Tariffs, Treasuries & $100K BTC: Decoding the China-US Deal’s Ripple Effects

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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 - China-US Trade Negotiations and Tariffs

03:09 - Impact of Treasury Yields on Negotiations

06:07 - Bitcoin's Market Dynamics and Predictions

08:59 - Bitcoin Treasury Companies: Opportunities and Risks

11:49 - Corporate Treasuries and Bitcoin: A New Paradigm

17:08 - Mergers and Acquisitions in the Crypto Space

20:11 - The Future of Bitcoin Derivatives and ETFs

26:50 - Market Sentiment and Institutional Interest

29:05 - The Asymmetry of Bitcoin Understanding

30:01 - Legislative Challenges and Bitcoin Dominance

33:06 - Global Regulatory Landscape and Bitcoin Adoption

36:13 - The Value Proposition of Bitcoin vs. Proxy Assets

38:58 - Retail Interest and Psychological Barriers

42:08 - Building Consumer Applications for Bitcoin

44:51 - Emerging Trends in Bitcoin Legislation

48:03 - On-Ramping New Users to Bitcoin

51:04 - Influencer Impact on Bitcoin Perception

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Links discussed:

https://www.occ.gov/news-issuances/news-releases/2025/nr-occ-2025-42.html

https://www.nbcnews.com/politics/congress/senate-vote-advance-crypto-bill-bipartisan-talks-trump-rcna205328

https://www.dlnews.com/articles/markets/coinbase-ceo-on-why-the-exchange-didnt-bet-farm-on-bitcoin/

https://www.coinbase.com/blog/coinbase-to-acquire-deribit-becoming-the-most-comprehensive-global-crypto-derivatives-platform

https://www.bis.org/publ/work1265.pdf?utm_medium

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