Editor's Note: After experiencing a significant correction at the beginning of the year, precious metals and traditional U.S. stock markets have once again entered a new round of increases; the Japanese and South Korean stock markets, as well as A-shares and Hong Kong stocks, are also showing signs of capital inflow and market growth. However, compared to the hot trends in traditional financial markets, cryptocurrency concept stocks remain in a lukewarm phase. Only a few stocks like BKKT, SMLR, IREN, and RIOT have maintained weekly increases. In the strong U.S. stock market, only by continuing to focus on rising stocks can one earn corresponding profits.
The following is a summary of last week's cryptocurrency stock market information compiled by Odaily Planet Daily, all U.S. stock data comes from msx.com.
Overview of Cryptocurrency Concept Stock Market Opinions
Analysis: Digital Assets May Transition from Speculative Tools to Financial Infrastructure by 2026
Investment bank B. Riley stated that as regulations mature and traditional financial institutions begin to deploy blockchain technology on a large scale, digital assets are expected to cross a critical threshold by 2026, transforming from a speculative asset form to a practical financial infrastructure. Analysts point out that the regulatory rules surrounding stablecoins are becoming increasingly clear, institutions are continuously advancing the tokenization of real-world assets (RWA), governance frameworks are improving, and the interoperability between bank ledgers and public blockchains is continuously enhancing, all of which are collectively changing the "usage" of digital assets, not just their "trading." This evolution is prompting digital asset treasury companies to shift from merely hoarding tokens to putting digital assets into actual operations to create sustainable, recurring revenue business models.
It is evident that in the new year, if cryptocurrency-related listed companies remain in a simple "token hoarding model," the probability of being eliminated by the market will significantly increase; however, if they can timely transform, develop new cryptocurrency institutional businesses, or tap into potential mainstream market demands for cryptocurrency, they may become the next market favorites.
In addition, South Korea's cryptocurrency-friendly policies have been introduced, which may help South Korean listed companies accelerate their layout in the cryptocurrency sector.
South Korea Lifts Nine-Year Ban on Corporate Cryptocurrency, Allows Listed Companies to Invest 5% of Net Assets in Crypto Assets
On January 12, the South Korean Financial Services Commission finalized guidelines allowing listed companies and professional investors to trade cryptocurrencies. This new regulation ends a nine-year ban, allowing eligible corporate entities to invest up to 5% of their net assets annually in the top 20 cryptocurrencies by market capitalization on South Korea's five major exchanges.
This policy adjustment is expected to grant market access to approximately 3,500 entities, including listed companies and registered professional investment institutions. Regulators will also require exchanges to implement staggered execution and order size limits. Currently, discussions are ongoing regarding whether stablecoins like USDT meet investment qualifications.
Weekly Updates on Cryptocurrency Stock Listed Companies
Representative Companies in BTC Treasury Listed Companies
According to SoSoValue data, as of January 12, 2025, Eastern Time, the total net purchase of Bitcoin by global listed companies (excluding mining companies) for the week was $1.25 billion.
On January 12, Strategy (formerly MicroStrategy) announced an investment of $1.25 billion to acquire 13,627 bitcoins at a price of $91,519, bringing its total holdings to 687,410 bitcoins, valued at $6.2348 billion, with an average cost of $75,353, resulting in an unrealized gain of $1.055 billion.
Japanese listed company Metaplanet did not purchase any bitcoins last week.
As of the time of publication, the total amount of Bitcoin held by the listed companies worldwide (excluding mining companies) is 937,310 bitcoins, with a current market value of approximately $8.502 billion, accounting for 4.7% of Bitcoin's circulating market capitalization.
On January 7, Eric Trump, Trump's son, posted on platform X that American Bitcoin (ABTC) has quickly become one of the fastest-growing Bitcoin companies globally in just four months, with its Bitcoin holdings surpassing KindlyMD (NAKA), making it the 19th largest Bitcoin treasury listed company. ABTC's next target is to surpass Next Technology, currently ranked 18th, and Galaxy, ranked 17th.
Previously, it was reported that the Bitcoin mining company American Bitcoin Corp, supported by the Trump family, disclosed that its total Bitcoin holdings have increased to 5,427 bitcoins.
Representative Companies in ETH Treasury Listed Companies
BitMine disclosed an increase of 24,266 ETH last week, bringing total holdings to 4.168 million ETH
On January 12, Ethereum treasury company BitMine Immersion Technologies disclosed that its current crypto asset holdings include 4,167,768 ETH, 192 BTC, $23 million in Eightco Holdings equity, and $988 million in cash without liabilities, with an increase of 24,266 ETH last week. Additionally, it has staked 1,344,224 ETH, with a total value of $4.15 billion. Currently, Bitmine's ETH holdings are valued at $12.878 billion, with an average cost of $3,862, resulting in an unrealized loss of $3.225 billion.
In a previous statement, Tom Lee indicated that Bitmine shareholders should vote in favor of the amendment to increase authorized shares before the annual shareholders' meeting scheduled for January 15, 2026, as Bitmine's bylaws contain a special provision requiring 50.1% of circulating shares to support the issuance of new shares, which is a very high threshold. Immediate action is needed to advance the issuance, as Bitmine's current 500 million authorized shares are about to be exhausted, which would slow the ETH accumulation rate, thus requiring shareholder approval for a second proposal to increase authorized shares.
Bit Digital: Holds Over 155,000 ETH by the End of 2025, Valued at Over $460 Million
On January 7, Nasdaq-listed company Bit Digital released updates on its Ethereum treasury and staking data, disclosing that after increasing its holdings by 642 ETH in December, as of December 31, 2025, the company holds 155,227.3 ETH, valued at approximately $46.05 million. Additionally, the company has staked 138,263 ETH, accounting for 89% of its total ETH holdings, and has generated approximately 389.6 ETH in staking rewards.
Representative Companies in Altcoin Treasury Listed Companies
On January 12, Nasdaq-listed WLFI treasury company ALT5 Sigma released its latest financial report, disclosing that as of the third quarter of 2025, its net profit was approximately $57 million, and as of September 27, 2025, shareholders' equity increased to about $1.6 billion. The company is currently the largest WLFI token holder among U.S. listed companies, holding approximately 7.28 billion tokens, and is actively exploring the integration of stablecoin USD1 into its payment and financial platforms ALT5 Pay and ALT5 Prime.
Bakkt Announces Name Change and Acquisition of Stablecoin Payment Infrastructure Provider DTR
On January 12, NYSE-listed company Bakkt announced it has acquired Distributed Technologies Research (DTR), a global stablecoin payment infrastructure provider. It is reported that the completion of this transaction is subject to the satisfaction or waiver of customary closing conditions, including obtaining relevant regulatory approvals and Bakkt shareholder approval. Additionally, Bakkt announced plans to change its company name to "Bakkt, Inc." starting January 22, 2026, with its stock trading code remaining unchanged.
On January 7, Nasdaq-listed company AIxCrypto (AIXC) announced plans to invest $10 million in Faraday Future through the purchase of common stock, with AIxCrypto planning to use these shares as the underlying asset for its first tokenized equity product. It is reported that AIxCrypto was formerly QLGN, which rebranded and transformed into a cryptocurrency and Web3 business platform focused on stock tokenization RWA business last November.
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