Semler plans to acquire 105,000 BTC by 2027, targeting 5% of the total supply with zero exposure to altcoins or stablecoins.
The firm’s BTC stash hit 3,975 coins, all held in cold storage with no leverage, debt, or derivatives on the balance sheet.
Accumulation began in Feb 2024 with precise tranches up to 445 BTC, showing a disciplined, cycle-aware treasury strategy.
Semler Scientific has revealed plans to acquire over 105,000 Bitcoin (BTC) by the end of 2027, representing 5% of the asset’s maximum supply. The firm currently holds 3,975 BTC worth approximately $410.6 million, stored via Coinbase Prime and NYDIG Custody.
Corporate Treasury Anchors to Bitcoin Alone
According to a post by Arkham, Semler Scientific’s current holdings are valued at $103,275 per BTC, down 1.02% on the day, resulting in a 1.03% decline in portfolio value. Despite this short-term decrease, the company has not cut back on its allocation and is still fully exposed to Bitcoin with no diversification into Ethereum, stablecoins, or altcoins.
https://twitter.com/arkham/status/1936462527266779560
Bitcoin is the only digital asset on Semler's balance sheet, reflecting strong conviction in its store-of-value function. The company's decision to team up with Coinbase Prime and NYDIG reflects a bias toward institutional-quality custody infrastructure, facilitating long-term regulatory compliance and asset security.
Three-Year Accumulation Plan with Institutional Backing
Semler officially announced its goal to reach 10,000 BTC by 2025, 42,000 by 2026, and 105,000 by the close of 2027. According to a report by the company on June 20, Joe Burnett has been appointed Director of Bitcoin Strategy to oversee this expansion, with capital sourced from equity, debt instruments, and operational cash flows.
This initiative positions Semler as the second U.S. public company to fully implement a Bitcoin Standard. Chairman Eric Semler credited the strategy for delivering a 287% BTC yield since May 2024 and generating $177 million in unrealized gains through June 2025.
Precision Buying Over Market Cycles
Tracking data from Arkham shows that Bitcoin accumulation began in February 2024 and intensified through Q1 2025. Key inflows ranged between 120 and 450 BTC per tranche, with the largest recent transfer totaling 445 BTC routed directly via Coinbase Prime wallets.
The buying curve displays a disciplined strategy with step-wise accumulation followed by periods of wallet balance consolidation. Semler’s average purchase price remains above $100,000 per BTC, suggesting strong internal valuation benchmarks for the asset.
No Debt, No Leverage, All Spot
The firm’s Portfolio Archive confirms zero debt, swaps, or leveraged positions tied to Bitcoin holdings. All assets are unencumbered and remain in cold custody, validating a pure-play strategy centered on long-term appreciation.
Wallet activity confirms that Semler has not sold any BTC since accumulation began. With a nearly 4,000 BTC position intact, the firm is now one of the largest institutional holders on public record.
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