#523: Why a Bitcoin Treasury is the Winning Strategy with Eric Semler
TFTC: A Bitcoin Podcast · Marty Bent
July 15, 202455m 33s
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Show Notes
<p>Marty sits down with Eric Semler to discuss why Semler Scientific chose to store their value in bitcoin.</p>
<p>Semler Scientific: https://www.semlerscientific.com/</p>
<p>0:00 - Intro</p>
<p>1:43 - Bill Walton</p>
<p>4:16 - TCS Capital and post dotcom</p>
<p>10:39 - River & Unchained</p>
<p>11:55 - Parallel between late 90s and today</p>
<p>16:24 - Journey to bitcoin</p>
<p>23:52 - Themes that lead to shorting the best assets</p>
<p>32:20 - Gradually, Then Suddenly & Zaprite</p>
<p>33:57 - Bitcoin’s relative upside potential</p>
<p>35:56 - Bitcoin as treasury asset</p>
<p>42:15 - Board members need more skin in the game</p>
<p>50:36 - Future of bitcoin</p>
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<p><a href="https://zaprite.com/tftc">Zaprite</a></p>
<p><a href="https://thesaifhouse.com/gradually">Gradually, Then Suddenly</a></p>
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