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