The Mustard Seed Bitcoin Podcast

What if bitcoin replaced the foundation of global money? In this episode, Fred Krueger explains what a $10 million bitcoin world could look like, why traditional assets may underperform under a hard-money system, and how AI and automation could reshape society in the process. We examine the timeline for bitcoin’s full monetization, how deflation can drive innovation instead of destruction, and why...

Is the global monetary system is cracking? In this episode, Joe Consorti explains why gold’s record-breaking surge is a warning signal, how sovereigns are accelerating a shift in global finance, and why bitcoin may soon explode after months of consolidation. We cover the Fed’s race to respond faster to every crisis, what renewed liquidity means for risk assets, and how monetary easing could fuel t...

Bitcoin is becoming the foundation of a new financial and technological order. In this episode, Christian Catalini shares why open networks must win over corporate blockchains, how the Lightning Network and Spark are unlocking true global payments, and what lessons he learned building Libra inside Facebook. We explore the limits of stablecoins, the risks of leverage, and why proof of work may be h...

Wall Street is being reshaped as bitcoin ETFs smash records and force traditional investors to pay attention. In this episode, James Seyffart explains why demand has blown past even BlackRock’s expectations, who is really buying these ETFs, and how trillions in advisor-controlled assets could soon flow into bitcoin. We examine Michael Saylor’s bold strategy, why treasury companies trade at premium...

Bitcoin’s future may not follow the familiar boom-and-bust cycles investors expect. In this episode, Jesse Myers explains why the market structure is shifting, the importance of positioning yourself to survive catastrophic drawdowns, and how treasury companies are reshaping investor psychology. We cover the rise of amplified bitcoin exposure, the surprising strength of gold, and what total global...

Bitcoin is infiltrating the heart of global finance, with index funds on the verge of being forced to hold it. In this episode, Pierre Rochard breaks down the rise of bitcoin treasury companies, why Strategy’s playbook is so powerful, and how S&P 500 inclusion could accelerate adoption worldwide. We explore the misunderstood security budget debate, the reality of miner incentives, and why corp...

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 to leading one of the first public bitcoin treasury companies, explaining why bitcoin per share is the key metric, how to manage volatility, and why security is paramount. He also discusses the early s...

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 unpack the dynamics behind mNAV guidance, ATM usage, and the broader psychology shaping these equities. Timestamps:0:00 - Intro0:50 - Bitcoin hits new all time high, sentiment turns bearish2:23 - Why the m...

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 largest bitcoin treasury company is innovating in capital markets. CJ shares his path from Harvard Business School to Strategy, the key KPI that matters most for bitcoin treasury companies, and why outpe...

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, tracing how warped price signals, momentum trading, and excess money printing pushed him toward bitcoin’s decentralized rails and a future where technological abundance meets absolute scarcity. Timestam...

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 generation priced out of the system. Tad explains how liquidity drives asset markets, how bitcoin is quietly demonetizing art and education, and why he believes consolidation is coming for bitcoin trea...

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 capital. We explore how MicroStrategy’s strategy could be copied, why bitcoin should outperform the S&P 500 long term, and how capital markets are being reshaped around digital scarcity. Michael als...

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 consulting at Ernst & Young. After gaining a little experience there, I made the decision to jump full-time into bitcoin. One of the most valuable things I did early on was host a bitcoin podcast. I...