The Last Trade E074: Reunderwriting America with David Thayer

The Last Trade: a weekly, bitcoin native, interactive podcast covering where Bitcoin and traditional finance meet on a macro scale. Hosted by Jackson Mikalic, Michael Tanguma, Brian Cubellis, and a special weekly guest host.

Join us as we dive into what Bitcoin means for how individuals & institutions save, invest, and 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 – Welcoming back David Thayer
03:55 – A message from Onramp
05:03 – Election results & market reactions
12:30 – Reunderwriting the startup of America
20:16 – Signal from bitcoin & prediction markets
26:17 – Refocus on government efficiency
37:28 – Fiscal deficits & unfunded liabilities
44:02 – Onramp Multi-Institution Custody
45:29 – The generational opportunity of bitcoin
51:36 – Skepticism persists; we’re still early
01:04:07 – Psychological market dynamics at 100K
01:07:59 – The future of custody & institutional adoption
01:24:10 – Final thoughts & wrapping up
01:26:32 – Outro

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