Still Early: Bitcoin’s Mispricing, ETF Flows, & the Quiet Race to Accumulate

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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-Asymmetric Opportunity Based On Public Information

15:03-The Role of Custodians in Bitcoin Investment

21:39-US Government's Stance on Bitcoin Acquisition

27:35-Global Monetary Dynamics and Bitcoin's Role

35:18-Gold's Influence on Bitcoin Adoption

38:44-The Impact of Trade Wars on the MAG7

43:06-Analog (Gold) and Digital (BTC) Sound Money

47:55-The Generational Divide in Asset Allocation

50:35-Trump vs. Powell: A Battle of Economic Titans

57:33-Ethereum's Struggles and Market Sentiment

59:48-Building in Bitcoin: The Future of Innovation

01:04:30-Launch of the Guild Network by Early Riders

01:10:52-Single Point of Failure of the Week

01:16:06-Corporate Bitcoin Adoption Update

01:20:45-Bullish and Bearish Takes of the Week

01:26:56-Outro & Disclaimer

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