#523: Why a Bitcoin Treasury is the Winning Strategy with Eric Semler

TFTC: A Bitcoin Podcast · Jul 15, 2024 · 55m

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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