Last week, the total investment and financing amount of global listed companies in crypto assets exceeded $6 billion, setting a new historical high. With significant funding injected into the Solana ecosystem, Bitcoin remains at the core position, while Ethereum and alternative tokens gradually enter corporate treasuries, marking a new stage of institutional crypto asset allocation characterized by "diversification + ecosystem."

SOL: The Star of Financing and Treasury Building

The biggest highlight last week came from the Solana ecosystem. $Forward Industries (FORD.US)$ completed a $1.65 billion private placement and purchased $326 million worth of SOL through Galaxy Digital, with $1.3 billion in funds still available for sustainable deployment. This move not only demonstrates its long-term bet on the Solana ecosystem but also highlights the exploration of a "strategic treasury" model for single public chain ecosystems by listed companies. Meanwhile, $Galaxy Digital (GLXY.US)$ also added 325,000 SOL (approximately $78 million), further validating institutional interest in Solana.

BTC: Traditional Core Asset Position Solidified

Bitcoin remains the preferred choice for listed companies' allocations. $Metaplanet (3350.JP)$ completed $1.384 billion in financing, with $1.246 billion specifically allocated for Bitcoin purchases, and has completed the deployment of the first batch of 800 BTC. $Anap Holdings (3189.JP)$ increased its holdings to 1,047.56 BTC, with a cumulative investment exceeding $100 million. Sweden's H100 Group (NGM: H100) also slightly increased its holdings to 1,025 BTC, while $Pop Culture (CPOP.US)$ completed a $33 million investment in BTC. Such robust accumulation actions indicate that BTC's positioning as a "digital reserve asset" has reached a broad consensus among global listed companies.

ETH: Steady Expansion and Staking Exploration

Ethereum continues to receive sustained favor. $SharpLink Gaming (SBET.US)$ increased its holdings by 12,500 ETH through over-the-counter trading, valued at approximately $56 million, bringing its total holdings to over 850,000 ETH, ranking among the top institutions. $Yunfeng Financial (00376.HK)$ has also cumulatively purchased 10,000 ETH ($4.4 million) and plans to explore its applications in RWA (Real World Asset tokenization) and insurance business. Meanwhile, $FG Nexus (FGNX.US)$ raised its ETH holdings to 52,000 and launched a new staking program, showing that ETH is not only a reserve asset but also possesses the characteristics of a "revenue-generating asset" in corporate strategy.

From BNB to Worldcoin

Last week, alternative asset allocation significantly expanded. $CEA Industries (BNC.US)$ increased its holdings by 30,000 BNB, bringing its total holdings to 418,888 BNB (approximately $368 million). $CleanCore Solutions (ZONE.US)$ spent $68 million to purchase 285.4 million DOGE and plans to increase it to 1 billion within 30 days. $CaliberCos (CWD.US)$ continued to build its LINK treasury, expanding its holdings to 150,000, becoming the first Nasdaq company to have Chainlink as its core reserve. Meanwhile, $Eightco Holdings (OCTO.US)$ completed a $270 million private placement for its Worldcoin strategic layout, intending to change its trading code to "ORBS."

Diversification and Specialization

In addition to large investments, last week also saw a variety of innovative strategies. $Asset Entities (ASST.US)$ shareholders approved a merger plan to raise $1.5 billion for BTC purchases, with the new company renamed Strive, Inc. $Zhu Di Holdings (01413.HK)$ approved a $578,000 investment and adopted a delta-neutral quantitative strategy to participate in the crypto market in a stable manner. PixelFox AB (NGM: PIXEL) will also fully stake new ETH, exploring income-generating asset models. $Heritage Distilling (CASK.US)$ launched an "IP strategy," reserving native tokens from the Story network to further expand the boundaries of corporate treasuries.

The Beginning of Ecological Competition

From last week's data, over $6 billion in new funds have propelled listed companies' crypto treasuries into a new stage. Bitcoin remains firmly at the core, while Solana, with concentrated investments from Forward Industries and Galaxy Digital, has become the biggest dark horse. The expansion of Ethereum in staking and application scenarios, along with the rise of BNB, DOGE, LINK, Worldcoin, etc., signifies that institutional crypto allocation is no longer limited to "single reserves," but is gradually entering an ecological and specialized competitive landscape. In the future, global crypto treasuries may evolve into a new strategic high ground in the capital market.

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