According to @bitcoinarchive, Semler Scientific ($SMLR) became a Bitcoin treasury company on May 28, 2024, acquiring 4,449 BTC now valued at $469 million, which exceeds its current market capitalization. Despite Bitcoin (BTC) rising 55% since the acquisition, SMLR shares have only increased by 2.3% in the same period. This divergence highlights the challenges Bitcoin treasury companies face in translating BTC gains into stock performance, signaling a potential disconnect between crypto asset appreciation and equity market response. Traders should note this mismatch when assessing exposure to Bitcoin via public equities instead of direct crypto holdings. (Source: @bitcoinarchive)

According to Crypto Rover, The Blockchain Group, recognized as Europe’s first Bitcoin treasury company, has announced plans to accumulate 260,000 BTC (valued at $24 billion) by 2033. This large-scale accumulation strategy could significantly reduce the available supply of Bitcoin on exchanges, potentially increasing upward price pressure and stimulating trading volumes. Traders should closely monitor Blockchain Group’s acquisition timeline and its impact on liquidity, as substantial institutional buying could lead to increased volatility and long-term bullish momentum in the BTC market (source: Crypto Rover on Twitter, May 1, 2025).