Matt McDonagh on Bitcoin, AI and MSTR TrueNorth

Matt McDonagh, former Wall Street banker turned Bitcoiner, data engineer, and tech investor, joins the show to discuss discovering Bitcoin at the Princeton Club, AI's impact on Bitcoin and social media, and Bitcoin as the Hurdle Rate. 

- this episode is sponsored by Onramp - $150 in Bitcoin to get your account started.

https://onrampbitcoin.com/

- 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

Matt McDonagh on X: https://x.com/McDonaghMatthew

0:00 - Intro

0:38 - Matt’s background

2:19 - How Matt got into Bitcoin

8:30 - What is Matt doing these days?

12:58 - How does Matt think about Bitcoin as the Hurdle Rate?

15:48 - Matt’s view on social media and AI

18:41 - Matt’s view on Bitcoin Treasury companies

26:05 - How can the market understand Strike and Strife faster?

27:52 - Was there a moment that solidified Bitcoin’s storage value to Matt?

29:40 - Would Matt take a private company public as a Bitcoin Treasury company?

31:57 - Bitcoin and AI

34:28 - What tools or resources would Matt recommend to others?

36:16 - Closing thoughts and where to find Matt online

#podcast #bitcoin #microstrategy #investing #mstr #btc