币股风向标丨Strategy时隔9周重启增持，买入3.7亿美元BTC；Bitmine上周增持53,501枚ETH，总持仓量超590万枚（9月1日）
- 核心观点：加密概念股延续涨势，同时上市公司比特币/以太坊财库增持活跃，但美股面临地缘政治、加息预期及9月季节性回调压力。
- 关键要素：
- 加密概念股普涨，Circle（CRCL）涨9.67%，Coinbase（COIN）涨5.31%，Strategy（MSTR）涨4.42%，延续独立于大盘的强势行情。
- 上市公司单周比特币净买入达5.13亿美元，环比激增529.6%；Strategy以80,318美元均价购入4,603枚BTC，总持仓达845,050枚，为九周来首次增持。
- Bitmine上周增持53,501枚ETH，总持仓超590万枚，距5%流通供应目标仅差10万枚；Tom Lee旗下公司斥资1.26亿美元再度购入5.1万枚ETH。
- 日本7月30日至8月26日投入15.4万亿日元干预外汇市场，创单月纪录；韩国杠杆资金撤离三星电子（净卖出5316亿韩元）和SK海力士（净卖出1.24万亿韩元）相关产品。
- 美联储加息押注增加致贵金属回落，摩根大通与城堡证券建议在宏观数据密集期前加强下行风险对冲；9月美股历史表现最差，市场指标处于紧张状态。
**Editor's Note:** In the opinion section of last week's Crypto & Stock Market Gauge, we highlighted the rebound in crypto-related stocks. Over the past week, despite a slight pullback in the broader crypto market, crypto-related stocks continued their upward trend. This morning, at the US stock market close, crypto-related stocks saw broad gains, with Circle (CRCL) up 9.67%, BitMine (BMNR) up 6.55%, Coinbase (COIN) up 5.31%, SharpLink (SBET) up 5.24%, American Bitcoin (ABTC) up 4.94%, Gemini (GEMI) up 4.65%, and Strategy (MSTR) up 4.42%. In the short term, as the broader crypto market gradually stabilizes, the outlook for crypto-related stocks remains positive.
On the other hand, tensions have escalated again in the US-Iran situation, and major capital markets like those in Japan and South Korea continue to face liquidity and geopolitical challenges. Following South Korea's increase in capital thresholds and trading restrictions, leveraged trading funds previously concentrated in Samsung Electronics and SK Hynix have noticeably contracted: 8 products linked to SK Hynix saw net selling of approximately 1.2415 trillion KRW, while 8 products linked to Samsung Electronics saw net selling of about 531.6 billion KRW. According to data, South Korea's KOSPI index rose 3.4% cumulatively in August, slowly recovering from the "Bloody July." Lim Roy, a stock sales trader at Samsung Securities, stated that pension funds significantly bought KOSPI index constituents during the closing auction, with a focus on the tech sector. Japan, meanwhile, has spent a record $96.4 billion over the past month to support the yen after it previously fell to its lowest level in 40 years. This underscores the Japanese authorities' willingness to take increasingly assertive measures to prop up the yen. Data released by Japan's Ministry of Finance on Friday showed that the government intervened in the foreign exchange market with a total of ¥15.4 trillion between July 30 and August 26, setting a record for monthly intervention amounts.
On the US stock front, following Federal Reserve Chairman Kevin Warsh's public statements last week, market bets on rate hikes have surged, and precious metals have pulled back sharply. Consequently, both JPMorgan and Citadel Securities have issued short-term warnings, advising investors to remain cautious ahead of the upcoming dense period of macroeconomic data releases and the Fed policy meeting, and to utilize options prices currently at yearly lows to strengthen downside hedging. Historical experience shows that September is often the worst month for US stocks. In 2026, an election year, with the stock market having performed strongly earlier, seasonal factors may shift. Veteran market commentator Michael Santoli stated that what truly warrants caution is that several key market indicators are in a "taut" state; once thresholds are breached, the market's character could change dramatically. Whether the US stock market can break the "September curse" remains uncertain.
