The Semler Acquisition: Strive's Bitcoin Credit POWERHOUSE w/ Matt Cole & Jeff Walton | BFC Ep. 16

Strive Asset Management just made headlines with one of the fastest acquisitions in public market history—merging with Semler Scientific (SMLR) only a week after going public via reverse merger. In this episode of Bitcoin for Corporations, host Pierre Rochard (Bitcoin Bond Company CEO, Independent Director at Strive Asset Management) is joined by Matt Cole (CEO) and Jeff Walton (Chief Risk Officer) to break down the mechanics of this landmark deal and its implications for Bitcoin treasury companies.

Together they explore:
- Why Strive’s acquisition of Semler is accretive in Bitcoin terms despite paying a 210% premium in fiat terms
- How perpetual preferred equity is emerging as the most efficient financing tool for Bitcoin-backed credit
- The evolution from convertible bonds to PREFs and what this means for corporate Bitcoin adoption
- How credit rating frameworks like “BTC ratings” are reshaping risk analysis in capital markets
- Why scale matters for accessing institutional capital and how mergers accelerate Bitcoin treasury growth
- The role of medical device businesses and ETFs in Strive’s broader strategy

Chapters:
00:00 - Introduction
01:53 - Explaining the Semler Transaction
04:58 - Strategic Benefits and Capital Market Access
12:13 - The Equity Premium Explained
19:01 - Intelligent Leverage and Perpetual Preferred Securities
21:36 - Leverage Framework and Risk Management
25:06 - The Future of Bitcoin Credit Ratings
33:39 - Credit Modeling and Future Financing Options
35:02 - Medical Device Business Vision
39:12 - Strive's Operating Business and Synergies
41:23 - Pricing Mechanics of the Acquisition
44:59 - Market NAV and Long-Term Investment Perspective
48:11 - Reconciling Acquisition Premium with Bitcoin Acquisition Strategy
50:34 - Repeatability and Challenges of M&A in Bitcoin Treasury Space
53:30 - Closing Remarks

🔶 Connect with Matt Cole on X: https://x.com/ColeMacro
🔶 Connect with Jeff Walton on X: https://x.com/punterjeff?lang=en
🔶 Connect with Pierre Rochard on X: https://x.com/BitcoinPierre

🔶 Learn more about Bitcoin for Corporations: https://b.tc/corporations
🔶 Follow Bitcoin for Corporations on X: https://x.com/BitcoinForCorps

#BitcoinForCorporations #Strive #SemlerScientific #BitcoinTreasuries #BitcoinMagazine #BitcoinFinance #BitcoinAdoption #bitcoinstrategy #BitcoinTreasury #CorporateBitcoin #BitcoinCapitalMarkets #BitcoinPreferreds

DISCLAIMER: The views and opinions expressed in this show are those of the participants and do not necessarily reflect the official policy or position of BTC Inc., Bitcoin Magazine, Bitcoin for Corporations, or any affiliated entities. This content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or accounting advice. Nothing contained in this show constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or financial instruments. Viewers should consult their own advisors before making financial or business decisions. Receive SMS online on sms24.me

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