Animal Spirits, A Very Stable GENIUS, & Mispriced Execution Risk: Why Bitcoin Wins

Connect with Early Riders // Connect with OnrampPresented collaboratively by Early Riders & Onramp Media...Final Settlement is a weekly podcast covering bitcoin applications, protocol development, broader capital markets and early-stage venture.00:00 - Introduction and Current Events in Crypto02:56 - Regulatory Developments and Their Impact05:50 - Stablecoins and The Shift in Market Structure08:49 - The Role of Banks in the Crypto Ecosystem11:46 - Disintermediation and the Future of Banking14:54 - Insurance and Security in Crypto Assets18:02 - The Rise of Custodians and Market Dynamics20:42 - Public Market Interest in Crypto Firms23:41 - Future Trends and Predictions in Crypto36:21 - The Rise of Crypto Custody and Public Awareness37:25 - Market Dynamics: Bitcoin's Role and Institutional Interest39:12 - Navigating Risks in Digital Asset Management40:10 - The Future of Financial Services: Bitcoin as a Hurdle Rate43:45 - Conflation of Crypto Assets and Regulatory Impacts45:56 - Investment Strategies: Smart Money vs. Speculation50:37 - Yield Generation: Risks and Opportunities in Bitcoin Investments55:28 - Emerging Trends: Bitcoin Treasury Companies and Market Structure01:00:18 - Innovative Banking Solutions for the Digital Age01:05:17 - The Importance of Multi-Institutional Control in CryptoIf you found this valuable, please subscribe to Early Riders Insights for access to the best content in the ecosystem weeklyLinks discussed:https://www.newsweek.com/donald-trump-changing-401-k-what-know-2100628https://www.businesswire.com/news/home/20250715691388/en/MARA-Leads-%2420-Million-Investment-in-Two-Prime-to-Advance-Institutional-Bitcoin-Yield-Strategies-and-Expands-SMA-to-2000-BTChttps://www.youtube.com/watch?v=OWhrlHO_1Vchttps://www.coindesk.com/business/2025/07/15/function-raises-10m-to-bring-yield-to-bitcoin-gets-backing-from-galaxy-digital-antalpha-and-mantlehttps://www.bloomberg.com/news/articles/2025-07-18/crypto-market-cap-tops-4-trillion-as-us-stablecoin-bill-passes?cmpid=071825_marketsdaily&utm_medium=email&utm_source=newsletter&utm_term=250718&utm_campaign=marketsdailyhttps://fortune.com/2025/07/16/jpmorgan-chase-fees-fintechs-plaid-finicity-crypto-wall-street-citigroup-bank-of-america-wells-fargo/https://x.com/MTanguma/status/1946636253249851478Keep up with Michael: X and LinkedIn Keep up with Brian: X and LinkedIn Keep up with Liam: X and LinkedIn