Today's Hotspot Overview

Against the backdrop of Bitcoin prices stabilizing above $95,000, market focus has shifted to corporate treasury strategies and project token unlocks. Several listed companies have increased their holdings in BTC and SOL assets, Binance's reserve proof has once again shown excess backing, and the public sale of HumidiFi's dark pool DEX is about to begin, indicating new trends in the DeFi ecosystem. Overall, corporate Bitcoin treasury strategies continue to deepen, with institutions from Hong Kong, China, and the U.S. leading the way, while BNB and SUI holdings stand out in the Altcoin sector. Below are detailed explanations of today's key events.

Coming Soon: HumidiFi's New Token Public Sale Starts Tonight at 23:00

The dark pool DEX platform HumidiFi announced today via Twitter that its new token public sale will officially start at 23:00 Beijing time. The platform focuses on privacy trading and aims to provide low-slippage liquidity for high-net-worth users. This public sale is expected to attract the attention of DeFi investors and may further drive DEX innovation within the Solana ecosystem. Market analysts point out that this move could stimulate a short-term rebound in SOL on-chain trading volume, making it worth close monitoring.

Coin-Stock Linkage: Corporate Bitcoin Treasuries Accelerate Expansion

Today, several listed companies disclosed updates on their Bitcoin holdings, highlighting the increasingly strong trend of "coin-stock linkage."

• Hamak Strategy Completes £2.5 Million Financing: According to Treasury Stocks, UK-listed company Hamak Strategy announced the completion of a £2.5 million financing round, with the funds aimed at advancing its Bitcoin treasury strategy and supporting gold exploration projects in Africa. The company emphasized that this move is intended to diversify asset allocation and enhance inflation resistance.

• American Bitcoin Increases Holdings by 363 BTC: The crypto mining company American Bitcoin, supported by the Trump family, increased its Bitcoin holdings by 363 BTC today, bringing its total holdings to 4,367 BTC. The company, which started in mining, further strengthened its BTC reserves, interpreted by the market as a positioning for favorable political expectations.

• ANAP Lightning Capital Increases Holdings by 54.5 BTC: A subsidiary of Japanese fashion brand ANAP Holdings, ANAP Lightning Capital, increased its Bitcoin holdings by 54.5 BTC, raising its total holdings to 1,200 BTC. According to Treasury Stocks, this move reflects traditional companies accelerating their embrace of crypto assets.

• Stacking Sats Increases Holdings to 25.69 BTC: Bitcoin treasury company Stacking Sats Inc announced an increase of 0.10716 BTC, bringing its total holdings to 25.69 BTC. The company stated that this is part of a long-term accumulation strategy.

These actions indicate that global companies are viewing BTC as a core reserve asset, with financing and increases in holdings occurring simultaneously, boosting market confidence.

Binance Reserve Proof: BTC Exceeds 102.11%, Strong Multi-Currency Backing

Binance released a new reserve proof today (snapshot date December 1), further enhancing overall transparency:

• Bitcoin reserve ratio of 102.11%, with a wallet balance of approximately 630,000 BTC;

• USDT reserve ratio of 109.16%, with a balance of approximately 37.44 billion;

• Ethereum reserve ratio of 100%, with a balance of approximately 4.04 million;

• BNB reserve ratio of 112.32%, with a balance of approximately 4.427 million.

This report strengthens user trust in centralized exchanges, especially under regulatory pressure, where excess reserves have become an industry benchmark.

DAT Data: Daily Report on SOL/BTC/ETH Treasury Listed Companies

Today's DAT (Digital Asset Treasury) data reveals a clear differentiation in corporate holdings. Below is a summary of key rankings (data source: Public Filings, BitcoinTreasuries, StrategicTreasuryReserve):

SOL Digital Asset Treasury Listed Companies Daily Report

Forward Industries leads with a SOL holding of $9.1 million, followed closely by Solana Company Biotechnology and DeFi Development Corp. DeFi Technologies holds only 12.775K SOL, but its mNav (market value to value ratio) is as high as 1080, indicating significant valuation potential. Leading companies have holdings valued over $10 billion, while smaller companies are showing more differentiated layouts.

BTC Asset Treasury TOP 10

MicroStrategy remains at the top with 650,000 BTC (valued at $59.31 billion), accounting for 115.4% of its market value. MARA and XXI rank second and third, with Bitcoin Standard Treasury's /M.Cap (cryptocurrency market cap ratio) reaching 1284.5%. Coinbase holds 14,500 BTC, with an mNav of 54.61. U.S. companies dominate, with leading layouts driving the market.

Hong Kong and China BTC Asset Treasury Daily Report

Cango leads with 7,333 BTC (valued at $640 million), with a /M.Cap of 307%. Next Technology and CMG follow closely, with Ming Shing Group's /M.Cap exceeding 400%. POP CULTURE Group has an mNav of 1038.19, with Chinese companies dominating, holding mostly in the million range.

ETH Asset Treasury TOP 10

Bitmine Immersion Tech tops the list with 3.73 million ETH (valued at $11.46 billion), increasing by 9.8% over 30 days. SharpLink Gaming and The Ether Machine rank second and third, with Coinbase's mNav at 134.53. The Ethereum Foundation's holdings slightly decreased by 0.40%, indicating high concentration among the top holders.

U.S. BTC Asset Treasury Daily Report

MicroStrategy dominates with 650,000 BTC (valued at $59.24 billion), with a /M.Cap of 115.20%. MARA and XXI follow, with Bitcoin Standard Treasury's /M.Cap exceeding 1282%. Tesla holds 11,500 BTC, with an NgU (return multiplier) of 2.72x, highlighting the differentiation in institutional strategies.

Altcoin Asset Treasury Daily Report

CEA Industries leads with 515,000 BNB (valued at $46.5 million), while Sui Group Holdings holds over 100 million SUI (valued at $163.5 million). CleanCore Solutions holds 710 million DOGE (valued at $9.93 million). Galaxy Digital is positioned in HYPE, with a low mNav, where the cost price and current value are on par.

Token Unlocks: Multiple Projects Release Tokens Today, Short-Term Volatility Expected

Key data for December crypto projects has been released, with a peak in token unlocks today (17:00):

• GMT market cap at $51.93 million, Movement over $124 million;

• Cat Gold Miner unlocks 380 million CATGOLD;

• Movement unlocks 161.83 million MOVE.

Skate's 24-hour increase of 12.57% is the most notable, while Redacted and Velvet have postponed their unlocks to the 9th. Overall unlock progress ranges from 23% to 69%, with an expected short-term increase in circulation potentially triggering price volatility. Investors should be cautious of selling pressure risks.

Market Outlook

Today's dynamics reinforce the trend of integration between corporate treasuries and DeFi, with the expansion of Bitcoin holdings potentially supporting price floors. Attention should be paid to the response of the SOL ecosystem after the HumidiFi public sale, as well as the impact of unlock events on Altcoins. Tomorrow's data updates will further reveal the depth of layouts. (Data as of December 8, 2025, 18:00, source: TechHub News, Treasury Stocks)

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