
The Last Trade E074: Reunderwriting America with David Thayer
About this episode
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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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