Tad Smith

Partner and co-founder of 50T Funds and NYU Stern lecturer; provides macro and corporate-Bitcoin insights, commentary on MicroStrategy (MSTR), AI, and market liquidity.

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Oct 23, 2025 • 37min

Tad Smith One Year Later: Does He Still Like the Stock (MSTR)?

Tad Smith, a partner at 50T Funds and an NYU Stern lecturer, returns to share his insights on Bitcoin and the stock MicroStrategy (MSTR). He discusses the impact of AI on Bitcoin's scarcity and its market dynamics. Tad reflects on the current liquidity cycle and sentiment from the Bitcoin Alpha Conference, expressing cautious optimism. He also shares thoughts on OGs selling Bitcoin, the challenges in Bitcoin treasury management, and future tech threats posed by quantum computing. It's a deep dive into a rapidly evolving financial landscape!

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