The Mustard Seed Bitcoin Podcast

Joe Burnett
  • 5,0 (1)
  • Geldanlage
  • Wöchentlich

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.

  1. vor 2 Tagen

    Why Bitcoin Could Still 20x | Vijay Boyapati

    Vijay Boyapati, author of *The Bullish Case for Bitcoin*, joins me to discuss why Bitcoin may be in the “boring low” of its cycle, why he still sees a path to gold parity and ~20x upside, and what could drive the next bull market. We also discuss AI and Bitcoin security, self-custody, Bitcoin price models, ETFs, treasury companies, and what a future Bitcoin standard could look like. Timestamps: 00:00 Introduction 00:19 What Vijay Got Right About Bitcoin 06:03 Is Vijay More Bullish Today? 08:07 How Vijay Values Bitcoin 10:36 What Stands Between Bitcoin and Gold Parity? 11:31 Understanding the Current Bitcoin Cycle 16:48 Is AI Sucking Capital Away From Bitcoin? 20:49 AI, Coldcard and Bitcoin Security 27:14 Will AI Make Bitcoin Software Stronger? 28:04 Stock-to-Flow, Power Law and Bitcoin Price Models 31:49 What Could Trigger the Next Bitcoin Bull Market? 34:13 Where Will the Next Wave of Capital Come From? 37:22 What Would a Bitcoin Standard Look Like? 39:55 Why Bear Markets Create Opportunity 41:39 Where to Follow Vijay

  2. 5. Aug.

    Is the Bitcoin Bottom Already In? Coldcard, BIP-110 & the 4-Year Cycle

    The Rational Root joins me to break down the Coldcard vulnerability, BIP-110, and the potential Bitcoin chain split. We also analyze on-chain momentum, Digital Credit, institutional demand, and whether Bitcoin’s 2026 bear-market bottom may already be in. Timestamps: 0:00 Introduction 0:24 Coldcard vulnerability overview 4:46 Coin Days Destroyed and the Coldcard incident 8:41 Coldcard’s development failures 11:50 How AI could strengthen Bitcoin security 13:52 Why Coldcard barely moved Bitcoin’s price 17:16 The safest approach to self-custody 20:15 The risks of single-signature hardware wallets 23:12 BIP-110 and the potential Bitcoin chain split 23:33 Transaction fees after the Coldcard incident 25:08 Bitcoin Core, Knots, and OP_RETURN 28:41 The three ways data enters Bitcoin 33:00 Could BIP-110 make the UTXO problem worse? 35:29 Why Bitcoin’s spam problem may be overstated 37:21 Where Bitcoin is in the four-year cycle 38:35 Short-term holder momentum and capitulation 41:44 How short-term holder momentum works 43:06 Is the Bitcoin bottom already in? 45:45 Could Bitcoin fall to realized price? 47:44 Digital Credit and institutional demand 50:28 Strategy’s cash reserve and preferred stocks 51:09 Why this bear market may be less severe 54:20 Bitcoin’s disconnect from stocks 56:00 AI, macro, and the business cycle 59:15 The final day of the bear market 1:01:16 Bitcoin’s antifragility 1:01:56 Where to follow The Rational Root

  3. 3. Juni

    After the AI Buildout, the AI Economy Will Run on Bitcoin Collateral | Eric Jackson

    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

  4. 27. Mai

    The Fed’s Impossible Choice Could Send Bitcoin Higher

    Joe Consorti joins The Mustard Seed Bitcoin Podcast to break down the Fed’s impossible choice between fighting inflation, protecting the economy, and keeping asset prices alive. We discuss why bitcoin may be the only asset accurately pricing today’s uncertainty, how AI is disrupting software but strengthening bitcoin’s long-term case, and why the dollar crash playbook may already be underway. Timestamps: 0:00 - Joe Consorti returns 0:43 - Kevin Warsh’s impossible Fed dilemma 4:49 - Why the Fed may cut rates despite inflation 9:35 - Consumer sentiment hits 74-year lows 11:00 - The K-shaped economy: asset owners vs. everyone else 14:00 - Why they will crash the dollar before markets 17:43 - Why bitcoin is underperforming 21:08 - Is AI stealing capital from bitcoin? 25:10 - Why AI can disrupt software, but cannot disrupt bitcoin 31:02 - ISM PMI, the business cycle, and bitcoin’s bottom 34:37 - Why bitcoin broke from global M2 36:26 - What happens if oil, war, and inflation cool down? 37:17 - Why the S&P 500 could hit 10,000 40:43 - How AI expands the divide between asset owners and labor 45:31 - What bitcoiners may be wrong about 48:22 - “I missed bitcoin” and the unit bias trap 50:18 - Where to follow Joe Consorti

  5. 22. Apr.

