BBX News: Yesterday, globally listed companies delivered a highly representative answer sheet in expanding their encrypted treasury and transforming their computing power business structure. There is no blind pursuit of gains and losses. Public market entities are continuously optimizing their balance sheet and revenue base through disciplined spot investment, comprehensive leap towards high-performance AI computing infrastructure, and deep cultivation of vertical public chain computing power
——Expansion of Public Chain Treasury: Solmate (NASDAQ: $SLMT) increased its holdings of 1000 SOLs, bringing its total holdings to 1.25 million SOLs and stabilizing its reserve value at $102 million.
——Japanese firm's fixed investment breakthrough: Remixpoint buys 9.96 BTC again, and the total Bitcoin holdings officially break through the 1501 mark.
——Qualitative change in business structure: Ionic Digital (NASDAQ: $IOND) achieved Q2 revenue of $48.6 million, with AI/HPC infrastructure leasing revenue accounting for 90%, holding $415 million in cash and 2882 BTC.
——Deep cultivation of vertical computing power: Fortitude (under DCG) produced 33646 ZECs in Q2, maintaining a stable operating computing power of 4.0 GSol/s.
The market presents a clear dual evolutionary trend of "ecological specialization and continuous consolidation of core token reserve base" and "listed digital infrastructure providers relying on AI/HPC infrastructure leasing to achieve structural shift in business income".
Source: bbx.com
