0:00 - Intro
1:07 - Bill Walton
3:39 - TCS Capital and post dotcom
10:03 - River & Unchained
11:18 - Parallel between late 90s and today
15:47 - Journey to bitcoin
23:16 - Themes that lead to shorting the best assets
31:43 - Gradually, Then Suddenly & Zaprite
33:20 - Bitcoin’s relative upside potential
35:19 - Bitcoin as treasury asset
41:39 - Board members need more skin in the game
50:00 - Future of bitcoin
12 sats \ 0 replies \ @BitcoinAbhi 15 Jul
Thank you for sharing! It seems I can learn a lot from it!
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13 sats \ 0 replies \ @Wumbo OP 15 Jul
Wumbo rating: 15 out of 21.
No ground breaking information in the episode.
Most interesting info: hearing his historical experience from prior market/tech cycles and how they compared to today.
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1 sat \ 0 replies \ @grayruby 15 Jul
This should be a good episode. I will give it a listen. Thanks for sharing.
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