Recently, an interesting phenomenon has emerged: more and more listed companies are beginning to place cryptocurrencies like $BTC and $ETH into their own 'small vaults'. Just like your neighbor, Uncle Wang, who suddenly starts researching Bitcoin, these traditional enterprises are also playing with 'digital gold'.
Listed companies are igniting a 'coin hoarding craze'
Imagine this scenario: a company selling fitness equipment suddenly announces it will buy 500 million worth of AI tokens, while a catering company is constantly thinking about how to pay salaries in Bitcoin. This is not science fiction; it's happening in reality.
Data shows that currently, there are 154 listed companies worldwide holding Bitcoin, with a total amount reaching $76 billion. The leader is MicroStrategy, which now holds more Bitcoin than many small countries' gold reserves.
Who is the mastermind behind the scenes?
These listed companies have suddenly become 'enlightened' about playing with crypto, and behind the scenes, there's a group of 'crypto strategists' planning their moves. They are professional crypto venture capital firms that help companies design 'digital asset strategies'.
Pantera Capital: Bitcoin 'Missionary'
This institution acts like the 'gold medal coach' of the crypto world, specifically training listed companies to navigate Bitcoin. Companies they advise include Twenty One Capital, which is replicating MicroStrategy's successful model.
Interestingly, they also helped one company design a 'Solana strategy' for practical reasons: it rises quickly, has high volatility (more profit opportunities), and can earn interest.
Galaxy Digital: Trump's 'Crypto Advisor'
This institution recently helped Trump's company design a $2.5 billion $BTC reserve plan. They also assisted companies like GameStop in crypto payment experiments, making them seasoned mentors in 'crypto transformation' for listed companies.
Animoca Brands: From Gaming to Cryptocurrency
This institution, famous for investing in games, has now transformed into 'crypto consulting'. Recently, they collaborated with a catering company to help them buy 5,000 Bitcoins and established a 'Bitcoin Vision Committee'—sounds like a crypto version of a 'Food Committee'.
Asia is also not falling behind
Sora Ventures is specifically promoting the 'Bitcoin Treasury' model in Asia. They helped the Japanese company Metaplanet's stock price rise tenfold in a year and are now preparing to replicate this success in Hong Kong, South Korea, and other places.
New ways of playing are emerging endlessly
• Some companies use Solana tokens as collateral to issue bonds
• Some companies specialize in hoarding AI tokens
• Some companies are developing financial products based on Bitcoin
Most dramatically, one company announced it would transform into a 'Bitcoin bank', and its stock price surged by 700%! It seems the capital market is quite receptive to 'crypto stories'.
What can ordinary investors learn?
A field that listed companies are strategically entering, worthy of attention
But don't blindly follow the trend; many companies may just be riding the wave.
The cryptocurrency market is highly volatile; companies might get 'screwed over', let alone individuals.
This wave of listed companies 'collectively speculating on cryptocurrencies' is like a large financial experiment. Some compare it to the 'Gold Rush' of the 21st century, except this time everyone is mining digital gold.
As for whether they will end up making a fortune or becoming 'crypto victims', only time will tell.
(Friendly reminder: This article does not constitute investment advice; cryptocurrencies carry risks, and one should be cautious when entering the market. After all, even listed companies can get burned, let alone us ordinary folks.)