River Report: Institutional Bitcoin Flows

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Final Settlement is a weekly podcast covering capital markets, dealmaking, early-stage venture, bitcoin applications and protocol development.

00:00 - Introduction and Context Setting

02:52 - Layoffs and Market Reactions

06:09 - AI's Impact on Workforce and Economy

08:55 - The Role of Technology in Business

11:48 - Long-term Economic Perspectives

14:48 - The Future of AI and Consumer Spending

17:49 - Stablecoins and Financial Innovations

25:36 - The Rise of Stablecoins and Payment Companies

29:48 - Banking Innovations and Digital Asset Custody

34:43 - Consumer Behavior and Bitcoin Adoption

39:38 - The Future of AI Agents and Marketplaces

45:38 - Bitcoin Adoption Trends and Institutional Interest

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Links discussed:

https://x.com/balajis/status/2027146933136150867?s=46
https://www.coindesk.com/business/2026/02/24/mark-zuckerberg-s-meta-is-planning-stablecoin-comeback-in-the-second-half-of-this-year
https://x.com/segall_max/status/2026313469960896538?s=20
https://www.theblock.co/post/391123/fintech-giant-stripe-circles-possible-paypal-acquisition-bloomberg?utm_source=telegram1&utm_medium=social
https://www.theblock.co/post/391244/stripe-co-founder-predicts-torrent-of-ai-agent-commerce-powered-by-stablecoins
https://x.com/zoomerfied/status/2027504105753649318?s=20
https://x.com/bank_reg/status/2027408867093836017?s=20
https://x.com/TFTC21/status/2027383251522773238?s=20
https://decrypt.co/359312/morgan-stanley-offer-bitcoin-custody-trading-yield-lending-exec
https://x.com/bank_reg/status/2027408867093836017?s=20
https://x.com/cultured/status/2026677118701289897
https://www.theblock.co/post/391275/circle-shares-25-earnings-beat-allaire-usdc-transactions-50-share?utm_source=telegram1&utm_medium=social
https://river.com/content/bitcoin-adoption-2026

Keep up with Michael:

https://x.com/MTanguma

https://www.linkedin.com/in/mtanguma/

Keep up with Liam:

https://x.com/Lnelson_21

https://www.linkedin.com/in/liam-nelson1/

Keep up with Jackson:

https://x.com/macrojack21

https://www.linkedin.com/in/jacksonmikalic/