When Solana Company swallowed 1 million SOL in two weeks, and SharpLink added $75 million to the ETH treasury, institutional crypto allocations showcased an overwhelming optimism towards public chain assets, with the three major public chains SOL, BNB, and ETH simultaneously receiving massive capital injections.
- SOL Ecosystem: Solana Company's Million-Level Increase
The significant announcement from Solana Company (NASDAQ:HSDT) shocked the market:
- In the past two weeks, approximately 1 million SOL were added, bringing the total holdings to over 2.3 million.
- The company also disclosed holding over $15 million in cash and stablecoins, providing ample ammunition for future increases.
- This increase makes it one of the largest institutional holders of SOL in the public market, significantly influencing Solana's ecosystem governance and price trends.
- BNB Treasury: Applied DNA Sciences' Compound Yield Strategy
Applied DNA Sciences, Inc. (NASDAQ:BNBX) has made financing innovations:
- Completed approximately $27 million in PIPE financing, indirectly holding 10,647 BNB through OBNB trust units.
- Additionally purchased 4,908 BNB, bringing total holdings to over 15,000.
- By utilizing warrants, it can achieve up to $31 million in additional returns, constructing a "holding + derivative yield" compound strategy.
- ETH Treasury: Dual-Track Configuration Logic
Asian institutions are making steady allocations:
- Quantum Solutions Ltd. (TSE:2338) purchased 2,000 ETH for approximately $7.85 million through its Hong Kong subsidiary, raising total holdings to 3,865 ETH.
North American giants continue to increase their stakes:
- SharpLink Gaming (NASDAQ:SBET) purchased 19,271 ETH at an average price of $3,892, adding approximately $75 million.
- Total holdings reached 859,853 ETH, steadily progressing towards the million ETH target.
- Trend Insights: Ecological Transformation of Institutional Allocations
- Ecological Dominance: Solana Company focuses on deep allocations in a single public chain.
- Yield Optimization: Applied DNA Sciences employs complex financial instruments to enhance returns.
- Steady Accumulation: SharpLink adheres to a steadfast investment strategy.
On-chain data shows that the number of SOL held by institutional addresses has increased by 45% in the past month, far outpacing other mainstream assets.
From Solana Company's million SOL to SharpLink's nearly million ETH, institutions are voting with real money, no longer diversifying their bets but choosing to become core participants in specific ecosystems. The competition among public chains has quietly escalated into a competition for the scale of institutional holdings behind them.
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