#比特币机构配置与囤积 Recently, I observed a very interesting phenomenon—global publicly listed companies are collectively "HODLing" cryptocurrencies! From MicroStrategy's treasury of 660,000 BTC to Twenty One Capital's recent acquisition of 43,500 BTC, and even smaller companies steadily increasing their holdings—what does this reflect?

Bitcoin is gradually evolving from an "alternative investment" to a mainstream institutional asset. Even more exciting is that this time, it's not just Bitcoin dancing alone—assets with specific application scenarios like Ethereum and Filecoin are also being incorporated into corporate asset allocations. Some companies are directly using FIL for mining collateral, while others are raising funds to further increase their ETH holdings. What does this indicate? It shows that Web3 is no longer just hype; it is being recognized by mainstream financial institutions as a genuine asset class and business engine.

This is the best epitome of the decentralized finance era—when participants in the traditional economic system actively embrace the on-chain world, it’s no longer just an investment choice but a strategic shift. Future balance sheets will increasingly be reshaped by crypto assets. We are witnessing a major migration from the financial periphery to the economic center!