Michael Saylor's prophecy has come true, and orange flags are being raised around the world.

Written by: CryptoLeo, Odaily Planet Daily

"The value investment is in vain, all in on 'big coin' to live in the palace," the value of this statement continues to rise.

Previously, El Salvador continued to accumulate Bitcoin despite the loan agreement terms with the IMF, and now Bitcoin "die-hard fan" Saylor's company Strategy releases a Bitcoin Tracker every week, continuously increasing its BTC holdings. Over the past year, many non-crypto companies have announced their BTC reserve plans and have publicly disclosed their Bitcoin holdings, such as the Japanese listed company Metaplanet—transforming from a "poor-performing" hotel business to implement a Bitcoin strategy, with its market value increasing more than 50 times to reach $5 billion. Another example is the traditional gaming and entertainment software retail giant GameStop, which also saw a significant rise in stock price after announcing its Bitcoin reserve strategy.

Odaily Planet Daily has compiled a list of seven traditional companies that have recently transformed to implement Bitcoin reserves.

1. Yuta Logistics Technology Group

Company Overview: Yuta Logistics Technology Group (Nasdaq: RITR) is a Nasdaq-listed company headquartered in Hong Kong, adopting a "Real Estate + Logistics Technology" (PLT) model to empower real estate development. Yuta provides asset management services for logistics real estate investors, including funds, family offices, property owners, and high-net-worth individuals; it also offers professional logistics technology solutions for logistics operators and end-users. Yuta launched its real estate investment and asset management plan in 2015 and is set to be listed on Nasdaq in August 2024 (Nasdaq: RITR).

Its business includes: asset management (investing in apartments and office buildings), construction and building, engineering development, design and decoration, professional consulting, logistics technology, and intelligent warehousing as a service (iWaaS).

Bitcoin Reserve: On June 6, Yuta Logistics Technology Group announced that it had signed a Bitcoin acquisition agreement with a BTC investor. According to the agreement, Yuta can purchase up to 15,000 Bitcoins from the BTC investor, with a total transaction amount of up to $1.5 billion. Its official interface shows that Yuta Logistics Technology Group plans to issue a digital token—"RBTC," which the company expects will be fully supported by 100% Bitcoin reserves, pegged 1:1 to Bitcoin. Customers can exchange Hong Kong dollars or US dollars for "RBTC" and can pay for storage rent, value-added service fees, warehousing as a service (WaaS), and related service fees at discounted rates in all smart warehouses under Yuta Logistics Technology Group, further promoting the digitization, intelligence, and transparency of the warehousing payment process, and facilitating the upgrade of smart logistics.

With Hong Kong passing the "Stablecoin Regulation Draft," Yuta Logistics Technology Group is studying the relevant regulatory details and plans to apply for a Hong Kong stablecoin issuance license after the regulations take effect (August 1), launching the stablecoin "RHKD." RHKD will primarily be used for payments and settlements in cross-border e-commerce, logistics, and supply chains.

Coin Hoarding Declaration: Yuta Logistics Technology Holdings Chairman and CEO Chen Jianzhong stated, "Using Bitcoin as the pillar of our financial strategy helps us lay a solid foundation for the long-term development of the PLT ecosystem and leads the digitalization process in logistics, seizing the tremendous opportunities in the modernization wave of the multi-trillion-dollar supply chain in Asia."

Stock Price Increase: As of the publication date, the company's stock price is reported at $5.2, up 44.04% for the month, with little fluctuation in stock price since announcing the $1.5 billion Bitcoin reserve plan. However, considering the recent rise in crypto stocks, it may be worth paying attention to its price increase.

2. Automotive Financial Services Company Cango

Company Overview: Cango (NYSE: CANG) initially started as a Chinese automotive financial services company, founded in 2010 and headquartered in Shanghai, with operations covering the entire country. Using auto loans as an entry point, Cango has built a vast channel network deeply rooted in lower-tier cities and county markets, extending its business to automotive industry chain services, including trading and after-sales market areas, establishing a service platform covering the entire value chain of automotive circulation. Its business has developed smoothly, having received investments from Warburg Pincus, Spring Capital, Tencent Group, Taikang Life, Didi Chuxing, and others.

