# AI, Oil, and Bitcoin with True North's Adrian Morris

Page: https://stenobird.com/podcast/the-bitcoin-treasuries-podcast-with-tim-kotzman-7117909/ai-oil-and-bitcoin-with-true-north-s-adrian-morris
Text version: https://stenobird.com/podcast/the-bitcoin-treasuries-podcast-with-tim-kotzman-7117909/ai-oil-and-bitcoin-with-true-north-s-adrian-morris.md
Podcast: [The Bitcoin Treasuries Podcast with Tim Kotzman](https://stenobird.com/podcast/the-bitcoin-treasuries-podcast-with-tim-kotzman-7117909)
Published: 2026-04-03T16:15:43+00:00
Episode link: https://podcasters.spotify.com/pod/show/timothy-kotzman/episodes/AI--Oil--and-Bitcoin-with-True-Norths-Adrian-Morris-e3hcr73
Audio file: https://anchor.fm/s/fd394588/podcast/play/117910179/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-3-3%2F421350640-44100-2-487c316f1b402.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/the-bitcoin-treasuries-podcast-with-tim-kotzman-7117909/episodes/ai-oil-and-bitcoin-with-true-north-s-adrian-morris
Duration seconds: 3060

## Resource

Adrian Morris is an investor and founding member of True North. He returns to the show to discuss becoming an AI Super-User, what to expect from the ongoing Iranian oil crisis, and what he is seeing in the Bitcoin Treasuries space these days. - this episode is sponsored by Onramp - $150 in Bitcoin to get your account started. https://onrampbitcoin.com/ - This episode is sponsored by Stamp Seed. Use the code "Tim15" at check out for 15% off site wide https://www.stampseed.com/ Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only. Tim Kotzman on X: https://x.com/TimKotzman Adrian Morris on X: https://x.com/_Adrian 0:00 - Intro 0:30 - What is an AI Super-User? 1:05 - Where does AI intersect with Bitcoin? 6:35 - AI Adoption 12:28 - The competitive moat in AI 18:38 - Oil volatility 26:01 - Could an energy crisis lead to more money printing? 35:35 - What other effects of the oil crisis are we going to see? 38:53 - Could this situation break fiat currency? 43:43 - Where are we with Quantum computing? 46:40 - What Adrian is seeing with Bitcoin Treasury companies #podcast #bitcoin #microstrategy #investing #mstr #btc

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/the-bitcoin-treasuries-podcast-with-tim-kotzman-7117909/episodes/ai-oil-and-bitcoin-with-true-north-s-adrian-morris/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/the-bitcoin-treasuries-podcast-with-tim-kotzman-7117909/ai-oil-and-bitcoin-with-true-north-s-adrian-morris.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.