Original title: (Overview of the top 15 listed companies by BTC holding profit, see who has increased nearly 30 times?)
Original author: Wenser, Odaily Planet Daily
In a previous article (Overview of the top 25 listed companies by BTC holding, searching for the secret to 'dual cultivation of currency and stock'), we systematically sorted out the top 25 listed companies by BTC holding, among which MicroStrategy (MSTR) saw its stock price soar from about $194 to nearly $500 in just about a month, an increase of about 150%. In addition, as BTC prices broke through about $97,000 and continued to hit new highs, its cumulative profit from BTC holdings has now approached $15.7 billion, continuing to lead the listed companies' BTC holding profit rankings.
Moreover, the world-renowned technology giant Microsoft previously revealed that its shareholders have begun preliminary voting on whether the company should invest in Bitcoin, and according to NCPPR sources: 'If Microsoft decides not to invest in Bitcoin, subsequent price increases may expose it to shareholder lawsuits.' In summary, as we have previously predicted: more and more listed companies will join the ranks of Bitcoin strategic reserves. After all, in the current accelerated process of Bitcoin mainstreaming, buying BTC leads to rising stock prices, while rejecting BTC leads to weak stock prices; the choice is already obvious.
Odaily Planet Daily will summarize the top 15 listed companies by BTC holding profit in this article for investors' reference. (Note: For the purpose of business type differentiation, this ranking does not include publicly listed companies related to cryptocurrency mining, and we will choose the right time for a re-sorting later. The data information for this statistics is sourced from BitcoinTreasuries.Net, and there may be some discrepancies with the announcements from listed companies, for reference only.)
Overview of the top 15 listed companies by BTC holding profit: MicroStrategy leads, Coinbase ranks second, Tesla ranks third.
According to information statistics from BitcoinTreasuries.Net, the list of the top 15 listed companies by total BTC holding profit is as follows -
Top three contenders: Bitcoin leveraged concept stocks, the first stock of cryptocurrency exchanges, new energy + Musk concept stocks
Among them, MicroStrategy (MSTR) ranks first with a total profit close to $15.7 billion, among which:
· The BTC holding amount is as high as 331,200 coins;
· The total value is about $32.2 billion;
· The average purchase price is $49,874;
· The current stock price is $473.83;
· The profit growth multiple is about 1.95 times.
Coinbase (COIN) ranks second with a total profit of $804 million, among which:
· The BTC holding amount is 9,480 coins;
· The total value is about $920 million;
· The average purchase price is $12,342;
· The current stock price is $320.01;
· The profit growth multiple is about 7.88 times.
Tesla (TSLA) ranks third with a total profit of $607 million, among which:
· The BTC holding amount is 9,720 coins;
· The total value is about $945 million;
· The average purchase price is $34,722;
· The current stock price is $342.03;
· The profit growth multiple is about 2.8 times.
High multiple players: German listed companies share the spotlight.
If the above three companies are known for their 'profit scale', then the next companies are better at 'multiple growth'.
Among them, the profit growth multiple reaching an astonishing 29.6 times is a private equity and consulting company from Germany, Bitcoin Group SE. According to Yahoo Finance, it engages in cryptocurrency and blockchain business globally under the Bitcoin.de platform, which operates the trading platform for digital currency Bitcoin and was established in 2008 as a subsidiary of Priority AG. It is known that the company has held 3,589 BTC since December 31, 2021, with an average cost of only $3,285. The current stock price is $68.67 ($65.20 Euros), and the last trading operation occurred at the end of June 2022, where 179 BTC were sold for $20,109, and the holding has remained unchanged since then.
Coincidentally, another company with a profit growth multiple as high as 10.98 times is also from Germany - Advanced Bitcoin Technologies AG. According to Yahoo Finance, this is a software company established in 2015, mainly developing cryptocurrency and artificial intelligence software products in the fintech field, and also providing cryptocurrency payment services. It is known that its BTC holding is 242.2 coins, with a total value of $23.55 million, but its average purchase price is only $8,853. Meanwhile, its stock price is only $0.20 ($0.19 Euro).
Hong Kong Stock Twins: Boya Interactive and Meitu
For Hong Kong-listed companies, gaming company Boya Interactive (0434) and internet company Meitu (1357) successfully made the list with 1,100 BTC and 940.9 BTC respectively.
Among them, the former's average purchase price for BTC is $41,790, with a cumulative profit reaching $60.99 million, and its stock price is $0.55 ($4.25 Hong Kong dollars);
The latter's average purchase price for BTC is $52,609, with cumulative profits reaching $41.99 million, and its stock price is $0.42 ($3.24 Hong Kong dollars).
