Original | Odaily Planet Daily (@OdailyChina)
Bitcoin has become a "new driving force" for the growth of listed companies' stock prices. Microstrategy's stock price has been on the rise, with annual investment performance even surpassing BTC; Metaplanet follows closely behind, with "homework copying" operations boosting its stock price by as much as 480%.
On October 15, according to media reports, the Japanese listed company Metaplanet doubled its BTC holdings this month, purchasing over 450 bitcoins in four transactions, with a single-day stock price increase of up to 15.7%. As of now, its total BTC holdings have reached 855.5 bitcoins. More and more listed companies are choosing to view BTC as an "anti-inflation asset" to diversify the risk of currency value fluctuations.
Odaily Planet Daily will provide a brief overview and analysis of listed companies with BTC holdings exceeding 500 coins for readers' reference.
Overview of Listed Companies with BTC Holdings Exceeding 500 Coins
Listed companies from various countries with BTC holdings exceeding 500 coins
Specific information is as follows:
MicroStrategy: 252,220 BTC
As Metaplanet CEO Simon Gerovich previously stated, "The company's Bitcoin investment strategy is inspired by MicroStrategy and its Executive Chairman Michael Saylor."
As the "first stock" of Bitcoin strategic holdings, Microstrategy began purchasing BTC in August 2020 and currently holds over 252,000 bitcoins, valued at $16.933 billion, ranking first among listed companies in BTC holdings. Its most recent BTC purchase was on September 20 of this year, acquiring 7,420 BTC at an average price of $63,232, totaling $9.903 billion.
Official account: @MicroStrategy
Stock code: MSTR
Current stock price: $194.09
Marathon: 26,842 BTC
As an established mining company, Marathon is also part of the Bitcoin strategic reserve plan, having started building its BTC position at the end of December 2020 when the BTC price was only $29,359.6. Since then, its BTC holdings have soared; its most recent BTC mining revenue report was published on October 2 of this year, when the BTC price was $61,286, resulting in an increase of 642 BTC.
Official account: @MARAHoldings
Stock code: MARA
Current stock price: $18.08
Riot Platforms: 10,427 BTC
A North American Bitcoin mining company, Riot began producing BTC in December 2019 when the BTC price was $7,240. In January 2020, its BTC holdings were 514 coins, valued at $3,752,200. Its most recent BTC mining revenue report was published on October 3 of this year, when the BTC price was $60,808, resulting in an increase of 408 BTC.
Official account: @RiotPlatforms
Stock code: RIOT
Current stock price: $9.08
Tesla: 9,720 BTC
As a global leader in new energy vehicles, Tesla also holds a significant amount of BTC. After transferring a total of 11,500 BTC to multiple addresses on October 16, it currently still holds 9,720 BTC, valued at $654 million.
Official account: @Tesla
Stock code: TSLA
Current stock price: $221.33
Coinbase: 9,480 BTC
As the "first listed stock of a U.S. cryptocurrency exchange," Coinbase also has a substantial BTC holding. Notably, its total holding cost is only $117 million, currently valued at $636 million. Additionally, it is worth mentioning that Coinbase's wrapped custody cbBTC has also developed rapidly since its launch, with Dune data showing that its circulating supply has reached 6,515 coins, valued at $438 million.
Official account: @coinbase
Stock code: COIN
Current stock price: $210.48
Hut 8: 9,106 BTC
Bitcoin mining company Hut 8 was established in 2011 and is headquartered in Toronto, Canada. Its BTC holdings can be traced back to December 2017 when the BTC price was $14,229.5, with its most recent holding change occurring on September 30.
Official account: @Hut8Corp
Stock code: HUT
Current stock price: $12.90
Block: 8,211 BTC
Formerly known as Square, Inc., it officially changed its name to Block, Inc. in December 2021. Originally established in 2009 and headquartered in San Francisco, California, Block is one of the world's well-known payment groups, gaining attention due to its founder Jack Dorsey. In this year's second quarter shareholder letter, the company claimed that BTC-related revenue exceeded $2.61 billion, with total quarterly revenue reaching $6.16 billion, making it a "money-making machine."
