Exclusive: How Semler Scientific Plans to 2X Its Bitcoin Treasury—And Why Wall Street Isn’t Ready

Semler Scientific just dropped a bombshell—and Bitcoin maximalists are loving it. The healthcare-turned-crypto darling is doubling down on digital gold, proving once again that corporate treasuries are waking up to decentralization.

The Bitcoin gambit

No more playing it safe with bonds yielding less than inflation. The company's moving fast—liquidating deadweight assets to stack more sats while Wall Street still thinks ETFs are 'innovative.'

Why this hurts traditional finance

Another blue-chip proving you don't need middlemen to preserve value—just math and a globally distributed ledger. (Take notes, Jamie Dimon.)

The playbook? Simple: acquire, hold, repeat. While hedge funds overcomplicate derivatives strategies, Semler's executing the ultimate HODL—with the cold precision of a Fortune 500 balance sheet.

One thing's clear: When the next halving hits, these guys won't be begging banks for exposure. They'll already be riding the wave—with twice the firepower.

This aggressive strategy requires multiplying its current stockpile of 3,808 BTC nearly 28 times in just over two years.

Oh, and a quick reminder, if you bought bitcoin on any date on or preceding Dec. 13, 2024, you are in the green.

The Strategy Behind the Bitcoin Treasury Push

Semler intends to hit its ambitious Bitcoin target using a mix of equity, debt financing, and operational cash flow.

Since beginning its Bitcoin accumulation in May 2024, the company has positioned itself as a serious player in the corporate crypto space. Now ranked as the 13th largest public Bitcoin holder, Semler is one of the many companies riding this trend.

Leading Semler’s push toward one of the largest corporate Bitcoin treasuries in the world is Joe Burnett, the company’s newly appointed director of Bitcoin strategy. Burnett brings a résumé packed with crypto credentials, having worked with Unchained Capital and Blockware Solutions

Semler’s chairman, Eric Semler, stated, “We are excited to have Joe join our Bitcoin strategy team and help drive our three-year plan to own 105,000 Bitcoins.”

Semler Scientific announces plan to acquire 105,000 BTC by 2027. pic.twitter.com/jQ0IJAl3sf

— TFTC (@TFTC21) June 19, 2025

Burnett emphasized the mainstream momentum of Bitcoin adoption, noting, “We are determined to build one of the largest corporate Bitcoin treasuries in the world.”

The Bigger Picture of Corporate Bitcoin Adoption

Adding BTC to a corporate treasury is not at all straightforward. The stock price of Semler (SMLR) has dropped nearly 41% this year, raising questions about the sustainability of its strategy.

Crypto researcher Matthew Sigel of VanEck warned that companies raising funds aggressively for Bitcoin purchases could dilute shareholder value if their stock prices dip too close to net asset value.

Despite this, Thursday’s announcement saw SMLR shares close 11.95% higher at $31.94, signaling a temporary positive reaction from investors.

Semler is part of a rising tide of companies prioritizing Bitcoin acquisitions, a trend that includes major players like MicroStrategy. Japanese investment firm Metaplanet recently announced plans to acquire 210,000 BTC by 2027, further emphasizing Bitcoin’s role as a corporate asset.

Their strategy reflects a growing belief in Bitcoin as “the superior FORM of money,” as Burnett puts it.

Key Takeaways

• Semler Scientific Inc. has set its sights on a bold expansion of its Bitcoin treasury.
• All eyes are on Powell this week. As inflation lingers and labor metrics soften.