Former Blackstone Partner: ALL-IN on Bitcoin's Monetary Revolution
Jul 4, 2025
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 - Welcoming Back David Thayer 09:30 - Bitcoin ETF and Institutional Adoption 17:15 - Portfolio Allocation and Wealth Transfer 24:14 - Market Dynamics and Economic Indicators 29:13 - Concentration in Equity Markets 34:30 - Liquidity and Monetary Policy Effects 42:12 - Taxation and Economic Implications 45:08 - Robinhood and Tokenization of Assets 49:56 - Bitcoin as a Store of Value 54:39 - The Future of Bitcoin Treasuries 01:13:48 - Independence Day Reflections and Bitcoin's Role 01:20:08 - Outro and Disclaimer