Crypto Stocks & Trends | Strategy Adds 250 BTC in a Single Week; Bitmine Adds 12,500 ETH Last Week, Total Holdings Rise to 6.03 Million (October 13)
Editor's Note: In our pre-holiday Crypto-Stock Compass, we emphasized the importance of "exercising caution and hedging risks," and the post-holiday stock market trajectory has unfolded exactly as predicted—performing in a way that is extremely difficult to assess.
Over the past two weeks, both U.S. and Korean stock markets have experienced a certain degree of decline. Unlike the previous pattern of correction and recovery, recent restorative tailwinds from macro politics and geopolitics have been unable to mask the broader weakness, and have likewise somewhat dampened expectations for Federal Reserve rate hikes. In the AI sector, as Anthropic's targeted IPO date approaches, no stimulating positive catalysts have materialized. Instead, Anthropic's prospectus has exposed the fragile revenue structure and ever-widening cost battles facing today's AI giants.
Given the current situation, research institutions and asset management firms have been voting with their feet: BlackRock Investment Institute recently adjusted its U.S. asset allocation, upgrading short-term U.S. Treasuries to overweight, raising long-term U.S. Treasuries from underweight to neutral—ending nearly six years of underweight positioning on U.S. Treasuries. At the same time, the institute downgraded U.S. equities from overweight to neutral and lowered its rating on U.S. agency mortgage-backed securities (MBS). Morgan Stanley believes that the bond market is prematurely accomplishing some of the tightening work the Fed would otherwise need to achieve through policy rates, which may paradoxically create conditions for easing pressure on the stock market. Morgan Stanley's Chief U.S. Equity Strategist Mike Wilson noted that investors currently need to watch two key indicators: financial sector performance and bond market volatility. If September CPI comes in moderate and bond market pressure eases, the Fed may gain more room for observation, and the stock market could also see a broader foundation for gains.
As for tokenized U.S. stock trading, which the crypto market has high hopes for, it remains in its early stages. The International Monetary Fund (IMF) recently pointed out that tokenized U.S. equities support round-the-clock trading and fractional share ownership, with more than half of trades occurring outside regular market hours and approximately 80% of trades involving less than one full share. Overnight price movements contain valid information, with over 85% of price changes reflected in traditional stock prices within 5 minutes of market open. The tokenized stock market remains relatively small and fragmented; it can improve settlement and automation processes, but requires strengthened legal, liquidity, and interoperability safeguards.
With U.S. midterm elections approaching, global capital markets may continue to exhibit short-term volatility combined with a correction trend before results are finalized, and only policy-driven tailwinds would enable a rapid surge. Readers are advised to continue adopting a defensive strategy when participating in capital markets to avoid further downside in the broader market.
For more crypto-stock market information, visit MSX.COM.(Odaily Note: This article does not constitute investment advice and is for educational and informational purposes only.)
Weekly Crypto-Stock Listed Company Updates
Representative BTC Treasury Listed Companies
Listed Companies' Weekly Net Purchases Drop 90.6%; Strategy Adds 250 Bitcoin in a Single Week
According to SoSoValue data, as of 8:00 AM ET on October 12, 2026, the total weekly net purchases of Bitcoin by publicly listed companies globally (excluding mining companies) last week amounted to $22.5 million, a decrease of 90.6% compared to two weeks prior.
Strategy (formerly MicroStrategy) purchased 250 Bitcoin last week at a price of $86,194, spending approximately $22 million, bringing its total holdings to 848,250 BTC.
Japanese listed company Metaplanet did not purchase any Bitcoin last week.
In addition, two other companies announced Bitcoin purchases or Bitcoin holdings last week. Bitcoin reserve and frontier AI investment company Bitcoin Japan announced on October 7 that it purchased 5.8847 Bitcoin at a price of $84,706.34, bringing its total holdings to 17.8035 BTC. Ethereum asset company Bitmine announced after 8:00 AM ET on October 5 that it purchased 1 Bitcoin without disclosing the specific purchase amount, bringing its total holdings to 214 BTC.
As of press time, the global listed companies tracked (excluding mining companies) collectively hold a total of 1,163,359 Bitcoin, up 0.3% from two weeks ago, with a current market value of approximately $96.57 billion, representing 5.8% of Bitcoin's circulating market cap.
