When the media company under former U.S. President Trump began to increase its holdings in ETH, and Hong Kong's top investment bank Huaxing Capital announced an all-in investment of $100 million in BNB—on August 23, 2025, the allocation landscape for institutional crypto assets is no longer dominated by Bitcoin. A new phase characterized by diversification, ecological focus, and yield has already arrived.
1. Political Capital Enters: Trump's Company's ETH Choice
The actions of Trump's WLFI have sparked widespread interpretation:
- Precise Operation: Using 5.025 million USDC to purchase 1,076 ETH at an average price of $4,670, demonstrating the professionalism of its operations.
- Strategic Intent: Compared to Bitcoin's narrative as "digital gold," the choice of ETH may place greater emphasis on its "staking yield" and the potential synergies of the "Web3 ecosystem," possibly relating to the future plans of its Truth Social platform.
- Symbolic Significance: The direct allocation of cryptocurrency by politically affiliated enterprises brings a public opinion and demonstration effect that far exceeds the funds themselves.
2. The Japanese Legion: Practitioners of Steady Expansion and Grand Goals
Japanese companies continue to move forward with clear objectives:
- ANAP Holdings: Increased its holdings by 6.26 BTC, bringing its total to 1,006.31 BTC, entering the "thousand-coin club," reflecting the sustained investment strategy of Japanese enterprises.
- Convano: Taking a more aggressive approach, it raised 3.5 billion yen (approximately $25.5 million) through the issuance of corporate bonds and new stock subscription rights, using this to purchase 200 BTC (average price around $119,000).
Grand Blueprint: The company plans to hold 21,000 BTC by the end of March 2027, a goal similar to MicroStrategy's early path, showcasing its long-term determination.
3. Hong Kong Power: Huaxing Capital's $100 Million Heavy Investment in the BNB Ecosystem
Huaxing Capital's strategic cooperation memorandum marks a new exploration by mainstream financial institutions:
- Special Allocation: Investing approximately $100 million specifically in BNB assets, pioneering the investment platform for tokens by Hong Kong-listed companies.
- Ecological Empowerment: The strategic partnership with YZi Labs aims to support the BNB Chain ecosystem, indicating that its investment logic transcends mere price speculation, focusing more on value capture and potential business synergies brought by ecological growth.
- Industry Position: As a well-known boutique investment bank, its decisions serve as a strong barometer for traditional financial institutions in the Asia-Pacific region.
4. Trend Insights: From Single Assets to Ecological Portfolios
Yesterday's dynamics clearly outline three major trends:
1. Asset Diversification: Institutional allocations are expanding from pure Bitcoin faith to more productive and practical assets like Ethereum (smart contract platform) and BNB (exchange ecosystem).
2. Strategy Refinement: Transitioning from "buy and hold" to more complex strategies such as "empowering the ecosystem," "obtaining staking yields," and "achieving business synergies."
3. Diverse Capital Backgrounds: The entering capital encompasses political capital (Trump), traditional investment banks (Huaxing Capital), and local industries (Japanese companies), becoming increasingly rich in background.
Trump's company buys ETH, Huaxing Capital buys BNB, and Japanese companies are still focused on buying BTC—this is no longer a competition of single assets but a wave of diversified allocation based on different understandings, resources, and goals. Institutional investors are voting with real money, sketching a picture of a multi-chain coexistence and a prosperous crypto future.
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