MSTR en SMLR: Brett Knoblauch kiest de beste Bitcoin Treasury -aandelen om te kopen

Fri, Aug 1, 2025, 6:21 AM 7 min read

Cryptocurrency has come a long way since Bitcoin’s debut in 2009. Over the past decade and a half, the space has captured global attention, dominated headlines, and gone through wild cycles of boom and bust. Today, thousands of cryptocurrencies circulate on the market, and while global regulation is still taking shape, under the new administration the U.S. framework is advancing rapidly in a distinctly positive direction.

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For investors looking to cut through the noise, one compelling option lies in Bitcoin treasuries. These are public companies that hold Bitcoin as a strategic asset, aiming to benefit from its long-term value appreciation.

Covering the sector for Cantor, analyst Brett Knoblauch gives us the background and points the way toward finding sound investments.

“What makes a good Bitcoin treasury company? A successful Bitcoin treasury company needs access to capital. Without capital, they simply cannot acquire Bitcoin. The amount of capital a company has access to in this space is largely driven by trading liquidity. For shares to have a relatively high amount of volume, we believe they need to have a management team that carries weight in the crypto ecosystem,” Knoblauch opined. “However, not all Bitcoin treasury companies are created equal, and we believe some offer better risk/reward than others.”

The Cantor digital expert goes on to put his background research to work – and he’s tagged Strategy (NASDAQ:MSTR) and Semler Scientific (NASDAQ:SMLR) as two of the best bitcoin treasury stocks to buy right now. Let’s give them a closer look and find out what makes these stocks so compelling.

Strategy

The first stock on our list is MSTR. Formerly known as MicroStrategy, the company rebranded itself earlier this year as Strategy, and its stylized ‘B’ logo points to the company’s core work. Strategy is a Bitcoin treasury, but more importantly, it was the first Bitcoin treasury. The company has been buying up Bitcoin since 2020, and today its holdings total 607,770. At current prices, that digital asset is worth approximately $72 billion. Strategy is the world’s largest corporate holder of Bitcoin.

As a Bitcoin treasury, some of Strategy’s vital stats are a bit different than those of most other public companies. A look at the last quarterly report, covering 1Q25, shows this. Strategy reported strong results on several important KPIs related to its Bitcoin business. These include the ‘BTC Yield,’ which was listed as 13.7%; the ‘BTC Gain’ of 61,497; and the ‘BTC $ Gain’ of $5.8 billion. These performance indicators were given ‘year-to-date,’ as of April 28, and show that Strategy’s bitcoin treasury business was performing well in the first four months of this year.