AI x BTC = Freedom with Matt McDonagh

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The Mustard Seed—a bitcoin and long-term thinking podcast

Joe Burnett

16 episodes

2 days ago

After finishing graduate school, I left my first job as a technology consultant at Ernst & Young to work full-time in bitcoin. One of the most valuable things I did early on was host a bitcoin podcast. It allowed me to learn directly from some of the most intelligent minds in the space and build lasting relationships. The podcast is my way of staying connected to the most thoughtful people in bitcoin. It helps me better understand how capital is flowing into bitcoin and how the smartest leaders are positioning themselves as bitcoin continues to reshape global capital markets.

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All content for The Mustard Seed—a bitcoin and long-term thinking podcast is the property of Joe Burnett and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Investing

Business

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AI x BTC = Freedom with Matt McDonagh

The Mustard Seed—a bitcoin and long-term thinking podcast

52 minutes 39 seconds

3 months ago

AI x BTC = Freedom with Matt McDonagh

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-read value screens to an AI-driven venture thesis, tracing how warped price signals, momentum trading, and excess money printing pushed him toward bitcoin’s decentralized rails and a future where technological abundance meets absolute scarcity.Timestamps:00:00 - Intro00:55 - Investment banker beginnings02:15 - Building a machine-read hedge fund04:10 - First brush with bitcoin at Princeton Club06:45 - Hedge fund collapses, tech pivots09:30 - Counting missed satoshis and opportunity cost11:12 - Ai and bitcoin: dueling singularities17:45 - Peering around the technological corner22:07 - Centralization versus decentralization26:21 - Fiat distortions and the asset owner advantage30:17 - Real estate as a leaky store of value35:14 - Technology deflation meets absolute scarcity39:56 - Robots, bio-ceramics, and cheaper housing46:06 - Suppressed tech, electrification, and AI parallels49:15 - Infinite abundance paired with bitcoin scarcity50:52 - Satoshi theories: AI or state project?52:34 - Closing thoughts and thanks