Is Semler Scientific flashing a warning sign for Bitcoin treasury firms?

Semler Scientific’s enterprise value slightly exceeded its Bitcoin holdings, valued at approximately 498.5 million USD and 4,449 Bitcoin worth 466 million USD. This places Semler in a challenging position among Bitcoin treasury firms.

The decline in Semler’s stock price by 6.5% raises concerns over its ability to manage and grow Bitcoin holdings. The firm’s mNAV falling below one could hinder potential growth.

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