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Cryptocurrency Weekly Report | Bitmine increased its holdings by over 112,000 ETH last week, at an average price of approximately $3,923; Crypto mining company IREN signed a $9.7 billion deal with Microsoft to provide cloud computing services in Texas (November 4th)
Wenser
Odaily资深作者
@wenser2010
2025-11-04 06:59
This article is about 3376 words, reading the full article takes about 5 minutes
The top three performing crypto concept stocks this week were VVPR, CIFR, and IREN.

Editor's Note: The crypto market remains in a dynamically fragile downward trend, and listed companies' DAT strategies are gradually entering a phase where existing holdings far outweigh new ones. In other words, many BTC treasury companies are "unable to buy anymore." Considering that many listed companies have mNAV below 1, the market urgently needs to find new growth drivers for buying. It's worth noting that last week, many mining companies established partnerships with internet technology giants or secured huge orders and hundreds of millions in funding, demonstrating strong growth momentum. The following is a summary of last week's cryptocurrency and stock market information compiled by Odaily Planet Daily; all US stock data is from msx.com .

Weekly Summary

Representative companies of BTC Treasury listed companies

Global listed companies net bought $366 million worth of Bitcoin last week, with Strategy& adding 397 Bitcoins in a single week.

According to SoSoValue data , as of November 3, 2025 (Eastern Time), the total net purchase of Bitcoin by global listed companies (excluding mining companies) last week was $366 million.

  • Strategy (formerly MicroStrategy) invested $45.6 million last week to acquire 397 Bitcoins at a price of $114,771, bringing its total holdings to 641,205.
  • Metaplanet, a Japanese listed company, did not purchase any Bitcoin last week.
  • In addition, three other companies added Bitcoin purchases last week. Zooz Power announced on October 28 that it invested $10.53 million to buy 94 Bitcoins at $112,000 each, bringing its total holdings to 1,036.9 Bitcoins; centralized exchange Coinbase announced on October 30 that it invested $299 million to buy 2,772 Bitcoins at $107,986 each, bringing its total holdings to 15,008 Bitcoins; and Hong Kong-based genetic testing and health technology company Prenetics announced on October 31 that it invested $10.9 million to buy 100 Bitcoins at $109,594 each, bringing its total holdings to 378 Bitcoins.
  • Canadian crypto investment firm Universal Digital announced a financing agreement with Helena Global Investment to raise $50 million through the issuance of convertible bonds, with 80% of the proceeds to be used to purchase Bitcoin.

As of press time, the total number of Bitcoins held by listed companies worldwide (excluding mining companies) is 875,580, with a current market value of approximately US$94.34 billion, accounting for 4.39% of Bitcoin's circulating market capitalization.

Representative companies of the ETH Treasury listed companies

BitMine currently holds 3,395,422 ETH and 192 BTC , having added over 112,000 ETH last week.

On November 3, BitMine, a US-listed Ethereum treasury company, disclosed that as of November 2, Eastern Time, it held 3,395,422 ETH and 192 BTC, as well as $62 million worth of Eightco Holdings shares. Tom Lee, Chairman of the Board, stated that in the past week, BitMine increased its cash holdings from $305 million to $389 million and acquired 82,353 Ethereum tokens, bringing its Ethereum holdings to 2.8% of the total Ethereum supply. According to on-chain analyst Yu Jin, BitMine increased its holdings by 112,960 ETH last week through BitGo, FalconX, Kraken, and Galaxy Digital, worth $443 million, at an average price of approximately $3,923.

SharpLink plans to deploy $200 million worth of ETH on Linea to earn staking rewards.

On October 28, Ethereum treasury company SharpLink announced its plan to partner with ether.fi, EigenCloud, and Anchorage Digital to deploy $200 million worth of ETH on Linea in exchange for Ethereum staking rewards and direct incentives from Linea and EtherFi.

Ethereum treasury company ETHZilla sold $40 million worth of ETH to buy back shares.

On October 28, according to market news, Ethereum treasury company ETHZilla sold $40 million worth of ETH to repurchase company stock.

Ethereum treasury company FG Nexus announced its listing on the Deutsche Börse.

On November 2, FG Nexus, a Nasdaq-listed Ethereum treasury company, announced that it had listed on the Deutsche Börse this week under the ticker symbol "LU51". The company aims to expand its investor base in the European market and allow local investors to participate in Ethereum's treasury reserve strategy and long-term growth plans. The company currently holds approximately 50,770 ETH, worth approximately $198 million.

Representative companies of SOL Treasury listed companies

SOL Strategies: Holding 526,513 SOL as of the end of October.

On November 3, SOL Strategies, a Nasdaq-listed treasury company, disclosed that as of October 31, 2025, it held 526,513 SOL (approximately CAD 137,009,212), provided 19,403 unique wallets, and completed SOC 1 and SOC 2 Type 2 audits.

The US spot Solana ETF saw nearly $200 million in inflows during its first trading week.

On November 2nd, the recently launched US-based Solana ETFs by Bitwise (BSOL) and Grayscale (GSOL) attracted approximately $200 million in cumulative net inflows (excluding seed capital) since their trading commenced. According to SoSoValue data, BSOL has seen net inflows of $197 million since its listing on Tuesday; including seed capital, its total inflows approach $420 million. Grayscale's GSOL has seen approximately $2.2 million in cumulative net inflows, with total assets exceeding $100 million after including seed capital. Currently, the two funds hold total assets exceeding $500 million.

Representative companies of altcoin treasury listed companies

OceanPal completes $120 million funding round and plans to launch a digital asset treasury in partnership with the NEAR Foundation.

On October 28, OceanPal Inc. announced the completion of a $120 million public offering private placement (PIPE) transaction to purchase and sell common stock and/or pre-financed warrants. The company plans to use the net proceeds from the transaction to implement a digital asset treasury strategy through its wholly owned subsidiary, SovereignAI Services LLC (“SovereignAI”), which focuses on commercializing the NEAR Protocol.

QLGN will be renamed AIxCrypto after its shareholder meeting on November 12, and plans to increase its crypto treasury to $50 million.

On October 28, Nasdaq-listed Qualigen Therapeutics (QLGN) announced that it will change its name to AIxCrypto after its shareholder meeting on November 12. The company plans to achieve three major milestones by the end of 2025:

  1. Expand C10 Treasury's assets under management to $50 million.
  2. Accelerate the global growth of BesTrade DeAI Agent
  3. Crypto ecosystem tokens listed on leading exchanges

AgriFORCE Growing Systems, listed on the US stock market, raised $300 million to establish the AVAX treasury.

On October 28, Nasdaq-listed AgriFORCE Growing Systems announced a planned $300 million PIPE funding round, led by Hivemind Capital. The transaction is expected to close around October 30, 2025, subject to customary closing conditions. The new funds will reportedly support the establishment of the AVAX digital currency treasury, the native token of the Avalanche network. Following the transaction, the company name and stock ticker will be changed to AVAX One.

Tharimmune completes $540 million private funding round to establish Canton token treasury, led by DRW and others.

On November 3, Nasdaq-listed Tharimmune announced the completion of a $540 million private funding round, 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 Canton Foundation, the regulator of Canton Network, also participated in the investment. The new funds will support the company in establishing a Canton utility token treasury and purchasing tokens.

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