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Trump Opens the Floodgates: 401K Bitcoin Supercycle
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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. 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 – Trump’s Executive Order on 401Ks and Bitcoin Access
03:30 – Private Equity, Retirement Plans, and Regulatory Implications
06:45 – ETF Access Constraints Across Major Banks and Wirehouses
09:20 – Impact of Passive Flows on Bitcoin Market Structure
13:30 – Debating the Future of Bitcoin Cycles and Sovereign Adoption
18:10 – Custodial Concentration and Systemic Risk Scenarios
21:45 – Macro Deterioration: Housing, Wages, and Regulatory Burdens
28:30 – Global Institutional Interest and Strategic Reserve Momentum
35:25 – Digital Asset Treasury Companies vs. Bitcoin Fundamentals
45:00 – Tether, Stablecoin Infrastructure, and Regulatory Trajectory
52:00 – Gold Revaluation, Real Yields, and the Cost of Capital
55:30 – Launching Onramp’s Bitcoin Dynasty Trust Services
01:05:45 – Closing Reflections, Outro, and Disclaimer
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Published on 1 week, 3 days ago