Semler Scientific Aims to Acquire 105,000 Bitcoins by 2027

Semler Scientific, a California-based medical-technology company, has set an ambitious goal to acquire 105,000 Bitcoins (BTC) by the end of 2027. This target represents 0.5% of Bitcoin's maximum circulation supply. The company plans to fund this acquisition through a combination of debt financing, equity offerings, and cash flows from its current operations. Semler Scientific, known for its point-of-care diagnostic tools like QuantaFlo, made its first Bitcoin purchase of $40 million in May 2024. Throughout 2024, the company continued to accumulate Bitcoin at a steady pace, purchasing more than 1,500 coins. This trend has continued into 2025, with the company's biggest purchase of the year being 871 BTC in early February.

As of now, Semler Scientific's current Bitcoin holdings stand at an impressive $468.18 million, making it one of the largest BTC treasury companies in the U.S. With an average purchasing price of $92,158, the company is currently sitting on a profit of 14.39%. The company aims to own 10,000 BTC by the end of 2025, 42,000 by the end of 2026, and the full 105,000 by December 2027. Eric Semler, the chairman of Semler Scientific, has expressed the company's focus on becoming "a powerhouse in Bitcoin." He stated that while the healthcare story is interesting and helpful, the company is really interested in Bitcoin.

The strategic move to own 105,000 BTC by the end of 2027 is a bold statement in the volatile world of cryptocurrency. It reflects a growing trend among institutional investors and corporations to integrate Bitcoin into their investment portfolios. This trend is driven by the belief that Bitcoin offers a hedge against inflation and a store of value in an uncertain economic landscape. The plan's success will depend on various factors, including market conditions, regulatory developments, and the entity's execution capabilities. However, the appointment of Joe Burnett as the Director of Bitcoin Strategy signals a strong commitment to achieving this goal. Burnett's expertise and experience in the field are expected to play a crucial role in navigating the complexities of the Bitcoin market and ensuring the plan's successful implementation.

The plan involves a strategic approach to acquiring Bitcoin, with a focus on leveraging market opportunities to purchase coins at favorable prices. The strategy includes a mandate to buy Bitcoin at a strike price of $94,500, which is 90% of the current spot price of around $105,000. This approach allows the entity to capitalize on potential discounts, thereby maximizing the value of their investments. The current Bitcoin price hovers around $105,000, indicating a strong market position and reducing the likelihood of a significant price drop to $100,000. The announcement has sparked interest and speculation within the cryptocurrency community. Analysts have noted that the plan's aggressive nature could potentially influence market dynamics, although the immediate impact remains to be seen. The entity's commitment to accumulating such a large amount of Bitcoin underscores their confidence in the long-term value and potential of the cryptocurrency.

Semler Scientific's current holdings are valued at $103,275 per BTC, down 1.02% on the day, resulting in a 1.03% decline in portfolio value. Despite this short-term decrease, the company has not cut back on its allocation and is still fully exposed to Bitcoin with no diversification into Ethereum, stablecoins, or altcoins. Bitcoin is the only digital asset on Semler's balance sheet, reflecting strong conviction in its store-of-value function. The company's decision to team up with Coinbase Prime and NYDIG reflects a bias toward institutional-quality custody infrastructure, facilitating long-term regulatory compliance and asset security.

Semler officially announced its goal to reach 10,000 BTC by 2025, 42,000 by 2026, and 105,000 by the close of 2027. This initiative positions Semler as the second U.S. public company to fully implement a Bitcoin Standard. Chairman Eric Semler credited the strategy for delivering a 287% BTC yield since May 2024 and generating $177 million in unrealized gains through June 2025. Tracking data from Arkham shows that Bitcoin accumulation began in February 2024 and intensified through Q1 2025. Key inflows ranged between 120 and 450 BTC per tranche, with the largest recent transfer totaling 445 BTC routed directly via Coinbase Prime wallets. The buying curve displays a disciplined strategy with step-wise accumulation followed by periods of wallet balance consolidation. Semler’s average purchase price remains above $100,000 per BTC, suggesting strong internal valuation benchmarks for the asset.

The firm’s Portfolio Archive confirms zero debt, swaps, or leveraged positions tied to Bitcoin holdings. All assets are unencumbered and remain in cold custody, validating a pure-play strategy centered on long-term appreciation. Wallet activity confirms that Semler has not sold any BTC since accumulation began. With a nearly 4,000 BTC position intact, the firm is now one of the largest institutional holders on public record. The company's decision to accumulate Bitcoin without any exposure to altcoins or stablecoins underscores its commitment to a no-debt, all-spot strategy. This approach ensures that the company's Bitcoin holdings are not subject to the volatility and risks associated with other digital assets, further solidifying its position as a leader in the Bitcoin investment space.