Yesterday, the narrative logic of the crypto market elevated once again. If two weeks ago the purchase of Metaplanet was driven by "financial calculations" for currency arbitrage, then yesterday's entry of Palantir Technologies (NYSE: $PLTR) and TeraWulf (NASDAQ: $WULF) has risen to a strategic height of "survival and defense."

On this day, we saw the Western world's data hegemony and energy innovators coincidentally choosing Bitcoin as their "safe haven" and "battery." This is no longer about earning a 20% short-term investment return, but about how to build the "antifragility" of core corporate assets in a future filled with geopolitical friction and currency uncertainty.

1. Palantir: Building a Financial "Iron Dome"

Palantir never considers itself an ordinary Silicon Valley software company; it is the "data arms dealer" of the Western world, with clients spanning the Pentagon and allied intelligence agencies. When such a company, deeply aware of global geopolitical games and committed to the "survival of Western civilization," begins to purchase Bitcoin, its signal significance far exceeds the purchase amount itself.

1. The Ultimate Defense Against "Fiat Currency Devaluation"

Palantir has a long history of hoarding physical gold (having purchased $50 million in gold in 2021). The formal inclusion of Bitcoin into its "Digital Resilience Reserve" yesterday indicates that in CEO Alex Karp's strategic vision, Bitcoin's "censorship resistance" and "independence" are now comparable to physical gold.

For a company that needs to operate in global conflict hotspots and has a profound understanding of the vulnerabilities of the fiat currency system, holding Bitcoin means having a backup value transfer and storage network outside the SWIFT system. This is a financial "Iron Dome" system designed to intercept the "invisible missiles" posed by macro inflation, currency sanctions, and systemic risks in the banking system.

2. The "Dumbbell" Multi-Chain Attempt of Tech Giants

Notably, while allocating Bitcoin (BTC), Palantir also allocated Avalanche (AVAX). This aligns with its recent exploration in the field of "tokenized real-world assets (RWA)." Palantir is leveraging its Foundry platform to help institutions manage complex asset data, and AVAX's subnet technology may serve as its potential on-chain carrier. This "BTC responsible for underlying value storage, public chain tokens responsible for business utility" dumbbell configuration could become the mainstream paradigm for hard tech companies venturing into Web3 in the future.

2. TeraWulf: The "Value Freeze" of Nuclear Energy

Next to a nuclear power plant in Pennsylvania, TeraWulf is conducting an energy alchemy. As North America's only "nuclear Bitcoin mining company," TeraWulf's announcement of its "zero-carbon HODL" plan yesterday marks a qualitative change in the logic of the energy industry.

1. Not Wasting a Single Kilowatt of Nuclear Power

In the past, a major pain point for nuclear power plants was the waste of electricity during nighttime load valleys (unable to store, only idling). Now, TeraWulf is converting this surplus, baseload zero-carbon nuclear power into Bitcoin. The announced 100% holding strategy means they no longer view these Bitcoins as "cash" to pay bills, but as "frozen clean energy." Bitcoin becomes the battery of nuclear energy, solidifying instantaneous electricity into eternal assets.

2. The ESG Premium of Green Bitcoin

In 2026, when ESG scrutiny becomes increasingly stringent, the Bitcoins held by TeraWulf are fundamentally different from those mined from traditional fossil energy. They are 100% minted from nuclear energy. The massive ESG green funds on Wall Street cannot directly purchase Bitcoin, but they can buy TeraWulf's stock, thereby indirectly holding these crypto assets that meet ESG standards. Through a "only in, not out" strategy, TeraWulf is positioning itself as the only "nuclear Bitcoin ETF" in the U.S. stock market, enjoying a high green premium.

3. SBI Holdings: Japan's "Dual Currency" Ambition

While Silicon Valley is on the defense and Pennsylvania is focused on energy storage, Tokyo's SBI Holdings (TSE: $8473) is on the offensive.

Yesterday, they added a budget of 5 billion yen to increase their holdings in BTC and XRP, demonstrating SBI's ambition to dominate both the "store of value" and "payment" battlefields. Against the backdrop of gradually improving Web3 legislation in Japan and continued pressure on the yen's exchange rate, SBI is becoming the largest "market maker" connecting the traditional banking system with the crypto world.

Their allocation of XRP aims to leverage the low-cost advantages of the XRP Ledger in cross-border remittances, serving Japanese companies' overseas settlements; the allocation of BTC aims to provide a hard currency anchor for the group's balance sheet. This institutional force from the East is providing a continuous flow of yen liquidity support for Bitcoin's foundation.

4. From "For Profit" to "For Survival"

Yesterday, the reasons for companies to allocate Bitcoin became unprecedentedly serious and weighty.

• Palantir tells the market: To maintain independence in a turbulent world, you must hold Bitcoin.

• TeraWulf tells the market: To ensure the eternity of energy value, you must hold Bitcoin.

• SBI tells the market: To break through in the devaluation of fiat currency, you must hold Bitcoin.

When "survival," "energy efficiency," and "macro hedging" replace "speculation" as the reasons for buying, selling will become impossible. We are witnessing Bitcoin's ultimate transition from a risk-on asset to a risk-off asset, and the reconstruction of global balance sheets is irreversible.

Data Source: BBX Crypto Concept Stock Information Database, compiled based on global public company announcements and SEC/TSE disclosure documents as of February 5, 2026.

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