When Chijet Motor acquired EdgeAI tokens for $1 billion to enter the artificial intelligence sector, and Exodus Movement spent $175 million to acquire a payment company to enhance infrastructure, the global listed companies' single-day cryptocurrency allocation exceeded $1.3 billion yesterday. Institutional funds are flooding into niche sector tokens such as AI and payments at an unprecedented scale.
- BTC Basic Allocation: Hyperscale Enters the Global Top 75
Hyperscale Data Inc. (NYSE American: GPUS) disclosed that it has increased its holdings by 115 BTC, bringing its total holdings to 382 BTC, successfully entering the ranks of the top 75 publicly listed companies with Bitcoin reserves, reflecting institutional recognition of BTC as a fundamental reserve asset.
- AI Token Explosion: Two Major Listed Companies Make Significant Moves
Chijet Motor Company, Inc. (NASDAQ: CJET) signed a final agreement to acquire up to $1 billion of EdgeAI tokens at a 20% discount to market price. This transaction is expected to bring the company approximately $200 million in immediate book value, and Chijet will also participate as a validator node in the EdgeAI blockchain network to earn staking rewards, pioneering a new model of "holding + governance participation."
Enlivex Therapeutics (NASDAQ: ENLV) announced it will raise $212 million, which will be 100% used to purchase RAIN tokens, creating the first company digital asset vault focused on prediction market tokens. This news drove the price of RAIN tokens up over 100% on the same day, demonstrating the significant impact of institutional allocation on market sentiment.
- Payment Infrastructure Acquisition: Exodus's Ecosystem Expansion
Exodus Movement, Inc. (NYSE American: EXOD) acquired payment infrastructure company W3C Corp for $175 million, enhancing its self-custodied on-chain payment capabilities. Notably, part of the funding for this acquisition comes from a credit line secured by its Bitcoin holdings, showcasing the mature application of crypto assets as collateral for financing.
- Trend Insights: The Evolution of Institutional Allocation by Sector
From asset classes to business synergy: Institutions are no longer simply allocating based on market capitalization but are selecting specific sector tokens according to their business strategies, as Chijet chose the AI token EdgeAI to align with its technology manufacturing background.
From financial investment to ecosystem participation: Chijet's role as a validator node in the EdgeAI network indicates that institutions are seeking to capture deeper ecological value beyond price fluctuations.
From holding assets to collateral financing: Exodus's use of Bitcoin holdings to obtain a credit line reflects the mature application of crypto assets' financial functions by institutions.
According to data reports, by Q4 2025, institutional allocations to vertical sector tokens such as AI and DePIN are expected to grow by 280% quarter-over-quarter, making sector-based allocation a new trend.
From Hyperscale's BTC basic allocation to Chijet's $1 billion AI token gamble, the clear flow of $1.3 billion in a single day announces that institutional crypto allocation has moved from the initial stage of "what to buy" to the deep game of "which sector to heavily invest in."
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