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

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 Intro1:28 What First Clicked for Tad on Bitcoin4:11 Gold vs. Bitcoin Right Now6:51 Current Market Dynamics, Oil, and Volatility8:46 Why AI Pressures Traditional Software10:53 Why Tad Still Likes Palantir13:03 The Fed, Inflation, and Global Liquidity17:11 Weakening Labor Markets and Why More Printing Could Follow19:49 Is AI Replacing White-Collar Work?22:57 Tad’s Advice for Students and Young Workers26:14 AI, Abundance, and Choosing Optimism29:51 Where We Are in the Bitcoin Cycle32:37 Does Bitcoin Have a Real Floor?35:46 What Could Trigger Bitcoin’s Next Move Higher38:52 Morgan Stanley, Quantum Risk, and Clearing the Clouds46:56 Strategy, STRC, STRK, and Amplified Bitcoin51:49 Is Stretch Strategy’s iPhone Product?55:21 Tad on Candy Digital and Digital Collectibles57:42 Final Thoughts on Fear, Resilience, and Happiness