For more crypto and stock market information, please refer to MSX.COM. (Odaily Note: This content does not constitute investment advice and is for learning and exchange purposes only)
Weekly Updates on Listed Crypto-Related Companies
Representative Companies with BTC Treasuries
According to SoSoValue data, as of 8:00 AM ET on August 31, 2026, the total net weekly purchases of Bitcoin by global listed companies (excluding mining companies) stood at $513 million, an increase of 529.6% compared to the previous week.
Strategy purchased 4,603 Bitcoins last week at a price of $80,318, spending approximately $370 million, bringing its total holdings to 845,050 BTC, marking its first purchase in nine weeks. Japanese listed company Metaplanet did not purchase Bitcoin last week, extending its streak of no purchases to seven consecutive weeks.
Additionally, one other company announced Bitcoin purchases last week. Asset management firm Strive announced on August 31 that it spent approximately $143 million last week to purchase 1,800 Bitcoins at $79,431 each, bringing its total holdings to approximately 23,156 BTC. French Bitcoin treasury company Capital B announced it has raised €21 million (approximately $24.5 million) from investors and institutions, including Adam Back, to purchase Bitcoin.
As of press time, the global listed companies tracked (excluding mining companies) collectively hold a total of 1,147,229 Bitcoins, an increase of 0.6% compared to the previous week, with a current market value of approximately $89.6 billion, representing 5.7% of Bitcoin's circulating market cap.
Strive Spends $143 Million to Increase Bitcoin Holdings by 1,800 BTC
Strive CEO Matt Cole disclosed that the company spent $143 million to increase its Bitcoin holdings by 1,800 BTC, with an average purchase price of $79,431. Total holdings now stand at 23,156 BTC.
BitcoinTreasuries.NET reported that Singapore-listed company Genius Group announced plans to purchase $827 million worth of Bitcoin by 2031 through the issuance of preferred stock.
Highest Since April 21: Cohort Holding 100 to 1,000 BTC Accumulates 73,300 BTC in 60 Days
According to monitoring by analyst Amr Taha, the cohort holding between 100 and 1,000 BTC has accumulated a total of 73,300 BTC over the past 60 days, the highest level since April 21, though still approximately 20% lower than the April 21 peak of 91,920 BTC. Meanwhile, the cohort holding over 10,000 BTC maintains positive growth of 43,300 BTC. This contrasts sharply with the period from April to May, when the >10,000 BTC cohort saw holdings drop to a loss of approximately 40,000 BTC around May 14, followed by a roughly 25% decline in Bitcoin's price. The analyst noted that the current whale cohort structure is entirely different from before.
Bitcoin Treasury Company Hyperscale Data's Subsidiary Secures $5.4 Million US Defense Order
Hyperscale Data, Inc. (NYSE: GPUS), an AI data center and Bitcoin-related company, announced that its wholly-owned subsidiary Gresham Worldwide, Inc.'s radio frequency (RF) business secured approximately $5.4 million in new orders between July and August 2026, primarily from US defense programs and prime defense contractors.
These orders cover RF and microwave components supporting radar, electronic warfare, communications, and other mission-critical systems, and are expected to be produced and delivered by Gresham Worldwide's relevant business units. The company stated that the new orders reflect the continuously growing demand for high-reliability RF technology and critical components in the US defense sector.
Nasdaq-listed Empery Digital published its latest balance sheet and data center investment progress, disclosing that its Bitcoin holdings have been reduced to 1,179 BTC. The company also holds approximately $62 million in cash and $35 million in debt. Empery Digital also announced the completion of a $20 million preferred stock investment in Cardinal Data Power (CDP), and stated its intention to continue seeking high-value opportunities through capital allocation and leverage its balance sheet strength to expand its AI data center investment portfolio.
