‘Buying during a crash is what real whales do’
At the darkest moment when the Middle East conflict triggered a bloodbath in the crypto world, with BTC crashing $2000 in 15 minutes and the entire network liquidating $1.1 billion (data from June 13, 2025), Japanese gaming giant Gumi threw a heavy punch: investing $6.99 million to bottom-fish 80.352 BTC, with an average price locked at 87,000 USDT. This was not a spur-of-the-moment decision — tracing back to its February announcement of a ¥1 billion BTC allocation plan, this purchase is a precise execution of the left-side position-building strategy of 'buying more as prices fall'.
1. Data Breakdown: Gumi's 'Anti-Human Operation' Hides Three Major Signals
The Art of Cost Control
This average price of 87,000 USDT is 9.4% lower than its target price of 96,000 USDT from the February plan. More critically, entering at the panic low triggered by the Middle East black swan event directly pierced through the retail psychological defense line of 105,000 USDT at that time; the cost control can be considered textbook level.
Yield Staking Combined with Arbitrage Models
Gumi is not merely hoarding coins, but is staking BTC as blockchain validation nodes through the Babylon protocol, achieving a dual benefit of 'price difference gains + staking returns'. Based on Babylon's current annualized rate of 8%-12%, its 80 BTC could capture an additional 5.6-8.4 BTC annually, equivalent to hedging against over 9% price volatility risk.
Chain Reaction of Listed Companies
Gumi's operations resonate with Japan's 'Bitcoin Hoarding Maniac' Metaplanet: the latter's large-scale BTC purchases have led to a 3600% surge in stock price over a year, currently holding 1,762 BTC and planning to expand to 21,000 BTC by 2026. Asian listed companies are forming a 'BTC Balance Sheet' alliance, directly challenging MicroStrategy's Western discourse power.
2. Conflict Point: The Brutal Truth of Retail Investors Cutting Losses vs. Institutions Hoarding
On-chain Data Slaps Market Sentiment
As retail investors sell off due to panic in the Middle East, Glassnode detected a 40% drop in the net inflow to exchanges on June 13, while large OTC trades surged (single transactions over 100 BTC increased by 220%) — confirming that institutions are buying low amid panic.
Options Market Exposes Short Squeeze Trap
Deribit data shows that the open interest of 87,000 USDT put options expiring on June 14 surged by 300%, but market makers' delta hedge positions indicate: most shorts are naked shorting, without holding spot to hedge, making them vulnerable to a short squeeze.
Personal Opinion: Gumi's operations have exposed the market's false proposition — the so-called 'collapse of safe-haven assets' is actually a liquidity trap. The truly smart money is reconstructing positions using geopolitical conflicts, while retail stop-loss orders have become their source of liquidity.
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