Bitcoin ETFs and treasury companies are rewiring Wall Street with James Seyffart

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

Joe Burnett

15 episodes

1 week 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.

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Bitcoin ETFs and treasury companies are rewiring Wall Street with James Seyffart

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

1 hour 28 seconds

1 month ago

Bitcoin ETFs and treasury companies are rewiring Wall Street with James Seyffart

Wall Street is being reshaped as bitcoin ETFs smash records and force traditional investors to pay attention. In this episode, James Seyffart explains why demand has blown past even BlackRock’s expectations, who is really buying these ETFs, and how trillions in advisor-controlled assets could soon flow into bitcoin. We examine Michael Saylor’s bold strategy, why treasury companies trade at premiums, and the growing debate over whether ETFs suppress volatility or create “paper bitcoin.” The conversation also explores passive investing’s hidden distortions, the fight for S&P 500 inclusion, and how corporate finance is quietly accelerating bitcoin’s march into the global system.Timestamps:0:00 - Intro1:00 - Why bitcoin ETFs shocked even BlackRock2:15 - How trad fi views bitcoin today4:35 - Who is really buying the bitcoin ETFs6:00 - Advisors vs hedge funds and retail9:10 - UAE sovereign wealth fund steps in10:13 - How big can bitcoin ETFs get12:00 - Why advisors still face restrictions14:23 - Could bitcoin ETFs reach $1 trillion16:00 - bitcoin vs gold ETFs explained18:43 - Michael Saylor’s reputation in trad fi21:00 - Why people are fascinated by Saylor’s strategy23:04 - Have ETFs reduced bitcoin’s volatility26:44 - Are ETFs creating “paper bitcoin”30:07 - Inside the bitcoin ETF options market32:29 - bitcoin treasury companies explained38:25 - Why strategy wasn’t added to the S&P 50045:03 - Passive vs active investing explained51:37 - The bull market subsidy in asset management1:00:06 - Closing thoughts