When Metaplanet secured a $130 million loan backed by 30,823 BTC, and BitMine's ETH holdings increased to 3.63 million, last week marked a key breakthrough in the management of crypto treasury by global listed companies: digital assets are transitioning from "holding assets" to "financing tools," initiating a new paradigm in treasury management.
- ETH Treasury: BitMine's Absolute Dominance
BitMine (NYSE:BMNR)'s [continuous accumulation] has pushed its ETH holdings to approximately 3.63 million, with an increase of 69,822 ETH in a single week. At current prices, its ETH treasury exceeds $16 billion, further solidifying its position as the largest corporate Ethereum treasury globally.
- BTC Strategy: From Holding to Capital Tool
Metaplanet Inc. (TSE:3350) has achieved a key breakthrough:
- A new loan of $130 million has been executed, secured by Bitcoin.
- Its current holding of 30,823 BTC is sufficient to cover all collateral requirements.
- This move sets a precedent for listed companies to use BTC as collateral for traditional financing.
The global trend of increasing BTC holdings continues:
- DDC Enterprise purchased 100 BTC during the market correction, bringing its total holdings to 1,183 BTC.
- South Korea's Bitplanet increased its holdings by 28.5 BTC, totaling 228.5 BTC, ranking 85th among global listed companies.
- France's Capital B added 5 BTC, with total holdings of 2,823 BTC, maintaining its leading position in Europe.
- Financing and Authorization: Preemptive Layout Becomes Trend
New Fire Technology Holdings (HKEX:01611) board approved a Bitcoin accumulation plan of up to $5 million, having already purchased 24.29 BTC, investing approximately $2 million.
Hyperscale Data Inc. increased its holdings by 115 BTC, bringing its total to 382 BTC, successfully entering the top 75 Bitcoin treasuries among global listed companies.
- Trend Insights: The Advancement of Crypto Treasuries
Diversification of Asset Functions: BTC is evolving from a value storage asset to a financing collateral, with Metaplanet's secured loan case being a milestone.
Normalization of Global Allocation: From U.S. stocks, Hong Kong stocks to Japan, South Korea, and France, crypto allocation by listed companies has become standard practice.
Active Participation of Small and Mid-Cap Companies: Companies like Value Creation and Hyperscale Data are continuously increasing their stakes, indicating that the crypto treasury strategy is penetrating a broader range of enterprises.
Buying on Dips Strategy: DDC Enterprise has explicitly stated its purchases during market corrections, reflecting institutional confidence in BTC's long-term value.
Data shows that the total BTC holdings of global listed companies have surpassed 2 million, a 35% increase since the beginning of the year.
From BitMine's massive ETH accumulation to Metaplanet's BTC-backed financing, this week's developments clearly indicate that crypto assets are deeply integrating into various aspects of corporate financial management. They are not just numbers on the balance sheet but active tools for financing, expansion, and optimizing capital structure.
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