Bitcoin stands as a transformational tool for saving and capital allocation in a digital world. Rajat Soni explains how legacy finance models break down when applied to bitcoin and why the characteristics of money matter more than traditional valuation models. Viewers will gain a clear framework for thinking in decades and for understanding how Wall Street will eventually reprice the economy in bitcoin terms.

Timestamps:

00:00 - Introduction and goals for the episode

01:06 - Rajat Soni’s background in fixed income management

03:04 - Discovering bitcoin through reading The bitcoin standard

05:18 - Leaving traditional finance and finding purpose in bitcoin

07:15 - Origins of the CFA Institute investigations

10:01 - How loan collateral works in bitcoin

12:19 - Why bitcoin functions as money

16:30 - Misconceptions about intrinsic value

18:09 - Characteristics of effective money

22:00 - Global demand for bitcoin as a medium of exchange

25:38 - Real estate as a savings vehicle

31:01 - Incentives shaping economies with bitcoin

34:19 - Bitcoin’s long-term outlook

36:34 - Integration of bitcoin and digital credit markets

40:06 - Future implications for investors

47:51 - Demand shocks and supply tightness

56:07 - Digital credit instruments and bitcoin

57:12 - Closing remarks and where to follow Rajat’s work

MSTR’s bitcoin strategy is no longer a theory. It is a proven capital markets machine reshaping how corporations accumulate bitcoin through preferred equity, digital credit, and disciplined balance-sheet design. In this episode, we examine why volatility is being monetized, why fixed income is the next frontier, and why this strategy is built to compound over decades, not quarters.

00:00 - Why MicroStrategy’s bitcoin strategy was misunderstood

02:30 - The 2024 blow-off top that ignited bitcoin treasury adoption

05:00 - Why price action is the true signal for corporate bitcoin adoption

07:45 - How the strategy model survived the bear market

09:15 - The pivot from convertible bonds to perpetual preferred equity

12:10 - Why preferred equity works better in volatile markets

15:00 - Digital credit and unlocking the $300 trillion fixed-income market

18:45 - How long the bitcoin capital-markets arbitrage can last

22:45 - Bitcoin’s end game, AI, and long-term growth limits

27:20 - What digital credit looks like in the next bitcoin bull market

31:30 - Is BTC Yield a flawed or misunderstood metric

36:45 - Digital money, stablecoins, and building on bitcoin credit

44:00 - Has Saylor actually changed the core bitcoin strategy

49:15 - OG selling, volatility suppression, and market structure

54:30 - Why holding a USD reserve strengthens the bitcoin strategy

Bitcoin’s security assumptions are entering a new era as quantum computing moves from theory toward reality. In this episode, Hunter Beast explains which bitcoin are actually at risk, why most supply remains safe, and how Bitcoin can evolve without compromising its core principles. This is a sober, long-term discussion on cryptography, state-level threats, and why Bitcoin remains the strongest monetary system for the decades ahead.

Timestamps:

00:00 - Welcome and why quantum matters for bitcoin

04:28 - What quantum computers are and why they are different

10:13 - How quantum computers break cryptography

17:35 - Why quantum risk specifically matters for bitcoin

19:44 - Which bitcoin are actually vulnerable today

23:28 - Why Taproot changes the quantum threat model

27:26 - High-level recap of bitcoin’s quantum exposure

30:14 - NSA, NIST, and why government cryptography cannot be trusted

32:40 - Why hash-based cryptography may be bitcoin’s safest path

40:39 - Broken money, central banking, and why bitcoin matters

51:56 - What the bitcoin community should focus on next

54:43 - The “quantum discount” on bitcoin’s future value

57:39 - Why bitcoin survives even state-level adversaries

01:00:06 - Final thoughts and where to follow Hunter Beast

Bitcoin is entering a new phase as the Fed quietly shifts back toward balance sheet expansion and the market begins to reveal which assets can survive a decade of structural monetary distortion. In this episode Joe Consorti breaks down why liquidity is returning, why the four year cycle may be fading, and why bitcoin remains the strongest asset in a world where Main Street weakens and Wall Street inflates. We walk through the signals that matter most for 2026 and why disciplined, long horizon investors should stay focused on bitcoin's role as the apex monetary asset.

