Bitcoin’s Biggest Opportunity Just Opened Up

<p>Most people holding Bitcoin haven&#39;t worked out where it should live, and Michael argues that gap is now the biggest opportunity in Bitcoin. Plus Black October, the Pentagon&#39;s 90-day grid plan, Visa and Fireblocks, and Anthropic&#39;s S-1.</p><p><br></p><p>BOOK A CONSULTATION</p><p>Holding Bitcoin for decades raises two questions: who protects it, and how it reaches your family. Onramp answers both. Three institutions protect it, and no single one can lose it, move it, or use it. Inheritance built in. Insured through Lloyd&#39;s of London. Speak with our team to see if it fits.</p><p>👉 https://go.onrampbitcoin.com/consult-fs-pod</p><p><br></p><p>GET ON THE LIST</p><p>• Onramp: our research, event invites, and the week&#39;s Bitcoin news in one free email. https://go.onrampbitcoin.com/research-fs-pod</p><p>• Early Riders Insights: the best content in the ecosystem, weekly. https://www.earlyriders.com/research</p><p><br></p><p>ABOUT THIS EPISODE</p><p>Most people holding Bitcoin have not worked out where it should live, and Michael argues that gap is the opportunity: custody and financial services built for real balances, as exchanges and other single points of failure keep getting tested. Black October sharpened the point. AI found a long-known PHP flaw and a wave of critical vulnerabilities, and Michael argues the safest assets are the ones severed from the internet. The Pentagon&#39;s Fortress America plan wants every major base able to run 90 days without civilian power, and Brian notes what a grid failure would do to the money printer. Also: a thought experiment on lab-made and asteroid gold, a rumored Visa deal for Fireblocks at a steep discount to its 2022 valuation, the OCC&#39;s final GENIUS Act stablecoin rule, AI agents inside bank accounts, Standard Chartered buying Zodia Custody, Mastercard Agent Pay, OpenAI at $1.4 trillion, and Anthropic&#39;s S-1.</p><p><br></p><p>CHAPTERS</p><p>00:00 - Is the internet down? Critical infrastructure under strain</p><p>05:31 - What if new tech rugs gold, and it flows into Bitcoin</p><p>08:18 - Visa and Fireblocks: the rumored $2.5B deal</p><p>12:20 - MPC vs multisig, and why custodians sell for billions</p><p>22:27 - The OCC finalizes its GENIUS Act stablecoin rule</p><p>28:10 - AI agents inside bank accounts</p><p>29:02 - Standard Chartered signs to buy Zodia Custody</p><p>30:47 - DekaBank, Mastercard Agent Pay and Bitcoin as internet money</p><p>34:05 - Black October: PHP and a wave of critical vul