"The USD has now lost more than 10% of its value this year, its worst first half in almost 40 years."
— Barchart on X
Quote of the Week
“Mental flexibility may be the most valuable attribute of the great investors."
“I don’t think we can afford to ignore it [bitcoin] anymore.”
— Philippe Laffont, Founder of Coatue Management
Podcasts of the Week
Are Bitcoin Treasuries the Next Big Thing or the Next Blowup?
In this episode of The Last Trade, hosts Jackson Mikalic, Michael Tanguma, & Brian Cubellis, are joined by Richard Byworth of Syz Capital to discuss the rise of bitcoin treasury companies, risks & opportunities investors should weigh, Bill Pulte’s bitcoin mortgage push, insights from the Bitcoin Policy Summit in DC, & more!
Texas Goes ALL-IN on Bitcoin: Front Running Federal Accumulation
In this episode of Final Settlement, hosts Michael Tanguma, Liam Nelson, & Brian Cubellis break down Texas leading the SBR charge, GENIUS Act & stablecoin proliferation, risk factors of BTC PubCos, realities of counterparty risk, & more!
Stablecoin Supercycle: The GENIUS Catalyst for Bitcoin’s Next Surge
In this episode of The Last Trade, hosts Jackson Mikalic, Michael Tanguma, & Brian Cubellis, are joined by Stephen Pollock, SVP of Development at BPI, to discuss GENIUS Act implications, stables as a catalyst for adoption, BTC in US policy circles, economic weight of sound money, Bitcoin Policy Summit preview, & more!
Closing Note
Onramp provides bitcoin financial services built on multi-institution custody. To learn more about our products for individuals and institutions, schedule a consultation to chat with us about your situation and needs.
Until next week,
Brian Cubellis