Editor's Note: The cryptocurrency market remains in a dynamically fragile downward oscillation period. The DAT strategy of listed companies is gradually entering a phase where the existing stock far exceeds the incremental stock. In other words, many BTC treasury companies have "stopped buying." Combined with data showing that many listed companies have mNAV below 1, the market urgently needs to find new buying growth points. It is worth mentioning that last week, many mining companies established partnerships with internet technology giants or secured large orders and billion-level financing, showing good development momentum. Below is a summary of last week's coin-stock market information compiled by Odaily Planet Daily, all U.S. stock data comes from msx.com.
Weekly Dynamics Summary
Representative Companies of BTC Treasury Listed Companies
Last week, global listed companies net purchased $366 million in BTC, with Strategy increasing its holdings by 397 bitcoins in one week
On November 3, according to SoSoValue data, as of November 3, 2025, Eastern Time, the total net purchase of Bitcoin by global listed companies (excluding mining companies) for the week was $366 million.
- Strategy (formerly MicroStrategy) invested $45.6 million last week, purchasing 397 bitcoins at a price of $114,771, bringing its total holdings to 641,205 bitcoins.
- The Japanese listed company Metaplanet did not purchase any bitcoins last week.
- Additionally, three other companies made new Bitcoin purchases last week. Zooz Power announced on October 28 that it invested $10.53 million to buy 94 bitcoins at a price of $112,000, bringing its total holdings to 1,036.9 bitcoins; centralized exchange Coinbase announced on October 30 that it invested $299 million to purchase 2,772 bitcoins at a price of $107,986, bringing its total holdings to 15,008 bitcoins; Hong Kong genetic testing and health technology company Prenetics announced on October 31 that it invested $10.9 million to buy 100 bitcoins at a price of $109,594, bringing its total holdings to 378 bitcoins.
- Canadian crypto investment company Universal Digital announced a financing agreement with Helena Global Investment, planning to raise $50 million through the issuance of convertible bonds, with 80% of the proceeds to be used for Bitcoin purchases.
As of the time of publication, the total amount of Bitcoin held by the listed companies worldwide (excluding mining companies) is 875,580 bitcoins, with a current market value of approximately $9.434 billion, accounting for 4.39% of Bitcoin's circulating market value.
Representative Companies of ETH Treasury Listed Companies
BitMine: Currently holds 3,395,422 ETH and 192 BTC, increased holdings by over 112,000 ETH last week
On November 3, the Ethereum treasury company BitMine, listed on the U.S. stock market, disclosed that as of November 2, 2025, it held 3,395,422 ETH and 192 BTC, as well as shares of Eightco Holdings worth $62 million. The company's board chairman, Tom Lee, stated that over the past week, BitMine increased its cash holdings from $305 million to $389 million and acquired 82,353 Ethereum tokens, with Ethereum holdings now accounting for 2.8% of the total Ethereum supply. According to on-chain analyst Yu Jin's monitoring, BitMine increased its holdings by 112,960 ETH last week through BitGo, FalconX, Kraken, and Galaxy Digital, valued at $443 million, with an average price of approximately $3,923.
SharpLink plans to deploy $200 million in ETH on Linea to earn staking rewards
On October 28, the Ethereum treasury company SharpLink announced plans to collaborate with ether.fi, EigenCloud, and Anchorage Digital to deploy $200 million in ETH on Linea to earn Ethereum staking rewards, as well as direct incentives from Linea and EtherFi.
Ethereum treasury company ETHZilla sells $40 million worth of ETH to repurchase stock
On October 28, according to market news, the Ethereum treasury company ETHZilla sold $40 million worth of ETH to repurchase company stock.
Ethereum treasury company FG Nexus announces listing on Deutsche Börse
On November 2, the Ethereum treasury company FG Nexus, listed on NASDAQ, announced that it has been listed on Deutsche Börse this week, with the stock code "LU51," aiming to expand its investor base in the European market and allow local investors the opportunity to participate in the Ethereum reserve strategy and long-term growth plan. The company currently holds approximately 50,770 ETH, valued at about $198 million.
Representative Companies of SOL Treasury Listed Companies
SOL Strategies: Holds 526,513 SOL as of the end of October
On November 3, the Solana treasury company SOL Strategies, listed on NASDAQ, disclosed that as of October 31, 2025, it held 526,513 SOL (approximately 137,009,212 CAD), with a single wallet providing 19,403, and has completed SOC 1 and SOC 2 Type 2 audits.
The first trading week of the U.S. spot Solana ETF saw nearly $200 million in inflows
On November 2, the recently launched U.S. spot Solana ETFs by Bitwise (BSOL) and Grayscale (GSOL) have attracted approximately $200 million in cumulative net inflows (excluding seed capital) since they began trading. According to SoSoValue data, BSOL has seen net inflows of $197 million since its listing on Tuesday, and when including seed capital, its total inflow is close to $420 million. Grayscale's GSOL has accumulated net inflows of about $2.2 million, and when including seed capital, its total assets exceed $100 million. Currently, the total assets held by these two funds have surpassed $500 million.
Representative Companies of Altcoin Treasury Listed Companies
On October 28, OceanPal Inc. announced the completion of a $120 million PIPE transaction for public companies, aimed at purchasing and selling common stock and/or pre-financing warrants. The company plans to use the net proceeds from this transaction to implement a digital asset treasury strategy through its wholly-owned subsidiary SovereignAI Services LLC ("SovereignAI"), which focuses on commercializing the NEAR Protocol.
On October 28, NASDAQ-listed company Qualigen Therapeutics (QLGN) announced that it will be renamed AIxCrypto after the shareholder meeting on November 12. The company plans to achieve three major milestones by the end of 2025:
- Expand the asset management scale of C10 Treasury to $50 million
- Accelerate the global growth of BesTrade DeAI Agent
- Launch Crypto ecosystem Token on leading exchanges
U.S. listed AgriFORCE Growing Systems raises $300 million to establish AVAX treasury
On October 28, NASDAQ-listed company AgriFORCE Growing Systems announced plans to raise $300 million in PIPE financing, led by Hivemind Capital, with the transaction expected to be completed around October 30, 2025, subject to customary closing conditions. It is reported that the new funds will support the establishment of a digital currency treasury for the Avalanche network's native token AVAX, and after the transaction is completed, the company name and stock code will be changed to AVAX One.
On November 3, NASDAQ-listed company Tharimmune announced that it has completed $540 million in private financing, led by DRW and Liberty City Ventures, with participation from ARK Invest, Bitwave, Broadridge, Clear Street, Copper, Digital Asset, Feynman Point Asset Management, Five North, Kaiko, Kenetic, Kraken, LendOS, Lukka, Nima Capital, MPCH, Obsidian Software, Polychain Capital, Proof Group, SBI Group, The Tie, Tradeweb Markets, and 7RIDGE. The regulatory body managing the Canton Network, Canton Foundation, also participated, and the new funds will support the establishment of a Canton utility token treasury and token purchases.
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