---
title: "MSTR junior version: KDLY"
description: "Kindly MD $Kindly MD(KDLY.US) was founded in 2019 and is headquartered in Salt Lake City, Utah, USA. It is a healthcare services company focused on chronic pain management and opioid alternative thera"
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/29926582.md"
published_at: "2025-05-22T00:52:31.000Z"
author: "[京城Z先生](https://longbridge.com/en/profiles/9198235)"
---

# MSTR junior version: KDLY

![Image](https://pub.pbkrs.com/uploads/2025/3b1a47262529835298561e81555f3759?x-oss-process=style/lg)

Kindly MD $Kindly MD(KDLY.US) was founded in 2019 and is headquartered in Salt Lake City, Utah, USA. It is a healthcare services company focused on chronic pain management and opioid alternative therapies. Its business model combines subscription and pay-per-service, offering comprehensive medical solutions including behavioral health services, functional medicine, and hormone therapy.

Of course, the above information is not important at all. The real highlight is below:

**On May 13, 2025, Kindly MD announced a merger agreement with Nakamoto Holdings, marking its transition into the Bitcoin strategic reserve sector.**

Key details of the deal include:

1\. Merger Background: Nakamoto Holdings was founded by David Bailey, a cryptocurrency advisor to the Trump administration, and focuses on Bitcoin acquisition and reserves. Its goal is to establish a global Bitcoin asset network through mergers and acquisitions.

2\. Financing Plan: The company plans to raise $510 million through a private investment in public equity (PIPE) at $1.12 per share and issue $200 million in convertible bonds, **bringing the total financing to $710 million, which will be used for Bitcoin acquisition.**

Why is it called the "junior version"?

CEP has already acquired over 4,000 Bitcoins, but as of now, Kindly MD has not disclosed its own Bitcoin holdings. Its Bitcoin exposure primarily relies on post-merger acquisitions using the raised funds, with specific holdings to be disclosed in future financial reports.

In other words, it just started with "I have a dream..." and was quickly snapped up by the market. This reflects high market recognition of the MSTR model and confidence in the company's future potential. Of course, it also helps to have official backing or major players involved. In this regard, KDLY is even stronger than CEP.

Why so bullish on crypto?

Because this industry is part of the "American Special Valuation" concept (a term I made up), promoted by the Trump administration.

The Trump administration's **Bitcoin Strategic Reserve Policy** (e.g., requiring "all Bitcoin to be mined in the U.S.") provides policy benefits to related companies. Nakamoto Holdings' government ties may offer potential resource advantages.

Bitcoin's institutionalization as "digital gold" is accelerating. Kindly MD's entry into this sector through the merger may attract crypto-themed investment flows.

Conclusion:

Kindly MD is in the early stages of transitioning from healthcare to Bitcoin financialization. Its Bitcoin holdings are not yet substantial, but its strategic intent is clear and backed by political resources.

Investors should be wary of the disconnect between high expectations and business uncertainty, and closely monitor financing progress and Bitcoin market volatility.

For those without experience in cryptocurrency spot trading, we do not recommend investing in any stocks in this industry. Market fluctuations could be too much for your heart to handle, and any gains might not cover the medical bills.$Cantor Equity Partners(CEP.US) $Kindly MD(KDLY.US)

### Related Stocks

- [NAKAW.US - NAKAMOTO INC C/WTS 31/05/2029 (TO PUR COM)](https://longbridge.com/en/quote/NAKAW.US.md)
- [CEP.US - Cantor Equity Partners](https://longbridge.com/en/quote/CEP.US.md)
- [KDLY.US - Kindly MD](https://longbridge.com/en/quote/KDLY.US.md)

---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.
