Original | Odaily Planet Daily (@OdailyChina)
In a previous article titled “Overview of the Top 25 Public Companies by BTC Holdings, Seeking the Secret to Mastering Both Coins and Stocks”, we systematically sorted the top 25 public companies by BTC holdings. Among them, MicroStrategy (MSTR) saw its stock price surge from around $194 to nearly $500 in just about a month, an increase of approximately 150%. Additionally, as the BTC price broke through $97,000 and continued to reach new highs, its cumulative profit from BTC holdings has now approached $15.7 billion, continuing to lead the public companies' BTC holding profit rankings.
Moreover, the world-renowned tech giant Microsoft previously revealed that its shareholders have begun preliminary voting on whether the company should invest in Bitcoin, and according to NCPPR sources: “If Microsoft decides not to invest in Bitcoin, subsequent price increases may expose it to shareholder lawsuits.” Considering various factors, as we previously predicted, more and more public companies will join the ranks of Bitcoin strategic reserves. After all, in the current accelerating process of Bitcoin mainstreaming, buying BTC leads to rising stock prices, while rejecting BTC results in weak stock prices; the choice is becoming increasingly clear.
Odaily Planet Daily will summarize the top 15 public companies by BTC holding profits in this article for investors' reference. (Note: For the sake of business type differentiation, this ranking does not include publicly listed crypto mining companies. We will conduct another review at an appropriate time, and the data for this statistics comes from BitcoinTreasuries.Net, which may differ from public company announcement data and is for reference only.)
Top 15 Public Companies by BTC Holding Profits: MicroStrategy Leads, Coinbase in Second, Tesla in Third
According to statistics from BitcoinTreasuries.Net, the current list of the top 15 public companies by total BTC holding profits is as follows—
Top Three Contenders: Bitcoin Leverage Concept Stocks, First Crypto Exchange Stock, New Energy + Musk Concept Stock
Among them, MicroStrategy (MSTR) ranks first with a total profit of nearly $15.7 billion, including:
- BTC holding amount of 331,200 coins;
- Total value of approximately $32.2 billion;
- Average purchase price of $49,874;
- Current stock price of $473.83;
- Profit growth multiple of about 1.95 times.
Coinbase (COIN) ranks second with a total profit of $804 million, including:
- BTC holding amount of 9,480 coins;
- Total value of approximately $920 million;
- Average purchase price of $12,342;
- Current stock price of $320.01;
- Profit growth multiple of about 7.88 times.
Tesla (TSLA) ranks third with a total profit of $607 million, including:
- BTC holding amount of 9,720 coins;
- Total value of approximately $945 million;
- Average purchase price of $34,722;
- Current stock price of $342.03;
- Profit growth multiple of about 2.8 times.
High Multiple Contenders: German Public Companies Share the Spotlight
If the above three companies are known for their “profit scale,” the next companies excel in “multiple growth.”
Among them, the profit growth multiple reaching an astonishing 29.6 times is a private equity and consulting company from Germany, Bitcoin Group SE. According to Yahoo Finance, it operates a digital currency trading platform under Bitcoin.de, which has been engaged in cryptocurrency and blockchain business globally since its establishment in 2008 as a subsidiary of Priority AG. It is known that the company has held Bitcoin since December 31, 2021, currently holding 3,589 BTC with an average cost of only $3,285, and its current stock price is $68.67 (65.20 euros). The last trading operation occurred at the end of June 2022, selling 179 BTC at $20,109, and the holding has remained unchanged since then.
Coincidentally, another company from Germany with a profit growth multiple of 10.98 times is Advanced Bitcoin Technologies AG. According to Yahoo Finance, this software company, established in 2015, mainly develops cryptocurrency and artificial intelligence software products in the fintech sector and also provides cryptocurrency payment services. It is known that its BTC holding is 242.2 coins, with a total value of $23.55 million, but its average purchase price is only $8,853, while its stock price is just $0.20 (0.19 euros).
Hong Kong Stock Twins: Boyaa Interactive and Meitu
For Hong Kong-listed companies, the gaming company Boyaa Interactive (0434) and the internet company Meitu (1357) successfully made the list with 1,100 BTC and 940.9 BTC, respectively.
Among them, the former has an average purchase price of $41,790 for BTC, with a cumulative profit of $60.99 million, and a stock price of $0.55 (4.25 Hong Kong dollars);
The latter has an average purchase price of $52,609 for BTC, with a cumulative profit of $41.99 million, and a stock price of $0.42 (3.24 Hong Kong dollars).
