The cryptocurrency market has changed drastically! Publicly listed companies have become the largest 'Pi Xiu' of Bitcoin—only buying, not selling, with holdings skyrocketing to $85 billion, doubling in a year! Retail investors are still tremblingly guessing the ups and downs, while the giants have quietly hoarded 4% of the entire circulation! In this capital game, who is the lamb waiting to be slaughtered?
Data explosion: How ruthless are the new big players?
$85 billion, what concept is that?
→ Exceeds the total market value of Xiaomi Group!
→ Equivalent to 1.5 times the GDP of El Salvador!
→ Accounts for nearly 5% of Bitcoin's total market value, a true whale player!
Doubled in a year, bottom-fishing so precisely it's terrifying:
At the beginning of 2023, holdings were only $40 billion, crazily sweeping up during the plunge!
MicroStrategy holds 81,400 BTC (floating profit over $6 billion), CEO Saylor has been dubbed the 'human printing machine'!
The behind-the-scenes winners fully exposed (with list)
Company name holdings floating profit (hundred million USD) MicroStrategy 214,000 BTC 60+ Tesla 10,800 BTC 2.8 Coinbase 9,000 BTC 2.3 Marathon Digital 17,631 BTC 4.5
(Note: Data as of June 2025, source BitcoinTreasuries)
These companies are making a fortune!
→ The money Tesla made from selling cars is less than just holding Bitcoin and relaxing!
→ MicroStrategy’s stock price has soared 15 times in 3 years due to BTC, opening up a whole new revenue stream for publicly listed companies!
Are retail investors suffering a dimensionality reduction blow? Three moves to eat meat with the big players!
Keep a close eye on the 'hoarding maniac' dynamics:
Every time MicroStrategy/Tesla increases their holdings, BTC averages a 7% rise within 3 days!
Secret: Follow @MicroStrategy on Twitter, Saylor's posts = market engine!
Copying homework to ambush related targets:
Publicly listed companies holding coins → $MSTR (MicroStrategy stock), $MARA (Marathon Mining stock) following BTC rise!
On-chain data tool: CryptoQuant monitors institutional wallet movements!
Beware of the 'whale sell-off' nuclear explosion point:
Historical lessons: In 2020, Tesla sold BTC at a high, plummeting 17% in a single day!
Escape signal: If the company’s financial report mentions 'reducing cryptocurrency holdings,' run immediately!
Bloody warning: The new big players are cutting retail investors with sharper knives!
Gameplay upgrade: Publicly listed companies are using corporate bonds and equity financing to increase BTC holdings, crushing retail investors' costs!
Policy dark thunder: The U.S. SEC is drafting new regulations for cryptocurrency disclosure by publicly listed companies. Once forced selling occurs, a waterfall is inevitable!
Ultimate truth:
'$85 billion in holdings is both a moat and a nuclear bomb—fueling fires when rising, trampling when falling, and retail investors are always at the bottom of the food chain!'
Opportunities and risks coexist in the cryptocurrency market; keeping vigilant and finding the right timing is key. I have also discovered a project with huge short-term surge potential! If you want to keep up, follow me for free sharing!
$BTC
