Eric Semler retweeted
The first physical copies of Bitcoin is for Everyone have arrived!
Can’t wait to share this book with all of you. It’s available for pre-order now and the official release date is November 18th! ⚡️
Order: amazon.com/dp/1804091138?lin…
Eric Semler retweeted
NEW: In their first joint interview since Strive’s acquisition of Semler Scientific, Matt Cole and Eric Semler share why they combined forces in a landmark Bitcoin treasury deal and what it signals for the broader market.
Timecodes:
00:00 Why Did $ASST Acquire $SMLR?
5:51 Why pursue a “Preferred Equity Only” model?
7:43 The Future of Semler Scientific’s Medical Business
10:57 Strive’s Bitcoin Accumulation Plan
15:44 Is This Acquisition Starting a Consolidation Wave?
18:44 How Should Investors View Bitcoin Equities
Eric Semler retweeted
STRIVE ($ASST) UPDATES
- Strive entered into a definitive agreement to acquire @SemlerSci ($SMLR) in an all-stock transaction.
- @Strive announced the purchase of 5,816 Bitcoin.
- The combined company will hold > 10,900 BTC.
- @SemlerEric to join Strive board post close.
- Post-merger intention to monetize or distribute Semler Scientific’s historically profitable diagnostics business.
Eric Semler retweeted
Tom Lee is bullish on $SMLR
My brand new interview with Tom Lee @fundstrat
We discuss his bullish outlook on Bitcoin (new ATH this fall?), the national debt, Fed policy, corporate treasury boom, the U.S. acquiring Bitcoin and more.
Let us know what you think in the comments below.
Timecodes:
00:00 Tom Lee’s Market Outlook: Wall Street & U.S. Economy 1:27 Why Skepticism Is Good for the Markets 1:56 Why Tom Lee Is Bullish on Bitcoin and S&P 500 5:53 Government Debt: A Growing Economic Concern? 6:58 Should the Fed Cut Interest Rates? 8:46 What Happens If the Fed Lowers Rates? 9:38 Bitcoin Price Outlook: What’s Next? 10:47 Corporate Bitcoin Treasuries: Who’s Leading the Way? 12:45 Top Companies Holding Bitcoin in Treasury 14:04 Semler Scientific: Bitcoin as a Treasury Reserve 15:25 Fundstrat Strategy Breakdown: Key Offerings 18:48 Trump: “Bitcoin Is the New Oil” - What It Means 19:45 Can the U.S. Government Nationalize a Bitcoin Company? 22:57 Ethereum Investment: Why Tom Lee Is Buying 26:55 What Are the Risks of Holding Ethereum? 28:39 What Single Asset Would Tom Bet On?
Eric Semler retweeted
Semler Scientific Reports Second Quarter 2025 Financial Results, BTC Holdings of 5,021 and BTC Yield of 31.3% YTD through July 31, 2025. $SMLR
Eric Semler retweeted
TODAY: @SemlerSci Q2 2025 Earnings Call 🟧
Hear from @SemlerEric, Doug Murphy-Chutorian, @RenaeCormier, and @IIICapital on Semler Scientific's #Bitcoin treasury strategy and latest results.
🕟 4:30pm ET
📺 Live on @BitcoinMagazine: youtube.com/live/tkMof3D6vtw…
Eric Semler retweeted
I think there’s been confusion about bitcoin treasury companies because there’s actually two different games to play.
The first is the “fast money” game. This occurs when a bitcoin treasury company trades at a substantial premium to its bitcoin net asset value (mNAV). At this level, the company can tap its common equity ATM, issue additional shares, and immediately use the capital to acquire more bitcoin. This instantly generates a positive BTC Yield, increasing bitcoin holdings per share. The process can repeat, rapidly compounding returns, provided the premium to mNAV doesn’t collapse. The inherent risk, of course, is the potential compression of this premium.
The second strategy is the more sustainable “slow money” game. This strategy is available to all bitcoin treasury companies of a certain size, and it even works at 1x mNAV. In this scenario, the company intelligently leverages its balance sheet, using fixed income liabilities to enhance its exposure to bitcoin. If bitcoin appreciates significantly, and the mNAV ratio stays stable at 1x, the leverage amplifies returns. Essentially, as long as bitcoin’s appreciation outpaces the interest costs of the liabilities, the bitcoin treasury company should logically outperform bitcoin itself.
In my opinion, the presence of this slower, sustainable strategy actually underpins and fuels the faster, premium-driven game.
The attractiveness of the intelligently leveraged position sets the foundation. Whenever market sentiment for leveraged bitcoin exposure strengthens even slightly above 1x mNAV, the premium-driven fast money strategy becomes viable again, allowing for rapid value creation.
In short, this “slow money” game is likely why premiums develop in the first place, offering the best way to amplify the future returns of bitcoin.
The only thing better than bitcoin is more bitcoin, and premiums on bitcoin treasury companies exist because the market loves more bitcoin.
Eric Semler retweeted
I’m so excited to announce that @SemlerEric will be speaking at The Bitcoin Treasuries Conference September 17 in NYC!
Join @saylor @SemlerSci and the Bitcoin Treasuries community in person or via livestream.
🎟️ lu.ma/z176rgsb
Eric Semler retweeted
Semler Scientific has acquired 175 BTC for $21 million and has achieved BTC Yield of 31.3% YTD. Now holding 5,021 BTC. $SMLR
Eric Semler retweeted
I can confirm that there was a recent 13G Filing from Ridgeback Capital Investments with 936,865 shares of $SMLR. Definitely worth noting that Ridgeback Cap is run by Wayne Holman who is one of the most successful | respected institutional investors in the healthcare space. This (IMO) represents a noteable vote of confidence in Semlers core business.
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