Podcast Episodes
Back to Search
Bitcoin treasury stocks and mNAV guidance with Adrian Morris
Episode 5
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…
Published on 2 months, 4 weeks ago
Inside MSTR’s bitcoin playbook with CJ
Episode 4
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…
Published on 3 months ago
AI x BTC = Freedom with Matt McDonagh
Episode 3
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…
Published on 3 months, 1 week ago
Are we approaching bitcoin's parabolic move? with Tad Smith
Season 1 Episode 2
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 …
Published on 3 months, 3 weeks ago
Passive capital is chasing bitcoin to $1,000,000+ with Michael Saylor
Season 1 Episode 1
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…
Published on 4 months ago
Welcome.
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…
Published on 4 months, 1 week ago