Editor's Note: After a significant pullback at the beginning of the year, precious metals and the traditional U.S. stock market have once again started a new round of gains; Japanese, South Korean, A-share, and Hong Kong stock markets are also experiencing capital inflows and a collective market surge. However, compared to the hot performance of traditional financial markets, crypto-related stocks remain in a cold phase. Only a few individual stocks like BKKT, SMLR, IREN, and RIOT maintained weekly gains. In the strong-get-stronger U.S. stock market, only by continuing to focus on rising stocks can one capture the corresponding gains.
The following is a summary of last week's coin and stock market information compiled by Odaily Planet Daily. All U.S. stock data are from msx.com.
Crypto-Related Stock Market Views at a Glance
Analysis: Digital Assets May Transition from Speculative Tools to Financial Infrastructure in 2026
Investment bank B. Riley stated that as regulation gradually matures and traditional financial institutions begin large-scale deployment of blockchain technology, digital assets are expected to cross a critical threshold in 2026, transforming from an asset form primarily for speculation into a practical financial infrastructure. Analysts pointed out that increasingly clear regulatory rules around stablecoins, the ongoing tokenization of real-world assets (RWA) by institutions, improved governance frameworks, and the growing interoperability between bank ledgers and public blockchains are collectively changing the "way digital assets are used," not just their "trading methods." This evolution is prompting digital asset treasury companies to shift from simply hoarding tokens to deploying digital assets into actual operations to create sustainable, recurring revenue business models.
It is clear that in the new year, if cryptocurrency-related listed companies remain stuck in the simple "hoarding mode," the probability of being eliminated by the market will greatly increase; however, if they can transform in time, develop new crypto institutional businesses, or tap into potential mainstream crypto market demands, they may become the market's next darlings.
Additionally, South Korea's crypto-friendly policies have been introduced, which may help South Korean listed companies accelerate their layout in the crypto sector.
South Korea Lifts Nine-Year Corporate Crypto Ban, Allows Listed Companies to Invest Up to 5% of Net Assets in Crypto Assets
On January 12, the South Korean Financial Services Commission finalized guidelines allowing listed companies and professional investors to trade cryptocurrencies. This new regulation ends a nine-year ban, permitting eligible corporate entities to invest up to 5% of their net assets annually in the top 20 cryptocurrencies by market cap on South Korea's five major exchanges.
This policy adjustment is expected to grant market access to about 3,500 entities, including listed companies and registered professional investment institutions. Regulators will also require exchanges to implement staggered execution and order size limits. Currently, whether USD stablecoins like USDT qualify for investment is still under discussion.
Weekly Updates on Coin Stock Listed Companies
Representative BTC Treasury Listed Companies
Last week, global listed companies net bought $1.25 billion worth of BTC; Strategy invested $1.25 billion to purchase 13,627 bitcoins.
According to SoSoValue data, as of January 12, 2025, Eastern Time, the total net purchase of Bitcoin by global listed companies (excluding mining companies) last week was $1.25 billion.
Strategy (formerly MicroStrategy) announced on January 12 an investment of $1.25 billion to acquire 13,627 bitcoins at a price of $91,519. The total holdings now reach 687,410 bitcoins, valued at $62.348 billion, with an average cost of $75,353, resulting in an unrealized profit of $10.55 billion.
Japanese listed company Metaplanet did not purchase any bitcoin last week.
As of press time, the total Bitcoin holdings of the tracked global listed companies (excluding mining companies) amount to 937,310 BTC, with a current market value of approximately $85.02 billion, accounting for 4.7% of Bitcoin's circulating market cap.
Trump's Second Son: ABTC is Now the 19th Largest Bitcoin Treasury Listed Company, Next Goal is to Surpass Galaxy
On January 7, Eric Trump, the second son of Donald Trump, posted on platform X that American Bitcoin (ABTC) has become one of the world's fastest-growing Bitcoin companies in just four months. Its Bitcoin holdings have now surpassed KindlyMD (NAKA), making it the 19th largest Bitcoin treasury listed company. ABTC's next goal is to surpass Next Technology, currently ranked 18th, and Galaxy, ranked 17th.