Official account: @blocks
Stock code: SQ
Current stock price: $73.53
CleanSpark: 8,049 BTC
One of the U.S. Bitcoin mining companies, it previously saw its stock price rise by 12.72% to $10.81 at market close on October 14; it continued to climb 1.72% after hours to $11, currently rising to $11.84. Originally known as Stratean Inc., it was renamed CleanSpark, Inc. in November 2016 and was initially established in 1987, providing Bitcoin mining and energy technology solutions globally. Notably, the company's energy division offers engineering, design, and software for microgrids and distributed energy systems for military, commercial, and residential clients, as well as custom hardware, open demand response, solar, and energy storage solutions; it also develops platforms for designing, building, operating, and managing energy assets.
Official account: @CleanSpark_Inc
Stock code: CLSK
Current stock price: $11.84
Galaxy Digital: 4,000 BTC
An asset management company, its BTC holdings can be traced back to September 2022, when its stock price was around CAD 5.7, and the BTC price was around $20,007. After a one-time purchase of 4,000 BTC, its holdings have remained unchanged, and as of now, its stock price has increased by 147%; the BTC price has risen by 233%.
Official account: @galaxyhq
Stock code: GLXY
Current stock price: $14.46
Bitcoin Group SE: 3,589 BTC
The German private equity and consulting firm, the company engages in cryptocurrency and blockchain business globally and operates a trading platform for the digital currency Bitcoin under Bitcoin.de; established in 2008 and headquartered in Heilbronn, Germany, it is a subsidiary of Priority AG. Its earliest purchase of 3,768 BTC was made in December 2021 at an average price of $47,192, and it sold 178 BTC in June 2022 at an average price of $20,109, retaining the remaining 3,589 BTC to this day.
Official website: https://bitcoingroup.com/de/
Stock code: ADE
Current stock price: $58.43
HIVE Digital Technologies: 2,604 BTC
HIVE Blockchain Technologies Ltd. is a cryptocurrency mining company operating in Canada, Sweden, and Iceland, involved in tokens including ETH, ETHC, and BTC. The company was formerly known as Leeta Gold Corp. and was renamed HIVE Blockchain Technologies Ltd. in September 2017. It was originally established in 1987 and is headquartered in Vancouver, Canada. Its most recent production report was in September, where its BTC holdings increased by 37 coins at a market price of $64,041.
Official account: @HIVEDigitalTech
Stock code: HIVE
Current stock price: $3.45
Exodus Movement: 1,787 BTC
Founded in 2015, this company is the parent company behind the popular cryptocurrency wallet provider Exodus. According to SEC filing documents, it purchased 1,787 BTC in December 2023 at an average price of $42,509 and has held them since. To date, its stock price has risen by 687%, and the value of its BTC holdings has increased by 59%.
Official account: @exodus_io
Stock code: EXOD
Current stock price: $18.10
NEXON: 1,717 BTC
NEXON Co., Ltd. primarily creates, develops, and provides PC online and mobile game services, covering regions including Japan, South Korea, China, and North America. Its classic PC games include "MapleStory," "Dungeon & Fighter," and EA SPORTS FIFA ONLINE 4, offering around 60 online games in 190 countries/regions. Originally known as NEXON Japan Co., Ltd., it was renamed NEXON Co., Ltd. in April 2009 and was established in 1994, headquartered in Tokyo, Japan. In April 2021, it purchased BTC worth $100 million (including fees, with the BTC price at $54,992 at that time) at a market average price of $58,226, totaling 1,717 coins.
Stock code: 3659.T
Current stock price: $17.80
Cipher Mining: 1,512 BTC
An American Bitcoin mining company, its latest update was that it sold 772 BTC at an average price of $64,041 at the end of September this year.
