When Derlin Holdings partners with Antalpha to layout a gold tokenization ecosystem, when DeFi Development and BitMine successively increase their holdings in SOL and ETH, and when Zeta Network completes the first financing agreement for a listed company using Bitcoin, institutional crypto strategies are entering a dual-driven phase of "industry + assets." Last week, the total amount of investment and strategic financing disclosed by global listed companies exceeded $700 million.
I. Industry Chain Synergy: Derlin Holdings and Antalpha's Dual-Line Attack
Gold Tokenization and Mining Coexist
Derlin Holdings (HKEX:01709) and Antalpha (NASDAQ: ANTA) have signed a strategic cooperation agreement, planning to invest up to $100 million in Bitcoin mining and tokenized gold (XAU₮) ecosystem within the next year:
– Hash Power Layout: Antalpha will provide hash power financing and operational support to Derlin Holdings, assisting it in completing a $100 million Bitcoin mining asset deployment within the next 12 months.
– XAU₮ Ecosystem Expansion: Both parties will promote the application of tokenized gold in Asia and the Middle East; Derlin Holdings has already purchased $5 million in XAU₮ through its subsidiary DL HODL Limited as an initial investment.
This move marks a shift for listed companies from merely holding digital assets to expanding into the entire industry chain of "production + physical tokenization."
II. Mainstream Public Chains: Staking Returns and Ecosystem Accumulation Progress Together
DeFi Development (NASDAQ: DFDV)
– Increased holdings of 86,307 SOL, bringing total holdings to 2,195,926 SOL (approximately $426 million);
– All newly acquired SOL has been staked, with an expected annual yield of 5%-7%.
BitMine (NYSE: BMNR)
– Increased holdings of over 200,000 ETH during the market correction, strengthening its "ETH Treasury" strategy.
SharpLink Gaming (NASDAQ: SBET)
– Earned a total of 5,200 ETH through Ethereum staking, valued at approximately $20 million.
The institutional allocation of SOL and ETH indicates that staking returns are becoming an important financial growth method for listed companies.
III. Bitcoin Treasury Construction: Leading Institutions Continue to Increase Holdings
Strategy (NASDAQ: MSTR)
– Increased holdings of 220 Bitcoin (approximately $2.72 million), bringing total reserves to 640,000, maintaining the position of the largest institutional BTC holder globally.
ZOOZ Power (NASDAQ: ZOOZ), The Smarter Web (AQUIS: SWC), Matador (NASDAQ: MTDR), and Jiuzi Holdings (NASDAQ: JZXN) have also disclosed plans to increase their holdings.
Linkage (HKEX:06899) has included BTC and ETH in its financial reporting system for the first time, indicating a trend towards financial transparency and the integration of digital assets in Hong Kong-listed companies.
IV. Financing Innovation: Bitcoin Payments Lead a New Paradigm
Zeta Network (NASDAQ: ZNB)
– Raised $230 million through a financing agreement paid in Bitcoin, becoming the first listed company globally to complete this form.
Cosmos Health (NASDAQ: COSM) and Lihua Holdings (HKEX:08472) are also simultaneously increasing their digital asset strategies, focusing on cross-chain payments and Web3 health finance.
V. Trend Insights: Institutions are Transitioning from "Investors" to "Ecosystem Participants"
– Investment logic is shifting from single asset accumulation to ecosystem collaboration and yield compounding;
– Gold, hash power, and staking returns form a new triad of institutional crypto allocation;
– Innovative financing models (such as BTC payments) accelerate the integration of capital and on-chain assets.
From Bitcoin reserves to SOL staking, from tokenized gold to BTC financing, the $700 million investment in a single week is painting a new picture of institutional crypto participation—it is no longer just a capital game, but an ecological revolution centered on industrial synergy and financial innovation.
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