Metaplanet: Net Purchase of 1,000 BTC in Q3; Total Holdings Reach 44,000 BTC as of September
Japanese listed company Metaplanet announced last week a net purchase of 1,000 BTC in the third quarter of its fiscal year ending December 2026, bringing its total Bitcoin holdings to 44,000 BTC as of September 30, 2026.
Additionally, the company conducted Bitcoin sales and repurchases during the quarter to verify its ability to liquidate its Bitcoin holdings. Specifically, it sold 10,000 BTC during the period while purchasing 11,000 BTC, resulting in a net increase of 1,000 BTC.
Representative ETH Treasury Listed Companies
Bitmine Immersion Technologies (BMNR) announced on October 12 that it holds approximately 6.03 million ETH, representing about 4.9% of total ETH supply. The company added 12,532 ETH last week, further growing its holdings from 6 million, and is now just a step away from its goal of holding 5% of total ETH supply. In addition to ETH, the company's crypto assets, cash, marketable securities, and other investments total approximately $16.2 billion. The company has staked 5,067,309 ETH, valued at approximately $12.9 billion based on announced data, representing about 84% of its total ETH holdings.
Tom Lee stated that since launching its ETH treasury strategy on June 30, 2025, the company has continued to buy ETH every week. He expects that once all of the company's ETH holdings are fully staked through MAVAN and partners, annualized staking revenue could reach approximately $400 million based on the current 2.61% seven-day yield. Additionally, the company's perpetual preferred stock BMNP closed at $99.53, above its $80 per share offering price. Tom Lee believes that tokenization, wealth transfer, and AI-related demand will drive crypto market development, and Bitmine is poised to benefit from the next bull market.
Tom Lee: Ethereum Could Break $5,000 by Year-End, Potentially Hit $50,000 This Cycle
Tom Lee, Chairman of Ethereum treasury company Bitmine, recently said in an interview that Ethereum could rise to $25,000–$50,000 in this cycle. He believes that ETH has been range-bound in a similar zone for the past five years, and sustained bottoming could lay the foundation for a larger breakout ahead.
Tom Lee also predicts ETH will exceed $5,000 by year-end, noting that if Bitcoin rises above $100,000, ETH could reach approximately $7,500. However, market prediction data shows that traders currently assign only a 4% probability to ETH reaching $5,000 by the end of 2026.
Representative SOL Treasury Listed Companies
Nasdaq-listed Solana treasury company DeFi Development (DFDV) disclosed that it added approximately 22,070 SOL last week, bringing its total holdings to approximately 2,586,200 SOL, valued at approximately $302 million. The company stated that since announcing its Q2 earnings on August 12, its SOL and equivalent asset reserves have grown by approximately 12%. Additionally, its recently established $300 million at-the-market offering program (CHAD ATM) will provide an additional source of funding for further expanding its SOL reserves.
In early October, Solana treasury company HSDT announced the completion of a $15 million stock offering plan at a 5% premium to the company's net asset value, with attached warrants. The company will use the proceeds to add SOL or repurchase shares. HSDT currently holds approximately 2.3 million SOL, valued at approximately $274 million.
Representative Altcoin Treasury Listed Companies
First Digital has entered into a definitive merger agreement with Nasdaq-listed CSLM Digital Asset Acquisition Corp III, with a pre-transaction valuation of $250 million. Upon completion, the parties are expected to establish a new holding company listed on Nasdaq, with completion anticipated in the first half of 2027, subject to regulatory approval and other closing conditions. As of June 30, 2026, FDUSD cumulative trading volume has exceeded $4.7 trillion. For the fiscal year ended June 30, 2025, First Digital generated approximately $87 million in revenue. First Digital stated that FDUSD reserve assets consist of cash and cash equivalents held in segregated accounts, subject to monthly independent attestation. The company's Finance District platform has launched 4 products to date but has yet to generate significant revenue.
U.S.-listed company Universal Safety Products announced it will rename to DeFi Capital Markets on October 19 and trade under the new ticker DCM. The company will gradually wind down its original product business and focus on asset tokenization, digital assets, market making, quantitative trading, and blockchain financial markets.
AVA Strategic Reserve Grows to 598,500; Travala Completes Monthly Buyback and Adds 228,600 AVA
Last week, Travala announced it had completed its monthly strategic reserve buyback, matching the AVA Foundation's monthly buyback, and added 228,600 AVA to the AVA strategic reserve. Travala stated that this portion of AVA will be permanently retained and will not be sold or transferred. Following this increase, the AVA strategic reserve balance has grown to 598,500 AVA.
