When the SOL holdings of DeFi Development surpassed 2 million, and SUI Group Holdings quietly accumulated 100 million SUI, institutional investors announced to the market yesterday: the competition for allocation in the public chain ecosystem is no longer a "tentative layout," but has entered a new stage of "absolute control" to build a dominant position.
1. SOL King: DeFi Development's $40 Million Reinforcement Action
The continuous increase in holdings by DeFi Development Corporation (DFDV) has solidified its unshakeable position:
Scale and Cost: Increased holdings of 196,141 SOL at an average price of $202.76, costing approximately $40 million, an 11% increase from the acquisition amount announced on August 28.
Absolute Dominance: Total holdings reached 2,027,817 SOL, valued at $427 million, making its holding scale unmatched among all publicly disclosed listed companies, becoming the "stabilizing force" of the Solana ecosystem.
Strategic Intent: As a publicly listed company focused on the DeFi sector, its massive holdings are not only used for staking to earn returns (annualized around 6-7%) but also aim to deeply participate in Solana ecosystem governance and even influence key decisions.
2. Global Spread of BTC: Steady Accumulation by Brazilian Enterprises
Méliuz's slight increase in holdings represents the participation model of emerging market countries:
Increased holdings of 9.01 BTC, bringing total holdings to 604.69 BTC.
As a well-known fintech company in Brazil, its continuous small-scale increases reflect the trend of South American companies treating Bitcoin as a financial reserve asset, steadily advancing despite the small size of each transaction.
3. New Public Chain Opportunities: SUI Group's Billion-Level Holdings and Capital Reserves
SUI Group Holdings' billion-level holdings open up new imaginative space for public chains:
Increased holdings of 20 million SUI, bringing total holdings to over 100 million, valued at approximately $344 million at current prices.
Capital Backing: The company currently has cash reserves of about $58 million, clearly stating that it can be used for further increases, demonstrating its extreme optimism and long-term commitment to the SUI ecosystem.
Dark Horse Stance: While most institutions focus on BTC, ETH, and SOL, SUI Group chooses to heavily invest in the emerging public chain SUI, adopting a unique "early re-bet" strategy.
4. Trend Insights: From Decentralized Allocation to Ecosystem Control
Yesterday's dynamics revealed the deep evolution of institutional public chain allocation:
Controlling Stake: Institutions are no longer satisfied with "holding some," but are pursuing the formation of influential holding scales within a certain ecosystem, as seen with DFDV's holdings in SOL.
Early Identification: Institutions are willing to make heavy bets in the early stages of public chain development, as SUI Group did with SUI, betting on its future ecosystem explosion and high growth potential.
Global Participation: From DFDV in the U.S. to Méliuz in Brazil, companies from different regions around the world are participating in their own ways and rhythms.
Data shows that, aside from BTC/ETH, the total value of institutional holdings in other public chain assets has surpassed $12 billion, with a growth rate far exceeding the overall market.
From DeFi Development's 2 million SOL empire to SUI Group's $100 million SUI gamble, institutional investors are replicating MicroStrategy's successful experience with Bitcoin in the public chain arena—by accumulating dominant positions, they not only capture the benefits of asset appreciation but also attempt to gain a voice in ecosystem development. The institutionalization of the crypto world is shifting from "financial investment" to "strategic control."
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