
Former Blackstone Partner: ALL-IN on Bitcoin's Monetary Revolution
About this episode
Connect with Onramp // Onramp Terminal // David Thayer
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. 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 - Welcoming Back David Thayer
09:30 - Bitcoin ETF and Institutional Adoption
17:15 - Portfolio Allocation and Wealth Transfer
24:14 - Market Dynamics and Economic Indicators
29:13 - Concentration in Equity Markets
34:30 - Liquidity and Monetary Policy Effects
42:12 - Taxation and Economic Implications
45:08 - Robinhood and Tokenization of Assets
49:56 - Bitcoin as a Store of Value
54:39 - The Future of Bitcoin Treasuries
01:13:48 - Independence Day Reflections and Bitcoin's Role
01:20:08 - Outro and Disclaimer
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