When the market value of BTC holdings by the Japanese listed company Metaplanet surpassed $2.3 billion, and Hong Kong Huaxing Capital announced a $100 million all-in investment in the BNB ecosystem— from August 18 to 24, 2025, the global investment in crypto assets by listed companies reached a historic high of $1.5 billion, marking the onset of a wave of diversified allocation led by Japanese enterprises and followed by global capital.
1. Bitcoin: The "National Strategy" of the Japanese Legion and Whale Dollar-Cost Averaging
Japanese companies have demonstrated unprecedented collective action:
Metaplanet: This week increased its holdings by 1,112 BTC, bringing its total holdings to 19,663 BTC, with a market value exceeding $2.3 billion, becoming the champion of BTC holdings among Japanese companies.
Convano: Raised 3.5 billion yen (approximately $25.5 million) through the issuance of corporate bonds to purchase 200 BTC and announced an ambitious plan to hold 21,000 BTC by the end of March 2027.
ANAP Holdings: Steadily increased its holdings by 6.26 BTC, reaching a total of 1,006.31 BTC, entering the "thousand-coin club."
Global whale MicroStrategy (MSTR) continues its textbook-style dollar-cost averaging:
- Increased its holdings by 430 BTC for $51.4 million, raising its total holdings to 629,376 BTC, further solidifying its absolute position as the largest publicly traded company holder of BTC globally.
2. Ethereum: A Joint Choice of Asian Capital and Political Capital
Large allocations are frequent, with significant increases in funding:
Huajian Medical (01931.HK): Launched a 3 billion HKD (approximately $384 million) ETH investment plan, marking the largest recognition of "ETH as a productive asset" by the traditional medical industry.
WLFI under Trump: Used 5.025 million USDC to purchase 1,076 ETH, marking the formal entry of political capital into ETH allocation, with significant demonstration effects.
Bitmine: Invested $45 million to increase its holdings by 9,613 ETH, continuing to execute its long-term strategy of controlling 5% of the global ETH supply.
3. Breaking the Ecological Deadlock: BNB Receives Special Allocation from Listed Companies
The actions of Huaxing Capital (01911.HK) are milestone-worthy:
Announced a $100 million special allocation for BNB assets and partnered with YZi Labs to support the BNB Chain ecosystem.
This move makes it the first Hong Kong listed company to include BNB in a special digital asset allocation, opening up possibilities for institutional allocation of platform tokens.
4. Trend Summary: Diversification, Professionalization, and Regionalization
This week's dynamics clearly reveal three major trends:
Asset Diversification: Allocation has expanded from an absolute dominance of BTC to more productive and ecologically synergistic assets like ETH and BNB.
Financing Professionalization: Companies are increasingly skilled in obtaining funds through various compliant methods such as bond issuance (Convano), equity financing, and special funds.
Regional Clustering: Japanese companies are forming a clear "cluster effect," while Hong Kong companies are more active in ETH and emerging ecological asset allocations.
Weekly data shows that the institutional weekly investment share in non-BTC assets has surpassed 35% for the first time.
The $1.5 billion single-week investment is not just a numerical breakthrough but a microcosm of global capital reallocation. Boards of directors of listed companies in Tokyo are discussing Bitcoin government bonds, investment analysts in Hong Kong are modeling the ecological value of BNB, and American political capital is quietly increasing its ETH holdings—crypto assets are becoming a new constant on the balance sheets of global listed companies.
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