Matt McDonagh, Tech Investor and Managing Partner of McDonagh Family Office, returns to the show to discuss the best play for Bitcoin Treasury companies, who is the Dom Toretto of the Fast & Furious AI Race, and Building in Public.

- 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

0:10 - What’s going on with Bitcoin Treasury companies?

7:13 - What is the best play for Bitcoin Treasury companies?

11:01 - What’s up with the US buying Argentine pesos before Bitcoin?

12:30 - What’s going on with the 4 year cycle?

16:10 - Building in Public

21:48 - What personal characteristics does someone need to build in public?

26:07 - How to use AI but not let it think for you

29:18 - Which AI platforms Matt uses and who will win the AI race

37:22 - When will a single person company reach $1 billion?

39:18 - Matt’s background and what he’s working on now

46:04 - Where to connect with Matt online

AFTER HOURS

48:15 - Matt’s most fantastical theory combining everything Elon is working on

51:18 - The most effective way for a creator to build an audience starting from zero

56:37 - One thing Matt learned in 2025 that surprised him

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