Of course, the above is only the statistical data from BitcoinTreasuries.Net. Previously, Boyaa Interactive's official announcement stated** that as of November 12, it had held 2,641 BTC, with a total holding cost of approximately $142,722,654, and an average cost of about $54,027 per BTC. If based on this data, its cumulative profit has already reached $113 million. Moreover, the founder of Meitu, Cai Wensheng, is a well-known Bitcoin whale, and the actual BTC holding of the company should be significantly higher.**
The Biggest Beneficiary Following the “BTC Strategic Reserve”: Japanese Public Company Metaplanet
In a previous article titled “Overview of the Top 25 Public Companies by BTC Holdings, Seeking the Secret to Mastering Both Coins and Stocks”, we mentioned that the Japanese public company Metaplanet (3350.T) is a follower of the “MicroStrategy BTC Strategic Reserve” and also the biggest beneficiary: since it began buying BTC, its stock price has surged by as much as 468%, while its stock price was only $7.50 at that time. A month later, its BTC holding has increased from 861.4 coins to 1,142 coins, and its stock price has skyrocketed to $16.54, an increase of over 220%, making it another example of a “BTC leverage concept stock.” Meanwhile, although its average purchase price is $65,972, its cumulative profit has still reached $35.71 million, ranking 11th.
Followers Continue to Join: U.S. Public Companies Crowding into the “BTC Strategic Reserve” Ranks
Yesterday, MicroStrategy (MSTR) successfully entered the top 100 U.S. public companies, ranking 97th, thanks to its soaring stock price. On Tuesday, its stock price surged by 12%, breaking the $400 mark, with a closing price of $430, jumping 29 places, and its stock price has increased by over 500% this year.
Previously, according to reliable sources, over 60 public companies have adopted Bitcoin strategies, and thousands of private companies are following suit.
Overview of Leading Public Companies Executing BTC Strategy
Meanwhile, as November began, with Trump successfully elected as the 47th President of the United States, the crypto market surged under favorable stimuli. Just as the gradual introduction of custodial exchanges, publicly listed trusts, futures, and spot ETFs welcomed a new type of capital allocator, a new class of Bitcoin investors also emerged in large numbers. This also signifies that this month has ushered in another peak of Bitcoin products: corporate leverage. Four publicly listed companies—MicroStrategy, MARA Holdings, Semler Scientific, and MetaPlanet—have collectively added billions of dollars in debt to their balance sheets to purchase Bitcoin.
Naturally, this was followed by a continuous influx of "strategic followers"—
On November 19, U.S. publicly listed company Genius Group Limited (GNS) announced it had spent $10 million to buy 110 BTC at an average price of $90,932. This purchase marks the company's official establishment of a Bitcoin reserve. This acquisition followed the company's announcement of a "Bitcoin-first" strategy on November 12, which commits to holding 90% or more of existing and future reserves in Bitcoin, with an initial target of holding $120 million in Bitcoin.
On the same day, the niche e-commerce platform focused on spirits and beverages, U.S. publicly listed company LQR House Inc. (LQR), announced that its board had approved the purchase of $1 million worth of Bitcoin as part of its fund management strategy. Additionally, the company will now accept cryptocurrency payments on CWSpirits.com, allowing customers to flexibly use digital currency to purchase alcoholic beverages. As part of this plan, LQR House has adopted a policy to retain up to $10 million in cryptocurrency payments as Bitcoin.
On November 20, U.S. publicly listed biopharmaceutical company Acurx Pharmaceuticals (ACXP) announced that its board approved the purchase of $1 million in Bitcoin as reserve assets. On the same day, another U.S. publicly listed company Hoth Therapeutics (HOTH) announced that its board approved the purchase of up to $1 million in Bitcoin, with CEO Robb Knie stating, "We believe that Bitcoin's anti-inflation characteristics may make it a reliable asset with value storage capabilities."
It is evident that many publicly listed companies have fully recognized the value storage function of BTC and its role in boosting stock prices, joining the "BTC strategic reserve competition."
Conclusion: To buy BTC or to miss out on BTC? That is the question.
In 2022, the market experienced a series of black swan events and crises that led to a period of silence. During that time, MicroStrategy CEO Michael Saylor continued to buy BTC, while another national-level BTC strategic reserve decision-maker, Salvadoran President Nayib Bukele, was mocked by many as "the hidden dragon and phoenix." Now, as the BTC price approaches the $100,000 mark, it is undeniable that buying BTC has made both of them "equally brilliant."
Now, for retail investors in the market and publicly listed companies that have yet to buy BTC, the choice before them is similar: whether to buy stocks of publicly listed companies that have already established BTC reserves VS whether to sit back and watch BTC prices fluctuate, missing the opportunity to boost stock prices through BTC strategic reserves.
Survival or death, in terms of investment, this is indeed a question.
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