Metaplanet and Semler Scientific Boost Bitcoin Holdings by 15% and 4%

In a bold move, two listed companies, Metaplanet from Japan and Semler Scientific from the USA, have significantly increased their Bitcoin holdings. On July 7, 2025, Metaplanet acquired 2,205 BTC for approximately $238.7 million, bringing its total holdings to 15,555 BTC, valued at nearly $1.7 billion. Similarly, Semler Scientific added 187 BTC for $20 million, reaching a total of 4,636 BTC in its accounts. These acquisitions come at a time when Strategy, a pioneer in Bitcoin balance sheets, has temporarily suspended its weekly purchases, breaking a streak that began in April.

These moves by Metaplanet and Semler Scientific are part of a broader trend where listed companies are increasingly adopting Bitcoin as a strategic asset. Metaplanet's acquisition was made at an average price of $108,237 per Bitcoin, and the company reports an internal performance indicator called BTC Yield, which has reached +416% since the start of the year. Semler Scientific, on the other hand, reports a BTC Yield of 29%. Both companies are adopting unconventional financing solutions to support these purchases, following a model introduced by Strategy.

This dynamic suggests that for some companies, Bitcoin is becoming more than just a speculative asset; it is now a lever for financial and stock market valuation. The fact that over 852,000 BTC are now held by listed companies indicates a growing institutionalization of Bitcoin as a long-term strategic asset. This raises new questions about volatility management, the sustainability of credit purchase strategies, and these companies’ capacity to absorb market reversals.

The contrast between Strategy’s temporary restraint and the renewed aggressiveness of Metaplanet and Semler reflects divergent tactical visions. While Strategy seems to favor a wait-and-see approach in the face of Bitcoin flirting with its all-time high, Metaplanet and Semler seem to want to capitalize on this consolidation phase to strengthen their positions. This renewed enthusiasm is observed even as Strategy paused its weekly purchase program, breaking an uninterrupted streak since April 14. Michael Saylor, co-founder of Strategy, summarized the company's stance, stating, “Some weeks, it’s better to just hold your positions.”

These new operations by Metaplanet and Semler mark a turning point, reminding us that Bitcoin accumulation by companies is no longer the preserve of a single player like Strategy. BTC is gradually becoming a strategic balance sheet asset, even an identity-defining one for some companies. Although market performances diverge, with Metaplanet rising strongly and Semler declining, a broader trend emerges: the adoption of an asset management logic where Bitcoin is no longer just a speculative bet but a safe haven and a structural component of balance sheets. The question remains how long this model will hold up against the realities of financial markets, regulation, and an asset as unpredictable as Bitcoin.