#1503 Eric Semler | Bitcoin Is Taking OVER Corporate America

Mar 12, 2025

Join Eric Semler, Chairman of Semler Scientific and a seasoned expert in Bitcoin investment strategies for corporations, as he delves into the seismic shift of Bitcoin in corporate America. He reveals why his company embraced Bitcoin on its balance sheet and shares insights into navigating the regulatory landscape. Semler discusses market reactions, the challenges of volatility, and the philosophical connections between financial and medical freedom. Get ready for a knowledge-packed conversation on the future of corporate finance!

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ANECDOTE

Semler Scientific's Bitcoin Strategy

Eric Semler discusses companies putting Bitcoin on their balance sheets.
He contrasts Semler Scientific's approach with others, highlighting its unique position.

ANECDOTE

Semler Scientific's Bitcoin Adoption

Semler Scientific, a medical device and software company, added Bitcoin to its balance sheet.
Eric Semler, initially an investor, joined the board and advocated for the Bitcoin strategy, inspired by Michael Saylor.

INSIGHT

Bitcoin's Limited Impact on Core Business

Semler Scientific's operating business hasn't seen a lift from Bitcoin notoriety.
Their customers, large companies, haven't mentioned it, and shareholder feedback has been neutral due to good stock performance.

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Eric Semler is the Chairman of Semler Scientific, Founder of TCS Capital Management, and serves on the board of Fundstrat Global Advisors. This conversation was recorded at Bitcoin Investor Week in New York. In this conversation we talk about why Semler Scientific put bitcoin on the balance sheet, feedback from customers and shareholders, challenges, thinking through leverage percentage, potential market reaction if companies start to sell bitcoin, and more.

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