Bitcoin Reserve: However, by the end of 2024, Cango plans to transform into a Bitcoin mining company as part of its transition:

• Cango announced the sale of its domestic automotive financial business to Ursalpha Digital Limited, associated with Bitmain's subsidiary Antalpha, for $352 million;

• Cango announced that it will purchase crypto mining machines, investing $256 million to buy Bitcoin mining machines with a computing power of 32 EH/s from Bitmain. Additionally, Cango has agreed to acquire additional rack-mounted Bitcoin mining machines with a total computing power of 18 EH/s through the issuance of $144 million in common stock from Golden TechGen (a company under former Bitmain CFO Max Hua) and other entities.

According to official data, as of the publication date, Cango mined 484.5 Bitcoins in May, averaging 15.6 Bitcoins per day, and its total Bitcoin holdings increased to 3,429.3 Bitcoins.

Coin Hoarding Declaration: Cango's Senior Communications Director Juliet Ye stated, "I think this is surprising for people in the (Bitcoin mining) industry because no one had heard of Cango before, but Cango's history is one of adaptation. Since the company was founded in 2010, we have ventured into different fields at least two to three times."

Stock Price Increase: CANG is currently reported at $4.69, and its stock price did not fluctuate significantly before the announcement of its transformation. After Cango announced the partial divestment of its Chinese business and transformation into a Bitcoin mining company, its stock price experienced a surge.

3. Distillery Heritage Distilling

Company Overview: Heritage Distilling (Nasdaq: CASK) is one of the more famous independent craft distilleries in the United States, founded in 2011, offering a variety of whiskey, vodka, gin, rum, and ready-to-drink canned cocktails. Heritage has been recognized as North America's most awarded craft distillery by the American Distilling Institute for ten consecutive years. Additionally, Heritage has received numerous awards in national and international spirits competitions. (The official website currently accepts payments via Visa and other methods, but has not yet launched cryptocurrency payment channels.)

Heritage Distilling Co. announced its Nasdaq listing on November 22, 2024, publicly offering 1,687,500 shares of common stock at an issuance price of $4.00 per share, with a total fundraising amount of approximately $6.75 million before underwriting discounts and issuance costs.

Bitcoin Reserve: Heritage's Bitcoin reserve plan has been in place for a while, with the timeline as follows:

• January 7, 2025, establishment of the cryptocurrency committee;

• January 10, 2025, announcement of the launch of the cryptocurrency reserve policy;

• May 15, 2025, announcement of the adoption of the company's cryptocurrency reserve policy;

• June 3, 2025, the company announced the pre-release of a new Bitcoin Bourbon whiskey.

Specifically, on May 15, 2025, Heritage Distilling announced that its board of directors had approved the final version of its cryptocurrency reserve policy, allowing the company to accept BTC and DOGE as payment for its products and services on its direct-to-consumer e-commerce platform, and permitting the company to acquire and hold cryptocurrencies as strategic assets. This initiative is led by the board's technology and cryptocurrency committee, chaired by Matt Swann (former Amazon Vice President and Payments Business Manager). The Heritage crypto committee, led by Swann, will also launch: on-chain loyalty programs, product-bundled NFTs, tokenized supply chains, and decentralized consumer engagement tools in the future.

Heritage CEO Justin Stiefel stated that the company is actively evaluating financing opportunities related to its cryptocurrency reserve policy.

Coin Hoarding Declaration: Matt Swann stated, "A new era of business is rising, and cryptocurrency is leading the way to reduce friction between buyers and sellers of goods and services. For nearly two decades, we have been committed to the integration of technology and currency, and it is exciting to see Heritage bravely seize the opportunity to combine the power of consumers and cryptocurrency."

Heritage CEO Justin Stiefel commented, "Heritage has always been at the forefront of innovation, and we are ready to accept BTC and DOGE as payment methods for online e-commerce sales and to acquire and hold these cryptocurrencies as assets. Unlike traditional investors who buy cryptocurrencies with cash and immediately face potential price fluctuations, as a company producing goods for sale, the acceptable profit margin between our product's retail price and production cost is expected to offset the potential volatility of the value of our held cryptocurrencies, providing us with considerable financial flexibility."

