-
Animoca Brands has joined the expanding cohort of companies adopting Bitcoin treasury strategies, signaling growing institutional confidence in BTC as a corporate asset.
-
The Web3 giant has partnered with DayDayCook Enterprise to manage and generate yield on its Bitcoin reserves, allocating up to $100 million in BTC under this new agreement.
-
According to COINOTAG, Animoca’s co-founder Yat Siu highlighted CEO Norma Chu’s unique ability to bridge Eastern and Western markets, enhancing Bitcoin’s appeal to a broader audience.
Animoca Brands expands its Bitcoin treasury with a $100M BTC allocation, partnering with DayDayCook to optimize yield amid rising institutional adoption of Bitcoin.
Bitcoin Treasury Strategy Emerges as a Leading Corporate Trend in 2025
In 2025, the adoption of Bitcoin treasury strategies has accelerated, with 268 institutions now holding BTC on their balance sheets, spanning public companies, private enterprises, government bodies, and asset managers. Public companies dominate this landscape, comprising 147 of these institutional holders, underscoring Bitcoin’s growing legitimacy as a corporate reserve asset.
Bitcoin treasury companies collectively acquired 159,107 BTC in Q2 2025 alone, valued at over $18.7 billion at current market prices. This represents a significant 23% increase quarter-over-quarter, reflecting heightened institutional appetite for Bitcoin as a hedge against inflation and market volatility.
Strategic Partnerships Amplify Bitcoin Treasury Growth
Animoca Brands’ collaboration with DayDayCook Enterprise exemplifies a strategic approach to Bitcoin treasury management. DayDayCook, which recently initiated its own Bitcoin treasury plan with a target of 5,000 BTC over three years, brings expertise in yield generation and market navigation. CEO Norma Chu’s leadership is pivotal, leveraging her extensive network and cross-market experience to bridge crypto adoption between Eastern and Western investors.
This partnership not only enhances Animoca’s treasury management capabilities but also signals a broader trend where companies seek specialized expertise to optimize their Bitcoin holdings amid fluctuating market conditions.
Market Perspectives and Risks Surrounding Bitcoin Treasury Companies
While the surge in Bitcoin treasury adoption is often hailed as a catalyst for mainstream crypto acceptance, it has also sparked debate among investors and analysts. Proponents argue that corporate Bitcoin holdings provide a robust inflation hedge and promote long-term market stability.
Conversely, some experts caution that overleveraged Bitcoin treasury companies may face significant risks during market downturns. The potential for rapid sell-offs could exacerbate price volatility, especially if corporate financing conditions tighten and BTC prices decline sharply.
Adam Back, CEO of Blockstream, recently characterized the Bitcoin treasury trend as the “new altseason,” encouraging traders to pivot from altcoins to BTC or BTC-backed treasuries. However, this enthusiasm is tempered by warnings that many treasury companies may not withstand prolonged bearish cycles.
Implications for Investors and the Crypto Ecosystem
The growing presence of Bitcoin treasury companies introduces new dynamics to the crypto market. Institutional accumulation can drive price support and enhance Bitcoin’s reputation as a digital store of value. However, investors should remain vigilant about the concentration of BTC holdings and the potential systemic risks posed by corporate treasury strategies.
As the market evolves, transparency in treasury management and prudent risk assessment will be critical for companies and investors alike. The interplay between corporate Bitcoin reserves and broader market trends will likely shape the trajectory of crypto adoption in the coming years.
Conclusion
Animoca Brands’ $100 million Bitcoin allocation and partnership with DayDayCook underscore the increasing institutional embrace of Bitcoin treasury strategies in 2025. While this trend bolsters Bitcoin’s role as a strategic corporate asset, it also introduces nuanced risks that require careful management. Moving forward, the balance between growth and risk mitigation will be essential for sustaining the momentum of Bitcoin treasury adoption within the evolving financial landscape.
