Benchmark sees big arbitrage upside in Strive-Semler deal, could set template for bitcoin treasury consolidation
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最新报道：Strive's all-stock acquisition of Semler Scientific positions the combined entity as the 12th-largest public bitcoin treasury holder with nearly 11,000 BTC ($1.2 billion). The deal values SMLR shares above $86.30 but trades at a steep discount of $32.06, creating what Benchmark calls an "unusually wide arbitrage spread." Analyst Mark Palmer says Strive is using equity to acquire bitcoin-rich balance sheets at discounts, potentially establishing itself as the sector's "consolidator of choice." The strategy highlights how scale enables access to perpetual preferred stock financing while smaller firms with undervalued bitcoin reserves become acquisition targets.
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