When SharpLink increased its holdings by $75 million to 19,271 ETH, solidifying its treasury size of $3.5 billion, and when three publicly listed companies simultaneously expanded their BTC holdings, the global daily crypto allocation of publicly listed companies reached $360 million yesterday. Institutional crypto reserves are showing a dual-track parallel pattern of "ETH treasury scaling" and "BTC reserve systematization."

1. ETH Treasury Construction: SharpLink's $3.5 Billion Holding Landscape

The continuous expansion of SharpLink Gaming (NASDAQ:SBET) demonstrates strategic determination:

• Acquired 19,271 ETH at an average price of $3,892, with an additional investment of approximately $75 million.
• Total holdings reached 859,853 ETH, with a total value of about $3.5 billion at current prices.
• The company continues to expand its ETH treasury size through staking and reinvestment strategies, forming a closed loop of "hold-stake-yield-reinvest."

1. BTC Reserve System: Multi-layered Holding Structure Emerges

New forces from Asia:

• RSXYZ Public Company Limited (SET:XYZ) invested $2.45 million to acquire 21.97 BTC at an average price of $111,440, raising its total holdings to 74.97 BTC.

Steady accumulation in Europe:

• The Smarter Web Company (AQUIS:SWC) increased its holdings by 10 BTC, bringing its total to 2,660 BTC, continuing its long-term accumulation strategy.
• B HODL (Aquis:HODL) added 6 BTC, raising its total holdings to 148 BTC, strengthening its digital asset reserves.

1. Trend Insights: Institutional Crypto Reserve System Takes Shape

Mature ETH Treasury Model:

• Companies like SharpLink are building income-generating asset portfolios through large-scale ETH holdings combined with staking strategies.
• The scale effect of the treasury is becoming evident, with $3.5 billion holdings starting to influence market supply and demand.

Clear Layering of BTC Allocation:

• Different scales of allocation tiers are emerging, including thousands, hundreds, and tens of BTC.
• Enterprises choose corresponding allocation levels based on their financial strength and risk preferences.

Global Participation Deepens:

• Publicly listed companies from North America to Europe and Asia are fully participating.
• Allocation strategies are shifting from tentative to systematic and normalized.

On-chain data shows that over 40% of the total ETH held by publicly listed companies is staked, with the income-generating asset attribute widely recognized.

From SharpLink's $3.5 billion ETH treasury to the systematic BTC accumulation by three companies, the $360 million single-day allocation paints a mature picture of institutional crypto reserves: ETH, with its income-generating capability, has become the preferred choice for treasury construction, while BTC maintains its solid position as a cornerstone of value storage. Global capital is building digital asset reserves in a more refined and systematic manner.

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