⭐️ Follow Jeff Grant & Black Pill Capital (BPC)
X: https://x.com/BlackPillCap21
BPC Website: https://blackpillcapital.com/team/
Today’s conversation is with Jeff Grant, CEO and Founder of Black Pill Capital, a hedge fund focused on Bitcoin treasury companies.
Jeff’s career spans over 30 years of innovation — from designing parts that orbit Earth at NASA, to inventing over 100 patented products at IDEO, InVue, and Bank of America.
With a Stanford engineering background and a proven record of transforming ideas into global solutions, Jeff brings a rare combination of technical depth and investor insight to Bitcoin.
In this episode, we explore how Jeff went from discovering Bitcoin to building conviction in Bitcoin treasury companies, why he believes they’re key to accelerating Bitcoin adoption, and how his engineering background shapes his investment philosophy.
Jeff also breaks down his thoughts on Michael Saylor, risk management, and portfolio construction, and what it takes to identify asymmetric opportunities in this new era of Bitcoin-based equity investing.
Stick around until the end — Jeff shares his vision for Black Pill Capital, how he’s bringing both investors and family along for the ride, and what success looks like for the next several years.
Timestamps:
00:00 - Jeff’s Background and Career Journey
08:33 - Jeff’s Bitcoin Awakening
18:13 - From Believing in Bitcoin to Believing in Bitcoin Treasury Companies
26:54 - How Jeff’s Engineering Background Supports His Hedge Fund Approach
29:56 - Most Important Features of Bitcoin From an Engineering Design Perspective
33:38 - Would Jeff Add Anything to Bitcoin or Leave the Protocol Untouched?
35:35 - The 4-Year Bitcoin Cycle Happening in About 4 Months for Bitcoin Treasury Companies
47:33 - How Treasury Companies Can Improve the Timing of Their Bitcoin Purchases
51:12 - Managing Risk: “Heads I Win, Tails I Don’t Lose Much”
53:09 - Jeff’s Top Two Bitcoin Treasury Company Picks for the Next Four Years
55:31 - Thoughts on Michael Saylor
58:26 - Defining Success for Jeff and Black Pill Capital
1:00:33 - Orange and Black Pilling His Wife and Investors
1:03:12 - Where to Follow Jeff & Black Pill Capital
About Jeff Grant:
Jeff Grant is the Founder and CEO of Black Pill Capital, a hedge fund focused on Bitcoin treasury companies. With over 30 years of innovation experience and 117 issued utility patents (99.9th percentile in the U.S.), Jeff’s background spans NASA, IDEO, InVue, and Bank of America.
A Stanford University graduate in Engineering, Jeff combines an engineer’s precision with an investor’s foresight — bringing a unique perspective to how Bitcoin and public markets will intersect in the decade ahead.
Intro Song:
Electronic Future Beats_Fadeout by QubeSounds
DISCLAIMERS
This content is for informational and educational purposes only and should not be construed as financial, investment, legal, tax, or any other form of advice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer by Proof of Thought Podcast (“PoT”) or its guests to buy or sell any securities, cryptocurrencies, or other financial instruments.
Investing involves substantial risk, including the possible loss of principal. Do your own research and consult qualified financial professionals before making any investment decisions.
The views expressed by guests are their own and do not necessarily reflect those of PoT, its hosts, sponsors, or affiliates. PoT and its participants may hold positions in or receive compensation from companies, assets, or products mentioned.
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