The Bitcoin Treasuries Podcast with Tim Kotzman
Timothy Kotzman
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Tad Smith One Year Later: Does He Still Like the Stock (MSTR)?
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
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