When Bitcoin mining company Cango increased its holdings by 141 BTC in a single day, it demonstrated confidence in the industry. Meanwhile, NextGen Digital invested $134,000 in the AI token TAO, and yesterday, the total crypto allocation by global listed companies reached $16 million in a single day. Institutional investors are shifting their focus from traditional value-storing assets to the forefront of the intersection of artificial intelligence and blockchain.

1. Mining Capital: Cango's Confidence with 5,700 BTC Holdings

Cango (NYSE:CANG) continues to increase its holdings, reflecting the industry's fundamentals:

• Increased holdings by 141 BTC, bringing total holdings to 5,708.3 BTC, with a market value exceeding $68 million.
• As a Bitcoin mining company, its ongoing allocation of its own assets to Bitcoin shows its firm confidence in the long-term value of the industry.
• Holding a large amount of Bitcoin has become the norm in the industry, serving as a means to hedge operational risks and a way to participate in Bitcoin's value growth.

Global mining participation:

• B HODL (Aquis: HODL): Added 12 BTC, bringing total holdings to 112 BTC, indicating that small and medium-sized mining companies are also continuing to accumulate.

2. Compliance Path: Zhiyun International's Licensed Platform in Hong Kong

Zhiyun International (HKEX:08521) sets a demonstration for compliance entry:

• Completed the opening of a Bitcoin account and purchased the first batch of Bitcoin through a regulated trading platform in Hong Kong at an average price of $118,000.
• This move provides a reference template for other companies in the Asia-Pacific region to enter the crypto market through compliant channels, emphasizing the importance of regulatory compliance.

3. AI Token Breakthrough: NextGen Digital's Bet on the Bittensor Ecosystem

NextGen Digital Platforms (CNSX: NXT) makes a strategic investment that sets a precedent:

• Invested $134,177 to purchase 440 TAO tokens (average price of $302) and has staked the tokens to the Bittensor ecosystem validator RoundTable21.
• This is the first public disclosure by a listed company regarding its investment in Bittensor (TAO), a decentralized AI network, marking the beginning of institutional funds focusing on the integration of AI and blockchain.
• By participating in network validation through staking, they not only earn returns but also engage deeply in ecosystem development.

4. Trend Insights: From Single Assets to Technology Trend Bets

The $16 million allocation reveals the evolution of institutional thinking:

1. Mining Capital Confidence: Mining companies' continued accumulation of BTC indicates that even in the face of market volatility, there remains strong confidence in Bitcoin's long-term value within the industry, creating a positive cycle with the growth of computing power and enhanced network security.

2. Technology Trend Investment: Investments in AI tokens like TAO reflect that institutions are beginning to view crypto assets as tools to bet on significant technological trends (such as artificial intelligence), rather than merely as currencies or financial assets.

3. Compliance First: Zhiyun International's choice of a licensed platform in Hong Kong highlights that, in the current regulatory environment, institutions prioritize compliance and transparency, laying the groundwork for long-term large-scale participation.

Data shows that crypto assets related to emerging technology concepts such as artificial intelligence and DePIN saw a 400% quarter-over-quarter increase in institutional allocation by Q3 2025.

From Cango's 141 Bitcoin to NextGen Digital's 440 TAO, the $16 million may seem modest, but it clearly outlines the future landscape of institutional crypto allocation: while steadfastly holding onto Bitcoin as the "digital cornerstone," they are boldly stepping into emerging tracks representing the technological frontier, such as AI and DePIN. The institutionalization of the crypto market is deeply integrating with a broader narrative of technological revolution.

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