A major earthquake in the crypto world! Japanese listed nail chain company Convano (Tokyo Stock Exchange code: 6574) today dropped a bombshell—announcing that it will hold a total of 21,000 BTC by March 2027 and simultaneously issue 2 billion yen (about 13.9 million USD) in ordinary corporate bonds, aiming for a new benchmark in global crypto asset allocation! This news instantly ignited the market, and the signal of accelerated institutional funds entering has become crystal clear; Bitcoin's 'golden age' may arrive ahead of schedule!

1. From nail salons to Bitcoin whales: Convano's crazy cross-border venture
Who would have thought that a traditional company known for 'quick nail art' would become the most radical 'new force' in the crypto space?
Historical actions: Since launching its Bitcoin reserve strategy in July 2025, Convano has invested 2.9 billion yen through two rounds of corporate bonds and its own funds, acquiring a total of 164.92 BTC at an average cost of about 17.45 million yen per BTC (approximately 119,000 USD).
Latest plan: On August 4, a resolution was made to issue 2 billion yen in interest-free bonds, with all funds used to increase Bitcoin holdings, aiming to boost holdings to 21,000 BTC by March 2027—based on current prices, this would exceed a market value of 24 billion USD, equivalent to directly 'buying' a medium-sized crypto exchange!
Strategic logic: Convano clearly states that this move aims to 'hedge against fiat currency depreciation risks and seek long-term asset appreciation,' emulating MicroStrategy's (MSTR) 'Bitcoin reserve strategy,' deeply binding the company's balance sheet with crypto assets.
2. The wave of institutionalization is escalating: Convano is not an isolated case
Convano's aggressive layout is just the tip of the iceberg as global institutions accelerate their embrace of Bitcoin:
Japanese peer Metaplanet: has held 580,000 BTC, plans to increase to 2.1 million by 2027 (accounting for 1% of supply), and will issue 55.5 billion yen worth of warrants to raise 77.09 billion yen (about 5.2 billion USD) specifically for purchasing Bitcoin.
UK listed company The Smarter Web: announced on July 25 an increase of 225 BTC, bringing total holdings to 1,825, becoming a benchmark for crypto asset allocation in Europe.
Endorsement by US political forces: Trump promised that if he returns to the White House, he will classify Bitcoin as a strategic reserve asset; independent candidate Robert F. Kennedy even proposed a crazy plan of 'buying 550 BTC daily, reserving 4 million BTC.'
Data evidence: According to Binance Research, by June 2025, global institutional investors will have flowed 4.7 billion USD into Bitcoin through ETFs, a month-on-month surge of 120%, with institutional holdings exceeding 35%!
3. Market impact: Bitcoin prices may experience a 'nuclear explosion'-style surge
Convano's entry will directly change the supply and demand pattern of Bitcoin:
Short-term catalyst: The issuance of 2 billion yen in bonds means the market will see an additional buy order for approximately 1,700 BTC (based on current prices), and net inflow data from exchanges has shown that institutional funds are continuously pouring in.
Long-term logic: If institutions like Convano and Metaplanet meet their holding targets as planned, by 2027, these two companies alone will lock up 2.31 million BTC (accounting for 1.1% of supply), significantly compressing market circulation.
Price prediction: Based on historical data (MicroStrategy's average price increase of 8% for every additional 10,000 BTC acquired), Convano's target of 21,000 BTC could push BTC to break the 200,000 USD mark!
4. Retail opportunities: How to catch the institutional fast train?
In the face of this institution-led new era, retail investors need to adjust their strategies:
Holding strategy: Referencing Convano's 'long-term holding + periodic increases' model, to avoid frequent trading and being 'harvested' by institutions.
Target selection: Focus on Bitcoin spot ETFs (such as IBIT, GBTC) and derivatives related to institutional holdings to reduce direct purchasing risks.
Risk warning: Beware of short-term corrections! Technical indicators show that BTC has entered overbought territory; if it falls below the support level of 110,000 USD, it may retest the 105,000 USD range.
Convano's cross-border entry marks that Bitcoin is evolving from a 'speculative asset' to a 'global institutional standard.' When nail companies start using BTC to hedge against inflation, what are you waiting for? The target of 21,000 BTC in 2027 may just be the starting point of this financial revolution!
‘Remember this day—August 4, 2025, a nail salon company tells the world with 2 billion yen: Bitcoin's enemy has never been regulation but your perception!’#以太坊ETF连续12周净流入