When South Korea's Bitplanet increased its BTC holdings to rank 85th globally, and Reliance Global designated Zcash as a core reserve asset, yesterday's global listed companies' crypto allocations showcased a dual capability of precise timing and asset innovation, marking a new phase of refined treasury management for institutions.
- BTC Camp: Global Ranking Competition and Precise Bottom Fishing
Steady Rise of South Korean Enterprises:
Bitplanet Co., Ltd. (KOSDAQ:049470) increased its holdings by 28.5 BTC, raising its total holdings to 228.5 BTC.
According to the latest statistics, the company has entered the global ranking of listed companies' Bitcoin holdings at 85th place, with Asian power continuing to grow.
Timing Ability of American Companies:
DDC Enterprise Limited (NYSE:DDC) successfully purchased 100 BTC during the recent market correction, increasing its holdings to 1,183 BTC.
Cost-benefit analysis: Average cost of $106,952 per BTC, with a yield of 122% in the second half of the year, demonstrating excellent asset management capabilities.
- Asset Innovation: Privacy Coins Enter Institutional Treasury
Reliance Global Group, Inc. (NASDAQ:RELI) completed a significant adjustment to its digital asset treasury:
Designated Zcash (ZEC) as the new core reserve asset.
Sold previously held DAT assets and reallocated the proceeds to ZEC.
This move pioneers the allocation of privacy coins by listed companies, exploring differentiated allocation paths beyond Bitcoin.
- Global Landscape: Deepening Multipolar Allocation Trends
Regional Strategy Differentiation:
South Korean Enterprises: Steadily increasing holdings, aiming to improve their global ranking.
American Enterprises: Flexibly adjusting, seizing BTC opportunities while exploring emerging asset classes.
Evolution of Allocation Logic:
Upgrading from a simple "buy and hold" to "timing allocation + asset rotation."
Privacy protection and technological features becoming new dimensions for asset selection.
- Trend Insights: Professionalization Upgrade in Treasury Management
Refined Allocation:
Institutions are no longer satisfied with merely holding BTC; they are beginning to adjust positions based on market timing and explore differentiated assets with specific technological features like Zcash.
Diversified Functions:
The allocation of privacy coins suggests that institutions are starting to pay attention to specific application scenarios of crypto assets (such as privacy protection), with treasury functions shifting from simple value storage to multifunctional roles.
Global Competition Becoming Apparent:
Global holding rankings reflect corporate competitiveness, and the rapid rise of South Korean enterprises is noteworthy.
Data shows that by Q4 2025, among listed companies newly allocating crypto assets, the proportion choosing a "BTC + at least one other asset" combination strategy has reached 68%, while the share of pure BTC strategies continues to decline.
From Bitplanet's steady rise in the global holding rankings to DDC's precise increase during market corrections, and Reliance's groundbreaking allocation of Zcash, today's institutional dynamics paint a picture of a more mature and diverse crypto treasury management landscape: awareness of rankings, timing ability, and innovative courage are collectively driving institutional allocations toward the next stage of development.
免责声明：本文章仅代表作者个人观点，不代表本平台的立场和观点。本文章仅供信息分享，不构成对任何人的任何投资建议。用户与作者之间的任何争议，与本平台无关。如网页中刊载的文章或图片涉及侵权，请提供相关的权利证明和身份证明发送邮件到support@aicoin.com，本平台相关工作人员将会进行核查。
