The Bitcoin Treasuries Podcast with Tim Kotzman Building in Public and Who's Going to Win the Fast & Furious AI Race with Matt McDonagh
Oct 24, 2025
Matt McDonagh, a tech investor and managing partner of McDonagh Family Office, dives into the evolving landscape of Bitcoin treasury companies and the importance of holding Bitcoin while maintaining lean operations. He identifies traits essential for building in public—like resilience and consistency—while sharing insights on how to harness AI effectively without relinquishing control. McDonagh also discusses which AI platforms could dominate, the rapid potential of one-person companies, and a fascinating theory on Elon Musk's multifaceted approach to humanity's future.
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Derivatives Change Price Mechanics
- Price action reflects both concentrated selling and growing derivative surface area like perpetuals.
- Futures, tokenized assets, and leverage diffuse demand and cause volatile liquidation events.
Build A SaaS In Public
- Build an audience first, then ship small AI-enabled SaaS products in public.
- Use public builds to monetize, partner with influencers, and iterate fast with AI.
Compensate With Complementary Partners
- Partner to cover weaknesses: introverts should team with natural communicators.
- Cultivate intensity, consistency, resilience, and agency to sustain public building.