Скачать или смотреть Accelerating Semler's Bitcoin Treasury with Eric Semler & Adrian Morris — New Foundations E41

In this episode of New Foundations, we bring together Eric Semler, President of Semler Scientific (SMLR), and Adrien Morris, founder of MSTR True North, for a wide-ranging discussion on the evolution of corporate Bitcoin treasury strategies.

From navigating regulatory headwinds at the SEC and DOJ, to balancing a dual narrative of operating business + Bitcoin treasury, Eric shares Semler Scientific’s bold plans — including its target of 105,000 Bitcoin. We also explore why building bridges with the Bitcoin community matters, how companies can learn from Michael Saylor’s playbook, and why every public company will eventually need a Bitcoin strategy.

Highlights include:
Semler Scientific’s journey into Bitcoin and lessons learned
Why adding Bitcoin educators like Natalie Brunell & Joe Burnett strengthens corporate credibility
The rise of Bitcoin ambassadors inside public companies
Transparency debates: proof of reserves vs. traditional audits
Investor relations & corporate communications as ROI drivers
ETF exposure to Bitcoin treasuries (BMAX, OBTC, etc.)
Why S&P 500 inclusion will be a tipping point for treasury adoption

If you want to understand how leading public companies are executing Bitcoin treasury strategies — while still running their operating businesses — this conversation offers a candid, insider perspective.

📌 Book a free consultation with Acropolis: https://www.acropolistreasury.com/book

00:00 – Operating Business + Bitcoin Treasury Synergy
01:25 – Welcome to New Foundations Podcast
02:02 – Guests: Eric Semler (Semler Scientific) & Adrien Morris (MSTR True North)
03:02 – Evolution of Corporate Bitcoin Treasury Strategies
04:56 – Regulatory Headwinds: SEC & DOJ Challenges
06:30 – Semler’s Early Bitcoin Purchases & Slowdown Explained
09:13 – Targeting 105,000 Bitcoin: Strategy + Medical Business Role
10:45 – Why a Two-Prong Narrative (Healthcare + Bitcoin) Matters
11:03 – Adding Natalie Brunell & Joe Burnett to the Semler Team
12:50 – Building Stronger Connections with the Bitcoin Community
14:06 – Trend of OG Bitcoiners Joining Public Companies
18:00 – Bitcoin as Social + Peer-to-Peer Network: Why Companies Need Ambassadors
19:20 – Organic Community Growth vs. Corporate Cultivation (True North example)
21:26 – Lessons from Michael Saylor as Mentor
23:20 – Acropolis Ad Read: Bitcoin Treasury Services
23:45 – Role of Bitcoin Treasury Company ETFs (BMAX, OBTC, etc.)
26:00 – Bitcoin Treasuries Compared to the Internet Boom
27:11 – Every Company Will Have a Bitcoin Strategy
28:36 – When Bitcoin Treasury Becomes a Distraction to Operations
32:21 – Regulatory Friction: Unit of Account + SEC Custody Views
36:02 – Semler’s Positive SEC Experience on Custody Approvals
36:08 – GameStop’s Bitcoin Treasury Rollout: Critiques + Advice
39:11 – Bitcoin Community Engagement Matters for ROI
40:38 – Transparency Debate: Big Four Audit vs. Proof of Reserves
45:06 – Bitcoin Ethos: Voluntary Disclosure vs. Mandates
46:59 – Free Market Choice on Proof of Reserves
47:27 – Where External Firms Like Acropolis Add the Most Value
50:02 – Investor Relations & Communications as Key Differentiators
52:05 – S&P 500 Inclusion Watch: Strategy’s Milestones & Cutoff Dates
53:12 – Where to Follow Eric Semler & Adrien Morris

New Foundations: a weekly podcast covering the need for businesses to embrace Bitcoin, as both a reserve asset and a disruptive settlement layer. Hosted by Mason Carter, Chase Palmieri, and rotating guests. The show is presented by Acropolis, the comprehensive treasury solution for the Bitcoin age. Acropolis believes that every business will hold Bitcoin, and it works to pull that future into the present. Visit acropolistreasury.com to learn more.