Viant Told to ’Go Full Crypto’ as Eric Semler Pushes Bitcoin Bet
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Another legacy firm gets the crypto ultimatum—this time it’s Viant Technology in the crosshairs. Activist investor Eric Semler fires the latest shot in the corporate treasury arms race, arguing the ad-tech play should allocate to Bitcoin ’before the next halving frenzy.’
Why now? Because nothing says ’modern portfolio theory’ like chasing volatile assets after a 200% rally. Semler’s playbook mirrors MicroStrategy’s infamous all-in pivot—but with fewer conference calls about ’hyperbitcoinization.’
The real question: Will Viant’s board listen, or wait until BTC hits $250K to FOMO in like every other late-stage institutional investor?
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