Semler Scientific, Inc. (Nasdaq: SMLR) has elevated its bitcoin (BTC) holdings following the acquisition of an extra 871 BTC for $88.5 million.
The acquisition, funded by proceeds from its January 2025 senior convertible notes providing and the monetization of a minority funding in Monarch Medical Applied sciences, LLC, brings the corporate’s complete bitcoin reserves to three,192 BTC as of February 3, 2025.
Semler Scientific: Bitcoin Acquisition and Technique
The corporate’s newest bitcoin buy was made at a mean worth of $101,616 per BTC, inclusive of charges and bills. Since implementing its bitcoin treasury technique in July 2024, Semler Scientific has gathered BTC at a mean buy worth of $87,854 per coin, for a complete funding of $280.4 million.
Semler Scientific measures the success of its bitcoin investments utilizing BTC Yield, a key efficiency indicator (KPI) designed to evaluate the accretive influence of BTC acquisitions relative to its excellent shares. The corporate reported a BTC Yield of 21.9% from January 1, 2025, to February 3, 2025, and 152.2% since July 1, 2024.
The corporate’s method aligns with a rising pattern of publicly traded companies adopting bitcoin as a treasury asset. Nevertheless, Semler Scientific notes that BTC Yield will not be a direct measure of stockholder returns, bitcoin worth appreciation, or firm profitability.
The corporate additionally acknowledges the volatility of bitcoin and the dangers related to utilizing convertible debt to fund purchases.
Market Context and Future Outlook
Semler Scientific’s bitcoin accumulation mirrors broader institutional adoption developments, with companies more and more utilizing BTC as a hedge towards inflation and a strategic treasury reserve. The corporate has financed its bitcoin purchases by money move, inventory issuances, and convertible notes, a method that has garnered sturdy investor curiosity.
Regardless of its rising BTC reserves, Semler Scientific has emphasised that BTC Yield needs to be interpreted inside its meant scope and never as a predictor of inventory worth efficiency. The corporate continues to discover alternatives to increase its bitcoin holdings whereas managing related monetary dangers.