When Metaplanet increased its holdings by another 180 BTC, moving towards its target of 100,000 BTC, and when CleanCore's DOGE holdings reached 680 million, yesterday the total cryptocurrency allocation of global listed companies in a single day reached $320 million. Traditional value storage and emerging Meme culture coexist harmoniously in institutional asset allocation, highlighting the extreme diversification of cryptocurrency investment strategies.
1. Bitcoin Camp: Steady Accumulation and New Players Entering
$Metaplanet (3350.JP)$'s continuous accumulation strengthens its strategy:
Increased holdings by another 180 BTC, bringing the total to 21,980 BTC, further advancing towards its phased target of 100,000 BTC.
As a benchmark for Japanese corporate cryptocurrency allocation, its steadily advancing strategy continues to attract market attention.
Transparency in mining holdings:
- $HIVE Digital Technologies (HIVE.US)$: Disclosed the mining of 420 BTC in September, with a current total holding of 4,270 BTC. Regular disclosure of self-held coin amounts by mining companies has become an industry best practice.
New entrants:
$CDT Equit (CDT.US)$: Launched a cryptocurrency treasury strategy, investing $1 million to purchase 8.65 BTC at an average acquisition price of $115,285, indicating that small and medium-sized listed companies are beginning to follow this trend.
H100 Group (NGM:H100): Increased holdings by 21 BTC at an average price of 1,087,500 Swedish Krona, bringing the total to 1,046 BTC, with European corporate participation continuing to deepen.
2. Meme Coin Craze: The Institutionalization Process from DOGE to SHIB
$CleanCore Solutions (ZONE.US)$ experienced explosive growth:
Increased holdings by another 80 million DOGE, bringing the total to 680 million, with a market value of approximately $163 million.
According to its plan, it is steadily moving towards an ultimate goal of 1 billion, becoming the world's largest DOGE corporate holder.
$GameSquare (GAME.US)$ made its first move:
Announced the purchase of 250 million SHIB (worth approximately $6.2 million), marking its first foray into Meme coin assets.
As a gaming and esports company, its choice of SHIB over DOGE may reflect a greater emphasis on its alignment with the young gaming community.
3. ETH and Emerging Public Chains: A Diversification Starting Point for New Treasuries
$Reliance Global Group (RELI.US)$ initiated its strategy:
Announced the completion of its first ETH purchase, and according to its cryptocurrency treasury strategy, it will also purchase assets like Bitcoin and Solana in the future.
This shows that new entrants tend to start with ETH and gradually expand to other asset allocations.
$Silo Pharma (SILO.US)$ disclosed details:
Revealed the details of its initial cryptocurrency treasury allocation, purchasing 1,200 ETH and 18,000 SOL, with a total investment of $5.8 million.
This "ETH+SOL" combination reflects a positive outlook on both Ethereum and Solana as major smart contract platforms.
4. Trend Insights: New Players Entering and Strategy Differentiation
The $320 million capital flow highlights three major trends:
New players continue to enter: The addition of new companies like CDT Equity and Reliance Global indicates that the cryptocurrency treasury strategy is expanding to a broader range of corporate groups, no longer limited to early adopters.
Meme coin categorization: CleanCore focuses on DOGE, while GameSquare chooses SHIB, as institutions begin to select different Meme coins based on their business characteristics and target audiences, rather than a one-size-fits-all approach.
Diversified starting points for allocation: Some new companies start with BTC (CDT Equity), some with ETH (Reliance Global), and some choose combinations (Silo Pharma's ETH+SOL), showing a diverse initial allocation strategy.
Data shows that among listed companies making their first cryptocurrency asset allocations, the proportion starting with ETH or ETH combinations has risen from 25% last year to 40% currently.
From Metaplanet's 180 BTC to CleanCore's 80 million DOGE, the $320 million paints a picture of a more diversified institutional allocation landscape: established players steadily advance their strategies, while new players enter with their own understandings and preferences, and Meme coins have differentiated from a unified "alternative asset" into segmented targets with different cultural meanings. The institutionalization of the cryptocurrency world is becoming richer and more interesting.
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