#比特币机构配置与囤积 After reviewing this week's crypto asset weekly report from listed companies, it's quite interesting. Strategy suddenly invested $960 million and bought over 10,000 BTC, now holding more than 660,000 BTC, which is a bit outrageous. Then, on the first day of listing, Twenty One Capital revealed a stash of 43,500 BTC, directly entering the top tier.

The key point is that it's no longer just Bitcoin; listed companies are starting to adopt multi-chain allocations—ETH, SOL, FIL are all included in their treasuries. It feels like the shift from pure speculation to real asset allocation with genuine funds, and institutional attitudes are changing. The old argument that "cryptocurrencies are just speculation" sounds more and more out of place now.

But what does this mean? It indicates that large-scale capital is beginning to see crypto as a strategic asset rather than gambling chips. The scale of these allocations suggests that institutions are not expecting a bad market in the near future. We retail investors are following the institutions' lead, so at least our direction won't be too far off.