Institutional demand for Bitcoin grows despite Fed pressure

• Semler targets 100.500 BTC by 2027
• Fed pressure fails to curb institutional demand
• Bitcoin attracts companies despite geopolitical risks

Despite the Federal Reserve’s monetary tightening and the growing geopolitical instability in the Middle East, institutional interest in bitcoin remains strong, supporting a positive outlook for the long term. This is the assessment of Valentin Fournier, chief analyst at BRN, who highlighted new corporate movements as indicative of a consolidated structural demand for digital assets.

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An analyst stated that institutional demand for Bitcoin remains strong despite the US Federal Reserve maintaining high interest rates and ongoing global geopolitical tensions. pic.twitter.com/A5qN1oKXA9

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In the latest demonstration of this institutional appetite, Nasdaq-listed Semler Scientific (SMLR) has revealed ambitious plans to expand its bitcoin holdings from the current 4.449 BTC to 100.500 BTC by 2027. The capital for this acquisition will be raised through convertible note issuances and equity offerings — a strategy similar to that adopted by giants such as MicroStrategy, Bitdeer and DDC Enterprise.

“While the market remains cautious and near-term sentiment is dominated by geopolitical uncertainty, we view the Semler Scientific news as an important structural demand signal,” Fournier wrote.

With each BTC unit priced at around $105.900, Semler’s current holdings are valued at approximately $462 million, exceeding its market cap of $420 million. This discrepancy, according to Fournier, could present an opportunity for investors seeking indirect exposure to the crypto asset through the stock market.

“With its current market cap still undervalued relative to holdings, this plan could multiply its valuation by more than 20x, demonstrating the growing corporate appetite for Bitcoin and reinforcing the bullish long-term case for institutional-led demand,” he said.

Despite the optimism, the company still faces regulatory hurdles. Semler has been under investigation by the U.S. Department of Justice since 2017 for possible violations linked to the QuantaFlo test, and negotiations for a settlement remain on hold.

Even with warnings of possible systemic risks, analysts such as Peter Chung, from Presto, assess that the current moment is less fragile than that observed in previous cycles. According to him, the absence of leverage backed by cryptocurrencies and the scarcity of distorted data help to sustain a more balanced environment.

Cryptocurrency prices remained stable on Friday after the US holiday. Bitcoin held steady at around $106.000, while the GMCI 30 index rose slightly. Fournier concluded that the current cautious moment could offer a strategic window for investors to accumulate on the lookout for institutional moves.