When BitMine invested $69.89 million to increase its holdings by 20,205 ETH, Japanese Mac House and British B HODL continued to execute their BTC dollar-cost averaging strategy. Yesterday, the global market capitalization of publicly listed companies in crypto exceeded $70 million, showcasing a threefold evolution path of mining companies' transformation, treasury dollar-cost averaging, and business internationalization.
- Mining Company Transformation: BitMine's Asset-Based Operational Upgrade
BitMine Inc. (NYSE:BMNR)'s strategic increase in holdings marks an important shift:
Invested $69.89 million to acquire 20,205 Ethereum, funded by second-quarter mining revenue and strategic reserves.
Clearly stated the aim to expand its on-chain asset proportion and lay out a high-performance computing node business.
This move reflects the trend of mining companies transforming from mere "hash power providers" to "hash power + asset" comprehensive operators.
- Treasury Dollar-Cost Averaging: The Steady Accumulation Strategy of Japanese and British Companies
Japanese companies' inflation hedging:
Mac House Inc. (TSE:7603) increased its holdings by 6.37 BTC, bringing total holdings to 124.8 BTC.
The company has continuously incorporated BTC into its treasury through a "monthly dollar-cost averaging" approach since the second quarter of this year, clearly aimed at addressing yen depreciation and inflation risks.
British companies' digital gold reserves:
B HODL PLC (Aquis:HODL) newly acquired 5 bitcoins, approximately $340,000.
The company emphasizes BTC as the core of its "digital gold" reserves and plans to establish a long-term holding strategy through regular purchases over the next 12 months.
- Strategic Internationalization: Moon's Global Market Expansion
Moon Inc. (HKEX:1723)'s capital market initiatives demonstrate its ambitions:
Its stock is traded on the U.S. OTCQX Best Market, enhancing accessibility for U.S. investors.
Supports its strategic transformation towards Bitcoin consumer products.
Plans to advance the licensing application, partner releases, and user base expansion for Bitcoin prepaid cards and loading functions in Thailand and South Korea in the future.
- Trend Insights: Deep Evolution of Crypto Strategies
Mining companies' business model upgrades:
BitMine's substantial ETH allocation indicates that successful mining companies are no longer satisfied with mere mining revenue but are optimizing their balance sheets and income structures by holding a basket of crypto assets.
Global treasury strategy proliferation:
From Japan's Mac House to the UK's B HODL, companies in different fiat currency zones are using BTC as a tool to address domestic currency risks and inflation, forming a cross-regional consensus on treasury strategies.
Traditional business cryptoization:
Moon Inc. is achieving the cryptoization transformation of traditional business through Bitcoin consumer products, supported by capital market actions for its global expansion.
Data shows that by Q3 2025, the proportion of non-BTC asset allocation among global mining companies will rise from 15% last year to 35%, with asset diversification becoming an industry trend.
From BitMine's 20,205 ETH to Mac House's 6.37 BTC, the $70 million daily allocation scale reflects the deep differentiation and specialization of global publicly listed companies in crypto strategies. Mining companies are transforming, traditional enterprises are dollar-cost averaging, and innovative companies are globalizing—crypto assets are reshaping corporate financial strategies and business models across various dimensions.
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