Representative Companies with ETH Treasuries
Bitmine Adds 53,501 ETH Last Week; Total Holdings Exceed 5.9 Million
Ethereum treasury company Bitmine Immersion Technologies disclosed an addition of 53,501 ETH last week. The company's current crypto asset holdings include 5,901,112 ETH, 211 BTC, an equity stake in Eightco Holdings valued at $81 million, and shares of Beast Industries valued at $180 million. Bitmine has currently staked 5,067,309 ETH (valued at approximately $12.7 billion).
Tom Lee: Bitmine Needs Just 100,000 More ETH to Own "5% of All ETH"
Tom Lee reposted Bitmine's latest holdings disclosure on X last night, stating: "Achieved the 5.9 million ETH milestone, just 100,000 ETH short of the 5% circulating supply target."
Worth $126 Million: Tom Lee's Bitmine Purchases Another 51,000 ETH This Morning
According to Lookonchain monitoring, Tom Lee's Bitmine purchased 51,000 ETH from FalconX and BitGo 2 hours ago, valued at $126 million.
Representative Companies with SOL Treasuries
Solana Treasury Company DeFi Dev Resumes SOL Purchases Last Week; Holdings Rise to 2.33 Million
On August 27, Solana treasury company DeFi Development (DeFi Dev) announced it had resumed purchasing SOL, adding 19,000 SOL in its latest acquisition, with an investment of approximately $1.86 million and an average purchase price of $98.14. Following this purchase, DeFi Dev's SOL treasury holdings increased to approximately 2.33 million SOL, valued at around $182 million at current prices.
US-listed company DeFi Development Corp. (Nasdaq: DFDV) officially announced plans to issue up to $20 million in Series C perpetual preferred stock. The net proceeds from this issuance will be used for working capital, additional SOL purchases, and investments in other digital assets.
Representative Companies with Altcoin Treasuries
PURR Price Rises 15%; Hyperliquid Strategies Discloses $1.9 Billion HYPE Reserve Last Week
On August 27, PURR, a token associated with the Hyperliquid ecosystem, rose approximately 15%, following Hyperliquid Strategies' release of its "HYPE Treasury" and balance sheet updates.
According to the disclosure, Hyperliquid Strategies completed a $647 million equity financing round and increased its HYPE token reserve to 29.3 million tokens, valued at approximately $1.9 billion at fiscal year-end prices, more than doubling its previous size.
The company stated that it subsequently invested an additional $773.4 million to purchase approximately 16.5 million HYPE at an average price of $46.77. The company said its continued expansion of HYPE holdings aims to build a "fortress balance sheet" and strengthen long-term support for the Hyperliquid ecosystem.
Avalanche Treasury Company AVAT Posts $44.7 Million Q2 Loss; Plans $10 Million Share Buyback
Avalanche ecosystem digital asset treasury company Avalanche Treasury Company (Nasdaq: AVAT) reported its Q2 2026 financial results. The company's board has approved a $10 million Class A common stock buyback program aimed at addressing the market's undervaluation of the company and enhancing shareholder returns.
AVAT CEO Bart Smith stated that the company completed its business combination in Q2 and began trading on Nasdaq on June 11. Despite pressure in the digital asset market, the Avalanche ecosystem continues to show growth momentum, with institutions gradually transitioning from exploration to real-world applications in stablecoins, asset tokenization, payments, and real-world assets (RWA).
Financial data shows AVAT recorded a net loss of $44.7 million in Q2, or $1.54 per share. Approximately $35.7 million of the loss came from fluctuations in the market value of its AVAX holdings, including changes in fair value, realized losses, and impairment charges; approximately $15.2 million were one-time transaction expenses related to completing the business combination; and core administrative expenses were approximately $3.5 million.
As of June 30, 2026, AVAT held approximately 15.3 million AVAX, valued at approximately $100 million at period-end prices. The company earned $1.5 million in net staking income from AVAX in Q2, bringing cumulative staking income for the first half of 2026 to $3.6 million.
