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
Thank you for sharing! It seems I can learn a lot from it!
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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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This should be a good episode. I will give it a listen. Thanks for sharing.
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