Bitcoin Investment Trends in 2025: Semler Scientific Buys In, MicroStrategy Takes a Breather

• Semler Scientific acquires 871 BTC, total now at 3,192 BTC
• MicroStrategy pauses Bitcoin purchases after 12-week streak
• Metaplanet and Rumble join the corporate Bitcoin trend

Semler Scientific, a medical device company, has boosted its Bitcoin treasury by purchasing an additional 871 BTC, bringing its total to 3,192 BTC. This strategic acquisition, valued at $88.5 million, was funded through a type of loan that can be turned into company shares and the partial sale of its investment in Monarch Medical Technologies. The company’s approach highlights Bitcoin’s role in corporate finance as a hedge against inflation and currency devaluation, much like gold reserves. Eric Semler, Chair of Semler Scientific, expressed enthusiasm about the funding strategy:

Eric Semler, Chair of Semler Scientific: “We were especially pleased with our successful convertible notes offering, which was substantially oversubscribed with investor demand. Additionally, we were pleased to have monetized a part of our investment in Monarch Medical in order to buy more bitcoin.”

Semler Scientific’s latest acquisition was made between January 11 and February 3, 2025, with their total Bitcoin holdings now worth approximately $320 million as of February 3, 2025. The company uses BTC Yield as a key performance indicator to assess the performance of its Bitcoin strategy, reporting a 21.9% yield from January 1 to February 3, 2025, and a 152.2% yield from July 1, 2024, to February 3, 2025. This demonstrates Semler Scientific’s commitment to not just accumulating Bitcoin but actively managing its impact on shareholder value. For more details on Semler Scientific’s Bitcoin acquisition, visit here.

In contrast, MicroStrategy, the largest corporate holder of Bitcoin, has temporarily paused its routine BTC purchases, breaking a 12-week streak. The company, led by CEO Michael Saylor, last added 10,107 BTC to its portfolio on January 27, 2025, bringing its total to 471,107 BTC. This pause comes ahead of MicroStrategy’s earnings release on February 5, 2025, during a standard blackout period to prevent insider trading. Despite this pause, MicroStrategy’s recent increase in its preferred share offering from $250 million to $563 million underscores its ongoing commitment to Bitcoin. While Bitcoin’s price is as stable as a unicycle on a tightrope, companies like MicroStrategy are still betting big on it. For more on MicroStrategy’s pause, see this report.

While MicroStrategy takes a breather, other companies are stepping up their Bitcoin game. Japanese firm Metaplanet is ambitiously planning to raise $745 million to expand its Bitcoin reserves, targeting 10,000 BTC by 2025 and 21,000 BTC by 2026. Metaplanet’s innovative financing strategy includes the use of put option sales and zero-interest bonds, adding a layer of sophistication to its approach. Meanwhile, Canadian video platform Rumble has made its first Bitcoin purchase earlier in 2025, reflecting a growing trend of corporate Bitcoin adoption. For more insights into Metaplanet and Rumble’s strategies, check out this analysis.

At the time of writing, Bitcoin reached a trading price of $99,263, up 0.5% in the past 24 hours. Semler Scientific’s shares saw a modest increase of 2.05% following the Bitcoin purchase announcement, though they remain down 8.42% year-to-date. This move by Semler Scientific, alongside the strategies of MicroStrategy, Metaplanet, and Rumble, highlights the increasing interest in Bitcoin as a corporate asset. Companies are using Bitcoin to hedge against inflation and currency devaluation, while also tapping into the potential for significant returns.

However, the pause by MicroStrategy also underscores the potential risks of corporate Bitcoin adoption, such as regulatory challenges and market volatility. Even the most aggressive Bitcoin bulls can take a moment to reassess their strategies. As the crypto landscape evolves, these corporate maneuvers offer a fascinating glimpse into the future of corporate finance. Whether you’re a Bitcoin maximalist or a curious newcomer, it’s clear that Bitcoin is becoming an integral part of the financial world, with both its opportunities and challenges coming to the forefront. For discussions on MicroStrategy’s pause, see this thread.

Key Questions and Answers

• What motivated Semler Scientific to increase its Bitcoin holdings?

  Semler Scientific aims to strengthen its treasury reserves by diversifying into Bitcoin, using funds from a successful convertible notes offering and the partial sale of its investment in Monarch Medical Technologies.

• Why has MicroStrategy paused its Bitcoin purchases?

  MicroStrategy’s CEO, Michael Saylor, announced a temporary halt to the company’s routine Bitcoin acquisitions, possibly to reassess its strategy or manage liquidity.

• How are other companies, like Metaplanet and Rumble, approaching Bitcoin investments?

  Metaplanet is planning to raise significant funds to expand its Bitcoin reserves, targeting specific milestones by 2025 and 2026. Rumble has made its initial foray into Bitcoin, reflecting a broader trend of corporate interest in cryptocurrency.

• What impact did Semler Scientific’s announcement have on its stock price?

  Semler Scientific’s shares rose by 2.05% following the Bitcoin purchase announcement, although they are down 8.42% year-to-date.

• What is the current market price of Bitcoin?

  At the time of writing, Bitcoin reached a trading price of $99,263, with a 0.5% increase over the past 24 hours.