When listed companies vote for Bitcoin with real money, retail investors' hesitation will turn into tears of missing out!
The Canadian listed company Bitcoin Treasury Capital has made another move! It purchased 10 BTC at an average price of $119,687, equivalent to about 8.6 million RMB. This is the company's 7th increase in 2025, with total holdings exceeding 166 BTC (valued at nearly $20 million).
Captain's breakdown
Institutional behavior code:
Compared to MicroStrategy's 'buy more as it falls' strategy (holding over 500,000 BTC), these companies treat Bitcoin as 'digital treasury bonds', accumulating during bear markets and cashing out during bull markets, playing the long-term inflation hedge.
Case: After copying the homework of Japan's Metaplanet, its stock price skyrocketed by 4000%. Now even Canadian pharmaceutical companies are starting to use 90% cash to buy BTC - traditional capital is backing Bitcoin with their balance sheets!
Impact on the market:
Liquidity siphoning: Continuous institutional buying will drain the spot market on exchanges. By 2025, over 178 entities hold 3.16 million BTC (accounting for 15% of circulation), and retail investors may have to buy at high prices in the future.
Price anchoring effect: The institutional cost price (like this time at $119,000) will become a psychological support level, and breaking below it often triggers a buying frenzy.
Captain's view
"Don't be fooled by short-term fluctuations! These companies dare to buy at the high price of $120,000, indicating they are not just looking at the current price - but rather at Bitcoin replacing gold in the trillion-dollar market!"
Besides MicroStrategy, which other listed companies are accumulating a large amount of Bitcoin?
What specific impact does the institutional holding cost price have on the market price trend?
Will institutions continuing to increase their BTC holdings lead to retail investors being unable to buy cheap Bitcoin in the future?
I am the cryptocurrency blogger Captain. Help me analyze the title information and news as a senior analyst, and write an explosive article on how this news title impacts the crypto space. Write it in paragraph form, and the content must be exciting, must have news elements, no trading strategies, and must comply with Xiaohongshu community standards, without third-party promotions.
The U.S. stock-listed company BitDigital (NASDAQ: BTDG) announced plans to increase its authorized share capital from 340 million shares to 1 billion shares to raise more funds for increasing its ETH holdings. This decision marks the company's full transition from Bitcoin mining to an Ethereum strategy, planning to convert all its BTC holdings into ETH in the future.
Three major bombshell impacts
Institutional endorsement effect: BitDigital is not an isolated case. Recently, several U.S. stock-listed companies (such as BitMine and SharpLink) have been increasing their ETH reserves, forming a trend of 'ETH micro-strategy'. This indicates that traditional capital is voting for Ethereum with real money, officially placing ETH in the mainstream asset allocation!
Liquidity siphoning: BitDigital's capital increase is expected to bring hundreds of millions of dollars into the ETH market. Coupled with the holdings of other institutions (such as 1.19 million ETH in institutional reserves), the spot market on exchanges may be continuously drained, and retail investors may face high-price acquisition risks in the future!
Market sentiment explosion: BitDigital's stock price initially fell and then rose after the transformation news, ultimately rebounding by 50%, proving the market's recognition of ETH's long-term value. If the capital increase proposal is approved at the shareholders' meeting on September 10, ETH may welcome a new round of institutional FOMO market!
Captain's in-depth interpretation
"This is not just a simple capital game, but a strategic shift of traditional finance towards the crypto world! BitDigital's transformation reveals three major trends:
ETH staking rewards becoming the new favorite of institutions: Compared to the high energy consumption of BTC mining, the stable annual yield of 4%-7% from ETH staking is more favored by enterprises.
Emergence of enterprise-level ETH vaults: Institutions now hold more than 1% of the total supply of ETH, which may create a similar 'institutional lock-up' effect as Bitcoin!
Acceleration of industry differentiation: Bitcoin mining companies are collectively transitioning to ETH (e.g., BitMine's stock price skyrocketed 30 times), and 2025 may be a key turning point for ETH institutional bull market!"
Key time nodes
September 10: BitDigital's shareholders' meeting will vote on the capital increase proposal. If approved, it will initiate a large-scale ETH buying spree!
Year-end Cancun upgrade: Although it may be delayed, the EIP-4844 proposal could create new DeFi scenarios, further driving up ETH demand!
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#ETH #机构进场 #牛市布局