Editor's Note: In the opinion section of last week's Coin and Stock Indicator, we highlighted the Meme coins related to on-chain stocks in the cryptocurrency industry dynamics. Over the past week, the market has largely validated our judgment, with major trading hotspots shifting from previous popular targets such as US stocks and Korean stocks to popular tokens and crypto concept stocks in the crypto market. As a result of this market movement, Robinhood (HOOD) experienced a significant surge, with prices briefly exceeding $124, now reporting at $122. Considering the annual revenue of over $100 million has expanded to 14 business lines, it remains stable and optimistic in the long term. Additionally, latest news indicates that insiders say "CLARITY may be split into several independent bills to target different segments," which could bring certain benefits to crypto concept stocks, especially Circle (CRCL).
In terms of the US stock market, expectations of interest rate hikes by the Federal Reserve have put some pressure on market trends. Although rumors of an Anthropic IPO are rampant, it is still difficult to directly drive a broad market rebound in the short term. AI-related stocks have seen some rebound compared to the end of August, but are still in need of certain momentum for sector rotation. Additionally, Cathie Wood has proclaimed that "the divergence between Bitcoin and gold trends is becoming visible, and the 'new economy' is gradually taking shape", but in recent trends, the correlation between gold and Bitcoin is actually stronger, and there is a "leverage effect" with the US stock market.
In the Korean stock market, AI remains the main line. Regarding industry data, KB Securities’ research director Kim Dong-won stated: “As of the third quarter, the inventory of memory chips at Samsung Electronics and SK Hynix has dropped to below 10 days, which exceeds the scope of just demand recovery — the supply is likely to become absolutely insufficient. Therefore, the possibility of sold storage products running out next year may become a reality.” In terms of retail operations, data from the Korean securities information portal shows that between September 1 and 4, Korean individual investors significantly reduced their holdings in several US semiconductor stocks and turned to increase their positions in semiconductor leveraged ETFs. During this period, Korean retail investors net sold over $100 million of Micron, $68.61 million of SanDisk, $49.37 million of Marvell Technology, and NVIDIA was also net sold for $15.56 million. The SK Hynix ADR, which just listed on the NYSE in July, saw a net sale of $46.16 million during the same period, having previously accumulated a net buy of $811 million by the end of August. In contrast, Korean retail investors were net buyers of SOXL (Direxion Daily Semiconductor Bull 3X Shares) for $431 million during the same period, which aims to achieve three times the daily return of the Philadelphia Semiconductor Index. In the long term, the idea of "never enough storage" is not an exaggeration, and the Korean retail investors' action of "selling individual stocks, buying leverage" also highlights that the semiconductor sector still has some room for growth.
For more information on the coin and stock market, please refer toMSX.COM. (Odaily Planet Daily Note: The content of this article does not constitute an investment advice, for learning and exchange purposes only.)
Weekly Update on Public Companies in the Crypto Stock Market
Representative Companies Holding BTC
Strategy has accumulated approximately $20.9 billion in funding this year, ranking fourth in the scale of US stock issuance, only behind SpaceX, Alphabet, and Intel. According to the latest 8-K document, the company recently netted $602.8 million through the sale of MSTR common stock, of which $369.7 million was used to purchase 4,603 BTC at an average price of approximately $80,318. As of August 30, Strategy holds a total of 845,050 BTC, with a cumulative purchase cost of about $63.73 billion and an average cost of approximately $75,412. Furthermore, MSCI's consultation regarding digital asset treasury companies will end on September 30, and the market is paying attention to whether they adjust the inclusion criteria for relevant indices.
According to monitoring by Bitcoin News, Strive purchased 1,800 BTC at an average price of $79,431 from August 24 to August 28, with a transaction amount of approximately $143 million, including fees and other expenses. This purchase increased its BTC holdings from 21,356 to 23,156 coins, giving a holding value of approximately $1.8 billion, and surpassed the digital asset exchange Bullish, becoming the fifth largest listed company by Bitcoin holding size, following Strategy, Twenty One Capital, Metaplanet, and MARA Holdings. Strive accumulated nearly 3,000 additional BTC within 15 days, including 1,110 coins purchased from August 17 to August 21 for about $81.5 million and 79 coins bought in early August for about $5 million. Strive CEO Matt Cole confirmed the related purchases on August 31 via a post on X. The funding for this purchase mainly comes from stock sales rather than debt financing. During this period, the number of common stocks for ASST increased from approximately 79.9 million to 83.5 million, and the number of SATA preferred shares also increased. The two plans are expected to raise about $154.6 million, of which approximately $143 million will be used to purchase Bitcoin. SATA currently offers an annualized dividend of 13%, paid on each business day. Strive stated that it has settled outstanding debts, currently has no margin requirements, and that Bitcoin has not been pledged. The company has accumulated nearly 3,000 BTC in August, with ASST stock rising over 5% on Monday and nearly 100% for the month. Raising funds through the issuance of shares to purchase Bitcoin may lead to the dilution of existing shareholders' equity, while a drop in Bitcoin prices may also pose risks.
