#523: Why a Bitcoin Treasury is the Winning Strategy with Eric Semler
TFTC: A Bitcoin Podcast
Reflecting on the Endearing Qualities of Bill Bolton
A touching reflection on a lunch meeting with Bill Bolton, emphasizing his warmth and diverse interests, and the profound impact he had on those around him.
Marty sits down with Eric Semler to discuss why Semler Scientific chose to store their value in bitcoin.
Semler Scientific: https://www.semlerscientific.com/
0:00 - Intro
1:43 - Bill Walton
4:16 - TCS Capital and post dotcom
10:39 - River & Unchained
11:55 - Parallel between late 90s and today
16:24 - Journey to bitcoin
23:52 - Themes that lead to shorting the best assets
32:20 - Gradually, Then Suddenly & Zaprite
33:57 - Bitcoin’s relative upside potential
35:56 - Bitcoin as treasury asset
42:15 - Board members need more skin in the game
50:36 - Future of bitcoin
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Gradually, Then Suddenly
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