From 9 BTC to 2 billion USD: Bitplanet's dollar-cost averaging model continues, and Mastercard's acquisition of Zerohash opens a new era in crypto infrastructure.

CN
BBX
3 days ago

As the South Korean listed company Bitplanet steadily increases its holdings at a pace of 9 BTC per day, and traditional payment giant Mastercard plans to acquire crypto infrastructure company Zerohash for $2 billion, two clear paths for institutional participation in the crypto market emerged yesterday: the "gradual accumulation" of asset allocation and the "strategic layout" of infrastructure.

  1. Asset Allocation Path: Bitplanet's Disciplined Investment

Bitplanet (KOSDAQ: 049470)'s continuous investment demonstrates the Korean model:

  • Purchased 9 bitcoins on the day, costing approximately $1.08 million
  • Total holdings increased to 119.67 BTC, with a cumulative investment of about $14.17 million
  • Adopted a "daily investment" strategy to avoid timing risks, reflecting a long-term investment philosophy

This disciplined allocation reflects the deepening trend of Asian listed companies treating Bitcoin as a standard allocation in their corporate treasury.

  1. Infrastructure Layout: Mastercard's $2 Billion Strategic Acquisition

Mastercard (NYSE: MA)'s acquisition negotiations have caused a stir in the industry:

  • Currently in advanced negotiations to acquire the stablecoin and crypto settlement infrastructure company Zerohash
  • The transaction amount could reach $1.5 to $2 billion, expected to become the largest crypto infrastructure acquisition in 2025
  • Aimed at strengthening its long-term competitiveness in the crypto and tokenized payment sectors

As a provider of crypto settlement infrastructure, Zerohash's technology will help Mastercard:

  • Build a more efficient stablecoin settlement network
  • Expand tokenized asset payment capabilities
  • Provide compliant crypto service entry points for traditional financial institutions
  1. Trend Insights: From Surface Participation to Deep Construction

Deepening levels of institutional participation:

  • Surface: Direct purchase of crypto assets (Bitplanet model)
  • Deep: Control of key infrastructure (Mastercard model)

Traditional finance accelerates entry:

  • Mastercard's acquisition indicates that traditional financial institutions are no longer satisfied with merely "using" crypto technology but are seeking to "control" core infrastructure

Divergence between Asian and Western models:

  • Asian companies: Focus on asset accumulation and treasury management
  • Western giants: Emphasize infrastructure and ecosystem construction

According to data, global payment giants' investments in crypto infrastructure are expected to grow by 300% year-on-year by Q3 2025, making infrastructure layout a new competitive focus.

From Bitplanet's daily investment of 9 BTC to Mastercard's $2 billion acquisition of Zerohash, today's crypto market is witnessing an important watershed: institutional participation is upgrading from a simple "asset purchaser" role to that of an "ecosystem builder." This transformation is not only about the scale of funds but also about the redistribution of industry dominance.

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