
The Last Trade E019: The Institutional Allocator’s Journey to Bitcoin-only with Glenn Cameron
About this episode
The Last Trade: a weekly, bitcoin native, interactive podcast covering where Bitcoin and traditional finance meet on a macro scale. Hosted by Marty Bent, Jesse Myers (Croesus), Michael Tanguma, 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.
0:00 - Intro
0:30 - Glenn’s journey into Bitcoin and Cartwright
10:34 - The Bitcoin Standard
14:21 - Educating consultants to articulate Bitcoin
20:25 - Other recent asset discoveries
27:06 - Framing risk in terms of Bitcoin FOMO
38:53 - Understanding the nature of money
49:13 - Pension schemes
53:39 - Cartwright’s approach to Bitcoin
1:02:15 - Choice of counterparties
1:13:15 - Regulating Bitcoin vs rubbish assets
1:25:44 - Why go Bitcoin-only as a business
1:31:17 - Raising standards as knowledge increases
1:35:46 - Tailwinds for Bitcoin
1:41:35 - Bitcoin war bonds
1:46:18 - Countering ESG FUD
1:49:02 - Wrapping up
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