On May 6, 2025, Semler Scientific – a medical device company – purchased an additional 167 Bitcoin worth $16.2 million, raising the total value of its Bitcoin treasury to $342 million. This is the third large purchase in 10 days, demonstrating the company's strong accumulation strategy. Will Semler become the 'second Strategy' in the crypto industry? Let's analyze in detail.
Semler Scientific Buys More Bitcoin: Treasury Reaches 3,634 BTC
According to a filing submitted to regulators on Monday, #SemlerScientific acquired 167 Bitcoin from April 30 to May 2 at an average price of $97,093 per BTC (including fees), raising the total number of Bitcoin in the treasury to 3,634 BTC. Based on the current Bitcoin price of $94,286 (according to CoinGecko), Semler's treasury is valued at $342 million. The average price per BTC in the company's treasury is $88,668 as of May 2, indicating they purchased at a reasonable price amid market volatility.
Accumulation Strategy: 3 Large Purchases in 10 Days
This is Semler's third large Bitcoin purchase in 10 days, with over $40 million invested in this digital asset. The company began buying Bitcoin last year, following the strategy of Strategy (formerly MicroStrategy), transitioning from software development to accumulating Bitcoin since 2020. Strategy currently holds 555,450 $BTC ($52.2 billion), and Semler seems to be following a similar path. Semler's CEO affirmed at the Bitwise event in New York last month: 'If we lose on Bitcoin, we are not compelled to sell. You can sell or stop if you don't like how we invest in Bitcoin,' demonstrating a strong HODL commitment.
Stock Performance and the Crypto Market
Semler Scientific's stock trades at $34.10, down 5% over the past day, but up 23% since the company began buying Bitcoin last year, indicating that this strategy is delivering long-term value. The crypto market is also on a positive trend: Bitcoin has risen over 6% in the past 14 days, despite a slight decline on Monday, thanks to expectations of an end to the trade war. Bitcoin ETFs in the US attracted $1.8 billion last week, reflecting a 'risk-on' sentiment among investors, supporting Bitcoin's price ($94,286, preparing to reach $120,000 as forecasted).
Impact on the Crypto Market
Semler's strategy brings many positive signals:
Increased institutional confidence: Semler joins the ranks of companies like Strategy (555,450 BTC) and Metaplanet (buying BTC through 0% bonds), reinforcing the trend of crypto institutionalization.
Supporting Bitcoin's price: The purchase of 3,634 BTC reduces the circulating supply (only 2.492 million BTC left on exchanges), creating long-term upward price pressure.
Boosting the ecosystem: Semler's involvement could pull up altcoins like Ethereum (about to upgrade to Fusaka) and BNB (VanEck proposes ETF).
Future Prospects
With a Bitcoin treasury worth $342 million and a HODL commitment from the CEO, Semler Scientific is positioning itself as a potential 'Bitcoin treasury,' similar to Strategy (stock up 2,476% since 2020). Crypto fund inflows reached $3.4 billion last week and are forecasted to accumulate $330 billion into Bitcoin by 2029 (Bernstein), indicating strong growth potential over the next 5-10 years.
Conclusion: Will Semler Scientific Continue Its Uptrend with Bitcoin?
Semler Scientific accelerates Bitcoin purchases with $16.2 million, raising its treasury to $342 million, marking the third large purchase in 10 days. Although the stock is down 5%, the HODL strategy and a positive crypto market (ETFs attracted $1.8 billion) create a bright outlook. Semler is following in Strategy's footsteps, promising to shape the institutional trend in the crypto industry. Investors should closely monitor to seize opportunities.
Risk warning: Crypto investment carries high risks due to price volatility and legal uncertainties. Please consider carefully before participating.