Fed Speak, Gold ATHs, DeepSeek, State-Level Adoption, & BTC Dominance

The Last Trade

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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.

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