In a market shrouded by the Federal Reserve's hawkish policies, summer liquidity shortages, and ongoing turmoil in the Middle East, Bitcoin continues to bear short-term pressure. However, amidst the turmoil, long-term optimism is quietly rising — thanks to a new wave of institutional demand.
Valentin Fournier, chief analyst at BRN, stated that Semler Scientific's (NASDAQ: SMLR) recent moves are an important structural signal. On Thursday, this medical device company announced a positive plan to expand its Bitcoin holdings from 4,449 BTC to fund this strategic increase, Semler will raise funds through convertible bonds and selling stock at market price — a method promoted by MicroStrategy's Michael Saylor, now echoed by other companies like Bitdeer and DDC Enterprise.
> Fournier noted in a recent report: Despite the market remaining cautious, with short-term sentiment dominated by geopolitical uncertainties, we believe that Semler Scientific's news is an important signal of structural demand.
According to the current Bitcoin market price of nearly $105,900/BTC, the Bitcoin held by Semler is worth approximately $462 million, yet the company's market value is below this level, at about $420 million, creating a significant value gap. Fournier believes that this discount relative to net asset value (NAV) may attract investors seeking to indirectly invest in Bitcoin through the stock market.
He added, Given its current market value is still undervalued relative to its holdings, this plan could increase its valuation by more than 20 times, indicating growing corporate interest in Bitcoin and reinforcing the long-term bullish case for institutional demand.
However, market observers like Peter Chung, head of research at Presto, noted that corporate Bitcoin strategies today seem more thoughtful than during the boom-and-bust cycle of 2021. It is noteworthy that companies are avoiding high-risk crypto collateral loans — a key factor that previously accelerated market crashes.
This wave looks healthier, said Chung. The increase in treasury reserves is more cautious, and there are no leveraged crypto loans, which helps reduce systemic vulnerabilities. In the face of market uncertainty, corporate confidence in Bitcoin is increasing — if Semler's strategy succeeds, it could herald the next chapter of institutional dominance in crypto economic applications.
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