Previous news indicated that the Trump family-backed Bitcoin mining company American Bitcoin Corp disclosed that its total Bitcoin holdings have increased to 5,427 BTC.
Representative ETH Treasury Listed Companies
BitMine Discloses Addition of 24,266 ETH Last Week, Total Holdings Increase to 4.168 Million
On January 12, Ethereum treasury company BitMine Immersion Technologies disclosed that its current crypto asset holdings include 4,167,768 ETH, 192 BTC, $23 million worth of equity in Eightco Holdings, and $988 million in unencumbered cash. Last week, it added 24,266 ETH. Furthermore, it has staked a total of 1,344,224 ETH, valued at $4.15 billion. Currently, Bitmine's ETH holdings are valued at $12.878 billion, with an average cost of $3,862, resulting in an unrealized loss of $3.225 billion.
Tom Lee: Need to Expedite Authorization for BitMine to Issue New Shares, Otherwise ETH Accumulation Pace Will Slow
Tom Lee stated in a previously released chairman's address that Bitmine shareholders should vote in favor of the amendment to increase authorized shares before the upcoming annual general meeting on January 15, 2026. This is because Bitmine's charter has a special provision requiring 50.1% of outstanding shares to support share issuance—a very high threshold. The issuance must be pushed forward immediately as Bitmine's current authorized share cap of 500 million shares is nearly exhausted. The pace of ETH accumulation will slow down, hence shareholder approval for the second proposal to increase authorized shares is needed.
Bit Digital: Held Over 155,000 ETH as of End-2025, Market Value Exceeds $460 Million
On January 7, Nasdaq-listed Bit Digital released an update on its Ethereum treasury and staking. It disclosed that after adding 642 ETH in December, as of December 31, 2025, the company held 155,227.3 ETH, with a market value of approximately $460.5 million. Additionally, the company has staked 138,263 ETH, accounting for 89% of its total ETH holdings, and has generated approximately 389.6 ETH in staking rewards so far.
Representative Altcoin Treasury Listed Companies
ALT5 Sigma Discloses It Still Holds Approximately 7.28 Billion WLFI, Exploring Integration of Stablecoin USD1
On January 12, Nasdaq-listed WLFI treasury company ALT5 Sigma released its latest financial report. It disclosed a net profit of approximately $57 million for Q3 2025. As of September 27, 2025, shareholder equity increased to approximately $1.6 billion. The company is currently the largest U.S.-listed holder of WLFI tokens, with holdings of approximately 7.28 billion tokens. It is also actively exploring the integration of the stablecoin USD1 into its payment and financial platforms ALT5 Pay and ALT5 Prime.
Bakkt Announces Rebranding and Acquisition of Stablecoin Payment Infrastructure Provider DTR
On January 12, New York Stock Exchange-listed company Bakkt announced it has acquired global stablecoin payment infrastructure provider Distributed Technologies Research (DTR). The completion of this transaction is subject to customary closing conditions, including approval from relevant regulatory authorities and Bakkt shareholders. Additionally, Bakkt announced plans to change its company name to "Bakkt, Inc." effective January 22, 2026. Its stock symbol will remain unchanged after the rebranding.
Nasdaq-Listed AIxCrypto Plans $10 Million Strategic Investment in Faraday Future
On January 7, Nasdaq-listed company AIxCrypto (AIXC) announced plans for a strategic investment of $10 million in Faraday Future (FF) through the purchase of common stock. AIxCrypto plans to use these shares as the underlying asset for its first tokenized equity product. AIxCrypto, formerly QLGN, rebranded and pivoted to a crypto and Web3 business platform last November, focusing on stock tokenization and RWA business.









