Connect with Early Riders // Connect with Onramp Presented collaboratively by Early Riders & Onramp Media… Final Settlement is a weekly podcast covering capital markets, dealmaking, early-stage venture, bitcoin applications and protocol development. 00:00 - Introduction and Overview of Recent Events 02:53 - Texas Capital Markets and Blockchain Summit Insights 05:59 - Understanding the Debasement Trade and Fiscal Policies 08:40 - Market Reactions to Recent Economic Announcements 12:07 - The Fragility of the Crypto Ecosystem 14:53 - Lessons from Recent Market Volatility 17:44 - The Role of Bitcoin in a Volatile Market 20:55 - The Future of Prediction Markets and Information Discovery 30:35 - The Nuances of Prediction Markets 32:45 - Square's AI Voice Ordering and Bitcoin Integration 37:55 - Traditional Finance Meets Digital Assets 42:17 - Sovereign Adoption of Bitcoin 49:42 - The Risks in Capital Markets and First Brands If you found this valuable, please subscribe to Early Riders Insights for access to the best content in the ecosystem weekly. Links discussed: https://www.theblock.co/post/374266/crypto-liquidations-near-10-billion-in-historic-drawdown-following-trumps-100-tariffs-on-china https://www.cnbc.com/2025/10/10/morgan-stanley-drops-crypto-fund-restrictions-for-wealth-clients.html https://blockworks.co/news/bank-of-russia-limited-crypto https://www.theblock.co/post/374286/rwa-giant-securitize-eyeing-public-listing-via-cantor-fitzgerald-spac-at-unicorn-valuation-bloomberg https://techcrunch.com/2025/10/10/kalshi-hits-5b-valuation-days-after-rival-polymarket-gets-2b-nyse-backing-at-8b/ https://techcrunch.com/2025/10/08/square-launches-ai-voice-ordering-and-an-integrated-bitcoin-solution-for-merchants/ https://www.theblock.co/post/373957/paypay-acquires-40-stake-in-binance-japan?utm_source=rss&utm_medium=rss https://www.prnewswire.com/news-releases/galaxy-announces-460-million-strategic-investment-from-a-leading-asset-management-firm-302581126.html https://x.com/unusual_whales/status/1977710157766307970 https://x.com/matthew_sigel/status/1976251057421647886 https://x.com/gladstein/status/1976684360754684366 https://x.com/nextfckingthing/status/1977072040227045729 https://x.com/kaledora/status/1977138503382413777 https://x.com/web4O/status/1977109201311908304 https://x.com/_Checkmatey_/status/1977112327704268833 https://finance.yahoo.com/news/wall-street-pivots-morgan-stanley-114628117.html https://blockworks.co/news/morgan-stanley-crypto-access https://x.com/HighyieldHarry/status/1976107853695107382 Keep up with Michael: https://x.com/MTanguma https://www.linkedin.com/in/mtanguma/ Keep up with Brian: https://x.com/BackslashBTC https://www.linkedin.com/in/brian-cubellis-00b1a660/ Keep up with Liam: https://x.com/Lnelson_21 https://www.linkedin.com/in/liam-nelson1/