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 - Introduction to Vijay Boyapati 03:32 - Revisiting the Bullish Case for Bitcoin 04:22 - Understanding the Gartner Hype Cycle 07:13 - Nation State Adoption of Bitcoin 10:33 - Political Capture and Bitcoin's Future 14:12 - Institutional Interest and Bitcoin ETFs 18:22 - Market Structure Changes and Future Cycles 27:59 - Bitcoin Treasury Companies and Market Bubbles 36:43 - The Importance of Risk Management 40:16 - Concerns Over Asset Accumulation in ETFs 43:38 - Understanding Bitcoin's Adoption Curve 47:04 - The Macro Environment's Impact on Bitcoin 51:04 - Bitcoin as a De Facto Savings Account 54:25 - The Future of Stablecoins and Bitcoin 58:29 - The Evolving Risk Profile of Bitcoin 01:04:18 - Quantum Computing Considerations 01:05:52 - Outro and Disclaimer