According to BBX: When KindlyMD executed a transaction worth $678.9 million to acquire 5,744 bitcoins, and Thumzup officially entered the Dogecoin mining sector through the acquisition of a mining company—on August 19, 2025, the global allocation of cryptocurrency assets by publicly listed companies surged to $750 million in a single day, marking the transition of institutional allocation from mere "holding" to a new era of "comprehensive ecological layout."
1. BTC Sovereignty: Massive Purchases and Strategic Holdings Disclosure
The substantial procurement by KindlyMD (under David Bailey) shocked the market:
- Scale and Cost: Acquired 5,744 BTC at an average price of approximately $118,200, with a single transaction accounting for over 90% of the total investment for the day.
- Strategic Intent: Driven by well-known Bitcoin advocate David Bailey, highlighting the deepening concept of "BTC-ization of corporate balance sheets."
Bitdeer (BTDR) revealed its first holdings, showcasing the financial strength of mining giants:
- Own Assets: Clearly holds 1,718.1 BTC (strictly separated from client assets), valued at over $200 million.
- Industry Benchmark: The first clear disclosure of self-held coin amounts by a publicly listed mining company, enhancing industry transparency.
2. Capital Channels: Flexible Financing Mechanisms Support Continued Purchasing Power
Flexible financing is becoming a new trend:
- LM America plans to raise $23 million to directly purchase BTC, simplifying the investment process.
- Sweden's Hilbert Group and LDA Capital reached an $15.8 million ATM financing agreement, allowing for withdrawals to increase BTC holdings at any time within the next 36 months, providing significant flexibility.
- Canada’s LQWD successfully raised $7.3 million, part of which will be used to increase BTC holdings and part to expand the "global lightning network" infrastructure, reflecting a dual strategy of "holding + infrastructure."
3. Ecological Expansion: From Holding to Participating in Construction and Revenue
Diversified asset allocation deepens:
- SOL Treasury Corp (France) continues to increase its SOL holdings to 14,194, deeply engaging in Solana ecological applications and revenue opportunities.
- Thumzup Media officially entered the Dogecoin and Litecoin mining sector through the acquisition of Dogehash Technologies, expecting annual revenue of $2.3 million, marking the proactive extension of publicly listed companies into the crypto mining sector.
- Spain's Vanadi Coffee holds 85 BTC valued at over $10 million, with an appreciation of over 320%, perfectly illustrating BTC's value-preserving and appreciating characteristics as a corporate reserve asset.
On-chain data shows that investments related to "mining" and "ecological infrastructure" (such as the lightning network) have increased from less than 5% at the beginning of the year to approximately 15% currently.
From KindlyMD's nearly $700 million BTC "digital gold" hoarding, to Thumzup's acquisition of a mining company entering "mining production," and LQWD's fundraising to build lightning network "payment channels," the $750 million single-day investment clearly outlines a deepening front for institutions entering the crypto world: holding (Hodl) → production (Mine) → construction (Build). This marks a more mature and deeper stage of corporate-level allocation of cryptocurrency assets into a comprehensive ecological layout.
For more cryptocurrency stock data and news, please visit: bbx.com
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