Timestamps:

00:00 – Joe Consorti returns and reflects on past bitcoin calls

01:02 – Why the Fed’s new policy feels like 2019 QE-lite

03:29 – Market reaction: stocks rip, bitcoin lags

05:17 – Trump’s likely new Fed chair and what it means for bitcoin

07:35 – Why the Fed’s “brakes” no longer work

09:37 – Fiscal dominance: Treasury and Fed become one

12:33 – The K-shaped economy explained

15:53 – Why the Fed always sacrifices Main Street for Wall Street

17:22 – Bitcoin as the escape from financial repression

21:04 – Digital credit and how bitcoin flips bond markets

25:39 – Bitcoin’s sensitivity to financial conditions

28:53 – Why liquidity expansion historically ignites bitcoin

31:39 – Credit spreads: the number one risk signal for bitcoin

33:11 – Bitcoin outlook for early 2026

39:11 – Is the four-year cycle dead or alive?

44:24 – ETFs and new buyers reshape bitcoin market structure

49:38 – Why bitcoin corrections should be shallower this cycle

52:23 – Final thoughts and what to expect in Q1

Bitcoin is entering a new phase where old narratives are breaking down and real macro forces are taking over. In this episode, John Haar explains why the halving cycle is losing its power, how corporate balance sheets and global credit markets are setting the stage for explosive long-term adoption, and why 2026 may redefine every prior price cycle.Timestamps:00:00 - Intro and 2025 bitcoin price action & sentiment02:05 - Why this is not a repeat of the 2021 cycle top09:44 - Are halvings still driving bitcoin or are they becoming irrelevant?12:02 - John’s base case: new ATH above $130k in 2026 and the end of the 4-year cycle meme19:15 - Bitcoin vs Mag 7: why it’s still the best debasement trade in a passive world30:24 - Why “credit came before money” makes no sense logically33:18 - MMT, government IOUs, and the push to normalize debt-based money36:27 - What drives the next wave of bitcoin adoption and who joins next40:10 - What credit looks like on a bitcoin standard vs today’s dollar debt system44:52 - How corporate debt issuance is a speculative attack on the dollar48:45 - Bitcoin treasury companies: from overheated hype to “ice cold” sentiment50:25 - Can $300T of fixed income eventually flow into bitcoin-backed digital credit?58:26 - Why strategy is stockpiling 1–2 years of USD reserves for its preferreds59:38 - Catalysts for the next bitcoin bull run into 2026

In this episode, Stephan Livera breaks down how digital credit, Stretch, and amplified treasury strategies are pulling future buying pressure into the present, why Core versus Knots has become more noise than signal, and how miner incentives, spam debates, and quantum FUD fit into the bigger picture. We dig into the power law model, medium-of-exchange progress, and the mechanics behind volatility itself to understand where bitcoin is truly headed as adoption accelerates.

Timestamps:

00:00 - Intro

00:32 - What digital credit actually means

02:04 - Digital credit and the speculative attack

05:16 - What amplified bitcoin really is

06:08 - Why bitcoin’s volatility feels so brutal

09:35 - Can past performance predict bitcoin’s future?

14:24 - Why the power law model matters

15:02 - Will treasury companies amplify volatility?

19:42 - Digital credit’s reflexive feedback loop

23:53 - Bitcoin Core vs. Bitcoin Knots explained

36:53 - Quantum computing: real risk or distant FUD?

43:21 - Is bitcoin finally becoming a medium of exchange?

47:54 - Are four-year cycles real or just memes?

Bitcoin just had one of its worst days of the year, yet the story beneath the surface tells something far more important. In this episode, Joe Consorti explains why the sell-off may be a sign of strength, how long-term holders are quietly redistributing their coins, and why this cycle is unlike any before. We explore the shifting macro landscape, the rise of socialism as a symptom of broken money, and how concentrated equity markets reveal deeper structural fragility. Joe also breaks down why bitcoin tracks the business cycle more than the halving cycle and why easing financial conditions could set the stage for its next major rally.

Timestamps:

00:00 - Bitcoin’s second-worst day of 2025

02:31 - Why $95,000 is the key level to watch

10:04 - Why market sentiment feels terrible despite strong equities

14:29 - Bitcoin’s “silent IPO” and the great redistribution

19:55 - How bitcoin’s wealth inequality is actually shrinking

26:30 - Rise of socialism and the downfall of New York City

34:15 - The dangerous concentration in the S&P 500

39:10 - Nvidia’s $5 trillion milestone and what it signals

42:47 - Treasury Secretary praises bitcoin while government shuts down

50:54 - Bitcoin’s price follows the business cycle, not the halving cycle

53:37 - Trump, Powell, and the coming asset-price melt-up

A new era of business is emerging, led not by Wall Street but by bitcoin. In this episode, Kenny Alves explains how his family’s self-storage company is becoming a bitcoin treasury, converting cash flow into sound money and preparing to borrow against bitcoin to expand real assets. We discuss why small business adoption is the next frontier of hyperbitcoinization, how bitcoin’s volatility is simply a measure of its growth, and why AI and robotics could accelerate productivity in the bitcoin economy. Kenny reveals how pairing bitcoin with cash-generating businesses could create an unstoppable engine of compounding wealth.

