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.
Eric Jackson joins Joe Burnett to explain why he believes bitcoin could reach $50 million as AI agents transform global commerce and demand pristine digital collateral. They also discuss bitcoin’s recent underperformance, AI-powered market models, compounding through volatility, and why the next five years may be the most uncertain investing environment of our lifetimes.
Timestamps:
0:00 – Eric Jackson’s background in markets
2:14 – Finding Carvana before the comeback
3:01 – The OpenDoor trade and retail investor momentum
3:40 – How Eric got interested in bitcoin and crypto
6:26 – Building AI models before ChatGPT
9:23 – Volatility, conviction, and long-term investing
12:16 – Why Eric thinks bitcoin could reach $50 million
17:01 – Bitcoin as the “other coin” of the AI trade
17:28 – Why bitcoin has underperformed gold and AI stocks
20:16 – Is the AI boom propping up the market?
22:03 – What the world could look like in 2041
25:55 – AI, uncertainty, and the next five years
28:47 – Kevin Warsh, interest rates, and bitcoin
31:37 – Eric’s bitcoin stress indicator
40:27 – Compounding through bitcoin volatility
43:35 – Can markets be predicted with enough data?
48:20 – How AI changed market analysis
50:44 – Event Horizon IQ and AI-powered predictions
54:15 – Final thoughts and where to follow Eric
Disclaimer
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