    Coffeezilla vs 11%+ Digital Credit Yields and Why Bitcoin is Ready To Run | Joe Consorti

    Bitcoin is evolving into a unique asset that responds to both crisis and liquidity expansion. In this conversation, we break down how macro policy, market structure, and institutional flows are reshaping bitcoin’s role in global portfolios. The result is a shift toward bitcoin as a core asset for long-term capital allocation. Timestamps: 0:00 Introduction and current bitcoin market setup 0:23 Price levels, resistance, and defining a new bull market 1:30 Macro backdrop: war, uncertainty, and market reactions 2:40 Bitcoin as chaos insurance across global crises 4:00 Performance vs gold, S&P 500, and shifting perception 5:00 Liquidity asset vs risk-off asset: reconciling the paradox 6:30 Dual drivers: global liquidity and crisis demand 8:00 Declining volatility and shallower bitcoin drawdowns 9:30 Why traditional markets avoid prolonged recessions 12:00 Debt dynamics and the inevitability of policy response 14:00 Faster Fed response cycles from 2008 to today 16:00 The “big print” and bitcoin as the primary beneficiary 17:30 Role of technology and information flow in policy decisions 20:00 Monetary policy, asset inflation, and wealth concentration 21:30 Fastest stock market rally since 1982 and implications 23:30 V-shaped recoveries and forward market returns 25:00 Institutional positioning and bullish equity signals 27:00 Treasury market stress and liquidity risks 28:30 Why markets rise in both good and bad scenarios 30:00 Bitcoin’s origin and alignment with monetary debasement 31:30 Coffeezilla debate and digital credit misconceptions 35:00 STRC mechanics and sustainability of yield 40:00 Bitcoin balance sheet coverage and risk framing 43:30 Bitcoin decoupling from tech and software stocks 46:00 Long-term path toward an uncorrelated asset 46:30 What to own if bitcoin did not exist 48:30 Closing thoughts and where to follow

  6. 15. Apr.

    Digital Credit TAM and the Bitcoin + Digital Credit Carry Trade

    Digital Credit is expanding the total addressable market for Bitcoin and Bitcoin is expanding the total addressable market for Digital Credit. This conversation explores how that dynamic could scale reflexively and reshape global capital allocation. Timestamps: 0:00 Introduction 1:24 Why Bitcoiners should care about digital credit 6:00 Bitcoin fixed income and a new asset class 8:30 The carry trade: earning Bitcoin yield 11:00 Transparent yield vs black-box risk 17:50 Why digital credit is attracting massive demand 20:00 “Printing Bitcoin with your Bitcoin” 24:59 Bitcoin as the unit of account (Roxom thesis) 34:00 The best Bitcoin investments (NVIDIA example) 38:41 Idle Bitcoin 47:01 The reflexive growth loop of digital credit 54:00 Closing thoughts: think in Bitcoin

  7. 8. Apr.

    Bitcoin, AI, MSTR, and Why Fear Creates Opportunity | Tad Smith

    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

  8. 3. Apr.

    Why Fear Moves Markets Faster Than Logic | Adrian Morris

    Market sentiment is weak, volatility is elevated, and capital has nowhere to hide. In this episode, Adrian Morris explains why sentiment drives all markets, how it shapes bitcoin’s price, and what it takes to navigate and withstand the current environment.Read Adrian's research report here: https://tnorth.com/research/sentiment-as-substrate/Timestamps: 00:00 Introduction 00:33 Welcoming Adrian 01:08 Current market conditions and volatility 03:31 Energy, macro pressure, and bitcoin outlook 04:04 Why markets are driven by sentiment 07:54 mNAV, valuation, and sentiment shifts 13:50 The most controversial idea in the paper 15:37 Is valuation ever objective? 20:17 Bitcoin narratives vs market reality 20:35 Traditional finance misses the “first cause” 24:55 Do fundamentals matter or not? 28:46 The “blind ledger” thought experiment 31:23 Warren Buffett and valuation frameworks 34:54 What is reflexivity in markets? 36:46 Leverage, volatility, and bitcoin 39:00 Paper bitcoin and market structure 42:30 Fixed supply and bitcoin valuation 46:15 Efficient market hypothesis critique 49:45 Are free markets truly efficient? 52:13 Why most investors underperform 55:41 Passive investing and market risk 59:32 Digital credit and market perception 1:03:23 Final thoughts on sentiment and pricing 1:04:49 Weathering volatility as an investor

Alle anzeigen (40)

Trailer

Info

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.

Informationen

Das gefällt dir vielleicht auch