The Last Trade // Connect with Onramp // Onramp Terminal // Tim Kotzman on X // Onramp Launches Lending

00:00-Recapping Bitcoin Investor Week in NYC

04:32-Market Structure & Custody Challenges

10:35-Bitcoin Treasury Strategies

16:13-Counterparty Risk & Security Concerns

32:02-Bybit Hack Learnings

37:06-Navigating Loans & Leverage in Bitcoin

40:16-Understanding Bitcoin's Price Dynamics

49:29-The Role of Government in Bitcoin's Future

57:20-Optimism Amidst Market Volatility

59:41-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.

Scarce Assets // Strive Asset Management // ⁠Matt Cole on X // Jackson Mikalic on X // ⁠Tim Kotzman on X // ⁠Glenn Cameron on LinkedIn

Scarce 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, Glenn Cameron, & Tim Kotzman, 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-Introduction to Scarce Assets

01:41-Matt Cole's Journey from CalPERS to Strive

06:53-The Intersection of ESG, DEI, and Bitcoin

13:23-The Pension Crisis and Bitcoin's Role

19:56-Institutional Adoption of Bitcoin

26:24-Entitlements and Bitcoin's Potential

30:55-Corporate Adoption of Bitcoin

34:47-Bitcoin as a Savings Vehicle

42:21-Portfolio Construction and Bitcoin Allocation

47:19-The Bitcoin Hurdle Rate

51:26-Future of Bitcoin in Corporate Strategy

57:38-Integrating AI and Bitcoin

01:01:50-Outro & Disclaimer

Please subscribe to Onramp Media channels and sign up for weekly Research & Analysis to get access to the best content in the ecosystem weekly.

The Last Trade // Connect with Onramp // Onramp Terminal // Tim Kotzman on X // Onramp Launches Lending

00:00 - Market Sentiment & Auditing Fort Knox

05:55 - Counterparty Risk in TradFi vs. Bitcoin

08:56 - Institutional Adoption & Its Implications

17:58 - Bitcoin’s Political Game Theory

21:02 - The Rise & Fall of Argentina’s Memecoin

29:45 - Accelerating the Bitcoin Education Process

35:43 - The Future of Banking & Bitcoin

43:28 - Leapfrogging Gold to Bitcoin

45:18 - DOGE Dividends & Inflationary Stimulus

47:20 - Market Dynamics & Bitcoin's Future

53:17 - Leverage Strategies & Conservatism

01:03:48 - 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.