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The Mustard Seed Bitcoin Podcast

Business

Activity Overview

Episode publication activity over the past year

Episodes

Is Bitcoin Becoming a Safe Haven? Digital Credit, War, and Oil | Joe Consorti

26 Mar 2026

Contributed by Lukas

Bitcoin is holding firm as equities, gold, and silver decline amid rising geopolitical tension, signaling a potential shift in how the asset behaves d...

Digital Credit, Jane Street, and the Next Bitcoin Bull Market

18 Mar 2026

Contributed by Lukas

Digital credit and bitcoin-backed money are emerging as a new foundation for global finance, offering yield, transparency, and programmability. In thi...

Basel Held Bitcoin Back. AI Could Unleash It | Conner Brown

12 Mar 2026

Contributed by Lukas

Joe Burnett sits down with Conner Brown of the Bitcoin Policy Institute to discuss the Basel Committee’s 1,250% bitcoin risk weighting and why many ...

Can Bitcoin Save America from AI Deflation and the Silent Depression?

04 Mar 2026

Contributed by Lukas

AI is accelerating productivity, compressing margins, and destabilizing labor markets in ways few are tracking closely. We examine the silent depressi...

The Price of Uncertainty is Rising | Sam Callahan

18 Feb 2026

Contributed by Lukas

Rising global uncertainty, fiscal instability, and shifting monetary regimes are reshaping capital allocation across every major asset class. In this ...

When will the Bitcoin Bear Market End? w/ Rational Root

11 Feb 2026

Contributed by Lukas

Root returns to break down where bitcoin stands in the current cycle, using on-chain data, macro signals, and historical patterns to assess whether a ...

The 4 Year Bitcoin Cycle is Dead, MSTR, Extreme Vol, and Gold Treasury Companies

07 Feb 2026

Contributed by Lukas

Bitcoin’s volatility is shaking out weak hands and setting the stage for a stronger market structure. In this conversation with CJ from Strategy, we...

Resetting the Global Monetary System on Gold and Bitcoin 🟡🟠

04 Feb 2026

Contributed by Lukas

In this conversation, Joe Burnett sits down with Mark Valek of Incrementum to unpack why today’s debt-based monetary system remains structurally fra...

Understanding the Parabolic Rise of Gold (Analog Bitcoin) with Joe Consorti

28 Jan 2026

Contributed by Lukas

Gold and silver are sending a signal that few are prepared to hear, while bitcoin quietly trades far below its long-term implications. In this convers...

The Next Liquidity Wave Will Look Completely Different w/ Peter Dunworth

21 Jan 2026

Contributed by Lukas

Bitcoin did not rally in 2025, yet the foundations for the next decade were laid quietly and decisively. This conversation breaks down why ETFs ended ...

Deflationary Crunch, The Big Print & Buying Bitcoin Back Lower w/ Luke Gromen

14 Jan 2026

Contributed by Lukas

In this episode, Luke Gromen explains why U.S. fiscal math is breaking down, why the Fed is being forced toward monetization, and why real assets are ...

Bitcoin to $10,000,000 with Rajat Soni

07 Jan 2026

Contributed by Lukas

Bitcoin stands as a transformational tool for saving and capital allocation in a digital world. Rajat Soni explains how legacy finance models break do...

MSTR’s Evolution into a Bitcoin Capital Markets Machine with Brian Brookshire

23 Dec 2025

Contributed by Lukas

MSTR’s bitcoin strategy is no longer a theory. It is a proven capital markets machine reshaping how corporations accumulate bitcoin through preferre...

Making Bitcoin Quantum-Resistant with Hunter Beast

18 Dec 2025

Contributed by Lukas

Bitcoin’s security assumptions are entering a new era as quantum computing moves from theory toward reality. In this episode, Hunter Beast explains ...

QE-lite Sets Up Bitcoin’s 2026 Explosion with Joe Consorti

11 Dec 2025

Contributed by Lukas

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...

Was the Bitcoin Crash Just a Fakeout? with John Haar

03 Dec 2025

Contributed by Lukas

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 ...

Amplified Bitcoin, STRC, and Core vs Knots with Stephan Livera

19 Nov 2025

Contributed by Lukas

In this episode, Stephan Livera breaks down how digital credit, Stretch, and amplified treasury strategies are pulling future buying pressure into the...

Bitcoin, the business cycle, and the coming wave of monetary easing with Joe Consorti

06 Nov 2025

Contributed by Lukas

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 Consort...

Bitcoin, AI, and self-storage: building the new productive economy with Kenny Alves

31 Oct 2025

Contributed by Lukas

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 compan...

What does the world look like at $10,000,000 BTC? with Fred Krueger

21 Oct 2025

Contributed by Lukas

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 ...

Gold is screaming, so why isn’t bitcoin? with Joe Consorti

17 Oct 2025

Contributed by Lukas

Is the global monetary system is cracking? In this episode, Joe Consorti explains why gold’s record-breaking surge is a warning signal, how sovereig...

Bitcoin and AI will define the next century with Christian Catalini from Lightspark

08 Oct 2025

Contributed by Lukas

Bitcoin is becoming the foundation of a new financial and technological order. In this episode, Christian Catalini shares why open networks must win o...

Bitcoin ETFs and treasury companies are rewiring Wall Street with James Seyffart

01 Oct 2025

Contributed by Lukas

Wall Street is being reshaped as bitcoin ETFs smash records and force traditional investors to pay attention. In this episode, James Seyffart explains...

Are bitcoin cycles ending? with Jesse Myers

10 Sep 2025

Contributed by Lukas

Bitcoin’s future may not follow the familiar boom-and-bust cycles investors expect. In this episode, Jesse Myers explains why the market structure i...

Filtering out the noise in bitcoin with Pierre Rochard

03 Sep 2025

Contributed by Lukas

Bitcoin is infiltrating the heart of global finance, with index funds on the verge of being forced to hold it. In this episode, Pierre Rochard breaks ...

From Deloitte to Semler Scientific: Nick Colletta on Bitcoin Treasuries

28 Aug 2025

Contributed by Lukas

What if corporations began treating bitcoin as their benchmark for capital allocation? In this episode, Nick Colletta, Treasurer at Semler Scientific,...

Bitcoin treasury stocks and mNAV guidance with Adrian Morris

20 Aug 2025

Contributed by Lukas

When market sentiment turns sour even as bitcoin trades above $100k, how should investors think about the future of bitcoin treasury companies? In thi...

Inside MSTR’s bitcoin playbook with CJ

14 Aug 2025

Contributed by Lukas

What if a company could turn Wall Street’s incentives toward accelerating bitcoin adoption? In this episode, we sit down with CJ from Strategy’s b...

AI x BTC = Freedom with Matt McDonagh

07 Aug 2025

Contributed by Lukas

What happens when a Wall Street quant abandons the fiat casino to chase the hardest money on earth? We unpack Matt McDonagh’s journey from machine-r...

Are we approaching bitcoin's parabolic move? with Tad Smith

23 Jul 2025

Contributed by Lukas

What if Strategy’s bitcoin strategy is just the beginning? In this episode, we sit down with Tad Smith, former CEO of Sotheby’s and Madison Square...

Passive capital is chasing bitcoin to $1,000,000+ with Michael Saylor

16 Jul 2025

Contributed by Lukas

Bitcoin is eating the financial system. In this episode, Michael lays out the blueprint for bitcoin treasury companies and explains why preferred equi...

Welcome.

11 Jul 2025

Contributed by Lukas

Hello everyone! I’m excited to relaunch my podcast under a new name:The Mustard Seed—a bitcoin and contrarian long-term thinking podcast.My first ...