Proof of Thought

🧠 Don’t miss future episodes — follow Proof of Thought for more deep Bitcoin, crypto, and investing insights and conversations!⭐️ Follow Soleil (Nithu Sezni)X: https://x.com/nithusezniYouTube: https://www.youtube.com/@UCt7q_Wwlql3shDBg0vKa3Xg Today’s conversation is with Soleil (Nithu Sezni) — a Navy veteran, founding member of MSTR True North, and a self-taught options trader who trades MSTR options as a full-time business.In this episode, he breaks down how he retired early by selling covered calls and cash-secured puts on MSTR, and the guardrails he uses to survive volatility, manage leverage, and avoid career-ending mistakes.We explore the importance of initial capital and reaching critical mass in options trading, the risks and lessons learned from Soleil’s strategy, and why MSTR’s volatility, liquidity, and tight correlation with Bitcoin make it uniquely suited for options-based income.We close with a wide-ranging discussion on AI’s impact on markets, Tesla, retirement, the future value of intelligence itself, and a rapid-fire round covering habits, rules, and advice Soleil would give his younger self.Stick around until the end — Soleil delivers hard-earned insights on risk, discipline, and longevity for anyone serious about trading volatility for a living.Timestamps:00:00 – Intro & Soleil’s Background06:56 – Retiring Early and Selling Covered Calls on MSTR as a Business13:48 – Lessons Learned in Trading and Navigating Rough Patches18:17 – Trading Guardrails and Managing Leverage20:48 – Importance of Initial Capital and Reaching Critical Mass29:25 – Risks to Soleil’s Options Trading Strategy35:00 – The Power of MSTR’s Volatility and Options Market Structure37:00 – Tesla and Bitcoin39:26 – MSTR and Bitcoin43:58 – Lessons from Past Trading Mistakes49:25 – Patience, Investing, and Whether It’s Worth Holding Fiat56:02 – Avoiding Trading and Investment Mistakes in Retirement59:52 – Options Greeks and Market Psychology1:09:34 – Life Lessons from Trading1:11:47 – The Impact of AI on Trading and Markets1:16:20 – The Future Value of AI1:24:53 – Life After Solving Money Problems1:31:35 – Trading Rules Summary1:34:02 – How Much Is Enough1:37:30 – Most Important Habit for Success1:41:57 – Soleil’s Advice to His Younger SelfAbout Soleil: Soleil is a Navy veteran, founding member of MSTR True North, and a self-taught options trader who trades MSTR options as a business. He is a Bitcoiner, podcaster, and outspoken critic of altcoins, with an appetite for volatility, risk management, and long-term survival in the markets.Proof of Thought's FREE newsletter (join the waitlist):https://forms.gle/F7Q4GSBJcQmnyhJ16 Video Editor: Isabel Stokes (igs2016@nyu.edu)Intro Song:Electronic Future Beats_Fadeout by QubeSounds📩 Promote your brand with Proof of Thought. For sponsorship & partnership opportunities, contact inquiriespot@gmail.com ⚠️ DisclaimerThis 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.PoT, its hosts, and its guests are not financial advisors and are not responsible for any losses, damages, or actions taken based on the information presented. Use of this content is at your own risk.

GIVEAWAY:Book giveaway has been closed! Thank you for participating!Bitcoin, debt, and monetary policy are colliding — and according to Mark Moss, the next phase of the global economy will force a massive reset in how wealth is created, preserved, and destroyed. In this wide-ranging conversation, we explore Mark’s journey from early financial setbacks and losing everything in the 2008 financial crisis to discovering Bitcoin in 2013 and building companies at the intersection of macroeconomics and sound money.We break down why Mark believes we’re headed toward an economic “reverse crash,” how the Federal Reserve’s actions distort asset prices, why government debt has effectively reached its limit, and why money printing may be the only path policymakers see left. Mark also explains how to prepare for economic uncertainty step by step, the evolution of Bitcoin treasury companies, and what nation-state Bitcoin adoption could look like in the years ahead.If you want to understand how to find opportunity in an unstable economic environment, this episode is for you.⭐️ Follow Mark Moss:X: https://x.com/1MarkMossYouTube: https://www.youtube.com/@UC9ZM3N0ybRtp44-WLqsW3iQ Market Disruptors: http://www.youtube.com/@UCdb3vYKZ60hZM5FtC-WlYPA Timestamps:00:00 – Introduction to Mark Moss and His Early Career03:23 – Lessons from Early Financial Setbacks05:20 – Discovering Bitcoin in 201308:49 – Bouncing Back After Losing Everything in the 2008 Financial Crisis10:41 – Learning How to Use Debt the Right Way16:19 – Predictions of a Major Economic “Reverse” Crash19:00 – Understanding the Process of Economic Change23:26 – The Role of the Federal Reserve and Future Implications on Asset Prices27:51 – Preparing for Economic Uncertainty (Step by Step)34:55 – The Limits of Government Debt and Why Printing More Money May Be the Only Option Left41:00 – Inflation vs. Deflation and the Central Bank Dilemma43:47 – Why Bitcoin Hasn’t Kept Up With Global Liquidity This Cycle50:53 – The Evolution of Bitcoin Treasury Companies and Mark’s Involvement52:32 – Update on Mark’s Bitcoin Treasury Company, Satsuma56:32 – M&A and Strategic Growth in Bitcoin Treasury Companies59:15 – The Future of Bitcoin Adoption by Nation-StatesVideo Editor: Ben Mehler (benjmehler@gmail.com)Intro Song:Electronic Future Beats_Fadeout by QubeSounds📩 Promote your brand with Proof of Thought. For sponsorship & partnership opportunities, contact inquiriespot@gmail.com ⚠️ DisclaimerThis 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.PoT, its hosts, and its guests are not financial advisors and are not responsible for any losses, damages, or actions taken based on the information presented. Use of this content is at your own risk.

