Tad Smith joins Joe Burnett to discuss why he still favors bitcoin over gold, how AI is reshaping software, labor, and opportunity, and why he sees the current market setup as increasingly attractive for bitcoin and Strategy. They also dig into Digital Credit, the long-term potential of Strategy’s preferred products, the quantum cloud over bitcoin, and Tad’s new role leading Candy Digital. Timestamps: 0:00 Intro 1:28 What First Clicked for Tad on Bitcoin 4:11 Gold vs. Bitcoin Right Now 6:51 Current Market Dynamics, Oil, and Volatility 8:46 Why AI Pressures Traditional Software 10:53 Why Tad Still Likes Palantir 13:03 The…
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