According to BBX: When KindlyMD made a transaction worth $678.9 million to purchase 5,744 bitcoins, and when Thumzup formally entered Dogecoin mining through the acquisition of a mining company—on August 19, 2025, the single-day allocation scale of global listed companies in crypto assets surged to $750 million, signaling the beginning of a new era where institutional allocation moves from simple 'holding coins' to 'full ecological deep layout'.
1. BTC Sovereignty: Massive purchases and strategic holdings disclosed
KindlyMD (under David Bailey) makes a huge purchase that shocks the market:
- Scale and cost: Purchased 5,744 BTC at an average price of about $118,200, with a single transaction accounting for over 90% of the total daily investment.
- Strategic intent: Promoted by well-known Bitcoin advocate David Bailey, highlighting the deepening concept of 'BTC-izing' corporate balance sheets.
Bitdeer's (BTDR) first holding disclosure reveals the assets of the mining giant:
- Own assets: Clearly holds 1,718.1 BTC (strictly separated from customer assets), valued at over $200 million.
- Industry benchmark: Listed mining companies clearly disclose their own holdings for the first time, enhancing industry transparency.
2. Capital channels: Flexible financing mechanisms support sustained purchasing power.
Flexible financing becomes a new trend:
- LM America plans to raise $23 million to directly purchase BTC, simplifying the investment process.
- Sweden's Hilbert Group and LDA Capital reached a $15.8 million ATM financing deal, allowing for immediate withdrawals to increase BTC holdings within the next 36 months, providing significant flexibility.
- Canada’s LQWD successfully raised $7.3 million, part of which is used to increase BTC holdings, and part to expand 'global lightning network' infrastructure, reflecting a dual strategy of 'holding coins + infrastructure'.
3. Ecological expansion: From holding to participating in construction and profit.
Diversified asset allocation deepens:
- SOL Treasury Corp (France) continues to increase its SOL holdings to 14,194, deeply engaging in Solana ecological applications and profit opportunities.
- Thumzup Media formally enters the Dogecoin and Litecoin mining sectors through the acquisition of Dogehash Technologies, with expected annual revenue of $2.3 million, marking the proactive extension of listed companies into crypto mining.
- Spain's Vanadi Coffee holds 85 BTC valued over $10 million, appreciating over 320%, perfectly illustrating BTC's characteristic of preserving and increasing value as a corporate reserve asset.
On-chain data shows that investments related to 'mining' and 'ecological infrastructure' (such as the lightning network) have increased from less than 5% at the beginning of the year to about 15% currently.
From KindlyMD's nearly $700 million BTC 'digital gold' accumulation, to Thumzup's acquisition of mining companies entering 'mining production', and LQWD's fundraising for building lightning network 'payment channels', the $750 million single-day investment clearly outlines a deepening strategic line for institutions entering the crypto world: Hold → Mine → Build. This marks a more mature and in-depth full ecological layout phase for corporate-level allocations of crypto assets.
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