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Zombie companies should front run nations with Eric Semler

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Manage episode 467298555 series 3516333
Content provided by Unchained Capital, Inc and Unchained Capital. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Unchained Capital, Inc and Unchained Capital or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Is the U.S. on the brink of creating a national strategic bitcoin reserve or will Zoom (NASDAQ: ZM) buy bitcoin first? In this episode, we sit down with Eric Semler, Chairman of Semler Scientific, seasoned investor, and founder of TCS Capital, to discuss why he believes bitcoin will not only match gold’s valuation but far exceed it. Eric shares his early exposure to bitcoin, the pivotal moments that shaped his conviction, and the strategy behind his firm’s aggressive accumulation. We break down BTC Yield, the real hurdles stopping corporations from adopting bitcoin, and why institutional investors are still skeptical. Eric also gives his take on the evolving role of banks in bitcoin custody and how global trade shifts could accelerate bitcoin’s rise. We wrap up with insights on bitcoin’s long-term trajectory, the risks it still faces, and why even skeptics may soon become bitcoin savers.

SUPPORT THE PODCAST:

→ Subscribe

→ Leave a review

→ Share the show with your friends and family

→ Send us an email [email protected]

→ Learn more about Unchained: https://unchained.com/?utm_source=youtube&utm_medium=video&utm_campaign=TBF-podcast-description

→ Book a free call with a bitcoin expert: https://unchained.com/consultation?utm_source=youtube&utm_medium=video&utm_campaign=TBF-podcast-description

→ Buy bitcoin in an IRA—sign up today and get your first year free: unchained.com/frontier

TIMESTAMPS:

0:00 - Intro

1:07 - How Eric first heard about bitcoin

3:06 - The debate among top investors in bitcoin’s early days

5:14 - Why Eric didn’t buy bitcoin immediately

6:48 - How Eric values publicly traded bitcoin companies

10:16 - The significance of BTC yield and its impact on valuations

14:10 - Why institutional adoption of bitcoin is still lagging

17:35 - The biggest hurdles stopping companies from putting bitcoin on their balance sheets

20:25 - Will banks start custodying bitcoin soon?

24:58 - Should bitcoiners be concerned about banks lending bitcoin?

27:59 - How tariffs, trade wars, and inflation impact bitcoin’s future

29:52 - Could the U.S. create a national strategic bitcoin reserve?

33:20 - Why Eric believes bitcoin will far exceed gold’s valuation

36:52 - What happens once bitcoin reaches full adoption?

38:06 - Thoughts on MicroStrategy’s rebrand to Strategy

43:55 - Are any CEOs actually considering putting bitcoin on their balance sheet?

46:22 - The biggest risk to bitcoin’s future

WHERE TO FOLLOW US:

→ Unchained Twitter: https://twitter.com/unchainedcom

→ Unchained LinkedIn: https://www.linkedin.com/company/unchainedcom

→ Unchained Newsletter: https://unchained.com/newsletter

→ Joe Burnett (Host) on Twitter: https://twitter.com/IIICapital

→ Jose Burgos (Director of Media Production) on Twitter: https://x.com/DeFBeD

→ Eric Semler on Twitter: https://x.com/SemlerEric

  continue reading

86 episodes

Artwork
iconShare
 
Manage episode 467298555 series 3516333
Content provided by Unchained Capital, Inc and Unchained Capital. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Unchained Capital, Inc and Unchained Capital or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Is the U.S. on the brink of creating a national strategic bitcoin reserve or will Zoom (NASDAQ: ZM) buy bitcoin first? In this episode, we sit down with Eric Semler, Chairman of Semler Scientific, seasoned investor, and founder of TCS Capital, to discuss why he believes bitcoin will not only match gold’s valuation but far exceed it. Eric shares his early exposure to bitcoin, the pivotal moments that shaped his conviction, and the strategy behind his firm’s aggressive accumulation. We break down BTC Yield, the real hurdles stopping corporations from adopting bitcoin, and why institutional investors are still skeptical. Eric also gives his take on the evolving role of banks in bitcoin custody and how global trade shifts could accelerate bitcoin’s rise. We wrap up with insights on bitcoin’s long-term trajectory, the risks it still faces, and why even skeptics may soon become bitcoin savers.

SUPPORT THE PODCAST:

→ Subscribe

→ Leave a review

→ Share the show with your friends and family

→ Send us an email [email protected]

→ Learn more about Unchained: https://unchained.com/?utm_source=youtube&utm_medium=video&utm_campaign=TBF-podcast-description

→ Book a free call with a bitcoin expert: https://unchained.com/consultation?utm_source=youtube&utm_medium=video&utm_campaign=TBF-podcast-description

→ Buy bitcoin in an IRA—sign up today and get your first year free: unchained.com/frontier

TIMESTAMPS:

0:00 - Intro

1:07 - How Eric first heard about bitcoin

3:06 - The debate among top investors in bitcoin’s early days

5:14 - Why Eric didn’t buy bitcoin immediately

6:48 - How Eric values publicly traded bitcoin companies

10:16 - The significance of BTC yield and its impact on valuations

14:10 - Why institutional adoption of bitcoin is still lagging

17:35 - The biggest hurdles stopping companies from putting bitcoin on their balance sheets

20:25 - Will banks start custodying bitcoin soon?

24:58 - Should bitcoiners be concerned about banks lending bitcoin?

27:59 - How tariffs, trade wars, and inflation impact bitcoin’s future

29:52 - Could the U.S. create a national strategic bitcoin reserve?

33:20 - Why Eric believes bitcoin will far exceed gold’s valuation

36:52 - What happens once bitcoin reaches full adoption?

38:06 - Thoughts on MicroStrategy’s rebrand to Strategy

43:55 - Are any CEOs actually considering putting bitcoin on their balance sheet?

46:22 - The biggest risk to bitcoin’s future

WHERE TO FOLLOW US:

→ Unchained Twitter: https://twitter.com/unchainedcom

→ Unchained LinkedIn: https://www.linkedin.com/company/unchainedcom

→ Unchained Newsletter: https://unchained.com/newsletter

→ Joe Burnett (Host) on Twitter: https://twitter.com/IIICapital

→ Jose Burgos (Director of Media Production) on Twitter: https://x.com/DeFBeD

→ Eric Semler on Twitter: https://x.com/SemlerEric

  continue reading

86 episodes

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