Listed Cryptocurrency Stocks Continue to Increase Cryptocurrency Holdings

1. Cryptocurrency Stocks Adds Another 6,220 BTC, Bringing Total Holdings to 607,770

Latest Purchase: Cryptocurrency Stocks purchased 6,220 Bitcoins on July 21st for approximately $622 million, at an average price of approximately $100,000 per BTC.

Total Holdings: As of July 24, 2025, Cryptocurrency Stocks holds a total of 607,770 BTC, valued at approximately $71.7 billion at the current market price of approximately $118,000, with unrealized profits reaching $28 billion.

Purchases Slowed in July: Compared to June (17,075), holdings increased by only 10,445 BTC in July, a 39% decrease from the previous month.

Financing Strategy: The company recently expanded its STRC preferred stock offering to $2.521 billion to continue supporting its Bitcoin acquisition program. Market Impact:

Cryptocurrency Stocks' holdings account for approximately 2.8% of the circulating supply of Bitcoin. A large-scale sell-off could trigger market volatility.

Its share price (MSTR) is highly correlated with Bitcoin, but exhibits greater volatility, making it considered a "Bitcoin leveraged ETF."

2. Trump Media & Technology (DJT) Announces $2 Billion in Bitcoin Holdings

Holdings: DJT disclosed holdings of $2 billion in Bitcoin and related securities, representing two-thirds of the company's current assets.

Options Strategy: An additional $300 million is allocated to Bitcoin options trading to enhance leveraged returns.

Stock Price Reaction: Following the announcement, DJT's share price rose over 6% in a single day, with its market capitalization boosted by its Bitcoin holdings.

Background and Impact:

The Trump family's crypto investments: In addition to Bitcoin, Trump has also invested in the meme coin $TRUMP and the decentralized finance platform World Liberty Financial (earning $500 million in profits).

Policy Drive: Trump recently signed the GENIUS Act, supporting stablecoin regulation and promoting the US as the "global cryptocurrency capital."714

3. Market Trends and Potential Risks

Institutional Holdings: Publicly listed companies (such as Cryptocurrency Stocks and DJT) continue to increase their Bitcoin holdings, driving the popularity of the "corporate Bitcoin reserve" strategy.112

Regulatory and Volatility Risks:

If Bitcoin prices experience a sharp correction, highly leveraged companies (such as DJT) may face liquidity pressure.12

US policies (such as anti-CBDC legislation) may impact long-term market structure.7

Conclusion

Cryptocurrency Stocks remains the largest corporate Bitcoin holder, and its financing strategy reinforces Bitcoin's narrative as "digital gold."

Trump Media's (DJT) massive holdings indicate that cryptocurrency is becoming a core asset of Trump's business empire, while also being linked to policy.