In the current wave of the digital economy sweeping the globe, Bitcoin, as an emerging digital gold, is increasingly favored by global institutional investors. Recently, a series of listed companies and institutions have announced their inclusion of Bitcoin in their asset allocation strategies, even positioning it as a core reserve asset. This not only marks a further consolidation of Bitcoin's status within the mainstream financial system but also signals the acceleration of a global digital asset allocation wave. This article will delve into the recent developments of institutional investors intensively increasing their Bitcoin holdings, analyze the driving factors behind this trend, and forecast its profound impact on the future financial landscape.
I. Canada and Sweden: Pioneers of Bitcoin (BTC) Reserve Strategies
Canadian and Swedish companies are taking the lead by incorporating Bitcoin (BTC) into their core asset allocations. Canadian listed company Universal Digital has announced the launch of a Bitcoin reserve strategy, viewing it as a core pillar and complementary reserve asset within the company's capital allocation framework, and plans to implement it in a transparent and phased manner. This indicates that Bitcoin is being regarded as a value storage method on par with traditional reserve assets.
Meanwhile, Swedish medical company H100 Group AB has also announced a partnership with early Bitcoin evangelist Adam Back, signing an investment agreement to secure a convertible loan guarantee of up to 150 million Swedish Krona (approximately 15.82 million USD). This funding will be specifically used to purchase Bitcoin as part of H100 Group's long-term Bitcoin asset allocation strategy. The entry of medical industry companies into Bitcoin allocation undoubtedly broadens the boundaries of institutional adoption of Bitcoin.
II. MicroStrategy and Metaplanet: The Continuing Leaders
In the wave of institutional Bitcoin accumulation, MicroStrategy and Japanese listed company Metaplanet are undoubtedly among the leaders. MicroStrategy purchased an additional 10,100 Bitcoins between June 9 and June 15, spending 1.05 billion USD, with an average cost of approximately 104,080 USD per coin. As of June 15, 2025, MicroStrategy holds an astonishing 592,100 BTC, with an average cost of 70,666 USD per coin, totaling an expenditure of 41.84 billion USD. Its single purchase volume even exceeds the total holdings of many companies, showcasing its firm belief in digital gold.
Tokyo-listed company Metaplanet closely followed suit, acquiring 1,112 BTC at a unit price of 105,435 USD in mid-June, with a total investment of 117.2 million USD. As a result, the company's total Bitcoin holdings have reached 10,000 coins, with a total cost of approximately 947 million USD (average price of 94,697 USD). Notably, MicroStrategy's total market capitalization has reached 106.89 billion USD, while Metaplanet's market cap has also reached about 7.9 billion USD. The heavy allocation of Bitcoin by these two companies undoubtedly injects strong momentum into their market value growth.
III. The Rise of Emerging Forces: Diversified Allocation and RWA Tokenization
In addition to traditional Bitcoin reserve strategies, some emerging forces are beginning to explore more diversified paths for digital asset allocation. Nasdaq-listed company Davis Commodities has announced a 30 million USD strategic growth plan, with approximately 15% of the funds (4.5 million USD) allocated to Bitcoin reserves. More notably, the company is investing 50% of its funds (15 million USD) into pioneering real-world asset tokenization (RWA) projects.
This indicates that institutional investors are not only focused on Bitcoin's value storage properties but are also actively positioning themselves in the application of blockchain technology for asset digitization, suggesting that the future digital asset landscape will be richer and more diverse.
IV. Increased Holdings After Appeal Ruling: Genius Group's Firm Belief
The case of Genius Group demonstrates the institution's firm belief in Bitcoin reserve strategies in the face of legal challenges. After a favorable ruling from the U.S. Court of Appeals on May 6, restoring its Bitcoin reserve construction, Genius Group immediately increased its BTC holdings by 52%, bringing its Bitcoin reserves to 100 coins, purchased for 10.06 million USD, with an average price of 100,600 USD per Bitcoin. The company has explicitly stated its goal to expand its reserves to 1,000 Bitcoins.
This not only serves as a strong endorsement of Bitcoin as a legitimate asset but also provides other institutional investors with policy confidence and a psychological anchor.
Conclusion: The Turning Point of Bitcoin "Sovereignization" is Forming
The recent phenomenon of institutions intensively increasing their Bitcoin holdings is not coincidental; it is an inevitable choice for institutional investors seeking asset diversification, hedging against inflation risks, and capturing emerging growth opportunities in the context of the global macroeconomic backdrop. From the pioneers in Canada and Sweden to the continued accumulation by MicroStrategy and Metaplanet, and the exploration of RWA tokenization by Davis Commodities, as well as Genius Group's firm increase in holdings after legal challenges, these actions collectively outline the important position of Bitcoin in institutional asset allocation.
As more institutions join this trend, the market depth and liquidity of Bitcoin will further enhance, and its consensus as "digital gold" will become even more solidified. This institution-led wave of digital asset allocation will undoubtedly have a profound impact on the global financial landscape and lay a solid foundation for the widespread application of blockchain technology.
Related: MicroStrategy Increases Bitcoin (BTC) Holdings by 1 Billion USD Amid Israel-Iran Conflict Pressure
Original: “Institutional Bitcoin Holdings Surge: A Global Digital Asset Allocation Wave”
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