When Derlin Holdings partners with Antalpha to layout a gold tokenization ecosystem, when DeFi Development and BitMine successively increase their holdings in SOL and ETH, and when Zeta Network completes the first financing agreement for a listed company using Bitcoin, institutional crypto strategies are entering a dual-driven phase of "industry + assets." Last week, the total amount of investment and strategic financing disclosed by global listed companies exceeded $700 million.
I. Industry Chain Synergy: Derlin Holdings and Antalpha's Dual-Line Attack
Gold Tokenization and Mining Coexist
Derlin Holdings (HKEX:01709) and Antalpha (NASDAQ: ANTA) have signed a strategic cooperation agreement, planning to invest up to $100 million in Bitcoin mining and tokenized gold (XAU₮) ecosystem within the next year:
– Hash Power Layout: Antalpha will provide hash power financing and operational support to Derlin Holdings, assisting it in completing a $100 million Bitcoin mining asset deployment within the next 12 months.
– XAU₮ Ecosystem Expansion: Both parties will promote the application of tokenized gold in Asia and the Middle East; Derlin Holdings has already purchased $5 million in XAU₮ through its subsidiary DL HODL Limited as an initial investment.
This move marks a shift for listed companies from merely holding digital assets to expanding into the entire industry chain of "production + physical tokenization."
II. Mainstream Public Chains: Staking Returns and Ecosystem Accumulation Progress Together
DeFi Development (NASDAQ: DFDV)
– Increased holdings of 86,307 SOL, bringing total holdings to 2,195,926 SOL (approximately $426 million);
– All newly acquired SOL has been staked, with an expected annual yield of 5%-7%.
BitMine (NYSE: BMNR)
– Increased holdings of over 200,000 ETH during the market correction, strengthening its "ETH Treasury" strategy.
SharpLink Gaming (NASDAQ: SBET)
– Earned a total of 5,200 ETH through Ethereum staking, valued at approximately $20 million.
The institutional allocation of SOL and ETH indicates that staking returns are becoming an important financial growth method for listed companies.
III. Bitcoin Treasury Construction: Leading Institutions Continue to Increase Holdings
Strategy (NASDAQ: MSTR)
– Increased holdings of 220 Bitcoin (approximately $2.72 million), bringing total reserves to 640,000, maintaining the position of the largest institutional BTC holder globally.
ZOOZ Power (NASDAQ: ZOOZ), The Smarter Web (AQUIS: SWC), Matador (NASDAQ: MTDR), and Jiuzi Holdings (NASDAQ: JZXN) have also disclosed plans to increase their holdings.
Linkage (HKEX:06899) has included BTC and ETH in its financial reporting system for the first time, indicating a trend towards financial transparency and the integration of digital assets in Hong Kong-listed companies.
IV. Financing Innovation: Bitcoin Payments Lead a New Paradigm
Zeta Network (NASDAQ: ZNB)
– Raised $230 million through a financing agreement paid in Bitcoin, becoming the first listed company globally to complete this form.
Cosmos Health (NASDAQ: COSM) and Lihua Holdings (HKEX:08472) are also simultaneously increasing their digital asset strategies, focusing on cross-chain payments and Web3 health finance.
V. Trend Insights: Institutions are Transitioning from "Investors" to "Ecosystem Participants"
– Investment logic is shifting from single asset accumulation to ecosystem collaboration and yield compounding;
– Gold, hash power, and staking returns form a new triad of institutional crypto allocation;
– Innovative financing models (such as BTC payments) accelerate the integration of capital and on-chain assets.
From Bitcoin reserves to SOL staking, from tokenized gold to BTC financing, the $700 million investment in a single week is painting a new picture of institutional crypto participation—it is no longer just a capital game, but an ecological revolution centered on industrial synergy and financial innovation.
Disclaimer: This article represents only the personal views of the author and does not represent the position and views of this platform. This article is for information sharing only and does not constitute any investment advice to anyone. Any disputes between users and authors are unrelated to this platform. If the articles or images on the webpage involve infringement, please provide relevant proof of rights and identity documents and send an email to support@aicoin.com. The relevant staff of this platform will conduct an investigation.