Stock Price Increase: Heritage stock CASK has fallen 87% from its issuance price, currently reported at $0.52, and there has not been much fluctuation in its stock price after announcing the implementation of the Bitcoin reserve strategy. Its current total liquid assets amount to $3,249,767, showing limited purchasing power. However, Heritage seems to be following the old path of Metaplanet, with a sluggish stock price, turning to seek financing to purchase Bitcoin. Given that it is still in preparation, there may be expectations for the value of CASK stock.

4. Paris Saint-Germain Football Club

Company Overview: The French Paris Saint-Germain Football Club (PSG) is well-known as a top team in Ligue 1, having won the UEFA Champions League final held on the evening of May 31 this year. Just a day before their victory (May 30), PSG announced that it had incorporated Bitcoin into its financial reserves.

However, PSG is not strictly a "crypto-unrelated" organization; it has well-known fan tokens PSG and CHZ, has previously issued NFTs, and collaborated with Crypto.com. The Bitcoin reserve is indeed a first for the club and represents a change in response to the growing trend of BTC reserves this year.

Coin Hoarding Declaration: PSG official Pär Helgosson stated, "We started acquiring Bitcoin through fiat reserves last year. About 80% of the club's 550 million fans are under the age of 34. We are focused on the future and on Bitcoin. We are accelerating the development of Bitcoin entrepreneurs and Bitcoin businesses, leveraging our global fan base of over 500 million to help Bitcoin expand its global market."

5. Genius Group

Company Overview: Genius Group (NYSE: GNS) is an education technology company headquartered in Singapore, focusing on providing personalized and innovative AI education solutions. Founded by Roger Hamilton, the company aims to offer a comprehensive learning experience from basic education to higher education for school-age children, university students, adults, and entrepreneurs by leveraging digital technology and global resources. It currently has over 5.7 million students in more than 100 countries/regions.

Bitcoin Reserve: Genius Group announced in November 2024 its intention to adopt a Bitcoin-first reserve strategy, planning to allocate over 90% of its reserves to Bitcoin, launching a Web3 education series, and enabling Bitcoin payments on its Edtech platform.

Genius Group's Bitcoin reserve journey has been rocky; it announced an increase of $2 million in Bitcoin holdings in February, raising its total to 440 Bitcoins. However, due to a U.S. court injunction (prohibiting the use of investor funds to purchase Bitcoin, effective from February 14 to May 6), it had to pause Bitcoin purchases and was forced to sell a significant amount of its Bitcoin reserves during this period. Subsequently, the company announced that the U.S. appellate court lifted the Bitcoin injunction, allowing it to restructure its business and rebuild its Bitcoin reserve, which has now increased by 52% to 100 Bitcoins, with a purchase amount of $10.06 million, at a Bitcoin price of $100,600.

Additionally, Genius Group launched the Bitcoin Academy, focusing on Learn to Earn, where participants can earn GEM by completing courses to redeem rewards.

Coin Hoarding Declaration: After transitioning to a Bitcoin reserve, Genius Group CEO Roger Hamilton stated, "Genius Group is currently the only Asian Bitcoin reserve company listed on a major U.S. stock exchange. We find that international investors are increasingly interested in Bitcoin's international exposure, zero capital gains tax, and liquidity in the U.S. financial markets. With the launch of our Bitcoin Academy, we are educating businesses, executives, and investors about the benefits of institutional adoption of Bitcoin, and we are excited to sponsor and participate in the Digital Asset Institutional Summit in Hong Kong and Bitcoin Investor Week in New York as part of our promotional activities."

Stock Price Increase: Genius Group stock GNS is currently reported at $0.364, and its establishment of a Bitcoin reserve may also be one of the means to recover its market value and stock decline.

6. Luxury Watch Retailer Top Win

Company Overview: Top Win (Nasdaq: TOPW, later renamed SORA) is a luxury watch company headquartered in Hong Kong, focusing on the trade, distribution, and retail of internationally renowned luxury watch brands, established in 2001. It successfully listed on Nasdaq on April 2, 2025.

Bitcoin Reserve: On May 19, 2025, Top Win announced its official entry into the crypto space and partnered with the well-known Web3 fund Sora Ventures to promote a Bitcoin-centric asset reserve strategy.

