Early Riders
@Early_Riders
The venture firm pioneering Bitcoin as the hurdle rate.
By denominating our fund entirely in Bitcoin, entrepreneurs and operators within the Early Riders ecosystem utilize the highest level of discernment possible with every decision to spend or hold their Bitcoin allocation. Listen to Early Riders Partner @MTanguma discuss this core…
Don't miss last week's episode of New Foundations with @Croesus_BTC of @UTXOmgmt discussing the next 21 years of Bitcoin treasuries. Full episode below...
"Invert, always invert." Institutions & fiduciaries are running out of excuses to avoid seriously exploring BTC exposure. The question is no longer why bitcoin—but why not. Omission now carries more risk than commission. [@ChrisJKuiper of @DigitalAssets on The Last Trade]
#Bitcoin’s Supply Is Nearly Maxed Out. Demand Is Just Getting Started. As of today: 🔸 94.76% of all Bitcoin has already been issued 🔸 Only 1.1 million BTC remain to be mined. Ever 🔸 Daily issuance: Between 425 to 450 BTC Bitcoin’s supply is mathematically capped. The…
Sovereign #Bitcoin accumulation is no longer theoretical, it is underway. From confirmed holdings to quiet accumulation, governments across multiple regions are beginning to assess Bitcoin not as a retail asset, but as a strategic reserve instrument. This emerging map signals a…
@Early_Riders | Open Range Weekly | 7.27.25 by @Lnelson_21 The capital markets have embraced Bitcoin (and "digital assets") with open arms. Block was added to the S&P 500, Strategy issued the largest preferred IPO of the decade, and Bitgo confidentially filed to go public.…
Fault tolerant setups are important
Bitcoin empowers individuals to hold wealth directly—but that creates real-world security risks. Onramp CEO @MTanguma discusses why material holdings require fault-tolerant custody models that minimize reliance on any single person or entity. [@stephanlivera]
Suitcoiners, Spitecoiners, and the New Bitcoin Buyer "ETFs have attracted a more stable, risk-aware investor base, including financial advisors, RIAs, and thoughtful retail investors, who are adding Bitcoin as a long-term, asymmetric investment. “Spitecoiners” buy Bitcoin not…
The pod gives the highest signal in the industry imho. Been a follower for 9 months.
New episode of The Last Trade, out now! @EricBalchunas , Senior ETF Analyst for @business , joins to discuss… ➤ IBIT, the fastest-growing ETF…ever ➤ Why Larry Fink became bitcoin’s biggest ally ➤ How ETFs bring legitimacy & access ➤ Bitcoin's uniquely sound nature ➤…
Bitcoin empowers individuals to hold wealth directly—but that creates real-world security risks. Onramp CEO @MTanguma discusses why material holdings require fault-tolerant custody models that minimize reliance on any single person or entity. [@stephanlivera]
Thanks @manwithpurpose_ - this might have been my favorite TLT episode yet. @EricBalchunas was gracious with his time and open to the dialogue around why Coinbase holding an increasing amount of BTC might not be the best thing for Bitcoin. It's why @OnrampBitcoin was founded.…
Great rip 🔥 youtu.be/41Qi1RKVuZ4?fe… @EricBalchunas connecting the dots on custody in real time! Well done @MTanguma and team! You should bring him back on or have the Blackrock and Coinbase guys on!
Regulatory ambiguity around “Qualified Custodians” misses the broader point. Bitcoin enables protocol-native custody models that are fundamentally more secure by design. @zackbshapiro of @btcpolicyorg breaks down why this is relevant for policymakers on The Last Trade 👇
Gold, real estate, and fine art hedge against debasement—but access is costly, illiquid, and exclusive. Bitcoin is a democratized hard asset: finite, permissionless, digital, and global. @EricBalchunas of @Bloomberg explains on The Last Trade.
The real "Last Trade"—printing dollars to buy BTC—isn’t an option for states. That constraint makes the case for state-level Strategic Bitcoin Reserves even stronger and more urgent. @zackbshapiro of @btcpolicyorg breaks it down 👇
Bitcoin has no central issuer. It can't be debased. It's borderless. @intangiblecoins explains why it's the perfect strategic reserve asset—credibly neutral, finite, and built for global portability.
New episode of The Last Trade, out now! @EricBalchunas, Senior ETF Analyst for @Bloomberg, joins to discuss… ➤ IBIT, the fastest-growing ETF…ever ➤ Why Larry Fink became bitcoin’s biggest ally ➤ How ETFs bring legitimacy & access ➤ Bitcoin's uniquely sound nature & more!
Fresh episode of New Foundations! @Croesus_BTC of @UTXOmgmt joins @onchaincowboy and @chasepalmieri to discuss: - Bitcoin treasury companies owning 50% of all BTC - Having vs not having an operating business - The next 21 years of capital markets Full episode below...
The Next 21 Years of Bitcoin Treasuries with Jesse Myers of UTXO Management — New Foundations E45