Fed Speak, Gold ATHs, DeepSeek, State-Level Adoption, & BTC Dominance
The Last Trade 1/31/25
The Last Trade
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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.
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