When SharpLink invested $177 million in ETH and Safety Shot launched a $115 million purchase plan for the meme token BONK, last week, global listed companies painted a panoramic picture of crypto allocation with $1.5 billion in real money, spanning from Bitcoin and Ethereum to the Solana ecosystem, and even reaching meme culture.
1. ETH Camp: Comprehensive Consensus Among Institutions
Last week, ETH became the undeniable focus of institutional allocation, with a highly diverse source of funds:
Leading Giants:
- SharpLink (SBET): Invested $177 million to acquire 39,008 ETH, bringing total holdings to 837,230 ETH (approximately $3.6 billion), with its "financing-buying-staking" flywheel effect continuously strengthening.
Breaking Through Traditional Finance:
Yunfeng Financial (00376.HK): Invested $44 million to purchase 10,000 ETH and reached a strategic cooperation with Ant Group, marking a significant event for traditional financial giants deepening their Web3 layout.
Haotian International Construction (00473.HK): Redirected HKD 35.75 million to purchase ETH, demonstrating traditional industries' recognition of ETH's value storage function.
Crossing into Biotechnology:
- Propanc Biopharma (PPCB): Announced plans to invest $100 million in ETH over the next 12 months, showcasing strong interest in crypto assets from non-tech listed companies.
2. BTC Foundation: Whale Dollar-Cost Averaging and Milestone Breakthroughs
Although BTC allocation is no longer the sole protagonist, its scale remains astonishing:
Absolute King:
- MicroStrategy (MSTR): Invested $449.3 million to increase holdings by 4,048 BTC, raising total holdings to 636,505 BTC, with its "never sell" dollar-cost averaging strategy becoming a market belief.
Asian Benchmark:
- Metaplanet: Invested $110 million to acquire 1,009 BTC, surpassing 20,000 BTC in total holdings, successfully ranking among the top global listed companies by BTC holdings, and announced an ambitious roadmap to reach 100,000 BTC.
3. Ecological Expansion: The Crazy Boundaries from Public Chains to Memes
The most striking trend last week was the significant expansion of allocation boundaries:
Public Chain Ecosystem Continues to Intensify:
Solana: DeFi Development increased holdings by 196,141 SOL, surpassing 2 million SOL (worth $427 million), with dominance continuing to strengthen.
Sui: SUI Group Holdings' total holdings exceeded 100 million SUI (valued at $344 million), showing no hesitation in betting on the new public chain.
Historic Breakthrough for Meme Tokens:
- Safety Shot signed a $25 million cooperation agreement with BONK and plans to purchase approximately $115 million in BONK by the end of the year. This marks the first time a meme token has received such large-scale formal recognition and funding allocation from a listed company, breaking the traditional impression that institutions only invest in "serious assets."
4. Trend Insights: The Evolution of Allocation from Value Storage to Cultural Capture
The flow of $1.5 billion reveals a complete shift in institutional thinking:
Comprehensive Victory for ETH: With its smart contract platform, staking yields, and RWA potential, ETH has become the most widely demanded asset in institutional allocations.
Extreme Expansion of Risk Appetite: Funds are no longer limited to BTC and ETH but have significantly expanded along the risk curve, from the stable BTC to high-growth SOL/SUI, and even to high-risk meme token BONK.
The Allocation Logic of "Cultural Assets": Investment in BONK may signify the emergence of a new logic—beyond financial returns, institutions are beginning to attempt to capture the value of internet culture and community consensus.
Data shows that the proportion of "other crypto assets" (non-BTC/ETH) in institutional portfolios has surged from less than 5% at the beginning of the year to 22%.
From MicroStrategy's $449 million in BTC to Safety Shot's $115 million BONK plan, this $1.5 billion outlines an infinitely broad allocation spectrum. Institutional investors are voting with capital, recognizing a new paradigm that holds significant value capture potential from the most fundamental value storage (BTC), to mid-level productive platforms (ETH, SOL), and up to the surface-level cultural phenomena (Meme).
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