When BitMine invested $141 million in the Ethereum treasury, and DBS Bank disclosed its astonishing position of 158,000 ETH, last week the total amount of cryptocurrency allocations by publicly listed companies worldwide exceeded $340 million, clearly outlining an evolutionary path from Bitcoin as a core reserve, to the institutional deepening of Ethereum, and finally to Solana becoming a new treasury target in a "multi-chain" evolution.
- Bitcoin: Strategic Accumulation Window Amid Market Correction
CIMG (NASDAQ: IMG) demonstrated rationality in its accumulation during the window period:
Scale and Logic: Used approximately $24.61 million of internal funds to purchase 230 BTC, believing that the market's phase correction is an appropriate window to advance long-term strategies.
Total Holdings: After the increase, its total BTC holdings rose to 730, showcasing the strategy of publicly listed companies utilizing volatility to execute regular investments.
American Bitcoin Corp (NASDAQ: ABTC) adopted a dual-wheel strategy:
Increased holdings by 261 BTC, raising the total Bitcoin holdings to 5,044.
The company emphasized that continuous accumulation is the core of its "mining operations + treasury management" dual-wheel strategy, enriching the balance sheet through both mining output and market purchases.
- Ethereum: Comprehensive Embrace from Treasury Companies to Traditional Banks
BitMine (NYSE: BMNR) made a significant increase in holdings, solidifying its position:
Purchased approximately 48,049 ETH, with a transaction value of about $141 million.
This move further solidified its benchmark status as a treasury-type publicly listed company for Ethereum, demonstrating a strong optimism for the long-term allocation value of ETH at the enterprise level.
DBS Bank (SGX: D05) disclosed its exposure, marking a milestone:
Disclosed receiving 2,000 ETH from Galaxy Digital, valued at approximately $6.27 million.
Key Data: As of last week, DBS held about 158,770 ETH and 7,861 BTC. This scale of disclosure allows the market to clearly see the significant exposure established by a leading traditional financial institution in mainstream crypto assets, marking the "legitimization" of crypto assets on traditional financial balance sheets.
- Solana: Accelerating Entry into the Public Company Treasury System
MemeStrategy (HKG: 2440) focused on core construction:
Announced an increase of 2,440 SOL, raising its total SOL holdings to 12,290.
The company clearly stated that it is building a multi-chain digital asset reserve centered around SOL, representing the proactive choice of emerging market companies for public chain assets.
Mangoceuticals (NASDAQ: MGRX) formed a strategic partnership:
Announced collaboration with Cube Group to advance a SOL digital asset treasury (DAT) strategy worth $100 million through its subsidiary Mango DAT.
This indicates the willingness of publicly listed companies to allocate to the Solana ecosystem in the medium to long term, rapidly releasing through special funds and collaborative models.
- Trend Insights: Formation of a Structured Multi-Chain Treasury System
Last week's concentrated actions revealed a qualitative change in enterprise-level crypto strategies:
From Assets to Treasury Systems: Allocation has upgraded from betting on a single asset to constructing a structured multi-chain treasury system that includes BTC (value reserve), ETH (productive asset), and SOL (growth ecosystem).
Transparency of Traditional Financial Exposure: The detailed disclosure of DBS Bank's holdings is a watershed moment, forcing the market to reassess the actual penetration rate and acceptance of crypto assets within the traditional financial system.
Diversification of Allocation Strategies: Different companies choose different allocation focuses and partners based on their own businesses (such as mining companies, banks, biotechnology), with strategies becoming increasingly mature and customized.
Industry data shows that the proportion of publicly listed companies incorporating three or more crypto assets into their treasury structure is expected to rise rapidly from 18% to 47% in the second half of 2025.
From CIMG's calm accumulation of Bitcoin during the market correction, to DBS Bank unveiling its massive Ethereum position, and finally to Mangoceuticals establishing a special treasury for Solana, the $340 million weekly liquidity reflects a complete and clearly structured enterprise-level crypto asset allocation philosophy that is becoming mainstream. Crypto assets are no longer just speculative targets or marginal experiments; they have become a systematic component of long-term capital planning and balance sheet management for publicly listed companies.
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