Podcast Episodes

From Deloitte to Semler Scientific: Nick Colletta on Bitcoin Treasuries

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Episode 5

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What if corporations began treating bitcoin as their benchmark for capital allocation? In this episode, Nick Colletta, Treasurer at Semler Scientific, shares his journey from Deloitte Digital Assets …

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Published on 9 hours ago

Bitcoin treasury stocks and mNAV guidance with Adrian Morris

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Episode 5

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When market sentiment turns sour even as bitcoin trades above $100k, how should investors think about the future of bitcoin treasury companies? In this episode, we sit down with Adrian Morris to unpa…

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Published on 1 week, 1 day ago

Inside MSTR’s bitcoin playbook with CJ

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Episode 4

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What if a company could turn Wall Street’s incentives toward accelerating bitcoin adoption? In this episode, we sit down with CJ from Strategy’s bitcoin treasury team to break down how the world’s la…

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Published on 2 weeks ago

AI x BTC = Freedom with Matt McDonagh

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Episode 3

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What happens when a Wall Street quant abandons the fiat casino to chase the hardest money on earth? We unpack Matt McDonagh’s journey from machine-read value screens to an AI-driven venture thesis, t…

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Published on 3 weeks ago

Are we approaching bitcoin's parabolic move? with Tad Smith

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Season 1 Episode 2

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What if Strategy’s bitcoin strategy is just the beginning? In this episode, we sit down with Tad Smith, former CEO of Sotheby’s and Madison Square Garden, to explore why bitcoin is resonating with a …

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Published on 1 month ago

Passive capital is chasing bitcoin to $1,000,000+ with Michael Saylor

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Season 1 Episode 1

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Bitcoin is eating the financial system. In this episode, Michael lays out the blueprint for bitcoin treasury companies and explains why preferred equity is the key to unlocking trillions in passive c…

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Published on 1 month, 1 week ago

Welcome.

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Hello everyone! I’m excited to relaunch my podcast under a new name:

The Mustard Seed—a bitcoin and contrarian long-term thinking podcast.

My first real job out of graduate school was in technology con…

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Published on 1 month, 2 weeks ago