Inside look at Semler Scientific | Featuring Eric Semler & Joe Burnett

True North Now — Inside look at Semler Scientific | Featuring Eric Semler & Joe Burnett

43:40 | June 30, 2025

🧭 True North Now Episode 3
Adrian sits down with Eric and Joe to dive into Semler Scientific’s Bitcoin treasury strategy, blending a healthcare biz with BTC accumulation. Joe joins the team to scale holdings, drive strategy, and reshape corporate Bitcoin adoption.

🎥 Guest profile:
Eric Semler: Chairman of Semler Scientific and a seasoned investor with a background in technology, media, and healthcare. He’s the founder of TCS Capital Management and has been an advocate for Bitcoin adoption in public companies. Known for his sharp market instincts, Semler played a key role in steering Semler Scientific toward its Bitcoin treasury strategy while continuing to expand its footprint in digital health. Follow Eric on X here: https://x.com/semlereric

Joe Burnett: Director of Bitcoin Strategy at Semler Scientific. With deep experience in Bitcoin mining, treasury strategy, and content creation, Joe has a deep background in Bitcoin. Before joining Semler, he worked at Unchained Capital and helped shape Bitcoin’s role in corporate finance. He now plays a key role in scaling Semler’s Bitcoin holdings and public strategy. Follow Joe on X here: https://x.com/iiicapital

⏱️ TIMESTAMPS & INSIGHTS:

• 00:00:00 – joining Semler: Joe’s move and Bitcoin motivation
• 00:02:59 – smart leverage: Why Bitcoin treasury firms offer an edge
• 00:05:06 – dual strategy: Healthcare business + Bitcoin holdings
• 00:08:25 – scaling up: $500M in BTC with a lean team
• 00:12:08 – Bitcoin target: Path to 105,000 BTC
• 00:15:42 – competitive edge: Why operating cash flow matters
• 00:20:07 – new norm: Bitcoin balance sheets going mainstream
• 00:21:25 – market resilience: Bitcoin’s strength in global turmoil
• 00:23:55 – future thesis: BTC as a global reserve asset
• 00:27:33 – long-term vision: Lending, holding, and monetizing BTC
• 00:31:14 – leadership shift: Front-facing roles evolving
• 00:34:56 – healthcare dip: Revenue drop and DOJ context
• 00:38:18 – mission focus: Chronic disease and regulatory hopes
• 00:40:45 – next steps: Joe’s Bitcoin push and Semler’s momentum

Disclaimer: The content in this video is for informational and educational purposes only and should not be considered financial advice. We are not financial advisors, and you should consult with a qualified professional before making any financial decisions. All investments involve risks, and you are responsible for your own decisions.