2026-01-05 20:22:45

Recently, there has been a particularly interesting phenomenon: more and more publicly listed companies are including cryptocurrencies like Bitcoin and Ethereum on their financial statements. The origin of this trend can be traced back to successful cases that heavily allocate BTC to achieve a rapid increase in company valuation—they are like a well-executed turnaround, attracting a large number of followers.

Why are so many following suit? The main logic is quite clear. First is risk hedging. Cryptocurrencies have low correlation with traditional financial markets, providing companies with a new risk-return profile for their asset portfolios, especially during periods of high economic uncertainty. Second is a bet on long-term growth. Bitcoin’s scarcity has led many investors to see it as "digital gold," and companies are betting on its long-term appreciation potential. Third is to hedge against inflation. Currently, with inflation pressures mounting, cryptocurrencies are being used as a tool to hedge against fiat currency devaluation.

Even more interesting is that corporate investment scope has expanded from solely Bitcoin to Ethereum, and even some other public chain projects. This is not only to seize application opportunities and potential within different blockchain ecosystems but also to diversify investment risks. Ethereum’s smart contract ecosystem, Solana’s high processing speed—these have all become focal points for listed companies.

Another noteworthy trend is the accelerated explosion of RWA tokenization in 2025. The total market capitalization of tokenized real-world assets has already surpassed $25.5 billion, becoming a new growth engine for the digital asset market. This indicates that the integration of crypto assets with traditional finance is no longer just theoretical but is actually happening. However, opportunities and risks are often two sides of the same coin, and the gains and hidden dangers in this wave of integration deserve our calm observation and reflection.

BTC-0,03%

ETH-0,91%

SOL2,28%

RWA-3,5%

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SmartMoneyWallet

· 01-06 01:07

Public companies allocating crypto assets are just the prelude to squeezing retail investors; just look at the capital flow to see the truth. RWA surpassing 25.5 billion? It depends on the real on-chain transaction volume—don't be fooled by false prosperity. Public companies following the trend to hold BTC are mostly doing PE for their financial statements. Wake up. For Ethereum, SOL, and others, do enterprises really believe in the ecosystem, or are they just riding the hype to cash out? Data will tell. In this wave of integration, institutions are the dominant force, and retail investors are just the harvested leeks.

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NeverPresent

· 01-05 20:51

You can see BTC in the financial reports now, which really shows that the crypto world is being taken seriously. Following trends is one thing, but the underlying logic is indeed solid. I truly believe in inflation; fiat currency is no longer viable and needs an anchor. If RWA really starts to scale this time, traditional finance will be the one being transformed. From single coins to multi-chain, it shows that the big players are also betting on the success or failure of the ecosystem. Risk hedging sounds sophisticated, but it's really just an excuse to go all in. 255 billion is just the beginning; there's a long way to go. I just want to know if those following the trend truly understand what they are doing. When mainstream coins fall, will these listed companies have to issue "risk disclosures"? SOL's TPS is hyped up to be incredible, but what about stability? By the way, for enterprises to allocate crypto assets, it’s only valid once it’s recorded in the ledger.

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ZenChainWalker

· 01-05 20:50

Everyone is copying homework; the ones truly making money are still that group of risk-takers. Public companies collectively betting on crypto—how long can this bandwagon last? RWA has exceeded 25.5 billion, traditional finance really can't sit still anymore. Wait, is this really risk hedging or just disguised gambling? I'm optimistic about the ETH ecosystem; Bitcoin has long lost its story. A bunch of companies are allocating, but I'm watching how they’re scamming retail investors. The inflation hedge narrative sounds just like brainwashing for retail investors.

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NotFinancialAdvice

· 01-05 20:35

Once again, a wave of listed companies copying others. It's understandable to follow the trend and buy coins, but are they really that smart? Bitcoin as digital gold, the problem is that gold won't be messed up by regulations. RWA 25.5 billion sounds significant, but true integration depends on how many times it can increase this year to be meaningful. This guy talks about risk hedging, but I just want to ask, who will hedge for you during a downturn? Ethereum ecosystem is good, but why wouldn't these corporate entries be at the peak? I believe in inflation hedging, but using cryptocurrencies to hedge inflation is itself a joke. Honestly, it's still a gambler's mentality; wins and losses can't be blamed on technical fundamentals.

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MetaverseMortgage

· 01-05 20:26

Follow-the-trend phenomenon, that's just how it is. Whoever makes money, just follow and play with them. The real question is, do these listed companies really understand what BTC is, or are they just trying to ride the hype? 255 billion RWA market cap sounds big, but how many dare to go all out? Most are just PPT integrations. Personally, I think not all companies are suitable for this kind of play; it depends on how their risk control is. As for compliance this time, what will they say? Are they going to be held back again?

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