Eric Semler
179 posts

Eric Semler
@SemlerEric
Investor, founder, TCS Capital and Trailblazer Acqn Corp $BLZR. Board member, $ASST and $FCRS. Make Every Day A Masterpiece” (Walton via Wooden)

The Strive balance sheet gets even stronger, doubling our Bitcoin holdings in four months w/ double digit Bitcoin yields in 4Q25 & 1Q26. Our team gets even stronger with @Avik, @IIICapital & @SemlerEric on the board. Dashboard will be updated post market: BTC NAV / share👆










My brand new interview with Tom Lee @fundstrat We discuss his bullish outlook on Bitcoin (new ATH this fall?), the national debt, Fed policy, corporate treasury boom, the U.S. acquiring Bitcoin and more. Let us know what you think in the comments below. Timecodes: 00:00 Tom Lee’s Market Outlook: Wall Street & U.S. Economy 1:27 Why Skepticism Is Good for the Markets 1:56 Why Tom Lee Is Bullish on Bitcoin and S&P 500 5:53 Government Debt: A Growing Economic Concern? 6:58 Should the Fed Cut Interest Rates? 8:46 What Happens If the Fed Lowers Rates? 9:38 Bitcoin Price Outlook: What’s Next? 10:47 Corporate Bitcoin Treasuries: Who’s Leading the Way? 12:45 Top Companies Holding Bitcoin in Treasury 14:04 Semler Scientific: Bitcoin as a Treasury Reserve 15:25 Fundstrat Strategy Breakdown: Key Offerings 18:48 Trump: “Bitcoin Is the New Oil” - What It Means 19:45 Can the U.S. Government Nationalize a Bitcoin Company? 22:57 Ethereum Investment: Why Tom Lee Is Buying 26:55 What Are the Risks of Holding Ethereum? 28:39 What Single Asset Would Tom Bet On?









