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

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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Unchained
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Zaprite
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Gradually, Then Suddenly
https://thesaifhouse.com/gradually

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