Editor's note: In the Coin Stock Indicator viewpoint section last week, we focused on the rebound of cryptocurrency concepts. In the past week, although the overall cryptocurrency market slightly adjusted, cryptocurrency concept stocks continued their upward trend. This morning, cryptocurrency concept stocks in the U.S. stock market saw a widespread increase, with Circle (CRCL) rising 9.67%, BitMine (BMNR) up 6.55%, Coinbase (COIN) up 5.31%, SharpLink (SBET) rising 5.24%, American Bitcoin (ABTC) up 4.94%, Gemini (GEMI) up 4.65%, and Strategy (MSTR) up 4.42%. In the short term, as the overall cryptocurrency market gradually stabilizes, the subsequent upward trend in cryptocurrency concept stocks looks promising.

On the other hand, the situation between the U.S. and Iran has become tense again, while major capital markets such as South Korea and Japan face liquidity and geopolitical challenges. After South Korea raised the threshold for funding and increased trading restrictions, the previous concentration in leveraged trading funds related to Samsung Electronics and SK Hynix has clearly shrunk: eight products related to SK Hynix saw net selling of about 12.415 trillion won, and eight products related to Samsung Electronics had net sales of about 531.6 billion won. According to statistics, the South Korean KOSPI index rose 3.4% in August, slowly recovering from the "bloody July." Samsung Securities stock sales trader Lin Luoyi stated that pension funds significantly bought into South Korea's composite index constituents, focusing on the technology sector. Meanwhile, Japan invested a record $96.4 billion to support the yen in the past month, after the yen briefly fell to its lowest level in 40 years. This highlights the willingness of Japanese authorities to take increasingly tough measures to support the yen exchange rate. Data released by the Japanese Ministry of Finance on Friday showed that from July 30 to August 26, the Japanese government intervened in the foreign exchange market with a total of 15.4 trillion yen, setting a record for monthly intervention amounts.

As for U.S. stocks, following comments from Federal Reserve Chairman Kevin Warsh last week, market rate hike bets surged, and precious metals fell sharply; consequently, both JPMorgan and Castle Securities issued short-term warnings, advising investors to remain cautious in light of the upcoming release of macroeconomic data and the Federal Reserve's policy meeting, and to strengthen downside risk hedging using the currently low option prices of the year. Historical experience shows that September is often the worst-performing month for U.S. stocks; in this election year of 2026, and against the backdrop of strong previous performances in the stock market, seasonal factors may change. Senior market commentator Michael Santoli noted that multiple key market indicators are in a "stretched" state, and once thresholds are breached, market dynamics will undergo a significant transformation. Whether the U.S. stock market can break the “September curse” remains uncertain.

More information on the cryptocurrency stock market can be found atMSX.COM.(Odaily Planet Daily note: The content of this article does not constitute investment advice and is for educational exchange only.)

Weekly Updates on Cryptocurrency-Stock Listed Companies

BTC Treasury Listed Company Representative Enterprises

The net purchases of listed companies increased by 529.6% week-on-week last week, with Strategy restarting buying after nine weeks

According to SoSoValue data, as of 8 AM ET on August 31, 2026, the total net purchase of Bitcoin by global listed companies (excluding mining companies) in the past week was $513 million, an increase of 529.6% compared to last week.

Last week, Strategy purchased 4,603 Bitcoins at a price of $80,318, spending approximately $370 million, bringing its total holding to 845,050 Bitcoins, marking its first purchase in nine weeks. Japanese listed company Metaplanet did not purchase any Bitcoin last week, marking seven consecutive weeks without a purchase.

Additionally, one other company announced a Bitcoin purchase last week. Asset management company Strive announced on August 31 that it spent approximately $143 million last week to purchase 1,800 Bitcoins at a price of $79,431, bringing its total holdings to about 23,156 Bitcoins. French Bitcoin treasury company Capital B announced it has raised 21 million euros (approximately $24.5 million) from investors and institutions including Adam Back for the purpose of purchasing Bitcoin.

As of publication, the total number of Bitcoins held by the listed companies (excluding mining companies) stands at 1,147,229, representing an increase of 0.6% compared to last week, with a current market value of about $8.96 billion, accounting for 5.7% of Bitcoin's circulating market value.

Strive spends $143 million to increase its Bitcoin holdings by 1,800

Strive CEO Matt Cole revealed that the company invested $143 million to increase its holdings by 1,800 Bitcoins, with an average purchase price of $79,431, currently holding a total of 23,156 Bitcoins.

With a $827 million Bitcoin acquisition plan, Genius Group intends to purchase Bitcoin through the issuance of preferred stock before 2031

BitcoinTreasuries.NET stated that the Singapore-listed company Genius Group announced plans to acquire Bitcoin worth $827 million by issuing preferred shares before 2031.

Creating a new high since April 21, groups holding between 100 and 1,000 BTC have increased their holdings by 73,300 BTC over 60 days

According to analyst Amr Taha's monitoring, groups holding between 100 and 1,000 BTC accumulated an increase of 73,300 BTC over 60 days, the highest level since April 21, but still about 20% lower than the peak of 91,920 BTC on April 21. Meanwhile, groups holding over 10,000 BTC maintained a positive growth of 43,300 BTC. In stark contrast to the period from April to May, when groups holding over 10,000 BTC dropped to about 40,000 BTC losses around May 14, after which Bitcoin prices fell approximately 25%. Analysts note that the current structure of whale groups is completely different from before.

