ASST Stock Performance Comes Into Question Amid Semler Scientific and Strive Merger Prospects
Semler Scientific (SMLR) and Strive Asset Management (ASST) are poised to create one of many largest company Bitcoin treasuries within the US.
If accredited by shareholders on January 13, 2026, the all-stock merger would mix the 2 corporations’ operations to handle roughly 13,000 BTC, immediately rating the brand new entity among the many prime 11 public corporations by Bitcoin holdings.
Semler Scientific and Strive Merger Could Create Bitcoin Powerhouse with 13,000 BTC Treasury
The deal presents a 21.05x conversion ratio, with SMLR shareholders receiving 21.05 ASST shares for each SMLR share they maintain.
The merger is greater than only a company consolidation; it represents a strategic pivot towards Bitcoin-centric corporate operations.
By permitting traders to realize Bitcoin publicity via equities, the potential mixed firm would mirror models pioneered by MicroStrategy, providing establishments and funds that can’t maintain crypto immediately a option to take part out there.
The merger additionally positions the brand new entity to leverage Strive’s digital credit score platform, probably producing accretive financing alternatives and long-term shareholder worth.
On December 22, Strive CEO Matt Cole urged shareholders to vote in favor, stating that ISS, a number one proxy advisory agency, recommends approval.
Eric Semler, chairman of Semler Scientific, emphasised the strategic rationale behind the merger. He famous that the mixed firm would maintain almost 13,000 BTC.
“This scale enhances Strive’s skill to pursue accretive financing alternatives within the digital credit score house and maximize long-term shareholder worth,” he said in a late December publish.
Semler additionally confirmed he would be a part of Strive’s board post-merger to assist drive worth creation. The merger settlement is structured to allow the brand new entity to actively deploy its Bitcoin holdings within the digital credit score market reasonably than merely holding BTC passively.
By integrating crypto with lending and monetary companies, the corporate goals to unlock new income streams and improve its stability sheet resilience.
Strive Asset Management merged with Asset Entities (ASST) to type the primary publicly traded asset administration firm. The transfer made the mixed firm a participant within the company Bitcoin treasury house, becoming a member of the likes of Strategy.
Mixed Investor Sentiment Clouds Strive-Semler Merger Despite Bitcoin Treasury Appeal
While the Bitcoin treasury has drawn enthusiasm, investor sentiment has been blended. Strive’s inventory (ASST) has fallen 96% from $18 in 2023 to $0.77 as of late December 2025. This raises questions amongst shareholders in regards to the implied worth of the change.
Some traders have expressed concern that the 21.05x change ratio might not absolutely compensate SMLR shareholders, notably given the corporate’s current 50% decline in its share worth.
Discussions on social media mirror each optimism about potential post-merger catalysts, comparable to warrant expirations, and skepticism over Strive’s enterprise fundamentals.
“I don’t get it. Why would Semler shareholders need this inventory?” one consumer remarked.
Despite the dangers, the deal represents a pioneering step in company Bitcoin treasury consolidation. The merger would transcend positioning the mixed firm as a prime public Bitcoin holder, to sign a broader development wherein public corporations deal with Bitcoin as a strategic reserve asset reasonably than another funding.
Similar mergers might emerge in 2026 as companies search to mix assets and capitalize on the rising adoption of crypto amongst corporates.
The shareholder vote stays open till January 13, 2026, at which era traders will determine whether or not to approve the merger.
If handed, the deal might mark a major milestone in company Bitcoin adoption, reshaping each investor entry to crypto via equities and the broader sector of Bitcoin treasury methods within the public markets.
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