Bitcoin and inflation are transforming the way we think about money, savings, and wealth — and according to Natalie Brunell, we’re only scratching the surface. In this in-depth interview, we break down how Bitcoin is quietly reshaping traditional finance, why the Fed’s 2% inflation target acts as a “silent tax,” and how companies are adopting Bitcoin as a strategic asset. Natalie also shares her insights on institutional adoption, common misunderstandings about Bitcoin, and how anyone can start building a sound wealth mindset now in the age of digital money.If you want to understand the long-term outlook for Bitcoin, the evolving role of Bitcoin in corporate finance, and the mindset shifts required to thrive in the next decade, this episode is for you.⭐️ Follow Natalie Brunell:X: https://x.com/natbrunellYouTube: https://www.youtube.com/@nataliebrunellIG: https://instagram.com/natbrunellBook: Bitcoin is for Everyone:https://amazon.com/dp/1804091138Timestamps:00:00 – Intro & Natalie Brunell’s Background05:17 – Bitcoin, Inflation, and Wealth Building10:02 – Is the Fed’s 2% Inflation Target a “Silent Tax”?14:04 – Natalie’s Perspective on Bitcoin Treasury Companies17:59 – Institutional Adoption and Its Implications21:12 – The Biggest Misunderstanding About Bitcoin24:00 – Bitcoin as a Savings Technology26:05 – How Bitcoin Changed Natalie’s View of Time and Money29:13 – Bitcoin Assumptions to Challenge Heading Into 202631:23 – How Many Hours It Takes to Truly Understand Bitcoin34:11 – Bitcoin Over the Next Four Years36:50 – Bitcoin’s Role in Traditional Finance Over the Next Decade38:28 – Hope and Empowerment Through Bitcoin41:15 – Educating Others About Bitcoin42:44 – Common but Easy Mistakes Bitcoin Newcomers Make43:30 – A Day in the Life of Natalie Brunell44:24 – Something That Would Surprise Natalie’s Audience45:10 – Best Bitcoiner to Interview on Proof of Thought Right Now45:46 – Embracing Fearlessness in Life47:21 – Where to Follow NatalieAbout Natalie Brunell:Natalie Brunell is an award-winning journalist, educator, and host of the hit show Coin Stories, where she interviews leading Bitcoin thinkers and educates the public on sound money and wealth-building strategies. Her work focuses on financial literacy, long-term wealth, and empowering individuals to challenge traditional assumptions about money and time. In fall 2025, she published her debut book, Bitcoin is for Everyone, a powerful and accessible guide to understanding money and Bitcoin as the foundation for economic empowerment.#Bitcoin #Crypto #InvestingVideo Editor: Ben Mehler (benjmehler@gmail.com)Intro Song:Electronic Future Beats_Fadeout by QubeSounds📩 Promote your brand with Proof of Thought. For sponsorship & partnership opportunities, contact inquiriespot@gmail.com ⚠️ DisclaimerThis 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.PoT, its hosts, and its guests are not financial advisors and are not responsible for any losses, damages, or actions taken based on the information presented. Use of this content is at your own risk.

