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Semler Scientific’s Bitcoin holdings are barely covering its enterprise value, raising concerns about its ability to grow Bitcoin per share. Analysts warn of pressure on Bitcoin treasury firms as mNAV metrics tighten. The company faces legal scrutiny and a declining stock price.
- Semler Scientific's mNAV of 1.07 indicates minimal premium over its $466M Bitcoin holdings, restricting growth strategies.
- The firm faces a $30M DOJ settlement and shareholder investigation, compounding market cap and liquidity challenges.
- VanEck suggests safeguards like pausing ATM offerings below 0.95x NAV and prioritizing buybacks during BTC rallies.
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