Editor's Note: Last week, influenced by the Federal Reserve's decision not to cut interest rates and Trump's nomination of Kevin Warsh as the new chairman of the Federal Reserve, the cryptocurrency market, as well as gold and silver precious metals and even traditional financial markets, experienced another flash crash. BTC briefly fell below $76,000, and ETH dipped below $2,200. As a result, the floating losses of leading crypto concept stocks such as Strategy and Bitmine further expanded, leading to a decline in stock prices. Currently, the key position for BTC is in the $74,000-$76,000 range; the key support level for ETH is in the $2,000-$2,200 range. Without other positive news to stimulate the market, crypto concept stocks may continue to decline.
Below 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.
Market Continues to Decline, Crypto Concept Stocks Keep Falling
Ark Invest Increases Holdings in Circle, Bitmine, and Bullish
Amid the ongoing correction in the crypto market and related stocks, Ark Invest continues to increase its holdings in several crypto concept companies at lower prices. Trading documents show that Ark bought approximately $9.4 million worth of Circle stock through its two ETFs on Monday; it also increased its holdings in Bitmine by about $6.25 million and Bullish by about $6 million. Additionally, Ark slightly increased its positions in Block and Coinbase, with amounts of approximately $1.9 million and $1.25 million, respectively.
Reports indicate that the stock prices of these companies have recently seen significant declines, with Circle's stock price dropping about 65% over the past six months, and Bitmine, Bullish, and Coinbase also recording varying degrees of decline on the same day. Analysts believe that Ark's actions demonstrate its continued long-term bullish stance on the crypto industry during the market adjustment phase. Previously, Ark CEO Cathie Wood also stated that the recent rise in gold prices may signal the arrival of the next bull market for Bitcoin.
It is worth mentioning that Cathie Wood previously stated that contrary to the current consensus view, BTC, ETH, SOL, and HYPE may be good diversified investment choices. Since the beginning of 2020, the correlation between BTC prices and gold prices has been low, at only 0.14. In the last two major BTC bull markets, gold's performance led BTC.
Finally, thanks to the recent increase in trading volume of gold and silver contracts and positive news such as testing native prediction markets, HYPE's price has surged significantly, with its DAT company Hyperion Defi, Inc's stock price rising by about 23% in the past 7 days, leading the gains among crypto concept stocks.
Weekly Update on Cryptocurrency Stock Listed Companies
Representative Companies of BTC Treasury Listed Companies
According to SoSoValue data, as of 8:30 AM Eastern Time on February 3, 2026, the total net purchase of Bitcoin by global listed companies (excluding mining companies) for the week was $123 million, a decrease of 57.6% compared to the previous week.
Strategy (formerly MicroStrategy) announced on February 3 that it invested $75.3 million (a decrease of 71.4% compared to the previous week's purchase amount) to increase its holdings by 855 Bitcoins at a price of $87,974, bringing its total holdings to 713,502 Bitcoins.
The Japanese listed company Metaplanet did not purchase any Bitcoin last week, marking three consecutive weeks without purchases.
Additionally, three other companies purchased Bitcoin last week. The Japanese food brand DayDayCook announced on January 28 and January 29 that it invested $17.63 million to buy 100 Bitcoins at $88,130 and another 100 Bitcoins at $88,170, bringing its total holdings to 1,783 Bitcoins; the American Bitcoin company American Bitcoin purchased 416 Bitcoins on January 27, with specific investment amounts and purchase prices undisclosed, bringing its total holdings to 5,843 Bitcoins; the Bitcoin asset management company Strive invested $30 million on January 28 to increase its holdings by 333.89 Bitcoins at a price of $89,851, bringing its total holdings to 13,131.82 Bitcoins.
Metaplanet announced it would finance through a third-party placement of common stock and the issuance of the 25th series of warrants, expecting to raise about $135 million. The funds raised will be used to increase Bitcoin holdings. The French Bitcoin company Capital B announced the renewal of a €300 million ATM capital increase plan with asset management institution TOBAM, with the funds raised to be used to continue increasing Bitcoin holdings.
As of the time of publication, the total amount of Bitcoin held by the listed companies worldwide (excluding mining companies) is 974,140 Bitcoins, an increase of 1.16% compared to the previous week, with a current market value of approximately $76.01 billion, accounting for 4.9% of Bitcoin's circulating market value.
Strategy announced that it raised approximately $7.4 billion through its perpetual preferred stock tool (digital credit) by 2025 and has paid out $413 million in distributions.
The announcement shows that in 2025, Strategy completed five IPOs of digital credit tools, raising about $5.5 billion, and subsequently raised an additional approximately $1.9 billion through an ATM (at-the-market) plan. The weighted annualized dividend yield for these tools is approximately 9.6%.
Strategy also stated that for U.S. federal income tax purposes, the distributions paid to preferred equity tools in 2025 are recognized as tax-exempt capital returns, within the limits of the shareholders' corresponding tax basis. The company expects that for the foreseeable future (10 years or longer), the relevant distributions will still be regarded as capital returns.
Representative Companies of ETH Treasury Listed Companies
On February 2, due to the decline in the crypto market, enterprise-level Bitcoin and Ethereum treasuries are facing severe unrealized losses. BitMine, as the company holding the most ETH, currently has an unrealized loss of $6.95 billion, with an average holding price of $3,883, while the current price of ETH has dropped to $2,240. Additionally, SharpLink Gaming is facing an unrealized loss of $1.09 billion.
Due to market pressure, some institutions have begun to reduce their positions. Trend Research (0x4a2…b82) sold a total of 53,589 ETH today to repay debts, valued at approximately $12.3 million. Although the institution still holds 618,000 ETH, it has incurred over $534 million in unrealized losses. Trend Research founder Jack Yi stated that it was a wrong decision to be overly bullish too early when ETH was at $3,000, believing it was undervalued. Meanwhile, Nansen data shows that Smart Money addresses bought $38.3 million in ETH against the market trend in the past week.
Tom Lee: Bitmine currently has no debt, and the recent market correction is "very attractive"
On February 2, Bitmine's chairman Tom Lee stated that Bitmine has just updated its ETH and cash holdings, and the company has no debt. Given the strengthening fundamentals of Ethereum, the recent market correction is "very attractive." As of February 1, Bitmine has staked 2,897,459 ETH (approximately 67% of its total ETH holdings), an increase of 888,192 ETH from the previous week, with annual ETH staking rewards expected to reach $374 million, equivalent to $1 million per day.
Representative Companies of Altcoin Treasury Listed Companies
NASDAQ-listed company Tron purchases an additional 173,051 TRX tokens
NASDAQ-listed company Tron announced that it has purchased an additional 173,051 TRX tokens today at an average price of $0.29, further increasing its TRX treasury holdings to over 679.2 million tokens. The company plans to further increase its Tron DAT holdings to enhance long-term value for shareholders.
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