Connect with Early Riders — https://www.earlyriders.com/contact
Connect with Onramp — https://onrampbitcoin.com/contact-us/
Presented collaboratively by Early Riders & Onramp Media…
Final Settlement is a weekly podcast covering capital markets, dealmaking, early-stage venture, bitcoin applications and protocol development.
This week Brian, Michael, and Liam break down Saylor's five-point plan and Strategy's new BTC monetization program. On AI, they cover Sam Altman's government-restricted model launch (Soul, Luna, and Terra in limited preview) and Chinese resellers offering Claude tokens 70-90% below Anthropic's prices. They run through a wave of digital-asset deals: SpaceX's post-IPO slide, Franklin Templeton's new Franklin Crypto arm, the ICE and OKX joint venture and the broader tokenized-deposit wave, Kraken's 15% stake in Aave, SBI's acquisition of Bitbank, and Binance exiting the EU over its MiCA license. They close on Tether passing Ethereum as the second-largest crypto, Facebook's move into prediction markets, and Bitcoin sitting in deep value near $59K.
Chapters
00:00 - MicroStrategy's Strategic Shift
19:55 - AI Developments and Government Regulations
35:04 - Navigating Market Fundamentals
36:34 - Innovations in Digital Assets
38:10 - Tokenization Trends and Institutional Adoption
40:58 - The Future of Financial Services
43:51 - Education and Institutional Understanding of Bitcoin
47:31 - Kraken's Strategic Moves in DeFi
51:15 - SBI Holdings and the Japanese Crypto Market
54:14 - MetaPlanet's Bitcoin Products and Market Dynamics
57:21 - Regulatory Challenges in the EU
01:00:19 - Prediction Markets and Future Trends
If you found this valuable, please subscribe to Early Riders Insights for access to the best content in the ecosystem weekly: https://www.earlyriders.com/research
Keep up with Michael:
https://x.com/MTanguma
Keep up with Liam:
https://x.com/Lnelson_21
Keep up with Brian:
https://x.com/BackslashBTC
