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The $100 Trillion Unallocated Wall & Bitcoin’s Coming Supply Squeeze

Jun 11, 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 Current Crypto Landscape 02:50 - The Role of Stablecoins in the Market 06:01 - Institutional Interest and Market Dynamics 08:52 - Global Trends and Geopolitical Impacts on Bitcoin 12:06 - The Future of Bitcoin and Financial Integration 14:53 - The Influence of Major Players in Crypto 17:57 - The Intersection of Politics and Cryptocurrency 21:03 - Market Sentiment and the Nature of Value 24:07 - The Evolution of Financial Systems and Bitcoin's Role 31:38 - Evaluating Value in Cryptocurrency Investments 33:59 - The Risks of Unsustainable Business Models 36:43 - The Launch of New Bitcoin ETFs 39:35 - The Impact of Political Changes on Bitcoin 42:16 - AI's Limitations and Implications 46:32 - Global Regulatory Shifts in Cryptocurrency 48:41 - Concerns Over Wealth and Safety in California 49:14 - Innovative Ideas for Bitcoin Adoption

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Links discussed:

⁠https://www.earlyriders.com/open-range/global-heavyweights-back-bitcoin-as-collateral⁠

⁠https://finance.yahoo.com/news/jpmorgan-accept-bitcoin-etfs-loan-190938433.html⁠

⁠https://www.cnbc.com/2025/06/04/stablecoin-issuer-circle-prices-ipo-at-31-above-expected-range-ahead-of-nyse-debut.html⁠

⁠https://tass.com/economy/1968239/amp⁠

⁠https://bitcoinmagazine.com/news/sberbank-russias-biggest-bank-launches-structured-bond-tied-to-bitcoin⁠

⁠https://finance.yahoo.com/news/uber-once-again-considering-crypto-030119942.html⁠

⁠https://finance.yahoo.com/news/apple-x-airbnb-among-growing-124627298.html⁠

⁠https://www.cnbc.com/2025/06/03/trump-truth-social-step-toward-bitcoin-etf-launch-with-new-nyse-filing.html⁠

⁠https://www.businesswire.com/news/home/20250606673229/en/Strategy-Announces-Pricing-of-Initial-Public-Offering-of-STRD-Stock⁠

⁠https://www.theblock.co/post/356246/tether-backed-bitcoin-treasury-firm-twenty-one-raises-total-financing-to-685-million-after-second-note-sale⁠

⁠https://meanwhile.bm/financials⁠

⁠https://x.com/bitcoinofficesv/status/1930435672311054749⁠

⁠https://www.theblock.co/post/356855/south-korea-elects-pro-crypto-lee-as-new-president-crypto-etfs-and-krw-stablecoins-on-horizon⁠

⁠https://www.cnbc.com/2025/06/06/uk-fca-to-lift-ban-on-crypto-etns.html⁠

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