🧠 Don’t miss future episodes — follow Proof of Thought for more deep Bitcoin, crypto, and investing insights!⭐️ Follow Frans on XX: https://x.com/FransBakker9812Today’s conversation is with Frans Bakker — one of the sharpest and earliest investors to recognize the explosive upside in the Bitcoin mining sector. Frans has built a reputation for spotting major market inflection points early, developing deep operator-level insight into the mining industry, and backing high-conviction investments with a differentiated, research-driven approach.Frans’ journey into Bitcoin mining started a few years ago, well before the recent wave of institutional interest. What began as curiosity quickly evolved into a full analytical framework — one that allowed him to identify the miners positioned to scale, survive, and outperform.In this episode, we break down the biggest questions shaping Bitcoin mining in 2025 and beyond:📈 Why did it take the market so long to recognize the massive Bitcoin mining trade of 2025?💰 What makes Iren such a standout — and how does Frans size its long-term market cap potential?🛠️ Which metrics actually matter when evaluating miners today?🧩 And how can options supercharge returns in this sectorWe dive into how Bitcoin miners have evolved, what has driven this year’s exponential growth, and where the opportunities — and risks — truly lie.Frans also shares insights from meeting Iren’s leadership team, his views on whether we’re in an AI bubble, and how living internationally shapes his macro and investing perspective. Stick around through the end — Frans gives one of the clearest theses on miners you’ll hear anywhere.Timestamps:00:00 – What initially got Frans interested in the Bitcoin mining sector01:20 – How miners differentiated themselves in the early days04:27 – The metrics Frans used to evaluate miners and what stood out05:55 – How the Mining Mafia community supported his investing journey08:50 – What price Frans bought Iren at and his dollar-cost-averaging approach12:08 – Using call and put options to enhance gains15:22 – What has changed for miners and what drove their exponential growth this year17:47 – Why the market was late to recognize the massive Bitcoin mining trade of 202520:42 – Frans’ target market cap valuation for Iren27:38 – Are we in an AI bubble? What part of the cycle are we in?31:05 – Downside risks to the Iren and miner thesis34:40 – Frans’ meeting with Iren’s leadership team — key insights37:21 – Takeaways from Iren’s most recent earnings call42:25 – How long Frans has been investing and what got him started46:30 – How Frans identifies major trends before they take off49:33 – Frans’ top 3 people to follow on X for investing alpha51:33 – How living internationally shapes Frans’ investing strategyVideo Editor: Ben Mehler (benjmehler@gmail.com)Intro Song:Electronic Future Beats_Fadeout by QubeSoundsThis 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.PoT, its hosts, and its guests are not financial advisors and are not responsible for any losses, damages, or actions taken based on the information presented. Use of this content is at your own risk.Contact: inquiriespot@gmail.com

🧠 Don’t miss future episodes — subscribe to Proof of Thought for more deep crypto, Bitcoin, and investing insights!⭐️ Follow Murad & SPX6900X: https://x.com/MustStopMuradToday’s conversation is with Murad, a key voice in the SPX6900 movement and a leading thinker behind the memecoin supercycle thesis.Murad’s journey spans from traditional investing to going all-in on crypto, where he has developed a unique perspective on Bitcoin, memecoins, and crypto market cycles. In this episode, we explore why Uptober didn’t pan out this year, why Murad anticipates a 5-year extended crypto cycle, and how SPX6900 and Bitcoin are positioned as hope for the next generation of investors.Murad also dives into the mission of SPX6900 to flip the S&P 500 ($45 trillion market cap), why the community enforces a no charts posting rule, his memecoin supercycle thesis, and the single most important factor for finding 100x crypto opportunities.Stick around until the end — Murad shares his favorite memecoins, potential risks to the supercycle, what keeps him optimistic, and what gives him hope for the future.Timestamps:00:00 - Intro00:20 - Why Uptober didn’t pan out this year and what’s next for crypto03:17 - Why Murad is anticipating a 5-year extended crypto cycle12:17 - Bitcoin and SPX6900 as hope for the next generation17:26 - SPX6900’s mission to flip the S&P 500 ($45 trillion market cap value)22:57 - SPX6900 delivered a 10x in 2023, a 100x in 2024. What will it do in 2025 and beyond?29:10 - Why the SPX6900 community has a no charts posting rule32:53 - How Murad got involved in the SPX6900 movement and what he sees as his role now39:18 - Murad’s memecoin supercycle thesis and how SPX6900 fits into this broader narrative42:37 - Best counter argument Murad has heard against his supercycle thesis and his response47:31 - Single most important factor for finding a 100x in crypto and a successful memecoin50:45 - Good and useful cults vs potential destructive ones51:20 - Other memecoins Murad has invested in and why SPX6900 is his favorite53:23 - Potential risks to the memecoin supercycle54:29 - What Murad did before crypto and what made him go all in56:36 - What keeps Murad optimistic and gives him hope for the futureAbout Murad:Murad is a crypto investor and thought leader behind the SPX6900 movement, focused on identifying asymmetric opportunities in memecoins and broader crypto markets. With deep experience in traditional investing and a bold vision for the next generation of crypto investors, Murad brings a rare combination of market insight and community-driven strategy to the space.Intro Song:Electronic Future Beats_Fadeout by QubeSoundsThis 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.PoT, its hosts, and its guests are not financial advisors and are not responsible for any losses, damages, or actions taken based on the information presented. Use of this content is at your own risk.Contact: inquiriespot@gmail.com

