Catenaa, Friday, June 26, 2025-Institutional interest in bitcoin remains strong as Semler Scientific announced plans to increase its bitcoin holdings from 4,449 to 100,500 by 2027, signaling continued structural demand despite Federal Reserve tightening and geopolitical tensions.
Semler Scientific aims to raise funds through convertible notes and share sales, employing strategies similar to those of MicroStrategy’s Michael Saylor.
At current prices near $106,000 per bitcoin, the company’s planned treasury expansion is valued around $10.6 billion, vastly exceeding its $420 million market capitalization.
Analysts see this as a potential valuation multiplier for Semler and a bullish indicator for bitcoin’s long-term outlook.
Valentin Fournier, lead analyst at BRN, said that while short-term market sentiment remains cautious due to Middle East unrest and regulatory risks, Semler’s announcement exemplifies persistent corporate appetite for bitcoin. Regulatory scrutiny on Semler, including ongoing U.S. Justice Department investigations, remains a risk factor.
Other experts, including Peter Chung of Presto, noted that the current institutional accumulation is healthier than previous cycles, with companies avoiding risky crypto-collateralized loans. Meanwhile, bitcoin prices held steady around $106,000 despite subdued trading volumes over the U.S. holiday.
Fournier suggested current market pessimism could offer an accumulation window ahead of further institutional adoption and price appreciation, reinforcing the long-term bullish case for bitcoin amid challenging macroeconomic conditions.
