币股风向标丨Strategy 3年来首次卖出32枚比特币；Bitmine ETH持仓量增至约541.6万枚，浮亏超81亿美元（6月2日）
- 核心观点：加密概念股因Strategy卖出BTC消息而普跌，短期内难迎强势反弹，而比特币财库公司市场出现分化，真实策略企业与依赖炒作的公司并存；同时，交易所（币安）开始向用户开放美股交易入口，且以英伟达创始人黄仁勋站台为代表的美股趋势值得关注。
- 关键要素：
- Strategy因卖出32枚BTC导致加密概念股普跌，其总持仓减至843,706枚比特币；上周全球上市公司比特币净买入985万美元，环比减少43.33%。
- 比特币财库公司市场分化明显：Nakamoto股价年内下跌约67%，面临退市风险；而Sequans清仓八成BTC持仓退出财库战略，回归物联网主业。
- 币安正式为非美国用户提供超7000只美股和ETF交易，并计划推出代币化股票产品bStocks，标志交易所业务向传统资产延伸。
- 英伟达创始人黄仁勋高调站台Marvell（MRVL），称其有望成为万亿美元市值公司，推动其股价上涨；其提及的股票年内涨幅均超100%。
- 以太坊和Solana财库公司取得进展：SharpLink和Forward Industries将被纳入Russell指数，预示着非比特币加密资产公司首次进入主要指数体系。
- HypeStrat因HYPE创新高，持仓浮盈超10亿美元，成为所有加密财库公司中最高；Genius Group宣布拓展AI财库战略，拟投入1亿美元布局未上市AI公司股权。
Editor’s Note: In last week’s "Crypto & Stock Barometer" article, we highlighted concepts related to quantum computing stocks. Subsequently, many of these stocks indeed rose as expected, with Infleqtion and IBM showing particularly notable gains. This week, crypto-related stocks experienced a broad decline following news of Strategy selling BTC. A strong rebound remains unlikely in the short term. Compounded by the overall downturn in the broader market, the winter for crypto-concept stocks may persist. Furthermore, aside from stocks like Dell (DELL) and Micron (MU), previously mentioned or invested in by Trump, special attention should be paid to the sector endorsed by Nvidia founder Jensen Huang. Today, he publicly backed Marvell (MRVL), suggesting it could become the next trillion-dollar market cap company, and its stock price rose accordingly. Additionally, statistics show that other stocks mentioned by Huang have all gained over 100% year-to-date, including INTC in Nvidia's portfolio (+177.63%), CRWV (+57.36%), COHR (+86.74%), NOK (+149.62%), LITE (+134.39%), and MRVL (+145.47%). With the SpaceX IPO date approaching, the Matthew effect in the US stock market is expected to intensify further.
For more information on crypto and stock markets, please refer to MSX.COM. (Odaily Note: The content of this article does not constitute investment advice and is for learning and communication purposes only.)
End of the DAT Treasury Model, Binance Opens US Stock Trading
Opinion: Many 'Hype Companies' Exist in the Bitcoin Treasury Space
The market for Bitcoin treasury companies is becoming increasingly polarized. On one side are enterprises with genuine financial strategies, while on the other are companies that rely more on hype and publicity.
Sean Bill, co-founder of BSTR (alongside Adam Back), stated: "Many companies lack the appropriate capital structure and the actual capability to deploy Bitcoin. They mainly rely on Bitcoin's own performance to attract investment." Bill described these companies as "carnival barkers," pointing out that such a strategy might work if companies can easily obtain leverage at a low cost. Otherwise, companies must add value through other means, or investors will opt for simpler products like ETFs.
According to BitcoinTreasuries data, there are currently 198 publicly traded companies holding approximately 1.25 million BTC, with Michael Saylor's Strategy holding the largest share at 843,738 BTC. Meanwhile, Bitcoin treasury company Nakamoto (NAKA) has seen its stock price fall about 67% year-to-date, with a cumulative decline of over 99% from its peak of $34 per share in May 2025. After hitting a low of $0.16 in April, the company performed a reverse stock split last week. Nasdaq warned the company in December 2025 that its stock price had been below $1 for 30 consecutive days, potentially facing delisting risks, as per SEC filings.
