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 Fed, Inflation, and Global Liquidity
17:11 Weakening Labor Markets and Why More Printing Could Follow
19:49 Is AI Replacing White-Collar Work?
22:57 Tad’s Advice for Students and Young Workers
26:14 AI, Abundance, and Choosing Optimism
29:51 Where We Are in the Bitcoin Cycle
32:37 Does Bitcoin Have a Real Floor?
35:46 What Could Trigger Bitcoin’s Next Move Higher
38:52 Morgan Stanley, Quantum Risk, and Clearing the Clouds
46:56 Strategy, STRC, STRK, and Amplified Bitcoin
51:49 Is Stretch Strategy’s iPhone Product?
55:21 Tad on Candy Digital and Digital Collectibles
57:42 Final Thoughts on Fear, Resilience, and Happiness
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