According to BBX: On August 18, 2025, when MicroStrategy added 430 BTC at an average price of $119,666, and BNC Network swept 125,000 BNB in a single day (accounting for 0.23% of the circulating supply) — it became a watershed moment in institutional allocation history: a single-day investment of $152 million, with exchange tokens for the first time sharing the spotlight with Bitcoin.
1. BTC Whales: Crazy Bets Under Hundredfold Returns
MicroStrategy (MSTR) reveals extreme cost control:
- Dominating holdings: Total of 629,376 BTC (accounting for 3.2% of the circulating supply), average holding price of $36,798, unrealized gains of 225%
- Tactical evolution: Adopting a "daily investment" strategy to hedge against volatility, averaging 82 BTC purchased daily in August
Japan's Metaplanet showcases the Asian radicals:
- Premium entry: Purchased 775 BTC at an average price of $120,000 (0.8% premium over spot), utilizing 90% of idle cash
- Legal shield: Utilizing a special structure under the "Japanese Trust Law," reducing tax costs to 0%
Whale effect spreading: Sweden's B Treasury plans to raise $21.9 million through "green bonds" specifically to purchase BTC, opening up Nordic institutional channels
2. BNB Lightning War: The Institutional Revolution of Exchange Tokens
BNC Network (BNC)'s "on-chain nuclear explosion" rewrites the rules of the game:
- Control-style increase: A single purchase of 125,000 BNB (valued at $125 million), bringing total holdings to 325,000 BNB
- Strategic goal: Locking in 0.23% of BNB's total supply, with a staking yield of 8.4% annualized + dual benefits from Binance ecosystem airdrop rights
3. Capital Shadow War: Compliance Game of New Entry Channels
Blockstream CEO intervenes:
- Invested $2.2 million in the French listed company Capital B, designated for BTC purchases
- Pioneering a "tech leader → listed company" direct capital connection model, avoiding traditional fund fees
Regulatory arbitrage innovation:
- Sweden's B Treasury plans to issue "green bonds," using the EU's "Sustainable Finance Regulation" to cloak BTC allocation in environmental protection
- MicroStrategy adopts a "daily investment algorithm," breaking down large transactions into retail-level orders, avoiding SEC large transaction disclosures
On-chain data shows: Institutional daily BNB purchases account for 18% of the total network trading volume, with centralized exchange tokens for the first time showing liquidity crisis risks
From MicroStrategy's billion-dollar BTC empire to BNC's lightning control of BNB circulation, the true disruption of the $150 million single-day investment lies in the "transfer of capital power*"; when a listed company can consume 18% of a certain asset's trading volume in a single day, the era of retail investors is coming to an end.
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