$150 million daily showdown: MicroStrategy continues to write the BTC myth, BNC lightning control the market trend BNB shakes the exchange hegemony

​​​​​​​ According to BBX: When MicroStrategy added 430 BTC at an average price of $119,666, and when BNC Network swept 125,000 BNB in a single day (accounting for 0.23% of the circulation) – August 18, 2025 became a watershed moment in institutional allocation: a single-day investment of $152 million, with exchange tokens for the first time matching Bitcoin in parity.

1. BTC Whales: Crazy Bets Under a Hundredfold Return

MicroStrategy (MSTR) reveals extreme cost control:

• Position Dominance: Total of 629,376 BTC (accounting for 3.2% of circulation), average holding price of $36,798, unrealized profit of 225%

• Tactical Evolution: Adopt a "Daily Investment" strategy to hedge against volatility, with an average daily purchase of 82 BTC in August.

Japan Metaplanet showcases Asian radicals:

• Premium Entry: Purchase 775 BTC at an average price of $120,000 (0.8% premium over spot), using 90% of idle cash.

• Legal Shield: Adopts a special structure under the Japanese Trust Law, reducing tax costs to 0%

Whale Effect Spreads: Sweden's B Treasury plans to raise 21.9 million through "green bonds" to exclusively purchase BTC, first opening a channel for Nordic institutions.

2. BNB Flash Battle: The Institutional Revolution of Exchange Tokens

BNC Network's "On-Chain Nuclear Explosion" rewrites the rules of the game:

• Controlling stake increase: A single purchase of 125,000 BNB (worth $125 million), bringing the total holding to 325,000 BNB.

• Strategic objective: Lock in 0.23% of the total supply of BNB, with a staking yield of 8.4% annualized + dual benefits of airdrop rights in the Binance ecosystem.

3. Capital Covert War: Compliance Game of New Entry Channels

Blockstream CEO intervenes:

• Invested $2.2 million in the French listed company Capital B, designated for BTC purchases.

• Create a "Technology Leader → Public Company" direct capital connection model to avoid traditional fund fees.

Regulatory Arbitrage Innovation:

• Sweden's B Treasury plans to issue "green bonds" to allocate BTC under the EU's Sustainable Finance Regulation with an environmentally friendly veneer.

-MicroStrategy adopts a "daily dollar cost averaging algorithm" to break down block trades into retail-level orders, avoiding SEC block disclosure.

On-chain data shows: Institutional single-day BNB purchases account for 18% of the total network trading volume, and centralized exchange tokens are showing signs of liquidity crisis risk for the first time.

From MicroStrategy's billion-dollar BTC empire to BNC's lightning control over BNB circulation, the real disruption of a $150 million single-day investment lies in the "transfer of capital power*"; when a publicly traded company can consume 18% of a certain asset's trading volume in a single day, the era of retail investors is coming to an end.

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