As the South Korean listed company Bitplanet steadily increases its holdings at a pace of 9 BTC per day, and traditional payment giant Mastercard plans to acquire crypto infrastructure company Zerohash for $2 billion, two clear paths for institutional participation in the crypto market emerged yesterday: the "gradual accumulation" of asset allocation and the "strategic layout" of infrastructure.

1. Asset Allocation Path: Bitplanet's Disciplined Investment

Bitplanet (KOSDAQ: 049470)'s continuous investment demonstrates the Korean model:

• Purchased 9 bitcoins on the day, costing approximately $1.08 million
• Total holdings increased to 119.67 BTC, with a cumulative investment of about $14.17 million
• Adopted a "daily investment" strategy to avoid timing risks, reflecting a long-term investment philosophy

This disciplined allocation reflects the deepening trend of Asian listed companies treating Bitcoin as a standard allocation in their corporate treasury.

2. Infrastructure Layout: Mastercard's $2 Billion Strategic Acquisition

Mastercard (NYSE: MA)'s acquisition negotiations have caused a stir in the industry:

• Currently in advanced negotiations to acquire the stablecoin and crypto settlement infrastructure company Zerohash
• The transaction amount could reach $1.5 to $2 billion, expected to become the largest crypto infrastructure acquisition in 2025
• Aimed at strengthening its long-term competitiveness in the crypto and tokenized payment sectors

As a provider of crypto settlement infrastructure, Zerohash's technology will help Mastercard:

• Build a more efficient stablecoin settlement network
• Expand tokenized asset payment capabilities
• Provide compliant crypto service entry points for traditional financial institutions

1. Trend Insights: From Surface Participation to Deep Construction

Deepening levels of institutional participation:

• Surface: Direct purchase of crypto assets (Bitplanet model)
• Deep: Control of key infrastructure (Mastercard model)

Traditional finance accelerates entry:

• Mastercard's acquisition indicates that traditional financial institutions are no longer satisfied with merely "using" crypto technology but are seeking to "control" core infrastructure

Divergence between Asian and Western models:

• Asian companies: Focus on asset accumulation and treasury management
• Western giants: Emphasize infrastructure and ecosystem construction

According to data, global payment giants' investments in crypto infrastructure are expected to grow by 300% year-on-year by Q3 2025, making infrastructure layout a new competitive focus.

From Bitplanet's daily investment of 9 BTC to Mastercard's $2 billion acquisition of Zerohash, today's crypto market is witnessing an important watershed: institutional participation is upgrading from a simple "asset purchaser" role to that of an "ecosystem builder." This transformation is not only about the scale of funds but also about the redistribution of industry dominance.

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