Official account: @CipherInc
Stock code: CIFR
Current stock price: $5.01
Aker ASA: 1,170 BTC
The company is a subsidiary of Norway's TRG Holding AS, primarily engaged in industrial holding and financial investment-related businesses. It was established in 1841 and is headquartered in Lillestrøm, Norway. In March 2021, it purchased 1,170 BTC at an average price of $51,313, totaling $58.754 million.
Stock code: AKER
Current stock price: $18.08
Bitfarms: 1,147 BTC
A Canadian Bitcoin mining company established in 2017. In December 2021, its BTC holdings peaked at 3,301 coins, but it subsequently reduced its holdings by 2,896 BTC in December 2022 and 20 BTC in March 2023; in September this year, its BTC holdings increased by 44 coins, stabilizing at 1,147 coins.
Official account: @Bitfarms_io
Stock code: BITF
Current stock price: $1.93
Boyaa Interactive International Limited: 1,100 BTC
Boyaa Interactive is a global online game operator based in Hong Kong, focusing on the development and operation of online board games. Its BTC holding information was announced in January this year, but no specific source or corresponding proof was provided. _ (Odaily Planet Daily reminds: This is for information sharing only and does not endorse any company or organization. Users should carefully choose investment targets and pay attention to asset safety.)_
Official website: https://www.boyaa.com.hk/
Stock code: 0434.HK
Current stock price: $0.20
Canaan: 1,057 BTC
Canaan is the world's first manufacturer of ASIC Bitcoin mining machines and the first mining machine manufacturer to be listed on NASDAQ, also a well-known mining company. Current BTC holding information is from the investor announcement published in March this year.
Official account: @canaanio
Stock code: CAN
Current stock price: $1.00
Semler Scientific: 1,012 BTC
The company is a well-known publicly listed pharmaceutical company in the U.S., primarily engaged in the development, manufacturing, and sales of innovative products and services that support the early detection and treatment of chronic diseases. Its most recent increase in holdings occurred in August this year, adding 83 BTC, valued at approximately $5 million at that time.
Official website: https://www.semlerscientific.com/
Stock code: SMLR
Current stock price: $26.82
Fold Inc. (FTAC Emerald Acquisition Corp.): 1,000 BTC
The company was established in July this year following the merger of Bitcoin financial services pioneer Fold, Inc. (“Fold”) and the publicly listed special purpose acquisition company FTAC Emerald Acquisition Corp. (NASDAQ: EMLD) (“FTAC Emerald”). Fold was originally established in 2019 and has processed over $2 billion in transaction volume, providing over $45 million in lifetime Bitcoin rewards to its customers. According to related media reports, it currently holds 1,000 BTC purchased at a market price of $66,102.
Official account: @fold_app
Stock code: FLD
Current stock price: $10.84
Meitu: 940.9 BTC
When mentioning Meitu, many in the crypto industry may feel somewhat unfamiliar, but when mentioning the "Meitu Xiuxiu APP," many may be quite familiar. As a publicly listed company in Hong Kong, Meitu is influenced by its founder Cai Wensheng and is also one of the companies holding BTC, with holdings close to 1,000 coins, ranking 22nd among listed companies. It was established in 2008 and is headquartered in Xiamen, China; in September 2022, it purchased 940.9 BTC at an average price of $20,185, totaling $49.5 million, and has maintained its holdings since then.
Stock code: 1357.HK
Current stock price: $0.33
Metaplanet: 861.4 BTC
A publicly listed company in Japan, its main business includes finance, trade, and real estate, with over a decade of diversified business experience. Following the official approval of the Bitcoin spot ETF in the U.S., it began its "BTC Strategic Holding" plan in April this year, with its latest increase on October 16, purchasing 5.909 BTC at an average price of $67,474, bringing its total BTC holdings to 861.4 coins. Notably, its stock price has surged by 468% to date, while BTC has only increased by 1% during the same period.
