EPISODE · Feb 18, 2025 · 53 MIN
Zombie companies should front run nations with Eric Semler
from The Bitcoin Frontier · host Unchained Capital, Inc
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/frontierTIMESTAMPS:0:00 - Intro1:07 - How Eric first heard about bitcoin3:06 - The debate among top investors in bitcoin’s early days5:14 - Why Eric didn’t buy bitcoin immediately6:48 - How Eric values publicly traded bitcoin companies10:16 - The significance of BTC yield and its impact on valuations14:10 - Why institutional adoption of bitcoin is still lagging17:35 - The biggest hurdles stopping companies from putting bitcoin on their balance sheets20:25 - 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 future29:52 - Could the U.S. create a national strategic bitcoin reserve?33:20 - Why Eric believes bitcoin will far exceed gold’s valuation36:52 - What happens once bitcoin reaches full adoption?38:06 - Thoughts on MicroStrategy’s rebrand to Strategy43:55 - Are any CEOs actually considering putting bitcoin on their balance sheet?46:22 - The biggest risk to bitcoin’s futureWHERE 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
What this episode covers
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/frontierTIMESTAMPS:0:00 - Intro1:07 - How Eric first heard about bitcoin3:06 - The debate among top investors in bitcoin’s early days5:14 - Why Eric didn’t buy bitcoin immediately6:48 - How Eric values publicly traded bitcoin companies10:16 - The significance of BTC yield and its impact on valuations14:10 - Why institutional adoption of bitcoin is still lagging17:35 - The biggest hurdles stopping companies from putting bitcoin on their balance sheets20:25 - 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 future29:52 - Could the U.S. create a national strategic bitcoin reserve?33:20 - Why Eric believes bitcoin will far exceed gold’s valuation36:52 - What happens once bitcoin reaches full adoption?38:06 - Thoughts on MicroStrategy’s rebrand to Strategy43:55 - Are any CEOs actually considering putting bitcoin on their balance sheet?46:22 - The biggest risk to bitcoin’s futureWHERE 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
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Zombie companies should front run nations with Eric Semler
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