When BitMine decisively increased its holdings by 200,000 ETH during the market correction, and when MicroStrategy's Bitcoin holdings achieved an annual return of 25.9%, yesterday the total cryptocurrency allocation by global listed companies reached $270 million, demonstrating institutional investors' long-term confidence in mainstream crypto assets with real capital.

1. Ethereum Whales: BitMine's Strategic Purchase of 200,000 ETH

BitMine (NYSE:BMNR)'s large-scale acquisition has attracted market attention:

• Strategically increased holdings by over 200,000 ETH during the market correction, valued at approximately $700 million at the time.

• This acquisition reflects the company's strong confidence in Ethereum's long-term potential, aligning with its strategic goal of controlling 5% of the global ETH supply.

• As one of the largest institutional holders of ETH globally, its actions significantly influence market sentiment and price trends.

2. Bitcoin Camp: Steady Returns and Continuous Accumulation

MicroStrategy (NASDAQ:MSTR)'s ongoing dollar-cost averaging continues its legend:

• Last week, it acquired 220 BTC for approximately $27.2 million, with an average price of $123,561 per coin.

• The company's Bitcoin return rate has reached 25.9% year-to-date in 2025, with a total holding of 640,250 BTC as of October 12.

• Its strategy of "continuously buying, never selling" continues to create significant value for shareholders.

Outstanding performance from UK companies:

• The Smarter Web Company (AQUIS:SWC) purchased 100 BTC at an average price of $120,480 per coin, with a total investment of £9.07 million.

• This increase brings its total holdings to 2,650 BTC, and the company's year-to-date Bitcoin treasury return rate has reached an impressive 57,718%, making it one of the highest Bitcoin investment return cases among listed companies.

3. New Participants Entering: Lihigh Holdings' Diversified Allocation

Lihigh Holdings (HKEX:08472)'s board approval reflects a cautious attitude:

• The board approved a budget of HKD 24 million for purchasing Bitcoin (BTC), Ethereum (ETH), gold, and silver on regulated platforms over the next year.

• The funds will come from the group's internal cash and will be executed at the discretion based on market conditions.

• This combination of "mainstream crypto assets + traditional precious metals" reflects the new entrants' emphasis on risk diversification.

4. Trend Insights: Multiple Reflections of Institutional Confidence

Courage to position against the trend:

• BitMine's significant increase in holdings during the market correction embodies the true institutional investor's philosophy of "being greedy when others are fearful."

Return validation strategy:

• MicroStrategy's 25.9% annual return and The Smarter Web Company's 57,718% cumulative return provide strong performance proof for listed companies allocating Bitcoin.

Mature attitude of new participants:

• Lihigh Holdings' choice of a "crypto assets + precious metals" combination and its approach to operating on regulated platforms show that latecomers are more focused on risk control and compliance.

Data shows that during the market correction in Q3 2025, institutional investors' cryptocurrency purchases increased by 45% quarter-on-quarter, indicating that institutions view price adjustments as buying opportunities.

From BitMine's strategic purchase of 200,000 ETH to MicroStrategy's continuously validated Bitcoin investment returns, and Lihigh Holdings' cautious diversified start, the $270 million single-day allocation showcases the wisdom of institutional investors at different stages: some dare to position against the trend, some adhere to long-term strategies, and some focus on risk diversification. These distinct yet rational behaviors collectively build an increasingly solid institutional foundation for the crypto market.

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