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.

Wumbo

Thank you for sharing! It seems I can learn a lot from it!

BitcoinAbhi

This should be a good episode. I will give it a listen. Thanks for sharing. 

grayruby

11:18 - Parallel between late 90s and today

23:16 - Themes that lead to shorting the best assets

31:43 - Gradually, Then Suddenly & Zaprite

33:20 - Bitcoin’s relative upside potential

41:39 - Board members need more skin in the game

bitcoin

https://www.youtube.com/watch?v=ucYWbimB-SE

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