairman on falling hash rate, who builds Bitcoin's blocks, and what the BIP-110 fork proved. Guest: Bob Burnett, CEO of Barefoot...
-
Building Swan: What Bitcoin Needs to Scale 10x | Brandon Quittem
Brandon Quittem helped build Swan from a Bitcoin gifting app into a full service firm, and he thinks custody is the piece Bitcoin still needs before it grows 10x. Cam Stromme sits down with him on meetups, DCA, multisig and protecting your Bitcoin as if it were already worth ten times more.…
more -
BlackRock Just Made Bitcoin's Bull Case
AI's $3.1 trillion in off balance sheet commitments can end two ways, and both end with the printer running. Jackson, Michael and Brian make the case for Bitcoin, from the biggest ETF inflow day of 2026 to Howard Marks's new memo and BlackRock's AI research. BOOK A CONSULTATION Holding Bitcoin…
more -
$1B Poured Into Bitcoin in One Day (Why Now?)
The average Bitcoin ETF holder is back in profit for the first time since January, and the data says most of them held through the whole drawdown. Also on the clock: SpaceX, OpenAI and Anthropic out-valuing 45 years of US tech IPOs, Meta's Muse agent matching ChatGPT's launch, and wash trading...
-
Why Meta's Muse Forces Rapid Bitcoin Adoption
Meta shipped Muse to a user base measured in billions, and within days Amazon blocked it from shopping on Amazon.com. Michael, Liam and Brian on why autonomous agents will need a settlement unit, and why that is the clearest path yet to Bitcoin becoming ordinary money. BOOK A CONSULTATION Holding...
-
The Fed Just Became Irrelevant | Gary Brode
The Fed just hiked for the first time since 2023, and Gary Brode's answer is that it changed nothing at all. Jackson sits down with the Deep Knowledge Investing founder on why the Fed is now irrelevant, and why he spent a month paying for lunch in Bitcoin. Guest: Gary Brode, founder of...
-
The Real Reason the Clarity Act Just Failed
The Clarity Act fell short in the Senate, and the banking lobby's fear of deposit flight looks like the real sticking point. Jackson, Michael and Brian cover why banks keep building anyway, the oil shock squeezing consumers, and Strategy's STRC buybacks. BOOK A CONSULTATION Holding Bitcoin for...
-
Why Anthropic Just Asked AI to Slow Down
Anthropic's Dario Amodei says AI labs must pace the frontier. Is it safety, or cost control ahead of an IPO? With Cam Stromme sitting in for Michael, four stories on the clock: that slowdown call, a Fed hike priced in with the 10-year above 5%, foreign money picking US stocks over Treasuries, and...
-
CLARITY is Coming Whether You Like It Or Not
New Clarity Act text dropped overnight ahead of a Senate vote on September 15, with the ethics sunset deleted and the ban broadened. Michael, Liam and Brian on why the institutional money is still on the sidelines waiting to see whether the United States fully commits. BOOK A CONSULTATION Holding...
-
How AI Just Made Money A Back End Technology | Alfonso Gomez-Jordana
Connect with Early Riders — https://www.earlyriders.com/contact Connect with Onramp — https://onrampbitcoin.com/contact-us/ Presented collaboratively by Early Riders & Onramp Media… Final Settlement Interview Series: a one on one interview series hosted by Liam Nelson, Partner at Early Riders.…
more -
The Real Reason Your Bitcoin Isn't as Safe as You Think | Tyler Campbell
First Principles: self custody is a skill you practice, not a device you buy. Tyler Campbell, product manager at Unchained and one of the most experienced multisig onboarders in bitcoin, joins Cam Stromme to rebuild custody as a habit rather than a purchase. The through line is the one they both...
-
Trump Just Promised $5,000 to Every American
An ex-OpenAI and Anthropic researcher says there is over a 10% chance AI ends humanity within the decade, and his warning has already pulled in 150 million impressions online. Jackson Mikalic, Michael Tanguma, Liam Nelson, and Brian Cubellis put four stories on the clock: Donald Trump promising...
-
Bessent Just Dealt Bitcoin a Winning Hand
The Last Trade: Scott Bessent told yen traders "I am the house now," and one day later the Treasury lifted its buyback program to $6 billion a day while the ten year yield hit fresh highs anyway. Jackson, Michael, and Brian break down what it means when intervention stops moving the tape, why a…
more -
AI Cybersecurity Just Stole $500M AGAIN (What's Next?)
