The Mustard Seed—a bitcoin and long-term thinking podcast
The Mustard Seed—a bitcoin and long-term thinking podcast
Podcast Description
After finishing graduate school, I left my first job as a technology consultant at Ernst & Young to work full-time in bitcoin. One of the most valuable things I did early on was host a bitcoin podcast. It allowed me to learn directly from some of the most intelligent minds in the space and build lasting relationships.
The podcast is my way of staying connected to the most thoughtful people in bitcoin. It helps me better understand how capital is flowing into bitcoin and how the smartest leaders are positioning themselves as bitcoin continues to reshape global capital markets.
Podcast Insights
Content Themes
The podcast emphasizes themes around bitcoin adoption, financial strategies, and market analysis with episodes exploring topics like bitcoin treasury management, corporate finance strategies involving bitcoin, and the dynamics of passive capital flows toward bitcoin. An example episode features Michael Saylor discussing preferred equity as a pathway to unlock passive capital for bitcoin-driven companies.
Joe Burnett is Vice President of Bitcoin Strategy at Strive (Nasdaq: ASST) following the Strive + Semler Scientific transaction. He previously served as Director of Bitcoin Strategy at Semler Scientific, helping build a treasury of over 5,000 BTC, and as Director of Market Research at Unchained, which secures more than 100,000 BTC. Joe hosts The Mustard Seed podcast and previously worked at Blockware Solutions and Ernst & Young. He holds degrees in Information Systems, Computer Science, and Business Analytics from the University of Georgia.
Vijay Boyapati, author of *The Bullish Case for Bitcoin*, joins me to discuss why Bitcoin may be in the “boring low” of its cycle, why he still sees a path to gold parity and ~20x upside, and what could drive the next bull market.
We also discuss AI and Bitcoin security, self-custody, Bitcoin price models, ETFs, treasury companies, and what a future Bitcoin standard could look like.
Timestamps:
00:00 Introduction
00:19 What Vijay Got Right About Bitcoin
06:03 Is Vijay More Bullish Today?
08:07 How Vijay Values Bitcoin
10:36 What Stands Between Bitcoin and Gold Parity?
11:31 Understanding the Current Bitcoin Cycle
16:48 Is AI Sucking Capital Away From Bitcoin?
20:49 AI, Coldcard and Bitcoin Security
27:14 Will AI Make Bitcoin Software Stronger?
28:04 Stock-to-Flow, Power Law and Bitcoin Price Models
31:49 What Could Trigger the Next Bitcoin Bull Market?
34:13 Where Will the Next Wave of Capital Come From?
37:22 What Would a Bitcoin Standard Look Like?
39:55 Why Bear Markets Create Opportunity
41:39 Where to Follow Vijay
Disclaimer
This podcast’s information is provided for general reference and was obtained from publicly accessible sources. The Podcast Collaborative neither produces nor verifies the content, accuracy, or suitability of this podcast. Views and opinions belong solely to the podcast creators and guests.
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