⭐️ Follow Jeff Grant & Black Pill Capital (BPC)X: https://x.com/BlackPillCap21BPC 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 Journey08:33 - Jeff’s Bitcoin Awakening18:13 - From Believing in Bitcoin to Believing in Bitcoin Treasury Companies26:54 - How Jeff’s Engineering Background Supports His Hedge Fund Approach29:56 - Most Important Features of Bitcoin From an Engineering Design Perspective33:38 - 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 Companies47:33 - How Treasury Companies Can Improve the Timing of Their Bitcoin Purchases51:12 - 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 Years55:31 - Thoughts on Michael Saylor58:26 - Defining Success for Jeff and Black Pill Capital1:00:33 - Orange and Black Pilling His Wife and Investors1:03:12 - Where to Follow Jeff & Black Pill CapitalAbout 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 QubeSoundsDISCLAIMERSThis 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.PoT, its hosts, and its guests are not financial advisors and are not responsible for any losses, damages, or actions taken based on the information presented. Use of this content is at your own risk.Contact: inquiriespot@gmail.com

🧠 Don’t miss future episodes — subscribe to Proof of Thought for more deep investing conversations on disruptive companies, Bitcoin, crypto, and high-performing investment strategies. ⭐️ Follow Eric JacksonX: https://x.com/ericjacksonToday’s episode features Eric, one of the most outspoken Opendoor investors on social media, known for his bold thesis that Opendoor could 100x from $0.80 to $82, and then 6x again from there to $500.We dive into Opendoor’s leadership shake-up, its path forward in the real estate market, and why Eric believes Opendoor isn’t just another meme stock but a “cult” stock like Tesla and Palantir.Eric shares what changes he thinks the new leadership team must make to unlock Opendoor’s full potential, the biggest risks the company faces, and why retail investors — the “Open Army” — may be one of Opendoor’s greatest assets, generating millions of dollars in marketing value every single day.Beyond the company itself, Eric opens up about his personal investing philosophy — including diversification vs concentration, crypto, and even what Kobe Bryant’s “Mamba Mentality” means to him as an investor.Stick around until the end — you’ll hear wild stories about Eric spending over a month at Drake’s house trying to pitch him Opendoor, what a Super Bowl ad with Drake could look like, and how music like “God’s Plan” fuels his outlook on life and investing.Timestamps:00:00 - Timeline and play-by-play of the Opendoor leadership changes over the past 3 months and the impact to Opendoor’s stock price09:21 - Changes that Opendoor’s new leadership team can implement from both a technology and business perspective to reach its full potential13:02 - What the new Opendoor management team needs to be most careful about and what investment or business opportunities should they steer clear of15:25 - Why Opendoor isn’t a meme stock like Gamestop but a “cult” stock like Tesla and Palantir20:05 - Eric’s original Opendoor thesis that the stock could 100x from $0.80 to $82, and why he believes the stock can now go to $50025:27 - Biggest risks to Eric’s Opendoor thesis and how the company can mitigate them27:05 - Why the global real estate market is a huge opportunity for Opendoor31:49 - Comparing Opendoor, Uber, and Carvana business models and opportunities37:12 - How the Open Army may be generating $42 million/day in social media marketing value for Opendoor42:21 - Spending over a month at Drake’s house to convince him to buy Opendoor stock49:32 - What a Super Bowl ad with Drake and Opendoor could look like55:43 - Real estate and crypto takeaways from Eric’s recent dinner with Eric Trump1:00:25 - Diversification vs concentration: would Eric allocate more than half his liquid portfolio to Opendoor?1:07:22 - Eric’s upcoming crypto treasury company announcement1:08:52 - Going through challenging times and the meaning of Kobe Bryant’s “Mamba Mentality”1:12:30 - What Drake’s song God’s Plan means to EricAbout Eric Jackson:Eric is an investor and entrepreneur best known for his unapologetically bullish stance on Opendoor and his deep interest in disruptive companies and crypto. His conviction in Opendoor has made him one of the most talked-about figures in the retail investing community, where he continues to push bold ideas about technology, real estate, and personal resilience.