The two giants are increasing their holdings against the trend: $BTC /ETH institutional layout shows "profit accumulation" and "bottom fishing" differentiation
The largest Bitcoin treasury company Strategy (MSTR) and the largest Ethereum treasury BitMNR (BMNR)
Last week synchronized increase: MSTR increased its holdings of 10,624 BTC at an average price of $90,615 (approximately $962 million), with total holdings reaching 660,624 BTC, floating profit of $10.473 billion;
BMNR increased its holdings of 138,452 $ETH at an average price of $2,978 (approximately $412 million), with total holdings of 3,864,951, still floating losses of $3.095 billion.
Behind this is the differentiated strategy of institutions towards the two major mainstream coins: MSTR is about "profit reinforcement faith," continuously increasing positions relying on mature capital operations, treating BTC as a core reserve asset, highlighting long-term value recognition; BMNR, on the other hand, is about "bottom layout accumulation,"
against the trend of low ETH valuation, betting on the subsequent ecological explosion and the value reassessment brought by the launch of staking ETFs. Both are acting synchronously, fundamentally reflecting institutions' strong bullish view on the core track of crypto assets, just based on different stages of asset cycle layout.