Timestamps:

0:00 - Intro: how a small business merged with bitcoin

1:10 - Turning self storage into a bitcoin treasury

2:45 - Why banks are killing safe deposit boxes

5:35 - Refinancing real estate with bitcoin loans

7:10 - The two models of bitcoin treasury companies

10:00 - Using bitcoin as productive collateral

12:16 - Why bitcoin treasury companies will dominate every industry

14:10 - Bitcoin as pristine collateral for a new credit system

19:15 - Why lenders still charge 10% on bitcoin loans

21:00 - The quiet bitcoin shift happening in Washington

23:00 - How small businesses can spark mass bitcoin adoption

27:00 - Which companies should adopt a bitcoin treasury first

31:00 - Why bitcoin’s volatility is just rapid growth

35:00 - Nvidia hits $5T: what it means for bitcoin

36:00 - How AI is reshaping business and productivity

39:00 - The coming wave of humanoid robots

44:40 - The long-term vision: bitcoin, AI, and self storage

What if bitcoin replaced the foundation of global money? In this episode, Fred Krueger explains what a $10 million bitcoin world could look like, why traditional assets may underperform under a hard-money system, and how AI and automation could reshape society in the process. We examine the timeline for bitcoin’s full monetization, how deflation can drive innovation instead of destruction, and why the 60/40 portfolio no longer works. Fred shares his framework for applying the Kelly criteria, the importance of ETFs in accelerating adoption, and how this transition could spark the greatest wealth transfer in history.

Timestamps:

00:00 – Intro and welcome to The Mustard Seed Podcast

00:37 – What a $10 million bitcoin world could look like

02:10 – Why bitcoin and the dollar will likely coexist

06:54 – Why real estate and stocks could underperform in the bitcoin era

09:02 – Why markets haven’t front-run $10 million bitcoin yet

16:59 – Can a deflationary money like bitcoin support growth?

20:42 – Life and credit in a hard-money system

26:56 – Can we reach $10 million bitcoin without a crisis?

33:01 – AI and automation meet bitcoin: a new society emerges

37:24 – Why the 60/40 portfolio is broken in the bitcoin era

42:39 – How yield fits in retirement portfolios

44:39 – Allocating 70–75% to bitcoin: Fred’s case for the Kelly criteria

45:20 – Will bitcoin wealth concentrate or distribute over time?

48:33 – The ETF wave and the next class of bitcoin investors

53:29 – Would Fred Krueger ever sell bitcoin to buy stocks?

58:01 – The 70/30 portfolio: bitcoin plus passion projects

01:03:00 – How bitcoin and AI together will create mass abundance

01:08:47 – Why Fred’s book passed Ray Dalio on Amazon

Is the global monetary system is cracking? In this episode, Joe Consorti explains why gold’s record-breaking surge is a warning signal, how sovereigns are accelerating a shift in global finance, and why bitcoin may soon explode after months of consolidation. We cover the Fed’s race to respond faster to every crisis, what renewed liquidity means for risk assets, and how monetary easing could fuel the next leg of bitcoin adoption. Joe also breaks down Strategy’s STRC and why digital credit could redefine yield as capital moves from fiat to bitcoin-based instruments.

Timestamps:

00:00 - Intro and welcome to The Mustard Seed Podcast

00:35 - Why gold is up 62% in 2025

03:18 - The global monetary reordering underway

06:14 - Why bitcoin can still move violently higher

11:13 - Why bitcoin beats gold as a store of value

13:21 - How banks now view bitcoin as part of the gold trade

16:20 - Why gold is outperforming bitcoin this year

20:35 - How the Fed, shutdowns, and tariffs weigh on bitcoin

24:05 - Why the Fed’s crisis response time keeps accelerating

29:17 - Why the Fed can’t allow a protracted bear market

35:16 - Comparing 2021’s tightening to today’s easing cycle

40:10 - What happens when liquidity returns to markets

44:58 - Introducing digital credit and MicroStrategy’s STRC

48:39 - Why STRC could attract yield-hungry investors

52:09 - Why bitcoin’s next breakout could be explosive

54:29 - Final thoughts and closing advice from Joe Consorti