In a bold move reflecting a significant strategic shift, **Semler Scientific**, a health technology company, announced an ambitious plan to increase its Bitcoin holdings to **105,000 units** by 2027, which will make it own about **5%** of the total fixed supply of the cryptocurrency, which is 21 million units. This announcement comes as part of a growing trend among publicly listed companies to adopt Bitcoin as part of their investment strategies.
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### **Timeline: From 3,808 to 105,000 Bitcoin**
Semler revealed details of its gradual plan to increase its Bitcoin holdings:
- **10,000 Bitcoin** by the end of 2025.
- **42,000 Bitcoin** by the end of 2026.
- **105,000 Bitcoin** by the end of 2027.
The company began its journey with Bitcoin in May 2024, currently holding **3,808 units**, making it rank **13** among the largest publicly listed companies holding Bitcoin according to **Bitcoin Treasuries** data.
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### **How will Semler achieve this goal?**
The company relies on a mix of:
- **Equity financing** and **debt**.
- **Operating cash flows**.
It has also appointed **Joe Burnett**, a Bitcoin expert, as the new manager to lead this strategy, confirming its seriousness in implementing this plan.
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### **Unrealized profits of 287%**
Despite the criticisms and concerns raised by some analysts, such as **Matthew Sigal** from VanEck, who warned of the risks of falling stock prices and their impact on the buying strategy, Semler has recorded impressive financial performance so far:
- **Investment return of 287%** from buying Bitcoin.
- **Unrealized book profits of $177 million** as of June 3.
- Ranks **fourth** among publicly listed companies in terms of Bitcoin per share (0.00034 Bitcoin/share).
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### **Challenges and Risks**
Despite current success, Semler faces significant challenges:
- **Its stock price has declined by about 44% this year**, raising questions about the feasibility of continuing to buy Bitcoin through the issuance of new shares.
- **Warnings from VanEck** that companies relying on equity financing to buy Bitcoin may face risks if their market value declines.
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### **Global trend: A race to own Bitcoin**
Semler is not alone in this field, as the Japanese company **Metaplanet** announced plans to own **210,000 Bitcoin** by 2027. These plans reflect a rapidly accelerating global trend towards adopting Bitcoin as a reserve asset, especially with its scarcity and price volatility that could yield huge gains for bold companies.
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### **Summary: Boldness worth watching**
Between optimism and skepticism, Semler Scientific's plan remains one of the boldest strategies in the world of institutional investment. If successful, it could become a model for other companies. However, if it fails, it will be a harsh lesson in the risks of speculating on volatile assets. In any case, the story is worth following closely!
**Stay tuned for upcoming developments in this exciting journey!** 🚀#BTC走势分析 #bitcoin