In a surprising turn of events, Semler Scientific (SMLR), a Nasdaq-listed medical technology company, has caught the eye of prominent Bitcoin bull Tom Lee, co-founder of Fundstrat Global Advisors. Recent reports indicate that Semler Scientific's market capitalization has fallen below the value of its substantial Bitcoin holdings, sparking interest from investors and analysts alike.
Semler Scientific has been aggressively expanding its Bitcoin treasury since May 2024, positioning itself as a key player among publicly traded companies adopting cryptocurrency as a core asset. The company recently reported holdings of over 4,449 BTC, with a value exceeding millions, following a $20 million purchase of additional Bitcoin earlier in June 2025.
Despite these bold moves, Semler Scientific's stock has underperformed compared to Bitcoin itself and other Bitcoin-focused companies like MicroStrategy (MSTR). This discrepancy has led to speculation about the company's valuation and its future as a Bitcoin proxy, with some analysts labeling it a 'Hold' due to perceived overvaluation relative to its crypto assets.
Tom Lee, known for his optimistic Bitcoin price predictions, is reportedly considering Semler Scientific for his 'Granny Shot Portfolio,' a collection of investment opportunities with perceived low risk and high reward. Lee's interest comes at a time when Semler’s market challenges highlight a broader trend of volatility in companies adopting Bitcoin treasury strategies.
The growing trend of corporate Bitcoin adoption continues to reshape financial strategies, with Semler Scientific at the forefront. However, the disconnect between its stock performance and Bitcoin holdings raises questions about the sustainability of such strategies in volatile markets.
As the cryptocurrency landscape evolves, all eyes are on Semler Scientific to see if it can leverage its digital reserves to revive shareholder value, and whether Tom Lee’s potential involvement signals a turning point for the company.
Maria Lourdes