Bitcoin treasury company Hyperscale Data subsidiary secures a $5.4 million U.S. defense contract

AI data center and Bitcoin-related enterprise Hyperscale Data, Inc. (NYSE ticker: GPUS) announced that its wholly-owned subsidiary Gresham Worldwide, Inc. received approximately $5.4 million in new orders in the RF (radio frequency) business during the period from July to August 2026, primarily from U.S. defense projects and major defense contractors.

These orders cover RF and microwave components that support radar, electronic warfare, communications, and other critical mission systems and are expected to be produced and delivered by Gresham Worldwide's relevant business departments. The company stated that this new order reflects the growing demand for highly reliable RF technology and critical components in the U.S. defense sector.

Empery Digital revealed last week that Bitcoin holdings have fallen to 1,179 coins and plans to increase investment in AI data centers

NASDAQ-listed Empery Digital disclosed its latest balance sheet situation and data center investment progress, revealing that its Bitcoin holdings have decreased to 1,179 coins, along with approximately $62 million in cash and $35 million in debt. Empery Digital also announced the completion of a $20 million preferred stock investment in Cardinal Data Power (CDP) and plans to continue seeking high-value opportunities through capital allocation, utilizing its balance sheet advantages to expand its AI data center portfolio.

ETH Treasury Listed Company Representative Enterprises

Bitmine increased its holdings by 53,501 ETH last week, with total holdings exceeding 5.9 million coins

Ethereum treasury company Bitmine Immersion Technologies disclosed that it increased its holdings by 53,501 ETH last week; the company now holds a total of 5,901,112 ETH, 211 BTC, $81 million of Eightco Holdings equity, and $180 million of Beast Industries shares. Currently, Bitmine has staked 5,067,309 ETH (valued at approximately $12.7 billion).

Tom Lee: Bitmine is only 100,000 ETH away from purchasing "5% of ETH"

Tom Lee retweeted the "latest holdings disclosure from Bitmine" data last night and stated: "Achieved 5.9 million ETH, only 100,000 ETH away from the target holding of 5% of the circulating supply."

Valued at $126 million, Tom Lee's Bitmine purchased another 51,000 ETH this morning

According to Lookonchain monitoring, Tom Lee's Bitmine purchased 51,000 ETH from FalconX and BitGo two hours ago, valued at $126 million.

SOL Treasury Listed Company Representative Enterprises

Solana treasury company DeFi Dev resumed SOL purchases last week, increasing holdings to 2.33 million coins

On August 27, Solana treasury company DeFi Development (DeFi Dev) announced the resumption of SOL purchases, adding 19,000 SOL with an investment of approximately $1.86 million, with an average purchase price of $98.14. Following this acquisition, DeFi Dev's SOL treasury holdings increased to about 2.33 million coins, valued at approximately $18.2 million at current prices.

DeFi Development Corp. plans to issue up to $20 million in Series C perpetual preferred stock, with part of the proceeds used to increase its SOL holdings

U.S. listed company DeFi Development Corp. (Nasdaq: DFDV) officially stated that it plans to issue up to $20 million in Series C perpetual preferred stock. The net proceeds from this issuance will be used for working capital, increasing SOL holdings, and investing in other digital assets.

Altcoin Treasury Listed Company Representative Enterprises

PURR price increased by 15%, Hyperliquid Strategies disclosed $1.9 billion in HYPE reserves last week

On August 27, the Hyperliquid ecosystem-related token PURR rose about 15% after Hyperliquid Strategies announced updates regarding its "HYPE treasury" and balance sheet.

It was disclosed that Hyperliquid Strategies had completed $647 million in equity financing, raising the size of HYPE token reserves to 29.3 million coins, valued at approximately $1.9 billion at year-end prices, achieving more than double growth compared to its previous scale.

The company stated that it subsequently invested $773.4 million to increase its holdings by approximately 16.5 million HYPE, with an average purchase price of $46.77. The company stated that its continuous expansion of HYPE holdings aims to create a "fortress balance sheet" to enhance long-term support for the Hyperliquid ecosystem.

Avalanche treasury company AVAT reported a $44.7 million loss in the second quarter and plans to buy back $10 million in stock

Avalanche ecosystem digital asset treasury company Avalanche Treasury Company (Nasdaq ticker: AVAT) announced its financial performance for the second quarter of 2026. The company's board has approved a $10 million buyback plan for Class A common stock, aimed at addressing the market's undervaluation of the company's worth and enhancing shareholder returns.

AVAT CEO Bart Smith stated that the company completed its business merger in the second quarter and began trading on Nasdaq on June 11. Despite pressures in the digital asset market, the Avalanche ecosystem continues to show growth momentum as institutions gradually move from the exploratory phase to grounded applications in stablecoins, asset tokenization, payments, and real-world assets (RWA).

Financial data indicated that AVAT reported a net loss of $44.7 million in Q2, with a loss of $1.54 per share. About $35.7 million of this loss stemmed from the market value fluctuations of AVAX holdings, including fair value changes, realized losses, and impairment losses; an additional approximately $15.2 million were one-time transaction costs incurred from the business merger, and core management expenses were around $3.5 million.

As of June 30, 2026, AVAT held approximately 15.3 million AVAX, valued at approximately $10 million at the end of the period. The company generated $1.5 million in net staking revenue in the second quarter through staking AVAX, with a cumulative staking revenue of $3.6 million in the first half of 2026.

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