Connect with Onramp // Jackson Mikalic on X // Chris Kuiper on X // Fidelity Digital Assets Scarce Assets: a biweekly podcast presented by Onramp which delves into the emergent role of bitcoin in finance professionals' strategies and outlooks. Hosted by Jackson Mikalic, Scarce Assets provides invaluable insights for wealth managers aiming to outperform their peers in the decades ahead. Finance professionals everywhere know about stocks and bonds, but the macroeconomic outlook requires that serious investors pay close attention to another category: Scarce Assets. 00:00 - Intro to Chris Kuiper & Onramp Institutional 05:27 - ETF era takeaways: record flows & advisor demand 11:17 - Ancient bitcoin supply selling into strength 14:12 - RIAs wake up: education & compliance hurdles 17:19 - Positioning bitcoin: non-sovereign monetary asset 23:27 - Bonds are impaired: rethinking the 60/40 29:28 - Institutional inertia: committees & career risk 37:25 - Structures over spot: custody & risk shifting 48:37 - Macro drivers: liquidity, stagflation, & expectations 55:57 - Volatility that pays: upside skew, gold baton 01:02:05 - Bitcoin’s bucket: risk-off vs risk-on; crypto baskets 01:07:14 - Outro & disclaimer Please subscribe to Onramp Media channels and sign up for weekly Research & Analysis to get access to the best content in the ecosystem weekly.
