Semler Scientific Plans 2800% Bitcoin Increase by 2027

Semler Scientific Inc., a healthcare technology firm, has announced an ambitious plan to significantly increase its Bitcoin holdings. The company aims to boost its Bitcoin stack by nearly 28 times in the next two-and-a-half years, growing its holdings from 3,808 Bitcoin to 105,000 Bitcoin. Semler plans to achieve this by holding 10,000 Bitcoin by the end of this year, 42,000 Bitcoin by the end of 2026, and reaching its final target of 105,000 Bitcoin by 2027. The company intends to use equity, debt financing, and operational cash flow to reach its target and has appointed a new director to lead the plan.

Semler first purchased Bitcoin in May 2024 and has since bought over 3,800 BTC, making it the 13th largest Bitcoin holder among public companies. The company's plan comes amid a growing trend of publicly traded firms buying Bitcoin, with some prioritizing these purchases above their core business operations. Reaching 105,000 BTC would mean Semler holds 0.5% of Bitcoin’s fixed 21 million supply. This move aligns with other firms, such as Japanese investment firm Metaplanet, which also announced plans to purchase 210,000 Bitcoin by the end of 2027.

To lead its Bitcoin strategy, Semler has hired Joe Burnett as its “director of Bitcoin strategy.” Burnett brings extensive experience in the Bitcoin industry, having previously served as director of market research at Bitcoin financial services firm Unchained and as head analyst at Bitcoin mining firm Blockware Solutions. He also worked at the Big Four accounting firm EY before moving into the Bitcoin industry full-time. Burnett's appointment underscores Semler's commitment to Bitcoin as a long-term asset and its belief in the accelerating trend of corporate adoption of Bitcoin.

Semler's strategy is not without risks. Analysts have warned that companies using large at-the-market programs to raise funds for Bitcoin purchases may face problems if their stock starts trading near its net asset value, as issuing more shares could dilute shareholder value instead of boosting it. However, Semler's aggressive Bitcoin accumulation strategy reflects its confidence in the future of Bitcoin and its potential as a long-term asset. The company has achieved a 287% Bitcoin yield and an unrealized gain of $177 million on its Bitcoin investments as of June 3, 2025. This positions Semler Scientific as a leader in the corporate adoption of Bitcoin, aiming to deliver significant value to its stockholders in the years to come.