Early Riders

Episode 21 of New Foundations! Cam Stromme and Jackson Mikalic of Onramp join Chase Palmieri and Mason Carter to discuss: - Understanding Multi-Institution Custody - Unlocking corporate adoption of Bitcoin - Educating businesses and individuals Full episode below... X: https://lnkd.in/gQ5iskF8 YouTube: https://lnkd.in/gDkUGGnh Spotify: https://lnkd.in/gWE8G-Ch Apple: https://lnkd.in/g25wj6RT

Amazing job our team did for this production with Onramp Early Riders x Google Fiber ! So thankful for an amazing team.

Check out the final piece of research from Early Riders in 2024: Do More With Less In Peter Thiel's book Zero to One, he articulates how technology is one form of innovation as it can produce progress that is both new and unique, progress that allows us to do more with less, which is the key to creating a better and more sustainable future. Human beings are inherently deflationary, and with the acceleration of technological progress, investors and founders who combine the highest leverage deflationary tools – software, Bitcoin and AI – will experience the greatest returns on productivity and capital. Humans, teams, and companies have become drastically more efficient over time as we have leveraged the collective knowledge of humankind to accurately identify challenges, create and refine powerful tools to solve problems, and share education about the most effective ways to utilize those tools collectively. Bitcoin is the unit that ties all of these units of productivity together in creating the most optimal and efficient outcome for the market. We anticipate that efficiencies will continue accelerating as the Bitcoin price accelerates, creating even more sophisticated and useful technologies. Download the full report below...

Bitcoin is the treasury reserve asset of the future. At Acropolis, we recognize Bitcoin's scarcity, independence, and superior liquidity as a tool for businesses to hedge against inflation and diversify risk. Book a free consultation with the Acropolis team below if you're interested in exploring a Bitcoin treasury strategy for your business... acropolistreasury.com/book

Check out the final piece of research from Early Riders in 2024: Do More With Less In Peter Thiel's book Zero to One, he articulates how technology is one form of innovation as it can produce progress that is both new and unique, progress that allows us to do more with less, which is the key to creating a better and more sustainable future. Human beings are inherently deflationary, and with the acceleration of technological progress, investors and founders who combine the highest leverage deflationary tools – software, Bitcoin and AI – will experience the greatest returns on productivity and capital. Humans, teams, and companies have become drastically more efficient over time as we have leveraged the collective knowledge of humankind to accurately identify challenges, create and refine powerful tools to solve problems, and share education about the most effective ways to utilize those tools collectively. Bitcoin is the unit that ties all of these units of productivity together in creating the most optimal and efficient outcome for the market. We anticipate that efficiencies will continue accelerating as the Bitcoin price accelerates, creating even more sophisticated and useful technologies. Download the full report below...

Coming soon in 2025... ~ The Onramp Institutional Series ~ Join James Lavish, CFA & David A. Foley to explore the macro forces & fundamentals shaping the bitcoin opportunity. We'll analyze inflation, fiscal deficits, Fed policy, market cycle positioning, key drivers for 2025, & more! Register here 👉 https://lnkd.in/eb9cnz_j

In a recent interview with Keith Rabois, Airbnb founder Brian Chesky opines on why operating experience is the most valuable experience a venture capitalist can have. We fully agree with this notion at Early Riders and differentiate ourselves as a team of seasoned builders rather than mere allocators. Unlike traditional private investment strategies heavily inclined toward solely allocation, we recognize the challenges and importance of the arduous building process. In the current private investment landscape, there's a reluctance to delve into hands-on efforts, but we embrace the challenges of getting our hands dirty to build the business alongside our founders – similar to the early days of Kleiner Perkins, Benchmark, and Sequoia Capital. As we move towards a new era of private investment anchored to sound money, we believe that allocators with deep building experience will outperform mere allocators until it is a known standard; just as businesses that have a Bitcoin strategy will outperform those that do not. Learn more about our investment philosophy below... earlyriders.com/thesis

Thanks @OnrampMENA for having us at the #BitcoinMENA panel on “Custody, and Why It Matters”. Great discussion with Native's Alexander Saleh joining Michael Tanguma, Jose J. Perez Aguinaga and Ralph Gebran, M.Fin. The day was packed full of insights, and the panelists painted a very bullish picture of what’s to come. Here are our key takeaways from the panel: 🔑 Importance of custody in Bitcoin - Custody is foundational in the digital asset space - it's both the strongest and weakest link due to its complexity and vulnerability to attacks. - Even the mantra "Not your keys, not your crypto" is changing to focus more on “where are the single points of failure?” ⚖️ Challenges with current custody models - Institutions face regulatory, operational and security challenges. - There’s no universal standard for custody, leading to inconsistent practices and risks. - Centralised custody creates a "honeypot" that amplifies systemic risks - this has big implications for Bitcoin ETFs and risk aggregation in the asset class . 🛡️Role of Insurance - Insurance products are evolving beyond traditional “specie” coverages, to keep up with new and innovative custodial approaches. - Institutions and sovereigns often lack sufficient insurance capacity for large Bitcoin holdings - potentially reducing the willingness to allocate. 📈 Institutional adoption and custody gaps - Despite growing interest, institutional participation is limited by the lack of robust, secure custody and insurance solutions. - Regulatory frameworks, especially in regions like the UAE, play a crucial role in fostering institutional confidence. 🚀 Future of custody - Expect a divergence between retail and institutional custody solutions. - Advances like multi-signature (multi-sig) and MPC (multi-party computation) are critical for scaling custody securely. - Standardisation in custody practices is necessary for broader adoption. 🌍 Sovereign wealth and custody readiness - Current infrastructure isn’t ready for sovereign wealth funds or large-scale capital flows into Bitcoin. - Education and trust-building are crucial for onboarding such players.

Last week Google Fiber Fiber co-hosted Onramp’s private event in Nashville and we discussed the impacts of emerging tech, bitcoin, & Nashville’s role as an innovation hub. Here are my thoughts on Nashville’s culture and the full episode here: https://lnkd.in/esqVdeiS

Early Riders is searching for talented individuals looking to advance or begin their career in Bitcoin. Our portfolio companies are building the future of Bitcoin infrastructure, payments, and commercializing the asset into traditional businesses. Explore the engineering, operations, and sales opportunities within our portfolio below... earlyriders.com/jobs