- Semler Scientific’s BTC Yield grew 23.5% YTD, reflecting growing Bitcoin exposure.
- Despite Bitcoin’s volatility, Semler continues expanding its digital asset holdings.
- Semler views Bitcoin as a store of value, diversifying from traditional assets.
Semler Scientific, a health technology company, took a giant leap into the crypto domain with the purchase of 111 Bitcoins worth $10 million. This adds to the overall Bitcoin holding of the company to the tune of 3,303 BTC, firming up its increasing exposure to digital assets.
Recent Purchases and BTC Yield Metrics
Semler Scientific has continued its Bitcoin purchasing spree, purchasing 111 BTC from April 24 to February 14, 2025. Brought to public by the Satoshi Club post, the purchases were made at an average price of around $90,000 per Bitcoin, totaling $309.1 million as the company’s holdings. The company’s Bitcoin return, its internal metric of performance, stands at 23.5% year-to-date, reflecting its growing per-share exposure.
Semler Scientific’s strategy is to raise capital from the issuance of equity to fund Bitcoin purchases. The company has also generated substantial proceeds from its ATM sales, which corresponded to a massive surge in its BTC holdings. Erk’s Semler confirmed that the company used the proceeds to pursue its agenda of accumulating Bitcoin to put itself on par with larger institutional buyers in the market for digital assets.
Strategic Implications and Future Plans
Semler’s decision to incorporate Bitcoin into its treasury management aligns it with other institutional investors exploring digital assets. As reported by Erk’s Semler, the company plans to continue acquiring Bitcoin as part of its strategic asset diversification. The health tech firm sees Bitcoin as a stable store of value, even as its stock continues to develop.
Semler is also cautious in its use of Bitcoin as a reserve asset, warning investors not to consider its BTC Yield as a direct measure of stockholder returns. While its plan may be unorthodox for a healthcare business, the plan is being contemplated as a means of hedging against inflation and providing long-term financial increases. The company’s commitment to adding Bitcoins to its reserves is an indication of its faith in the value and stability of the asset.
BTC Yield and Risk Considerations
BTC Yield is a critical metric for Semler, offering insights into its Bitcoin accumulation relative to its share dilution. The company tracks the percentage change in its Bitcoin position per diluted share, which is higher by 23.5% year to date. Though the growth looks good, the company has stated that the volatility in Bitcoin can affect its overall strategy.
Semler Scientific has made clear that its Bitcoin holdings should not be viewed as an investment for stockholder returns. The company emphasizes that BTC Yield is strictly an internal metric designed to assess its capital deployment. Consequently, investors are urged to monitor its official filings and broader financial performance for a more comprehensive picture of risk.
