Joe Burnett is Vice President of Bitcoin Strategy at Strive (Nasdaq: ASST) following the Strive + Semler Scientific transaction. He previously served as Director of Bitcoin Strategy at Semler Scientific, helping build a treasury of over 5,000 BTC, and as Director of Market Research at Unchained, which secures more than 100,000 BTC. Joe hosts The Mustard Seed podcast and previously worked at Blockware Solutions and Ernst & Young. He holds degrees in Information Systems, Computer Science, and Business Analytics from the University of Georgia.
The Mustard Seed—a bitcoin and long-term thinking podcast
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4.3(6 reviews)
38 episodes
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Podcast Overview
Joe Burnett is Vice President of Bitcoin Strategy at Strive (Nasdaq: ASST) following the Strive + Semler Scientific transaction. He previously served as Director of Bitcoin Strategy at Semler Scientific, helping build a treasury of over 5,000 BTC, and as Director of Market Research at Unchained, which secures more than 100,000 BTC. Joe hosts The Mustard Seed podcast and previously worked at Blockware Solutions and Ernst & Young. He holds degrees in Information Systems, Computer Science, and Business Analytics from the University of Georgia.
Language
🇺🇲
Publishing Since
7/11/2025
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Recent Episodes
June 3, 2026
After the AI Buildout, the AI Economy Will Run on Bitcoin Collateral | Eric Jackson
<p>Eric Jackson joins Joe Burnett to explain why he believes bitcoin could reach $50 million as AI agents transform global commerce and demand pristine digital collateral. They also discuss bitcoin’s recent underperformance, AI-powered market models, compounding through volatility, and why the next five years may be the most uncertain investing environment of our lifetimes.</p><p><br /></p><p>Timestamps:</p><p>0:00 - Eric Jackson’s background in markets</p><p>2:14 - Finding Carvana before the comeback</p><p>3:01 - The OpenDoor trade and retail investor momentum</p><p>3:40 - How Eric got interested in bitcoin and crypto</p><p>6:26 - Building AI models before ChatGPT</p><p>9:23 - Volatility, conviction, and long-term investing</p><p>12:16 - Why Eric thinks bitcoin could reach $50 million</p><p>17:01 - Bitcoin as the “other coin” of the AI trade</p><p>17:28 - Why bitcoin has underperformed gold and AI stocks</p><p>20:16 - Is the AI boom propping up the market?</p><p>22:03 - What the world could look like in 2041</p><p>25:55 - AI, uncertainty, and the next five years</p><p>28:47 - Kevin Warsh, interest rates, and bitcoin</p><p>31:37 - Eric’s bitcoin stress indicator</p><p>40:27 - Compounding through bitcoin volatility</p><p>43:35 - Can markets be predicted with enough data?</p><p>48:20 - How AI changed market analysis</p><p>50:44 - Event Horizon IQ and AI-powered predictions</p><p>54:15 - Final thoughts and where to follow Eric</p>
May 27, 2026
The Fed’s Impossible Choice Could Send Bitcoin Higher
<p>Joe Consorti joins The Mustard Seed Bitcoin Podcast to break down the Fed’s impossible choice between fighting inflation, protecting the economy, and keeping asset prices alive. We discuss why bitcoin may be the only asset accurately pricing today’s uncertainty, how AI is disrupting software but strengthening bitcoin’s long-term case, and why the dollar crash playbook may already be underway.</p><p><br></p><p>Timestamps:</p><p>0:00 - Joe Consorti returns</p><p>0:43 - Kevin Warsh’s impossible Fed dilemma</p><p>4:49 - Why the Fed may cut rates despite inflation</p><p>9:35 - Consumer sentiment hits 74-year lows</p><p>11:00 - The K-shaped economy: asset owners vs. everyone else</p><p>14:00 - Why they will crash the dollar before markets</p><p>17:43 - Why bitcoin is underperforming</p><p>21:08 - Is AI stealing capital from bitcoin?</p><p>25:10 - Why AI can disrupt software, but cannot disrupt bitcoin</p><p>31:02 - ISM PMI, the business cycle, and bitcoin’s bottom</p><p>34:37 - Why bitcoin broke from global M2</p><p>36:26 - What happens if oil, war, and inflation cool down?</p><p>37:17 - Why the S&P 500 could hit 10,000</p><p>40:43 - How AI expands the divide between asset owners and labor</p><p>45:31 - What bitcoiners may be wrong about</p><p>48:22 - “I missed bitcoin” and the unit bias trap</p><p>50:18 - Where to follow Joe Consorti</p>
April 22, 2026
Coffeezilla vs 11%+ Digital Credit Yields and Why Bitcoin is Ready To Run | Joe Consorti
<p>Bitcoin is evolving into a unique asset that responds to both crisis and liquidity expansion. In this conversation, we break down how macro policy, market structure, and institutional flows are reshaping bitcoin’s role in global portfolios. The result is a shift toward bitcoin as a core asset for long-term capital allocation.</p><p><br /></p><p>Timestamps:</p><p>0:00 Introduction and current bitcoin market setup</p><p>0:23 Price levels, resistance, and defining a new bull market</p><p>1:30 Macro backdrop: war, uncertainty, and market reactions</p><p>2:40 Bitcoin as chaos insurance across global crises</p><p>4:00 Performance vs gold, S&P 500, and shifting perception</p><p>5:00 Liquidity asset vs risk-off asset: reconciling the paradox</p><p>6:30 Dual drivers: global liquidity and crisis demand</p><p>8:00 Declining volatility and shallower bitcoin drawdowns</p><p>9:30 Why traditional markets avoid prolonged recessions</p><p>12:00 Debt dynamics and the inevitability of policy response</p><p>14:00 Faster Fed response cycles from 2008 to today</p><p>16:00 The “big print” and bitcoin as the primary beneficiary</p><p>17:30 Role of technology and information flow in policy decisions</p><p>20:00 Monetary policy, asset inflation, and wealth concentration</p><p>21:30 Fastest stock market rally since 1982 and implications</p><p>23:30 V-shaped recoveries and forward market returns</p><p>25:00 Institutional positioning and bullish equity signals</p><p>27:00 Treasury market stress and liquidity risks</p><p>28:30 Why markets rise in both good and bad scenarios</p><p>30:00 Bitcoin’s origin and alignment with monetary debasement</p><p>31:30 Coffeezilla debate and digital credit misconceptions</p><p>35:00 STRC mechanics and sustainability of yield</p><p>40:00 Bitcoin balance sheet coverage and risk framing</p><p>43:30 Bitcoin decoupling from tech and software stocks</p><p>46:00 Long-term path toward an uncorrelated asset</p><p>46:30 What to own if bitcoin did not exist</p><p>48:30 Closing thoughts and where to follow</p>
38 total episodes available
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