Connect with Early Riders — https://www.earlyriders.com/contact Connect with Onramp — https://onrampbitcoin.com/contact-us/ Presented collaboratively by Early Riders & Onramp Media… Final Settlement is a weekly podcast covering capital markets, dealmaking, early-stage venture, bitcoin…
more -
OpenAI Says AGI Has Arrived (90% of Jobs Are Next)
OpenAI just declared that AGI has arrived, launching GPT-6 Astra five days ago with materials calling it the start of the "AGI era." Jackson Mikalic, Michael Tanguma, Liam Nelson, and Brian Cubellis put four stories on the clock: what GPT-6 Astra means for jobs and the labor market, Norway's $2.3...
-
The Treasury Just Lost Control of the Bond Market
The Last Trade: government bond yields are blowing out across the developed world, Japan's 10-year hit 3% for the first time since 1996, and the Treasury's buyback program has already been overrun. Jackson, Michael, and Brian trace what a global bond rout means for hard assets, why $3.5 billion...
-
This Warning Sign Hasn't Been Seen Since 1996
Global bond yields just climbed to their highest level since 2008, with Japan's 10-year notes touching 3% for the first time since 1996, as traders price in a near seventy percent chance of a Fed rate hike this month. Jackson Mikalic, Michael Tanguma, Liam Nelson, and Brian Cubellis put four...
-
Bitcoin's Surprise $46B Bid Starts Today
Connect with Early Riders — https://www.earlyriders.com/contact Connect with Onramp — https://onrampbitcoin.com/contact-us/ Presented collaboratively by Early Riders & Onramp Media… Final Settlement is a weekly podcast covering capital markets, dealmaking, early-stage venture, bitcoin…
more -
The $20 Trillion Trade That Decides Bitcoin's Next Move
The Last Trade: a $20 trillion carry trade sits underneath every market in the world, and when it unwinds, Bitcoin is what gets sold first. Jackson sits down with Roberto Rios, the macro analyst behind The Dollar Endgame, on Japan's $91 billion week defending the yen, the first time any major...
-
Most Bitcoin Is Lost From a False Sense of Security | Parker Lewis
First Principles: Parker Lewis, author of Gradually, Then Suddenly, joins Cam Stromme to rebuild Bitcoin custody from the ground up in the aftermath of the Coldcard exploit and the Trezor data leak. Four principles run through the hour: eliminate single points of failure, build fault tolerance,...
-
Nobody Was Ready for What Bitcoin Just Did
The Last Trade: Bitcoin just posted its second best week since February 2021, up about 24% from roughly 62,000 to a high near 80,000, and Brian calls it the biggest dollar magnitude move ever inside a three to five day span. Gold and Bitcoin ETFs pulled a combined $7 billion in a single week, a...
-
Druckenmiller Just Called Out His Old Friend at the Treasury
Stanley Druckenmiller just used a Wall Street Journal op-ed to publicly break with his old friend and former Soros Fund Management colleague, Treasury Secretary Scott Bessent, over the Treasury's decision to more than double its bond buyback program. Jackson Mikalic, Michael Tanguma, Liam Nelson,...
-
Bessent Just Doubled Treasury Buybacks - Did Something Break?
Connect with Early Riders — https://www.earlyriders.com/contact Connect with Onramp — https://onrampbitcoin.com/contact-us/ Presented collaboratively by Early Riders & Onramp Media… Final Settlement is a weekly podcast covering capital markets, dealmaking, early-stage venture, bitcoin…
more -
Don't Believe Your Lying Eyes
The Treasury just told markets not to trust their own eyes. Jackson Mikalic, Michael Tanguma, and Liam Nelson put four stories on the clock. They break down the US Treasury more than doubling its bond buyback program, from a $2 billion cap to a $4 billion floor, in an attempt to cap bond yields,...
-
Bitcoin Just Got What It Waited 5 Years For
The Last Trade: the US Treasury just doubled its long-dated debt buybacks, turning a $2B daily cap into a $4B daily floor, and long yields fell, gold jumped $100 an ounce, and Bitcoin ripped a five thousand dollar candle. Jackson, Michael, and Brian make the case that this is the opening move of...
