When KindlyMD applied for $5 billion in ammunition for Bitcoin, and DeFi Development pushed SOL onto the institutional stage with a scale of $371 million—during the last week of August 2025, the total amount of crypto allocation by global listed companies soared to $6.5 billion, historically declaring: institutional allocation has officially entered a "five-polar new era" that includes SOL, LINK, and BNB, moving away from the "bipolar pattern" of BTC and ETH.
1. The Rise of New Extremes: Institutional Breakthroughs for SOL and LINK
The SOL camp welcomes heavyweight players:
DeFi Development (DFDV): Increased its holdings by 407,247 SOL in a single week, bringing its total holdings to 1,831,011 SOL (approximately $371 million), comparable to top BTC holding institutions, becoming the "MicroStrategy" of the Solana ecosystem.
Strategic Logic: As a publicly listed company in the DeFi sector, its heavy investment in SOL aims to capture ecological growth dividends, staking rewards, and governance rights.
LINK achieves a breakthrough:
The Caliber board approved the establishment of a digital asset treasury and explicitly supported Chainlink (LINK) tokens for the first time, pioneering the allocation of oracle assets by listed companies.
Far-reaching significance: This move marks the beginning of institutional recognition and allocation of Web3 infrastructure assets, shifting investment logic from "monetary attributes" to "utility attributes."
2. The Kings Solidify: Massive Capital Injections into BTC and ETH
BTC continues to attract massive capital:
KindlyMD: Applied to the SEC for a $5 billion ATM equity issuance plan, with all funds allocated to the Bitcoin treasury strategy, setting a record for the highest financing for coin purchases by a single company.
Metaplanet: Announced a fundraising of $881 million, of which $837 million (95%) is specifically for expanding BTC reserves, continuing the aggressive strategy of Japanese companies.
Ongoing accumulation: Companies like Boya Interactive (purchased 290 coins for $32.91 million), DDC Enterprise (increased holdings by 200 coins), and LM Funding America (purchased 164 coins) continue to buy.
The ETH camp makes steady progress:
Bitmine: Increased its holdings by 4,871 ETH through FalconX, bringing its total holdings to 1,718,770 ETH (valued at $7.6 billion), steadily advancing its goal of "controlling 5% of the circulating supply."
Fundamental Global: Increased ETH holdings to 48,545 coins, valued at over $22 million.
3. Ecological Kings: BNB as an Institutional Benchmark
CEA Industries (CEAS) and its BNB empire:
Increased holdings by over 150,000 BNB, with total holdings surpassing 350,000, firmly establishing itself as the largest BNB holder among global enterprises.
Its holding strategy deeply integrates staking rewards, ecological airdrops, and governance participation, providing a perfect model for institutional allocation of platform tokens.
4. Trend Insights: Three Characteristics of the Diversified Allocation Era
The $6.5 billion weekly capital flow reveals a new trend:
Asset Diversification: The institutional allocation basket has expanded from 1-2 types of assets to 5+ core assets, with risk dispersion and yield capture strategies becoming more mature.
Strategy Sophistication: Upgrading from "buy and hold" to composite strategies such as "staking for yield," "ecological participation," and "governance voting."
Funding Scale-up: The emergence of a $5 billion financing plan by a single company indicates that institutional allocation has entered a capital-intensive phase.
Data shows that the weekly investment share of non-BTC assets by institutions has surpassed 45% for the first time, making diversification the absolute mainstream.
$6.5 billion is not just a number; it is a milestone of an era. It signifies that institutional investors have bid farewell to the primary stage of defining the crypto world with a single asset and are embracing a rich, interconnected new ecosystem composed of numerous core assets such as Bitcoin, Ethereum, Solana, Chainlink, and BNB. The institutionalization of the crypto world has officially entered a new era of multidimensional competition.
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