When Derlin Holdings announced a $100 million investment in Bitcoin mining power acquisition and the expansion of a $100 million tokenized gold ecosystem, and when DeFi Development staked all 86,307 SOL for yield, the global listed companies' single-day crypto allocation reached $130 million yesterday. The institutional participation model is evolving from simple asset allocation to a comprehensive industry chain layout covering mining, staking, and the tokenization of physical assets.

1. Breakthrough in the upstream of the industry chain: dual layout of mining power and tokenized gold

Derlin Holdings (HKEX:01709) and Antalpha (NASDAQ:ANTA) have formed a strategic partnership to create a new model:

Bitcoin mining strategic alliance:

• Antalpha will provide Derlin Holdings with financing solutions, technology, and risk management services.
• Support for acquiring $100 million worth of Bitcoin mining power within the next twelve months.
• Marks the formal large-scale involvement of listed companies in the production segment of crypto assets.

Expansion of the tokenized gold ecosystem:

• The two parties will collaborate to expand the global ecosystem of Tether Gold (XAU₮).
• Derlin Holdings plans to acquire and/or distribute up to $100 million of XAU₮ in the next twelve months.
• Invested approximately $5 million through its wholly-owned subsidiary DL HODL Limited to purchase XAU₮.

1. Maximizing staking yields: DeFi Development's SOL holding strategy

DeFi Development Corp. (NASDAQ:DFDV) has implemented a yield optimization strategy:

• Increased holdings of 86,307 SOL, with an average purchase price of $110.91.
• Total holdings reached 2,195,926 SOL, valued at approximately $426 million.
• All newly acquired SOL are immediately staked to earn yields, with an expected annual yield of 5-7%.

1. Balancing value storage and infrastructure

Steady increase in Bitcoin holdings:

• ZOOZ Power Ltd. (NASDAQ:ZOOZ) increased its holdings by 88.888 Bitcoin, with an average price of $112,500, totaling $10 million.
• Total Bitcoin reserves reached approximately 942, continuously accumulating digital gold.

Deepening the oracle track:

• Caliber (NASDAQ:CWD) invested $2 million to increase its holdings by approximately 94,903 LINK.
• Total holdings reached 562,535 LINK, valued at approximately $10.1 million, strengthening its Chainlink centralized reserve strategy.

1. Market impact: from financial investment to ecological co-construction

Fundamental shift in allocation logic:

• Institutions are no longer satisfied with being mere asset holders but are becoming active participants and builders of the crypto economy through power investments and ecosystem construction.
• Staking has become standard practice for large holdings, with yield sources expanding from a single price difference to compound returns.

Acceleration of physical asset tokenization:

• Tokenized gold and other physical assets are entering the institutional allocation landscape, bridging traditional finance and the crypto world.

Data shows that the annualized yield obtained by institutions through staking is expected to exceed $8 billion by 2025, becoming an important driving force for institutional participation in the crypto ecosystem.

From Derlin Holdings' mining power to DeFi Development's staking yields, and to the tokenization of gold with XAU₮, the $130 million single-day investment outlines a new landscape for institutional crypto participation: they are no longer just investors in the market but also builders of the ecosystem, cultivators of yields, and drivers of innovation. The institutionalization of the crypto market is reshaping the global capital allocation logic.

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