Moreover, Strive CEO Matt Cole stated that after increasing its holdings by 3,156 BTC in August, the company may become the second largest listed company holder of Bitcoin globally by the end of 2026, second only to Strategy. However, he also emphasized that this is not his benchmark expectation and requires multiple factors to align.
Remixpoint sells $5.54 million altcoin holdings, holds only Bitcoin
Japanese listed company Remixpoint has announced that it sold all its altcoin holdings on September 1, including approximately 901.45 ETH, 13,920 SOL, 1,191,200 XRP, and 2,802,300 DOGE, with transaction proceeds of about $5.54 million and a profit of approximately $743,300.
After completing the transaction, Bitcoin became the only cryptocurrency asset held by Remixpoint, which currently holds approximately 1,506 BTC and plans to configure and develop subsequent business around Bitcoin. By the end of August, the company had previously earned about $188,100 from staking ETH and Solana.
Paris Euronext-listed company Capital B has received an investment of €7.6 million (approximately $8.8 million) from Blockstream CEO and early Bitcoin developer Adam Back, planning to use the proceeds to purchase up to 376 BTC.
Capital B currently holds 3,145 BTC; if the increase is completed, its Bitcoin holdings will rise to 3,521 coins, valued at approximately $269.5 million. According to Bitcoin Treasuries data, Capital B will then become the second largest Bitcoin holder among European public companies, second only to Bitcoin Group SE, which holds 3,605 BTC. Adam Back's investment is part of Capital B's total financing round of €21 million.
Total holdings of 4,316 BTC, Boyaa Interactive increases holdings by 115 BTC
BitcoinTreasuries.NET reported that Hong Kong-listed company Boyaa Interactive (博雅互动) has increased its holdings by 115 BTC and currently holds 4,316 BTC, ranking 22nd among companies by Bitcoin holdings.
Representative Companies Holding ETH
BitMine transferred 25,000 ETH to a new wallet last Saturday, valued at approximately $61.51 million
According to monitoring by Onchain Lens, BitMine transferred 25,000 ETH to a new wallet (0x0BeF...6853) last Saturday (September 5), valued at approximately $61.51 million.
On September 4, Bitmine's chairman Tom Lee stated that as of the third quarter, approximately 20% of the stocks with the highest increases in the Russell 1000 index are cryptocurrency-related stocks.
Representative Companies Holding SOL
None.
Representative Companies Holding Altcoins
CEA Industries (BNC) holds a total reserve of 515,544 BNB tokens, valued at over $380 million
According to its official site, CEA Industries (BNC), a BNB treasury listed company, currently holds a total of 515,544 BNB, valued at over $380 million. This reserve number was first disclosed in the financial report for the 2026 fiscal year, with statistics as of April 30, 2026, indicating that CEA Industries has not increased its BNB holdings for at least over 5 months.
It is reported that CEA Industries previously engaged in a corporate governance control dispute with YZi Labs for over six months, and a cooperation agreement was signed on June 23, 2026, formally ending the control dispute.
In previous news, due to the surge in stock tokens BNC4 and on-chain Meme coin 4Stock, the price of BNC’s underlying stock was also driven up, with pre-market prices rising over 70% at one point.
Hyperliquid Strategies raises equity financing limit to $2.5 billion
On September 2, Nasdaq-listed digital asset treasury company Hyperliquid Strategies has raised its equity financing limit from $1 billion to $2.5 billion with the New York investment bank and brokerage Chardan Capital Markets. The agreement allows Chardan to purchase newly issued common stock of Hyperliquid Strategies in phases based on pricing, trading volume, and other conditions and resell in the open market.
Hyperliquid Strategies has previously raised $647 million through this financing mechanism and expanded its treasury holdings to about 29.3 million HYPE. $2.5 billion is the maximum limit for this mechanism and not the funds already raised; the company might dilute existing shareholder equity through the issuance of new shares to obtain funding for Bitcoin purchases.
Hyperliquid Strategies stated that, although it uses the same name as Hyperliquid and holds its native token, it operates independently and has no association with Hyperliquid.
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