Binance Opens US Stock Trading, Listing Over 7,000 Stocks & ETFs
Yesterday, Binance officially launched its US stock trading portal, announcing it would offer trading in over 7,000 US stocks and ETFs for non-US users, and plans to introduce bStocks, a tokenized stock product that users can initiate themselves, in the coming weeks. For more event analysis and Binance updates, see articles like"Binance's Major Move: 5*24H Trading of 7,000 US Stocks & ETFs, Plus Stock Tokenization?" and "Binance's 'Super App Path': From Crypto to US Stocks, Marching Towards 3 Billion Global Users."
Weekly Updates on Crypto & Stock-Listed Companies
Representative BTC Treasury Listed Companies
Strategy Rarely Sells 32 BTC, DayDayCook Sole Buyer This Week
According to SoSoValue data, as of 8:00 AM ET on June 1, 2026, the total net weekly Bitcoin purchases by global listed companies (excluding mining companies) last week was $9.85 million, a 43.33% decrease from the previous week.
Strategy (formerly MicroStrategy) sold 32 BTC last week at $77,135 each, generating approximately $2.5 million in revenue, reducing its total holdings to 843,706 BTC.
Japanese listed company Metaplanet did not purchase Bitcoin last week.
Additionally, four other companies bought Bitcoin last week. Ethereum treasury company Bitmine announced on May 26 the purchase of 1 BTC, undisclosed amount, total holdings reaching 203 BTC. Japanese food brand DayDayCook announced on May 27 spending approximately $10.37 million to buy 131 BTC at $79,135 each, total holdings reaching 2,714 BTC. UK Bitcoin company The Smarter Web Company announced on May 26 spending $750,000 to buy 10 BTC at $74,904 each, and on May 29 spending $660,000 to buy 9 BTC at $73,437 each, total holdings reaching 2,878 BTC. French Bitcoin company Capital B announced on June 1 spending $300,000 to buy 4 BTC at $74,890.10 each, total holdings reaching 3,139 BTC.
As of press time, global listed companies (excluding mining companies) tracked hold a total of 1,114,182 BTC, an increase of 0.01% from last week, with a current market value of approximately $80.46 billion, representing 5.6% of Bitcoin's circulating market cap.
Nakamoto Holds Over 5,000 BTC, David Bailey Spends Nearly $1M to Increase Stake by 191,000 Shares
Nasdaq-listed Bitcoin treasury company Nakamoto announced that Chairman and CEO David Bailey purchased 191,448 shares of the company's common stock on the open market between May 26 and May 28, spending nearly $1 million. Nakamoto disclosed that its balance sheet now holds over 5,000 BTC. As of now, David Bailey holds approximately 18.25% of the company's outstanding common stock.
On May 28, French semiconductor company Sequans Communications stated it had completed all debt redemptions related to its Bitcoin treasury, marking its formal exit from the previous crypto asset treasury strategy and refocusing on its IoT and cellular semiconductor business. The company stated that this debt repayment was mainly achieved by selling approximately 80% of its Bitcoin holdings. Sequans currently holds only 658 BTC, which are "fully unencumbered." The company said it will gradually "monetize" the remaining Bitcoin in the future but did not specify whether it would be through further sales or on-chain methods like staking.
Sequans CEO Georges Karam said the debt cleanup "marks a significant turning point," strengthening the balance sheet, simplifying the capital structure, and allowing the company to fully focus on its 4G/5G IoT chip business, including applications like smart metering, asset tracking, connected vehicles, and industrial IoT.
Cango Reports Q1 2026 Earnings, Total Revenue Reaches $102 Million
According to official sources, Cango announced its unaudited financial results for the first quarter of 2026. During the reporting period, the company achieved total revenue of $102 million, with its Bitcoin mining business contributing $98.4 million from mining 1,266 BTC during the quarter. Affected by non-cash accounting charges due to the decline in Bitcoin's market price, the net loss was $261.1 million. Additionally, long-term debt decreased from $557.6 million at the end of 2025 to $30.6 million, a 94.5% reduction. As of the end of the quarter, the company held 1,026 BTC as a digital asset reserve.
Simultaneously, the company launched a new business platform, EcoHash, formally expanding into the AI computing power sector and entered into a strategic partnership with Hong Kong-listed company DL Group.
