Recently, a wave of corporate cryptocurrency hoarding has emerged. What are their intentions? Chuan Ge has also hurriedly organized the current hot information to help everyone unveil the purpose behind their cryptocurrency hoarding. Without further ado, let's take a look!

While traditional finance is still discussing cash is king, 141 listed companies globally have already triggered a 'digital gold rush,' increasing their holdings by 245,500 Bitcoins in just the first half of the year, a year-on-year increase of 375%.

These companies are no longer secretly buying but are openly showcasing their cryptocurrency asset reserves in their financial reports. Strategy alone holds nearly 650,000 pieces,$BTC , accounting for 3.095% of the total global Bitcoin supply, making it a 'walking Bitcoin ETF.'



Corporate cryptocurrency hoarding has formed a structural capital migration. In the second quarter of 2025, the amount of Bitcoin purchased by U.S. listed companies reached an astonishing 131,000 pieces, a year-on-year increase of 18%. During the same period, the incremental amount of U.S. Bitcoin ETFs was only 111,000 pieces. This is the third consecutive quarter that listed companies have surpassed ETF purchase volumes, completely overturning the ETF-dominated market pattern of 2024.

More than 250 institutions globally are using Bitcoin as 'corporate cash' reserves, with a total holding value exceeding $100 billion.

Leading companies have formed a clear 'Bitcoin hegemony': Strategy holds 650,000 Bitcoins, with a holding value of $76 billion; MARA Holdings, one of the largest mining companies in the U.S., holds 50,600 Bitcoins; Japan's Metaplanet holds 18,100 Bitcoins, becoming a 'light of Asia.'

The corporate cryptocurrency hoarding is driven by three strategic logics: diversification of asset allocation, the ultimate weapon against inflation, and seizing the opportunity in the Web3 era.

The Federal Reserve is expected to cut interest rates by 150-200 basis points in the second half of 2025, releasing about $2.1 trillion in liquidity. As traditional bond yields fall to 2%-3% with the rate cuts, Bitcoin's deflationary attributes and potential capital gains create a significant substitution effect.



The corporate hoarding of cryptocurrencies is no longer limited to Bitcoin. Since 2025, the investment targets are no longer limited to BTC,$ETH , BNB,$SOL , TRX, HYPE and other altcoins have also been included in the balance sheets of listed companies.

SOL has become a new corporate reserve asset choice following BTC and ETH.

Currently, at least 13 institutions have disclosed the establishment of SOL reserves, with a total holding of 8.277 million pieces, accounting for approximately 1.44% of the total supply of SOL.

Sharps Technology and Upexi are among the leaders, holding 2.14 million and 2 million SOL respectively. These companies typically stake their holdings of SOL to earn an annualized return of 6%-8%.

As ordinary investors, in the face of the corporate cryptocurrency hoarding wave, it is necessary to maintain rational thinking. Investors need to reassess the relationship between corporate fundamentals and the balance sheet when judging asset value.

The core should return to the judgment of a company's long-term profitability, governance transparency, and financial robustness, rather than being driven by short-term price fluctuations.

Individual investors may consider including cryptocurrencies like Bitcoin as part of their asset allocation, but they need to control the proportion. UBS's head of Global Financial Markets in China, Fang Dongming, stated that due to risk considerations, most clients keep their allocation to virtual assets like Bitcoin within 5%.

Investors should pay attention to multiple factors such as global economic uncertainty and regulatory policy changes, whale investors, and the security issues of cryptocurrency assets.

In summary, the corporate cryptocurrency hoarding wave is a reflection of the changes of the times at the capital level. It showcases the appeal of blockchain technology and cryptocurrencies as an emerging asset class, but also comes with significant volatility and risks. For the companies and investors involved, understanding the underlying logic and recognizing the opportunities and traps within can lead to wiser decisions in this silent financial migration.


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