Additionally, if Metaplanet was inspired by MicroStrategy to start its "BTC Reserve Plan," this move has also opened new "growth ideas" for some Japanese listed companies. At the end of September this year, Japanese listed company Remixpoint announced in a statement the quantity and amount of its purchased crypto assets (virtual currencies): a total expenditure of 750 million yen (approximately $5.27 million), acquiring 64.4 BTC (600 million yen), 130.1 ETH (50 million yen); 2,260.5 SOL (50 million yen), and 12,269.9 AVAX (50 million yen). This purchase is part of the company's announcement on the 26th regarding the "purchase of a total of 1.5 billion yen in virtual currencies." During the same board meeting, Remixpoint decided to purchase virtual currencies as part of its cash management strategy. On the other hand, considering the possibility of further depreciation of the yen, the company will invest some surplus funds in and hold virtual currencies to diversify the risk of currency value fluctuations and control yen exposure.
Official account: @Metaplanet_JP
Stock code: 3350.T
Current stock price: $7.50
Bit Digital: 731 BTC
As one of the veteran Bitcoin mining companies in the U.S., Bit Digital Inc was established in 2017 and is headquartered in New York, formerly known as Golden Bull Limited, and was renamed to its current name in September 2020. According to official news, it reduced its holdings by 307.4 BTC at a market price of $64,041 at the end of September this year, making it one of the few listed companies to recently reduce BTC holdings, with its BTC holdings dropping below 1,000 coins from 1,038 BTC to 731 BTC.
Official account: @BitDigital_BTBT
Stock code: BTBT
Current stock price: $3.89
BIGG Digital Assets Inc: 575 BTC
BIGG Digital Assets Inc. is a Canadian digital currency operation and investment company that developed the digital currency tracking search analysis engine QLUE, serving law enforcement, regulatory technology, regulatory agencies, and government institutions. Its product BitRank Verified primarily provides risk scoring for digital currencies, enabling regulatory technology, banks, ATMs, exchanges, and retailers to meet traditional regulatory and compliance requirements. The company has also developed brokerage and trading software to facilitate the purchase and sale of digital currencies for consumers and investors while ensuring compliance and security. After purchasing 575 BTC at an average price of $20,185 in September 2022, it has maintained its holdings. Its holding cost is only $10.94 million, and it has achieved a profit increase of up to 353%.
Stock code: BIGG
Current stock price: $0.11
Summary: BTC will become a "strategic reserve resource" for more listed companies to maintain shareholder asset value
On September 30, according to statistics, MicroStrategy, Block, Metaplanet, Semler Scientific, OneMedNet, and the British football club Real Bedford FC collectively purchased approximately 48,836 Bitcoins, estimated to have invested about $3.09 billion, currently valued at around $3.1 billion. After Bitcoin prices reached an all-time high in March this year, the frequency of corporate Bitcoin purchases has significantly increased, reaching 32 times, far exceeding last year's total of 9 times.
Moreover, among the top 25 listed companies by BTC holdings, only MicroStrategy has a BTC holding quantity exceeding 1% of the total Bitcoin supply of 21 million coins, accounting for 1.2%; the second place, Marathon, has a holding ratio of only 0.128%.
Nine mining companies, including Marathon and Riot, account for 36% of the top 25 listed companies with holdings of over 500 BTC; other listed companies span various industries, including technology, consulting, payments, exchanges, pharmaceuticals, gaming, finance, and the internet.
As the "anti-inflation properties" of physical gold further weaken, it is likely that more listed companies will choose to join the "BTC strategic reserve army" for various reasons, including maintaining shareholder asset value, embarking on a path of "dual cultivation of currency and stock," and leveraging cryptocurrencies, including BTC, to enhance their antifragility and reflexivity, thereby safeguarding their asset value in the face of repeated "currency waves."
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