最新报道:Strive Asset Management has acquired Semler Scientific in an all-stock deal, creating the first combined Digital Asset Treasury (DAT) holding over 10,900 BTC. NYDIG's research head Greg Cipolaro criticized the commonly used mNAV metric as misleading, noting it ignores operational businesses and uses inaccurate share counts by including unconverted debt. With major bitcoin treasury firms now trading below mNAV while holding over 1 million BTC collectively, further industry consolidation appears likely.