When the four major mining companies collectively hold over 70,000 Bitcoins, and BitMine purchases 20,000 ETH in a single week. Last week, the cryptocurrency allocations of publicly listed companies showcased the deep positioning of institutional funds in the digital asset space with absolute scale data.
- Mining Giants: Dual Growth in BTC Reserves and Performance
Leading mining companies reach record holdings:
MARA Holdings (NASDAQ:MARA) reported a significant increase in net profit for the third quarter, with revenue growth exceeding 90%. As of the end of the quarter, the company held 52,850 BTC, a historic high.
Hut 8 Corp (NASDAQ:HUT) saw profits increase by over 80% year-on-year, with Bitcoin holdings rising to 13,696 BTC, and expanded its high-performance computing and data infrastructure business.
Emerging mining companies steadily accumulate:
American Bitcoin Corp (Nasdaq:ABTC) has purchased approximately 139 BTC since October 24, holding about 4,004 BTC as of November 5.
The three major mining companies collectively hold over 70,000 BTC, representing a significant portion of institutional holdings.
- ETH Camp: BitMine's On-Chain Asset Strategy
BitMine Inc (NYSE:BMNR) significantly increases its holdings:
Acquired an additional 20,205 ETH, with a total value of approximately $6.989 million.
Aims to increase its on-chain asset proportion and advance its high-performance computing node business.
Continues to execute its strategic goal of controlling a certain proportion of Ethereum's circulation.
- Small and Medium Enterprises: Ongoing Investment Strategy
Japanese retail companies steadily accumulate:
- Mac House Inc (TSE:7603) increased its holdings by 6.37 BTC, bringing the total Bitcoin holdings to 124.8 BTC. The company has been executing a "monthly investment" strategy for its BTC treasury since the second quarter of this year.
European institutions continue to increase their positions:
B HODL PLC (Aquis:HODL) purchased an additional 5 BTC, approximately $340,000. The company emphasizes building a long-term holding system through regular BTC purchases.
The Smarter Web Company (OTCMKTS:TSWCF) increased its holdings by 4 BTC, raising the total to 2,664 BTC.
- Financing Layout: Hyperscale's Diversified Asset Strategy
Hyperscale Data, Inc (NYSE American:GPUS) financing plan:
Completed approximately $125 million in market equity financing.
The company stated that part of the funds will be used to purchase Bitcoin and XRP, accelerating the integration of its AI computing power with on-chain data services.
Demonstrates the trend of institutional allocation expanding from single assets to diversified assets.
- Trend Insights: Triple Performance of Scaled Allocation
Surge in holdings:
Leading mining companies have entered the "50,000 BTC+" level, with ETH increasing by over "20,000+" in a single week, significantly enhancing the scale of institutional operations.
Deepening business synergy:
Evolving from simple asset reserves to a multiple revenue model of "mining income + asset appreciation + business synergy."
Differentiated allocation strategies:
Mining giants: Continuously accumulate based on operational cash flow.
Professional treasury: Targeted financing for large-scale allocation.
Small and medium enterprises: Steadily participate through investment models.
Data shows that the total amount of Bitcoin held by publicly listed mining companies increased by 35% quarter-on-quarter in Q3 2025, far exceeding the market price growth rate.
From MARA's 50,000 BTC to BitMine's 20,000 ETH, this week's institutional allocation data fully reflects the core characteristic of "scaling." The institutionalization process of crypto assets has moved beyond the exploratory phase, entering a new era of large-scale, normalized allocation based on fundamentals and cash flow.
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