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Efficiency Is Alpha: AI Disruption & the Return to Sound-Money Investing

Jul 1, 2025

Presented collaboratively by Early Riders & Onramp Media…

Final Settlement is a weekly podcast covering the underlying mechanics of the bitcoin protocol, its ongoing development and funding, and real-world applications of the technology.

00:00 - Introduction to the Show and Guests 03:22 - Expanding the Conversation: Bitcoin and Capital Markets 05:38 - Robinhood's Crypto Push and Tokenization Trends 12:00 - Value Accrual in Crypto and Traditional Markets 19:57 - User Experience vs. Infrastructure in Crypto 24:22 - AI Disruption: Winners and Losers in Venture Capital 37:14 - The Rise of AI in Venture Capital 40:07 - Understanding Revenue Metrics in Startups 42:31 - The Shift in Founder Expectations 47:14 - The Unsustainable Venture Capital Game 51:43 - The Importance of Sound Money Principles 55:33 - The Future of Venture Capital and Bitcoin 01:01:30 - The Evolving Landscape of Crypto Custody

Multi-Institution Custody

Are you ready?

The best security available for your Bitcoin without the technical burden. It’s time to upgrade.