When Metaplanet increased its holdings by 5,419 BTC (worth $633 million) in a single week, and Forward Industries completed $1.65 billion in financing for the Solana ecosystem, the total amount of cryptocurrency allocated by global listed companies surpassed $12 billion last week, marking the transition of institutional allocation from "asset collection" to a new era of "ecological warfare."
1. BTC Camp: Giants Accelerate and Innovate Models
Metaplanet (TSE: 3350) achieved a [record increase], raising its holdings to 25,555 BTC, with an investment of $633 million in a single week, taking a crucial step towards the target of 100,000 BTC.
Scilex Holding (NASDAQ: SCLX) opened a new path for non-cash allocation through an innovative model of [equity exchange for BTC], swapping $200 million worth of Bitcoin for subsidiary equity.
Mining capital is also making strides: Cango (NYSE: CANG) holds 5,708.3 BTC; Derlin Holdings invested $21.85 million in mining machines, aiming to reserve over 1,000 BTC in three years.
2. Public Chain Ecosystem: The Era of Special Financial Reserves Has Arrived
The Solana ecosystem received strong funding:
· Forward Industries (NASDAQ: FORD) completed a $1.65 billion special financing
· Helius Medical (NASDAQ: HSDT) holds 760,190 SOL, with a market value exceeding $180 million
The Avalanche ecosystem reached a milestone:
· AgriFORCE (NASDAQ: AGRI) rebranded to AVAX One, planning to raise $550 million to establish a dedicated financial reserve
Diversified public chain layout:
· Reliance Global (NASDAQ: RELI) completed its first ADA purchase
· NextGen Digital (CNSX: NXT) invested $134,000 in TAO and staked it, exploring the AI + blockchain ecosystem for the first time
3. Capital Engine: Financing Authorization Hits New Highs
Jiuzi New Energy (NASDAQ: JZXN) board approved a $1 billion cryptocurrency investment quota, with initial allocations limited to BTC, ETH, and BNB, under a strict risk control framework.
China Property Investment (HKEX: 00736) plans to raise HKD 22.97 million specifically for cryptocurrency acquisitions, indicating a trend towards pre-financing.
DDC Enterprise (NYSE: DDC) holds 1,058 BTC, steadily advancing towards the target of 10,000 BTC.
4. Trend Insights: A Competitive Landscape of the Entire Ecosystem Forms
Ecological investment has become mainstream: institutions are no longer simply allocating assets but are choosing specific ecosystems for heavy bets, with dedicated financial reserves emerging for SOL and AVAX.
The extension of the industrial chain is accelerating: expanding from asset holding to upstream sectors such as mining investment and computing power layout, exemplified by Derlin Holdings' mining machine procurement case.
Innovative trading models are emerging: new allocation methods like equity exchange for Bitcoin reduce cash pressure.
Global collaboration is evident: companies listed in the U.S., Japan, Europe, and China are fully participating, with a weekly scale of $12 billion indicating a surge of global capital.
Data shows that in Q3 2025, special investments targeting specific public chains will increase by 300% quarter-on-quarter, and ecological allocation has become the absolute mainstream.
From Metaplanet's $633 million BTC increase to AVAX One's $550 million financial reserve plan, the $12 billion weekly allocation outlines a clear picture: institutional cryptocurrency allocation has moved from the initial stage of "what to buy" to the deep competitive era of "which ecosystem to heavily invest in."
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