Bitcoin, AI, MSTR, and Why Fear Creates Opportunity | Tad Smith

<p>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.</p><p><br></p><p>Timestamps:</p><p>0:00 Intro</p><p>1:28 What First Clicked for Tad on Bitcoin</p><p>4:11 Gold vs. Bitcoin Right Now</p><p>6:51 Current Market Dynamics, Oil, and Volatility</p><p>8:46 Why AI Pressures Traditional Software</p><p>10:53 Why Tad Still Likes Palantir</p><p>13:03 The Fed, Inflation, and Global Liquidity</p><p>17:11 Weakening Labor Markets and Why More Printing Could Follow</p><p>19:49 Is AI Replacing White-Collar Work?</p><p>22:57 Tad’s Advice for Students and Young Workers</p><p>26:14 AI, Abundance, and Choosing Optimism</p><p>29:51 Where We Are in the Bitcoin Cycle</p><p>32:37 Does Bitcoin Have a Real Floor?</p><p>35:46 What Could Trigger Bitcoin’s Next Move Higher</p><p>38:52 Morgan Stanley, Quantum Risk, and Clearing the Clouds</p><p>46:56 Strategy, STRC, STRK, and Amplified Bitcoin</p><p>51:49 Is Stretch Strategy’s iPhone Product?</p><p>55:21 Tad on Candy Digital and Digital Collectibles</p><p>57:42 Final Thoughts on Fear, Resilience, and Happiness</p>