Stablecoins & Corporate Crypto Treasuries Reshape $4T Market

The passage of the GENIUS Act has created a pivotal regulatory framework, positioning the U.S. to become the world’s crypto capital. With institutional Bitcoin reserves hitting $414 billion by August 2025 and corporations acquiring nearly 245,000 BTC in recent months, corporate treasuries are moving beyond speculation and into structured asset management.

Analysts project explosive growth: the global crypto market is forecast to grow from $2.96 trillion in 2025 to $7.98 trillion by 2030 (30.1% CAGR), while demand for stablecoins could surpass $2 trillion by 2028 and potentially $4 trillion by 2035, according to Bernstein.

CEA Industries Bets Big On BNB

Among standout players, CEA Industries (NASDAQ: BNC) has assembled the world’s largest corporate BNB treasury. The company expanded holdings to 350,000 BNB after raising $500 million in August 2025. To highlight this pivot, it rebranded its ticker to “BNC” — BNB Network Company. Leadership includes David Namdar (ex-Galaxy Digital), Russell Read (former CIO of CalPERS), and Hans Thomas of 10X Capital. Institutional investors such as Pantera, Arche, and Blockchain.com backed the raise, validating BNC’s long-term vision.

DeFi Development Corp. Expands Solana Strategy

DeFi Development Corp. (NASDAQ: DFDV) became the first U.S. listed company with a Solana treasury strategy. Partnering with AllDomains Labs, it operates a high-performance validator and is developing a .dfdv domain extension to expand Solana’s ecosystem. Its goal is to scale exposure to SOL while securing validator-based rewards.

Riot Platforms Strengthens Bitcoin Operations

Riot Platforms (NASDAQ: RIOT) produced 484 BTC in July 2025, up 31% YoY, while maintaining holdings of 19,287 BTC (~$2.2B). It sold $54.8M worth of BTC at an average of $115,411. Riot also expanded its Corsicana facility to 858 acres with 1.0 GW of available power, bolstering both Bitcoin mining and high-performance computing ambitions.

Mill City Ventures Builds SUI Treasury

Mill City Ventures III (NASDAQ: MCVT) now manages 81.8 million SUI tokens worth $316M, making it the largest public SUI treasury. With backing from the Sui Foundation, it generated $26,000 daily from staking. CIO Stephen Mackintosh emphasized SUI’s role as a scalable Web3 infrastructure layer, comparing its growth potential to the internet’s foundational technologies.

Bakkt Reinvents Itself As Crypto Infrastructure Pure-Play

Bakkt Holdings (NYSE: BKKT) reported $577.9M in Q2 revenue, with $568M from crypto services. It raised $75M to support its Bitcoin treasury expansion and invested in MarushoHotta Co. (Japan) for its Asia initiative. Under CEO Andy Main, Bakkt exited non-core businesses and launched Bakkt Agent, a stablecoin-powered payments platform focused on AI-driven consumer finance and cross-border settlement.

Conclusion

From Bitcoin and Ethereum to BNB, Solana, SUI, and stablecoins, corporate crypto treasuries are emerging as strategic tools for diversification, yield, and capital preservation. With institutional adoption surging and stablecoins positioned as the backbone of global commerce, the $4 trillion U.S. Treasury market may soon operate alongside — or within — a crypto-native framework.

Disclaimer: The content above reflects the author’s personal views and does not represent any official position of Cobic News. The information provided is for informational purposes only and should not be considered as investment advice from Cobic News.