Onramp Institutional Series | James Lavish & David Foley
Onramp is joined by James Lavish & David Foley to discuss the bitcoin opportunity in 2025.
This webinar was recorded on January 16, 2025, and represents the inaugural session of the Onramp Institutional Series, a monthly webinar series dedicated to helping institutional allocators gain a deep understanding of bitcoin and its evolving role within the broader financial landscape. We’ll cover a comprehensive syllabus of topics, exploring bitcoin’s fundamentals, the investment thesis behind it, the macroeconomic challenges in traditional finance, and how bitcoin can address those challenges. We’ll also dive into practical considerations such as strategy implementation and custody solutions, ensuring you have a complete toolkit for evaluating the bitcoin opportunity.
LINKS
TIMESTAMPS
00:00-Introducing the Onramp Institutional Series
01:30-Introducing James Lavish & David Foley
05:41-A message from Onramp Institutional
07:08-Understanding the current macro landscape
11:30-The ongoing debt crisis & its implications
16:00-The role of bitcoin as a neutral store-of-value
19:30-Tailwinds for increased bitcoin adoption
28:00-Geopolitical tensions & the rise of “outside money”
34:33-Bitcoin’s fundamentals & unique properties
42:48-Capital flow from traditional assets towards bitcoin
50:50-Strategy & vision of the Bitcoin Opportunity Fund
01:00:43-Overcoming skepticism with education
01:05:47-Institutional interest in bitcoin exposure
01:14:51-Outro & disclaimer
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