When Metaplanet completed a $1.384 billion financing and announced that $1.246 billion of it would be used to purchase Bitcoin, while CEA Industries and CleanCore Solutions heavily invested in BNB and DOGE respectively, the total amount of cryptocurrency investment and financing plans disclosed by global listed companies in a single day reached $2.8 billion, setting a historical record and signaling the entry of institutional allocation into a "massive financing dominance + alternative asset rise" dual-track new era.
1. Bitcoin King: Metaplanet's $1.384 Billion Financing Sets Record
Metaplanet (TSE:3350)'s epic financing rewrites the history of institutional Bitcoin allocation:
Largest Scale: Completed a financing of 204.123 billion yen (approximately $1.384 billion), of which 183.711 billion yen (approximately $1.246 billion) will be specifically used to purchase Bitcoin, setting the record for the largest financing by a single company for Bitcoin acquisition.
Business Expansion: An additional 20.412 billion yen (approximately $138 million) will be used for Bitcoin revenue-generating business, indicating a strategic upgrade from simple "holding" to "holding + revenue generation."
Goal Advancement: This financing greatly advances its ambitious goal of "holding 100,000 BTC by the end of 2026 and 210,000 BTC by 2027."
Other BTC allocations are following suit:
Asset Entities (NASDAQ:ASST): Shareholders approved a merger with Strive Enterprises, planning to raise $1.5 billion to purchase Bitcoin. The new company will be renamed Strive, Inc. and continue trading under the ASST code, showing that the Bitcoin treasury model is being replicated by more companies.
Companies like H100 Group and Pop Culture are also continuously increasing their Bitcoin holdings of varying scales.
2. Alternative Asset Frenzy: The Institutionalization Process of BNB and DOGE Accelerates
CEA Industries (NASDAQ:BNCE)'s BNB increase solidifies its dominant position:
Increased holdings of 30,000 BNB (approximately $26 million), bringing total holdings to 418,888 BNB (approximately $368 million).
Its holding strategy deeply integrates staking rewards, ecological airdrops, and governance participation, continuously leading BNB institutional holdings.
CleanCore Solutions (NYSE:ZONE)'s DOGE gamble continues to advance:
Purchased 285.4 million DOGE (approximately $68 million) and plans to increase holdings to 1 billion within 30 days.
Its allocation logic for Meme coins as "cultural assets" and "marketing assets" is gaining market attention.
3. Market Infrastructure Improvement: Specialized Treasury Companies Take the Stage
SOL Strategies (NASDAQ:STKE) officially listed:
- As a treasury company focused on the Solana ecosystem, it officially listed on NASDAQ under the code STKE, providing investors with specialized tools for positioning in SOL.
Strategic cooperation of Trump Media (NASDAQ:DJT):
Agreed with Crypto.com and Yorkville SPAC to jointly establish Trump Media Group CRO Strategy, Inc., focusing on building a CRO digital asset treasury.
The company plans to go public on NASDAQ through a business merger, with the stock code MCGA, further enriching the cryptocurrency asset treasury matrix.
4. Trend Insights: Dual-Track Parallel and Infrastructure Maturity
Behind the $2.8 billion single-day scale is the profound maturity of the institutional cryptocurrency allocation ecosystem:
Financing Scale Level Leap: The emergence of billion-dollar special financing (Metaplanet's $1.384 billion, Asset Entities' $1.5 billion plan) indicates that the capital volume supporting cryptocurrency allocation is no longer comparable.
Allocation Strategy Polarization: On one end is the extreme heavy allocation to Bitcoin (Metaplanet), while on the other end is the early reallocation to alternative assets like BNB and DOGE, with institutions choosing tracks based on different risk preferences.
Market Infrastructure Improvement: From the listing of SOL Strategies to the cooperation of Trump Media in establishing specialized treasury companies, the tools and channels for investors to participate in cryptocurrency allocation are becoming increasingly rich and formalized.
Data shows that by Q3 2025, the total financing for cryptocurrency allocation by global listed companies has exceeded $50 billion, more than three times that of the entire year of 2024.
From Metaplanet's $1.384 billion Bitcoin special fund to CleanCore's plan for 1 billion DOGE, the $2.8 billion outlines the ultimate picture of institutional cryptocurrency allocation: massive capital scale, extreme risk preference differentiation, and increasingly improved infrastructure. Cryptocurrency assets are integrating into the balance sheets of global listed companies at an unprecedented speed and depth.
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