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.
Sam Baker, research analyst at River, joins me to explain why Bitcoin could reach $840,000 within the next three to five years. We discuss the institutional adoption and capital inflows behind River’s model, the case for a 10% Bitcoin allocation, why each dollar invested can add several dollars to Bitcoin’s market cap, custody considerations, the CLARITY Act, AI’s role in accelerating macro trends, and why businesses are currently driving Bitcoin demand.
Timestamps:
00:00 Introduction
00:41 The case for $840,000 Bitcoin
06:55 Which investors are adopting Bitcoin?
09:22 Why $1 of buying can add more than $1 to market cap
14:00 The case for a 10% Bitcoin allocation
20:43 What is Bitcoin?
23:04 How much Bitcoin is too much?
25:25 What new Bitcoin investors should know
26:28 Exchange custody vs. self-custody
29:02 What would confirm the $840,000 thesis?
30:42 The CLARITY Act
32:09 Would $840,000 Bitcoin still be early?
36:05 How AI could accelerate Bitcoin adoption
38:27 Businesses are driving Bitcoin demand
41:09 Closing thoughts
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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