BBX: "Intelligent Core" and "Reserve Standard" Dual Hedging: Block Reduces Staff and Increases Holdings, MARA Targets 53,000 Reserve to Enter AI

BBX News: Yesterday, during the global institutional crypto allocation’s strategic deepwater period, listed companies demonstrated a profound hedging trend of “operational subtraction” and “asset addition” running in parallel: —Extreme native conviction: Block (NYSE: $SQ) disclosed yesterday that its bitcoin strategic reserves have increased to 8,883 BTC. Although the company is implementing a 40% workforce reduction as part of its organizational flattening reform, CEO Jack Dorsey emphasized that in the “AI-centric” transformation, bitcoin remains the unshakable foundational base of its digital-native treasury. —Hashrate and AI integration: MARA Holdings (NASDAQ: $MARA) confirmed its bitcoin holdings have reached 53,822 BTC. The company demonstrated strong cash flow conversion by mining and additionally purchasing 1,670 BTC in the fourth quarter, and is now leveraging its reserve advantage to pivot towards building AI data centers at a 1-2.5 GW scale. —Traditional manufacturing transformation: Antelope Enterprise (NASDAQ: $AEHL) officially launched the “Genius Plan,” spending $1 million to purchase bitcoin at an average price of approximately $68,300. This marks an acceleration of traditional manufacturing enterprises leveraging digital hard assets to achieve a leap in financial sovereignty. —Native yield peak: Africa Bitcoin Corporation (JSE: $BAC) disclosed that its “BTC Yield per Share” has reached an astonishing 381%. As a regional pioneer, BAC adheres to a “never sell” strategy, using this as a hard-core credit support for SME lending platforms in Africa. —Institutional leveraged accumulation: European asset management giant Amundi (Euronext Paris: $AMUN) increased its shareholding ratio in a certain exchange by 373%, showing that top institutions are achieving high-multiple exposure to bitcoin indirectly through equity in “native companies.” The market is showing a clear dual evolution trend of “organizational decentralization” and “highly centralized treasuries.” Source: bbx.com