Of course, the above is just the statistical data from BitcoinTreasuries.Net. Previously, according to an official announcement from Boya Interactive, as of November 12, it had held 2,641 coins of Bitcoin, with a total holding cost of about $142,722,654, and an average cost of about $54,027 per BTC. Based on this data, its cumulative profit has already reached $113 million. Moreover, the founder of Meitu, Cai Wensheng, is also a well-known Bitcoin whale, and the actual holding amount of BTC by the company should be significantly more.
Following the biggest beneficiary of the 'BTC Strategic Reserve': Japanese listed company Metaplanet
In a previous article (Overview of the top 25 listed companies by BTC holding, searching for the secret to 'dual cultivation of currency and stock'), we mentioned that Japanese-listed company Metaplanet (3350.T) is a follower of the 'MicroStrategy BTC Strategic Reserve' and also the biggest beneficiary: since it began buying BTC, its stock price has previously increased by as much as 468%, while its stock price at that time was only $7.50; a month later, its BTC holding has grown from 861.4 coins to 1,142 coins, and its stock price has skyrocketed to $16.54, an increase of over 220%, making it another example of 'BTC leveraged concept stocks'. Meanwhile, despite an average purchase price of $65,972, its cumulative profit has still reached $35.71 million, ranking 11th.
Followers are flocking: US-listed companies are rushing to join the 'BTC Strategic Reserve' ranks
Yesterday, MicroStrategy (MSTR) successfully entered the top 100 listed companies in the US with its soaring stock price, ranking 97th. On Tuesday, its stock price once surged by 12%, breaking the $400 mark, with a closing price as high as $430, allowing it to rise 29 places; its stock price has increased by over 500% this year.
Previously, according to reliable statistics, more than 60 listed companies have adopted Bitcoin strategies, and thousands of private companies are following suit.
Overview of leading listed companies executing BTC strategy
Meanwhile, as November arrives, following Trump's successful election as the 47th President of the United States, the cryptocurrency market surged under favorable stimuli. Just as the gradual introduction of custodial exchanges, publicly listed trusts, futures, and spot ETFs has welcomed a new type of capital allocator, a new class of Bitcoin investors has also appeared on a large scale. This also signifies that this month welcomed a peak of another type of Bitcoin product: corporate leverage: MicroStrategy, MARA Holdings, Semler Scientific, and MetaPlanet have added billions of dollars in collective debt to their balance sheets to purchase Bitcoin.
With this, naturally, the influx of 'strategic followers' has begun -
On November 19, US-listed company Genius Group Limited (GNS) announced that it has invested $10 million to purchase 110 BTC at an average price of $90,932. This purchase marks the company's formal establishment of a Bitcoin reserve. This purchase follows the company's announcement of its 'Bitcoin Priority' strategy on November 12, which commits to holding 90% or more of its existing and future reserves in Bitcoin, with an initial goal of holding $120 million in Bitcoin;
On the same day, LQR House Inc. (LQR), a niche e-commerce platform focused on spirits and beverages and listed in the US, announced that its board has approved the purchase of $1 million worth of Bitcoin as part of its capital management strategy. Additionally, the company will now accept cryptocurrency payments on CWSpirits.com, allowing customers to flexibly use digital currencies to purchase alcoholic beverages. As part of this plan, LQR House has adopted a policy to retain up to $10 million of cryptocurrency payments in Bitcoin.
On November 20, US-listed biopharmaceutical company Acurx Pharmaceuticals (ACXP) approved the purchase of $1 million worth of Bitcoin as reserve assets; on the same day, another US-listed company Hoth Therapeutics (HOTH) announced that its board approved the purchase of up to $1 million worth of Bitcoin, with its CEO Robb Knie even stating: 'We believe that Bitcoin's anti-inflation characteristics may make it a reliable asset with value storage capabilities.'
It is evident that many listed companies have fully recognized the value storage function of BTC and its role in boosting stock prices, and have joined this 'BTC strategic reserve competition'.
Conclusion: Buy BTC or miss BTC? This is a question.
In 2022, the market experienced a series of black swan and explosion events that once fell into a state of silence. During that time, MicroStrategy CEO Michael Saylor continued to buy BTC, while another national BTC strategic reserve decision-maker, El Salvador's President Nayib Bukele, was mocked by many as 'a hidden dragon and crouching tiger'. Now, as the BTC price approaches the $100,000 mark, there is no doubt that buying BTC has made both of them 'shine brightly'.
Now, for retail investors and listed companies that have not yet purchased BTC, the choice before them is similar: whether to buy stocks of listed companies that have already established BTC reserves vs. whether to watch BTC prices fluctuate and miss the opportunity to boost stock prices through BTC strategic reserves?
Survival or death, in terms of investment, this is indeed a question.
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