Strive’s 11,000 BTC Play Explained

Show Notes

The first major acquisition in the Bitcoin treasury space is here. Strive has acquired Semler Scientific, combining a growing preventative-healthcare platform with a fast-scaling Bitcoin balance sheet. Strive's Matt Cole and Semler Scientific's Eric Semler join Natalie Brunell to break down: - Why consolidation is the next wave for Bitcoin treasury companies - The strategy behind Strive’s preferred equity model - How intelligent leverage accelerates Bitcoin accumulation - Opportunities for institutional investors seeking Bitcoin exposure Follow Matt Cole on X https://x.com/colemacro Follow Eric Semler on X https://x.com/SemlerEric ⚡Coin Stories is powered by *Gemini* Invest as you spend with the Gemini Credit Card. Sign up today to earn a $200 intro Bitcoin bonus. 10% back at golf courses is available until 9/30/2025 on up to $250 in spend per month. Learn more at https://www.gemini.com/natalie ⚡*Bitwise* has over $10B in client assets, 32 investment products, and a team of 100+ employees across the US and Europe, all solely focused on Bitcoin and digital assets since 2017. Learn more at https://www.bitwiseinvestments.com ⚡*Bitdeer* Technologies Group (NASDAQ: BTDR) is a publicly-traded leader in Bitcoin mining and high-performance computing for AI. Learn more at https://www.bitdeer.com Natalie's Products and Events: ⚡ *Lightning Payments* - Use Speed Lightning Wallet, play Bitcoin trivia and win up to 1 million free sats! Sign up with promo code COINSTORIES10: https://www.speed.app/coinstories 🔒 *Bitkey Cold Storage* - Bitkey was named to TIME's prestigious Best Inventions of 2024 in the category of Privacy & Security. Get 20% off using code STORIES at https://bitkey.world 👩‍🏫 *1-on-1 Bitcoin Help* – My go-to for help with self-custody, privacy, and VPN support is The Bitcoin Way: https://www.thebitcoinway.com/natalie 🧠 *Bitcoin Education* - Genius Group (NYSE: $GNS) is building a 10,000 BTC treasury and educating the world through the Genius Academy. Check out *free* courses from Saifedean Ammous and myself at https://www.geniusgroup.ai ⛏️ *Become a Bitcoin Miner* Earn passive Bitcoin income with industry-leading uptime, renewable energy, ideal climate, expert support, and one month of free hosting when you join Abundant Mines at https://www.AbundantMines.com/Natalie 🎟️ *Bitcoin 2026* – Use code HODL for discounted passes! https://tickets.b.tc/event/bitcoin-2026?promoCodeTask=apply&promoCodeInput= 📲 *SIM Swap Protection* – Secure your mobile phone from hacks that could steal your Bitcoin with Efani, trusted by CEOs, VIPs and top corporations: https://www.efani.com/natalie 🏥 *Ditch Fiat Health Insurance* – Join CrowdHealth: https://joincrowdhealth.com/natalie (or use promo code NATALIE) 🏕️ *Bitcoin Retreat – Camp Nakamoto* – Discounted passes code HODL: https://massadoptionbtc.ticketspice.com/camp-nakamoto *IN THIS COIN STORIES EPISODE* 00:00 Why Did $ASST Acquire $SMLR? 4:32 Gemini Bitcoin Credit Card 5:00 Bitwise Asset Management 5:29 Bitdeer Technologies Group (BTDR) 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 13:47 Speed Wallet, Speed.app 14:21 Bitkey 14:40 The Bitcoin Way 15:01 Genius Group (GNS) 15:24 Is This Acquisition Starting a Consolidation Wave? 18:44 How Investors Should View Bitcoin Equities *OTHER RESOURCES* Natalie Brunell’s website https://www.talkingbitcoin.com/ Strive https://strive.com/ Semler Scientific https://www.semlerscientific.com/ *VALUE FOR VALUE — SUPPORT NATALIE BRUNELL’S SHOWS* Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories *FOLLOW NATALIE BRUNELL ON SOCIAL MEDIA* X https://x.com/natbrunell https://www.instagram.com/nataliebrunell https://www.linkedin.com/in/nataliebrunell Producer: Aron Bender https://www.linkedin.com/in/aron-bender/ Editor: Silas Foley 📄 LEGAL & RISK DISCLOSURE 1. No Financial Advice: This content is for entertainment purposes only and not intended as financial, legal, or tax advice. I am not a licensed financial advisor. Always consult a professional. 2. Sponsored Content & Affiliate Links: I may receive compensation when you use them, which helps support the channel at no additional cost to you. 3. Crypto Risk Warning: Cryptocurrencies are highly volatile and speculative. Risks include loss of capital, extreme price swings, and lack of regulatory protection. 4. Jurisdiction Notice: This content may not be appropriate for residents of jurisdictions where digital asset promotions are restricted or prohibited. Please verify your local laws before engaging. 5. Accuracy & Timeliness: All content reflects personal opinion and is based on available information at the time of recording. No guarantees are made regarding accuracy or future performance. #bitcoin #crypto #macro #stocks #cryptocurrency #news #economy