The Last Trade

Connect with Onramp

Tim Kotzman on X

00:00-Introduction to The Last Trade

02:54-FOMC, Gold ATHs, & Market Dynamics

08:13-The Fed's Role & Future Outlook

13:30-DeepSeek & Its Market Shockwaves

21:48-Capital Allocation Amidst Deflationary Tech

28:54-Tesla's Fair Value Accounting & Bitcoin Treasuries

33:25-Perception of Bitcoin as an Asset Class

39:56-State Legislation & Bitcoin Adoption

45:54-Wall Street's Growing Interest in Bitcoin

48:57-Market Fundamentals: Bitcoin vs. Altcoins

01:01:06-The Path of Bitcoin Dominance

01:08:31-Competition & Scarcity in Bitcoin

01:11:06-Single Point of Failure of the Week

01:18:17-The Future of Institutional Adoption

01:30:14-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.