According to BBX disclosure: When MicroStrategy added 430 BTC at an average price of $119,666, BNC Network swept up 125,000 BNB in a single day (accounting for 0.23% of circulation) — August 18, 2025, became a watershed moment in institutional allocation history: a single-day investment of $152 million, with exchange tokens for the first time on par with Bitcoin.
I. BTC whales: Crazy betting under hundredfold returns.
MicroStrategy (MSTR) reveals extreme cost control:
- Position dominance: Total of 629,376 BTC (accounting for 3.2% of circulation), average holding price of $36,798, unrealized profit of 225%.
- Tactical evolution: Adopted a 'daily investment' strategy to hedge against volatility, averaging the purchase of 82 BTC per day in August.
Japan's Metaplanet showcases Asian radicals:
- Premium entry: Purchased 775 BTC at an average price of $120,000 (0.8% premium over spot), utilizing 90% of idle cash.
- Legal shield: Adopted a special structure under the (Japanese Trust Law), reducing tax costs to 0%.
Whale effect spreads: Sweden's B Treasury plans to raise $21.9 million through 'green bonds' exclusively to purchase BTC, paving the way for Nordic institutional access.
II. BNB lightning war: The institutional revolution of exchange tokens.
BNC Network's 'on-chain nuclear explosion' rewrites the rules of the game:
- Control-style increase: A single purchase of 125,000 BNB (worth $125 million), bringing total holdings to 325,000.
- Strategic goal: Lock in 0.23% of total BNB supply, with an annualized staking yield of 8.4% + dual benefits from Binance ecosystem airdrop rights.
III. Capital underground war: Compliance game of new entry channels.
Blockstream CEO intervenes:
- Invested $2.2 million into French listed company Capital B, designated for BTC purchases.
- Created a 'technology leader → listed company' direct capital connection model, avoiding traditional fund fee rates.
Regulatory arbitrage innovation:
- Sweden's B Treasury plans to issue 'green bonds' to utilize the EU (Sustainable Finance Regulation) for BTC allocation under an environmentally friendly guise.
- MicroStrategy adopted a 'daily investment algorithm' to break down large trades into retail-level orders, avoiding SEC large trade disclosures.
On-chain data shows: Institutional single-day BNB purchases account for 18% of total network trading volume, centralized exchange tokens are showing liquidity crisis risk for the first time.
From MicroStrategy's $10 billion BTC empire to BNC's lightning control over BNB circulation, the real disruption of the $150 million single-day investment lies in the 'transfer of capital power'; when a publicly traded company can consume 18% of a certain asset's trading volume in a single day, the era of retail investors is coming to an end.
For more coin and stock data and news, please visit: bbx.com
