According to ME News, on February 12th (UTC+8), BBX Crypto Concept Stock Information reported that global listed companies' crypto treasuries exhibited a pattern of both "defensive dollar-cost averaging" and "liquidity restructuring" amidst wide market fluctuations yesterday. Although Bitcoin prices fluctuated around $67,000, healthcare, consumer, and mining entities opportunistically increased their holdings or proactively optimized their asset management structures through the secondary market.
Treasury Defense and Continuous Dollar-Cost Averaging Dynamics
DDC Enterprise (NYSE American: $DDC) announced yesterday that it has purchased another 100 Bitcoins on the secondary market. The announcement shows that this marks the fifth consecutive week the company has increased its holdings, bringing its total holdings to 1,988 Bitcoins. DDC reiterated its "36-month strategic goal" of accumulating 5,000 Bitcoins over the next three years. Company management stated that this purchase was a "disciplined execution" in response to the recent price correction, aimed at hedging against macroeconomic uncertainty by increasing its hard asset reserves.
Cosmos Health (NASDAQ: $COSM) officially disclosed yesterday that it has purchased $500,000 worth of Bitcoin, marking a significant expansion of its digital asset plans. Cosmos Health's previous cryptocurrency holdings were primarily focused on Ethereum. The company stated that the average cost of this acquisition was less than $70,000, aiming to diversify its asset portfolio. The CEO indicated that the company will continue to evaluate various crypto assets, including Bitcoin, to enhance the flexibility of its global healthcare operations in capital deployment.
Liquidity restructuring and asset transfer dynamics
MARA Holdings (NASDAQ: $MARA) was detected yesterday transferring approximately 1,318 bitcoins to multiple trading desks and crypto lending platforms. On-chain analysts point out that this transfer is part of the company's "active treasury management," aimed at leveraging the liquidity value of its holdings to provide a funding buffer for its expanding AI computing centers and high-performance computing (HPC) businesses. With over 53,000 bitcoins, this move reflects a shift among top holders from simply "hoarding" to "asset pledging" to drive growth in its core businesses.
Next Technology Holding (NASDAQ: $NXTT) updated its financial status during yesterday's earnings call. The company currently holds 5,833 bitcoins, ranking among the top five Chinese-owned technology companies globally in terms of bitcoin holdings. Next Technology stated it will maintain its current holding level and use bitcoins as collateral for core capital expenditures (CapEx) to support its blockchain infrastructure development in the Southeast Asian market.
Market perspective
Yesterday's developments revealed three new trends in enterprise-level asset allocation: First, "disciplined dollar-cost averaging," with companies like DDC institutionalizing their shareholding increases, no longer swayed by short-term price fluctuations; second, "cross-sectoral allocation," with the Cosmos Health case demonstrating that the traditional healthcare sector is becoming a new growth driver for crypto assets; and third, "asset activation," with the large-scale allocation of MARA indicating that top holders are using their holdings as "tools" to hedge against the high costs of the AI computing power race, marking a new stage of diversified utilization in listed companies' crypto governance. (Source: ME)
