Tad Smith, Partner & Co-Founder of 50T Funds, returns to the Bitcoin Treasuries studio one year after his first interview with Tim to discuss OGs selling Bitcoin, the relationship between AI & Bitcoin, and whether he still likes the MSTR stock.
- this episode is sponsored by Onramp - $150 in Bitcoin to get your account started.
https://onrampbitcoin.com/kotzman
- This episode is sponsored by Stamp Seed. Use the code "Tim15" at check out for 15% off site wide
https://www.stampseed.com/
Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.
Tim Kotzman on X: https://x.com/TimKotzman
Tad Smith on X: https://x.com/tadtweets
0:00 - Intro
0:21 - Does Tad still like the stock (MSTR)?
2:11 - Are we in a bear market?
4:17 - The Bitcoin Alpha Conference and how Tad describes the sentiment right now
6:19 - The relationship between AI and Bitcoin
9:45 - What has the last year of teaching at NYU Stern been like for Tad?
15:16 - What is going on with Bitcoin Treasury companies?
20:24 - Gold, Bitcoin, & “Voltober”
23:29 - Does Tad hold any S&P or Mag 7 stocks?
27:17 - OGs selling Bitcoin?
30:54 - Is Tad concerned about Quantum computing?
32:50 - What is the impact of the recent Louvre heist?
35:25 - Tad’s thoughts on the Bitcoin Power Law
36:13 - Where will we be 1 year from now?
#podcast #bitcoin #microstrategy #investing #mstr #btc