Sora Ventures is also a well-known investment fund, previously focused on DeFi, BTC, NFTs, and has invested in projects like Pendle, Tap Protocol, and Xverse. After transitioning to a Bitcoin reserve, its main business shifted towards BTC reserves, expanding the Strategy Bitcoin reserve model across Asia. Previously, Sora Ventures launched a $150 million fund aimed at promoting Bitcoin reserve strategies among Asian listed companies. It later partnered with Metaplanet to create the first "Asian version of MicroStrategy."

Recently, it merged with Top Win and rebranded its corporate identity as "AsiaStrategy" for its Nasdaq listing, a classic reverse merger.

Coin Hoarding Declaration: Sora Ventures founder Jason Fang (Co-CEO of AsiaStrategy) stated, "A Bitcoin asset management company like SORA will play a leading role in driving Bitcoin prices to new highs."

Stock Price Increase: SORA is currently reported at $7.7, having risen 55.56% since its listing, experiencing an increase a few days after announcing its BTC strategy, making it one of the few stocks among recent companies transitioning to hoarding Bitcoin that has seen an increase.

7. Singapore Agricultural Trading Company Davis Commodities

Company Overview: Davis Commodities (Nasdaq: DTCK) is an agricultural trading company headquartered in Singapore, primarily engaged in the trade of agricultural products such as sugar, rice, and oil, distributing these products to multiple markets, including Asia, Africa, and the Middle East. According to its official website, for the fiscal year ending December 31, 2024, Davis Commodities reported total revenue of $132.4 million, a 30.6% decrease from $190.7 million in 2023. The decline is mainly attributed to a slowdown in sales of sugar and rice products in major markets, particularly Southeast Asia and Africa.

Bitcoin Reserve: Due to the year-on-year decrease in revenue, Davis Commodities is turning to Bitcoin reserves and RWA.

On June 16, it announced a $30 million strategic growth plan, intending to allocate 40% ($12 million) in phases to Bitcoin reserves, with the first phase investing approximately 15% of the funds ($4.5 million) into Bitcoin reserves. Davis Commodities expects its Bitcoin reserves to yield measurable returns over the next 36 months, depending on market conditions and the continued growth of global adoption trends. This allocation of funds is expected to enhance the company's financial resilience, diversify its asset management framework, and strengthen its long-term growth potential.

Additionally, 50% of the funds ($15 million) will be invested in leading RWA tokenization projects, focusing on agricultural commodities, by tokenizing physical assets such as sugar, rice, and oil to unlock new liquidity channels, streamline trading processes, and improve agricultural trade efficiency.

The remaining 10% of the funds ($3 million) will be used to build advanced technological infrastructure, implement robust security measures, and establish strategic partnerships.

Coin Hoarding Declaration: The CEO of Davis Commodities stated, "The $30 million fundraising plan is a key step for Davis Commodities in redefining the global commodity trading landscape. By integrating Bitcoin reserves and RWA tokenization, we not only solidify our position as a leading agricultural trader but also seize the vast opportunities at the intersection of traditional commodities and digital assets. This strategy aims to drive sustainable growth, enhance investor returns, and ensure we remain at the forefront of global trade innovation."

Stock Price Increase: DTCK is currently reported at $0.786, with a 12.29% increase over the past five days, but it has significantly declined from its listing price.

Conclusion

As Bloomberg's chief financial writer Matt Levine mentioned in his article "The Underlying Logic of U.S. Public Companies Going Crazy Buying Cryptocurrency," the above U.S. listed companies (excluding the football club) share a common characteristic: initially, these companies barely made it to the market, and their stock prices fell significantly after listing; however, they have the shell of a U.S. listed company, which has essentially not been utilized for anything.

"This makes it an ideal target company for 'transforming into a crypto treasury.' As I have often said, the U.S. stock market is willing to pay more than $2 for a $1 crypto asset. This phenomenon has long been recognized by entrepreneurs in the crypto space. If you have a large amount of BTC, ETH, Solana, Dogecoin, or even TRUMP, the best way is to put them into a U.S. listed company and then sell them to secondary market investors at a higher price. The current situation is like the crypto space continuously playing the U.S. stock market, and the U.S. stock market keeps falling for it."

Especially recently, with the listing of USDC stablecoin issuer Circle, its stock price skyrocketed from $31 to $151, further validating the market potential of blockchain concept stocks. The companies mentioned above will certainly not be the last batch to adopt Bitcoin reserves; in the future, we will see more traditional companies riding the crypto wave to achieve strategic transformation.

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