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.
Tad Smith joins Joe Burnett to discuss why he still favors bitcoin over gold, how AI is reshaping software, labor, and opportunity, and why he sees the current market setup as increasingly attractive for bitcoin and Strategy. They also dig into Digital Credit, the long-term potential of Strategy’s preferred products, the quantum cloud over bitcoin, and Tad’s new role leading Candy Digital.
Timestamps:
0:00 Intro
1:28 What First Clicked for Tad on Bitcoin
4:11 Gold vs. Bitcoin Right Now
6:51 Current Market Dynamics, Oil, and Volatility
8:46 Why AI Pressures Traditional Software
10:53 Why Tad Still Likes Palantir
13:03 The Fed, Inflation, and Global Liquidity
17:11 Weakening Labor Markets and Why More Printing Could Follow
19:49 Is AI Replacing White-Collar Work?
22:57 Tad’s Advice for Students and Young Workers
26:14 AI, Abundance, and Choosing Optimism
29:51 Where We Are in the Bitcoin Cycle
32:37 Does Bitcoin Have a Real Floor?
35:46 What Could Trigger Bitcoin’s Next Move Higher
38:52 Morgan Stanley, Quantum Risk, and Clearing the Clouds
46:56 Strategy, STRC, STRK, and Amplified Bitcoin
51:49 Is Stretch Strategy’s iPhone Product?
55:21 Tad on Candy Digital and Digital Collectibles
57:42 Final Thoughts on Fear, Resilience, and Happiness
Disclaimer
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