-
Mamdani Is Just the Beginning
The United States just crossed the $40 trillion debt milestone, and new Treasury data shows foreign buyers pulling back. Jackson Mikalic, Michael Tanguma, and Liam Nelson put four stories on the clock (Brian Cubellis is out this week). They break down Anthropic's revenue run rate climbing to $65...
-
Gen Z Just Made Polymarket Its Retirement Plan
Gen Z is moving money out of the stock market and into sports betting. Jackson Mikalic, Brian Cubellis, Liam Nelson, and Michael Tanguma put four stories on the shot clock. They break down a Betterment survey showing more than half of young investors have redirected investing money into sports...
-
BlackRock Just Came for Your Cold Storage
The Last Trade: BlackRock just cut the IBIT in-kind conversion minimum from $25M to $1M, and Jackson, Michael, and Brian ask whether the post-Cold Card rush out of self-custody and into the ETF is swapping one single point of failure for another. They break down the SEC and OCC moving on…
more -
Saylor Sold & Trump Media Just Bought Over 4,000 Bitcoin
Michael Saylor's Strategy is selling Bitcoin while Trump Media just added more than 4,000 BTC. Jackson Mikalic, Brian Cubellis, Liam Nelson, and Michael Tanguma put four stories on the shot clock. They break down Strategy selling another 1,690 BTC as its USD reserve hits $4.65 billion against…
more -
Bitcoin Had its Worst Month and Didn't Even Flinch
Connect with Early Riders — https://www.earlyriders.com/contact Connect with Onramp — https://onrampbitcoin.com/contact-us/ Presented collaboratively by Early Riders & Onramp Media… Final Settlement is a weekly podcast covering capital markets, dealmaking, early-stage venture, bitcoin…
more -
Why Gold is Breaking Out
The AI boom might just be money moving in a circle. Jackson Mikalic, Michael Tanguma, and Brian Cubellis put four stories on the shot clock. They break down Ed Zitron's circular-revenue thesis (an estimated 70% of Amazon, Microsoft, and Google AI revenue comes from OpenAI and Anthropic), gold...
-
Is Self-Custody Over?
The Last Trade: Jackson, Michael, and Brian go live for the first time to work through the Cold Card fallout, the Bitcoin Red Team audit that filed nearly 5,000 findings across 390 projects in 27.5 hours, and the UK AI Safety Institute report of OpenAI and Anthropic agents creating fake…
more -
Coldcard Was Just the Beginning
Signal vs Noise: Jackson Mikalic, Brian Cubellis, and Liam Nelson - joined by guest co-host Cam Stromme, filling in for Michael Tanguma - put four stories on the shot clock. Coldcard's $130 million disaster was supposed to be a one-off. The panel makes the case it's the opening move in a much...
-
Coldcard Was Supposed to Be the Safest. What Now?
Connect with Early Riders — https://www.earlyriders.com/contact Connect with Onramp — https://onrampbitcoin.com/contact-us/ Presented collaboratively by Early Riders & Onramp Media… Final Settlement is a weekly podcast covering capital markets, dealmaking, early-stage venture, bitcoin…
more -
An AI Just Cracked Coldcard (Is Your Bitcoin Safe?)
The Last Trade: an emergency episode. Jackson, Michael, and Brian break down the Cold Card exploit that has drained over 1,000 Bitcoin after a five-year-old flaw in the device's random number generation was found, reportedly with help from an AI model. They explain why the bug reaches beyond the...
We're indexing this podcast's transcripts for the first time — this can take a minute or two. We'll show results as soon as they're ready.
No matches for "" in this podcast's transcripts.
No topics indexed yet for this podcast.
Loading reviews...
ABOUT THIS SHOW
Onramp Bitcoin MediaBitcoin, macro, and markets, discussed by the team building Onramp and the investors and founders we interview every week.The Last Trade: our flagship show on markets, macro, and digital assets through a bitcoin lens, plus one-on-one interviews with investors, entrepreneurs, and analysts.Final Settlement: our weekly show on how traditional capital is moving into bitcoin and digital assets, plus one-on-one interviews with the dealmakers and builders behind it.First Principles: one-on-one conversations every other week on why bitcoin works and how to hold it for the lo
HOSTED BY
Onramp Bitcoin
Loading similar podcasts...