Bitcoin News Today: Semler Scientific Boosts Bitcoin Holdings by 210 BTC, 30.3% Yield

Generated by AI AgentCoin World
Friday, Jul 18, 2025 4:03 pm ET2min read
Aime RobotAime Summary

- Semler Scientific boosted Bitcoin holdings by 210 BTC, spending $25M via ATM proceeds, totaling 4,846 BTC at $455M.

- The company introduced a 30.3% BTC Yield metric to assess Bitcoin's impact on shareholder value.

- Despite gains, shares fell 22% YTD due to stock dilution and legal issues with the DOJ over QuantaFlo.

- Legal settlement discussions and underwhelming Q2 results further challenge its Bitcoin-focused strategy.

Semler Scientific, a medical technology company, has significantly increased its Bitcoin holdings by acquiring an additional 210 BTC between July 3 and July 16, 2025. The company utilized proceeds from its ATM offering program to fund this purchase, spending approximately $25 million. This acquisition brings the company’s total Bitcoin holdings to 4,846 BTC, which were accumulated for an aggregate cost of approximately $455 million. The average acquisition price per Bitcoin stands at $93,890.

The market value of Semler Scientific’s Bitcoin holdings, as of July 16, 2025, is $577.9 million, based on prices reported on Coinbase at 4:00 p.m. ET on that date. This valuation reflects a substantial increase in the company’s Bitcoin portfolio, highlighting its strategic focus on Bitcoin as a key component of its financial planning.

Semler Scientific has introduced a new performance metric called BTC Yield to evaluate the effectiveness of its Bitcoin acquisition strategy. As of July 16, 2025, the year-to-date BTC Yield stood at 30.3%. This metric is designed to help investors understand how the strategy of using share issuance to buy Bitcoin affects shareholder value. The company views Bitcoin as playing a long-term strategic role in its financial planning and performance analysis.

In addition to its Bitcoin investments,

provided selected unaudited financial information for the second quarter ended June 30, 2025. The company emphasized that these financial figures are preliminary and subject to change based on ongoing review and revisions. Semler Scientific cautioned that its preliminary data should not replace the full GAAP financial statements, which will be released upon completion of the financial closing process.

Despite the significant investment in Bitcoin and the potential for substantial gains, Semler Scientific's share price has not responded positively. The company's stock has declined by 22% year-to-date, suggesting that investors are not fully convinced by the Bitcoin strategy. Analysts have pointed out that the company's reliance on selling shares to finance its Bitcoin purchases may be contributing to the negative sentiment among investors. This dilution of shareholder value, coupled with an underwhelming Q2 earnings report, has likely played a role in the stock's decline. The analyst also noted that not all Bitcoin treasury companies will be able to replicate the success of Strategy, the first publicly traded company to adopt a Bitcoin corporate reserve strategy.

In addition to its Bitcoin investments, Semler Scientific is currently facing legal inquiries related to its settlement discussions with the US Department of Justice. These inquiries stem from a possible violation of anti-fraud law relating to the company's QuantaFlo product. After disclosing the settlement discussions in February, Semler's stock price fell. In April, the company reached an agreement in principle with the DOJ to settle for $29.8 million. The legal issues, combined with the underperformance of the stock, have created a challenging environment for Semler Scientific as it navigates its transition to a Bitcoin treasury company.

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