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Metaplanet vs. Semler Scientific: The Race to Be Bitcoin's Biggest Corporate Whale

Metaplanet and Semler Scientific are competing to become the largest corporate holders of Bitcoin. Metaplanet currently holds 16,352 BTC, while Semler Scientific holds 4,846 BTC. Both companies are using public equity to fund their purchases, but with different strategies.

Metaplanet vs. Semler Scientific: The Race to Be Bitcoin's Biggest Corporate Whale

The race to become the biggest corporate Bitcoin whale is heating up as Metaplanet and Semler Scientific compete for the top spot . While Strategy still leads by far with 601,550 BTC, Metaplanet (13,350 BTC) and Semler Scientific (4,636 BTC) are catching up fast .

Metaplanet, a Japanese investment firm, now holds a total of 16,352 BTC . The company aims to accumulate 210,000 BTC by the end of 2027 . This is part of their new “555 Million Plan,” which replaces the earlier “21 Million Plan” . Metaplanet reported a BTC yield of 19.4% from July 1 to July 14, 2025 .

Semler Scientific, a medical technology company, recently increased its Bitcoin holdings, bringing its total to 4,846 BTC . The company purchased an additional 210 Bitcoin, increasing its total holdings . Semler Scientific aims to hold 105,000 BTC by 2027 . This latest purchase has pushed the company to 14th position on the list of publicly traded firms with the largest BTC treasuries .

Both companies are using public equity to fund their moves, but their styles differ . Metaplanet's BTC yield is 416%, while Semler's is 29% . This means that Metaplanet is issuing fewer shares per BTC acquired . Semler's slower pace reduces dilution risk, which some investors prefer .

However, the company's share price has not responded positively to the aggressive crypto move . Semler Scientific's share price is down 22% year-to-date . A crypto analyst stated that the lackluster price performance of Semler Scientific shows that simply pivoting to a Bitcoin strategy isn't a panacea for all business troubles .

Metaplanet and Semler Scientific are following similar strategies to Strategy, the first publicly traded company to bet on a Bitcoin corporate reserve . However, Strategy's success has not been replicated by all companies .