Will Bitcoin survive without Trump? Simar says that hedge funds are not convinced star-news.press/wp
Evolution journalist
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Evolution journalist
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Involve
Eric Seaman, Chairman of the Semler Scientific Inc. , That many hedge funds are still not convinced about the long -term Bitcoin’s validity to the Trump administration.
Main meals:
- Eric Simler says many hedge boxes doubted the future of Bitcoin behind the Trump administration.
- Despite doubts, Semler builds a bitc treasury strongly, targeting 105,000 coins.
- Exposure to encryption rises between hedge boxes, carrying half of nearly half of the digital assets.
Talk to Interview with Natalie Bruneel In metal currency stories, Semler said traditional financing is still seen by Bitcoin as a transient trend that may not survive the political transition.
“I think they think it is the concept of a fly at night and that, after the Trump administration, he is very back,” said Simer, who founded TCS Capital Management.
Trump is pushing for the encryption of uncertainty after his period
His remarks come with a growth growth on whether American political support for encryption will continue during President Trump’s last term.
While Trump recently acknowledged a strategic reserve for Bitcoin, numbers like the CEO of Jan3 Samson Mww warned that such initiatives could quickly collapse under different management.
Despite the wider doubts, it will pass in the opposite direction. In May, Semler Scientific became only the second American public company that adopts the Bitcoin Treasury strategy.
The company currently has 4,449 BTC and plans to clean up to 105,000 BTC within two and a half years, targeting 10,000 BTC by the end of the year.
For Semler, institutional doubt is part of this opportunity. He said: “When you make a bet on something that the majority does not believe in, and you are right, you make more money.”
He added: “I love negativity: I am a contradictory investor,” noting that his most profitable investments came when others were refusing. “These are the types of investments that have the highest returns.”
While some of the hedge fund managers are still hesitant, the broader trend indicates high encoding.
A survey of 2024 by alternative Investment Management Association and PWC showed that 47 % of hedge fund managers are now carrying a level of exposure to encryption, up from 29 % in 2023 and 37 % in 2022.
If we look back, a 2021 global survey in the hedge box showed that all of them are expected to allocate 7.2 % of their portfolios to encryption by 2026.
VANECK warns BTC Treasury strategy that may have counterproductive results
Recently, Matthew Sign, head of digital asset research, has raised concerns about the treasury strategies in Bitcoin used by some public companies, indicating that the continuous accumulation of BTC may soon harm shareholders more than help.
He specifically criticized the use of stock version programs (ATM), warning that it could become reduced when stock prices approach the net Bitcoin (NAV).
SIGEL has suggested several measures to prevent value erosion, including stopping ATMs if the company’s shares are trading less than 0.95X NAV for more than 10 days.
He made comparisons with previous failures in the encryption mining sector, as excessive mitigation and executive wage led to significant losses to the shareholders.
For example, Seemler Scientific, a medical technology company that entered the BTC area in 2024.
Although 3,808 BTC obtained, its shares fell over 45 %, and the MNAV decreased to 0.82X.
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2025-06-21 13:15:00