Representative ETH Treasury Listed Companies
Bitmine Added 26,497 ETH Last Week, Total Holdings Rise to ~5.416 Million
Ethereum treasury company Bitmine Immersion Technologies disclosed the addition of 26,497 ETH last week. The company's current crypto asset holdings include 5,416,901 ETH, 203 BTC, equity in Eightco Holdings worth $93 million, and shares in Beast Industries worth $180 million. Additionally, the company's total staked ETH amounts to 4,718,677 (valued at $9.5 billion based on an ETH price of $2,003).
SharpLink to Join Russell Indexes at US Market Open on June 29
Ethereum reserve company SharpLink will be added to the Russell 2000 and Russell 3000 indexes following FTSE Russell's annual reconstitution, effective at the US market open on June 29.
SharpLink currently holds 868,699 ETH, valued at nearly $1.8 billion, making it the second-largest publicly traded Ethereum reserve company after Bitmine. The company stated that index inclusion will enhance its institutional visibility and help attract index-tracking capital.
FTSE Russell data shows that approximately $12.2 trillion in assets are benchmarked to Russell US indexes. This adjustment is also seen as the first time non-Bitcoin crypto reserve companies have entered the major Russell index system, meaning index investors will gain indirect exposure to ETH and SOL.
ETH Treasury Company FG Nexus Deposits 5,000 ETH Worth $10.99M to Galaxy Digital
On May 29, ETH treasury company FG Nexus deposited 5,000 ETH, worth $10.99 million, to Galaxy Digital. It still holds 16,354 ETH, valued at $34.15 million.
Representative SOL Treasury Listed Companies
Forward Industries to Join Russell Indexes
Solana reserve company Forward Industries will be added to the Russell 2000 and Russell 3000 indexes following FTSE Russell's annual reconstitution, effective at the US market open on June 29.
Forward Industries is currently the largest publicly traded Solana reserve company, holding approximately $585 million in SOL. The company believes index inclusion will help advance its long-term strategy of "growing SOL holdings per share."
FTSE Russell data shows that approximately $12.2 trillion in assets are benchmarked to Russell US indexes. This adjustment is also seen as the first time non-Bitcoin crypto reserve companies have entered the major Russell index system, meaning index investors will gain indirect exposure to ETH and SOL.
Solana Treasury Company Sharps Technology Renamed to SkyAI, Expands into AI Agent Financial Platform
Nasdaq-listed Solana treasury company Sharps Technology officially announced its name change to SkyAI. Its stock ticker will change from STSS to SKYA on May 28. The company plans to build an AI agent financial platform on the Solana blockchain, offering diverse services like USD savings, financial education, and asset management for users in emerging markets.
Representative Altcoin Treasury Listed Companies
Data: HYPE Treasury Company HypeStrat's Unrealized Gains Exceed $1 Billion
On May 30, as HYPE hit a new all-time high, the unrealized gains for HYPE treasury company HypeStrat surpassed $1 billion, the highest among all crypto treasury companies (DAT).
US-listed Bitcoin treasury company Genius Group announced that its board has approved expanding the company's treasury strategy. In addition to its existing Bitcoin treasury, it will add an AI treasury and launch the AGI Infinity Portfolio with an initial target investment size of $100 million and a five-year goal of expanding to $800 million. The first phase of approximately $20 million will be allocated via related funds to equity in unlisted AI companies such as OpenAI, SpaceX, Anthropic, Figure AI, Databricks, Anduril, Replit, and Shield AI. The remaining $80 million is planned for deployment across the value chain including energy, computing power, hyperscale cloud, frontier models, and robotics.
BNB Plus to Raise $4.1 Million via Issuance of Convertible Preferred Shares
Nasdaq-listed digital asset treasury company BNB Plus announced it will raise $4.1 million through the issuance of Series B-1 and Series B-2 convertible preferred shares. Crypto-native institutional investors, including Silvermine Capital Advisors' Comstock Multichain Fund and Off the Chain LP, participated in the investment. Proceeds from the offering will be used to increase digital asset reserves, provide working capital support, and explore AI infrastructure development opportunities. The company also disclosed it currently holds over $16.4 million in cash and digital assets.
