2025 bull run corporate capital allocation shifts! Nature's Miracle hoards $20 million XRP, Upexi purchases $165 million SOL, Trump encryption report will ignite changes at the end of the month.

The 2025 bull run of Crypto Assets is witnessing a significant shift in corporate capital allocation strategies. Despite Bitcoin experiencing a pullback after reaching an all-time high, major public companies are accelerating the inclusion of mainstream alts such as XRP, Solana(SOL), and Ethereum(ETH) into their balance sheets. Nature's Miracle has spent $20 million to accumulate XRP, Upexi has purchased 83,000 SOL, and Wall Street institutions have over $400 million in Ethereum holdings. This article deeply analyzes the trend of corporate altcoin capital allocation, anticipates Trump’s encryption policy report, and discusses the logic behind Ethereum’s strong rebound, aiming to grasp the key trends in the altcoin season in the second half of the year.

1. New Era of Capital Allocation: Corporate Giants Accelerate Accumulation of Mainstream Alts

In the market structure changes of the 2025 bull run, the "corporate capital allocation narrative" of Crypto Assets is迎来 high-profile moments. Although Bitcoin (BTC) experienced several days of pullback after reaching an all-time high, the market conditions did not prevent major publicly listed companies from incorporating mainstream alts into their balance sheets.

President Donald Trump pioneered the corporate funding strategy of using Bitcoin as a strategic reserve asset. Subsequently, 159 listed companies hold Bitcoin, and a total of 277 companies have included Crypto Assets in their funding allocations. According to data from BitcoinTreasuries.net, different corporate pools now hold 3.6 million BTC.

Many companies are trying to allocate funds to digital assets, shifting traditional strategies to the "Trump model." This week, companies in the agriculture, consumer goods manufacturing, and textile industries announced investments in Bitcoin, XRP, and Solana:

• Nature's Miracle: Announced the allocation of $20 million XRP, becoming one of the largest altcoin corporate holdings.
• Upexi (Consumer Goods Manufacturing Company): Increased holdings by 83,000 SOL this week, worth $165 million.
• Kitabo (Japanese company): plans to reserve 560 million USD in Bitcoin for the company.

The top ten alts by market capitalization have now entered the balance sheets of global listed companies, while lower-ranked alts still struggle to gain favor with enterprises. This is a key factor that distinguishes this market cycle and altcoin season from previous years.

2. Wall Street Capital Allocation Barometer: Ethereum, XRP, and Solana Become New Favorites

• Ethereum(ETH)：
  • Wall Street firms and publicly traded companies employing encryption capital allocation strategies are allocating balance sheet cash to the largest altcoin, Ethereum.
  • Star Case: BitMine Immersion Technologies, led by FundStrat's Tom Lee, holds over $1 billion (300,000 ETH).
• The parent company of mainstream CEX holds nearly 440 million USD in Ether.
• XRP：
  • Vertical farming company announced that XRP will be used as an asset for capital allocation, making headlines this week.
  • Previously, Vivo Power and the Chinese transportation startup WeBus both disclosed plans to acquire XRP for corporate funding allocation.
• Solana(SOL)：
  • Nasdaq-listed company DeFi Development Corp has acquired 141,383 SOL in the past 10 days.
  • The company's fund pool currently holds 999,999 SOL and reports reserving 5 million dollars for future purchases of this altcoin.

This funding allocation strategy is crucial as it explains the rising demand for these alts, becoming a bullish catalyst for SOL and driving up the token price in the long term.

3. Policy Shift Outlook: Trump's Crypto Report to be Released on July 30, May Ignite the Market

Trump's encryption working group is scheduled to release a digital asset policy report on July 30. The group has completed a 180-day policy review in six months.

The working group is led by David Sacks, appointed by Trump, with members from federal agencies such as the Department of the Treasury, the Securities and Exchange Commission ( SEC ), the Commodity Futures Trading Commission ( CFTC ), and the Department of Justice.

The Executive Director of the Digital Asset Market Presidential Working Group, Bo Hines, announced the release of the X preview report:

"This report will fundamentally change America's leadership in the digital assets space. Looking forward to sharing our findings."

With the report release, the group's recommendations on digital asset regulation and the feasibility of establishing a strategic crypto reserve will be unveiled, which will impact tokens such as Bitcoin, Ethereum, XRP, Solana, and Cardano.

A structured regulatory approach may drive the adoption of Crypto Assets. As traders await the start of the alts season, the higher demand for Crypto Assets on exchange platforms may support this argument and pave the way for a rise in altcoin in the second half of 2025.

4. Ethereum Strong Rebound: 50% Surge Breaks Bearish Expectations, Institutional Funds Continue to Flow In

Ethereum has surged over 50% in less than two weeks, surprising crypto traders who previously asserted its "demise" due to ETH's lackluster performance in 2025. However, Bitwise Chief Investment Officer Matt Hougan remains bullish on Ethereum, believing that the largest altcoin is in a strong position and is likely to continue its upward trend.

In response to the initial lackluster performance of the Ethereum ETF, Hougan pointed out that companies are using cash from their balance sheets to heavily purchase ETH, betting on a rise in token prices.

ETH is eyeing the resistance level of $4,000 and the peak of $4,107 set in December 2024. The demand for alts is absorbing the newly issued Ethereum as well as the profit-taking by traders in the current cycle. Hougan believes that the growing demand for ETH may support this round of rebound, and traders can expect Ethereum to experience a more sustained rise.

Publicly traded companies hold over $400 million in Ethereum, and this number may continue to rise as demand grows. Cautious buyers may consider accumulating ETH before the peak of the cycle.

5. Expert Opinion: Institutional Fund Allocation Trend Validates Bull Run Foundation

• Dom Harz (BOB Co-founder ) provided a written comment to Crypto. news:

"Ethereum ETF set a record for the third largest single-day inflow of funds this week. This may be due to investors who missed out on Bitcoin (which set a historical high of $122,000 the previous week) entering the market to replenish their positions. Regardless, investors' appetite for the two major blockchains is undeniable, and there are no signs of this momentum slowing down - so far this month, ETH has outperformed Bitcoin. Institutional investors are paying close attention, with many major players announcing plans to increase their ETH allocations."

• James Toledano ( Chief Operating Officer of Unity Wallet ) comments on the current Crypto Assets market, Bitcoin, Ethereum, and XRP price performance:

"Bitcoin is showing some resilience in the $110,000 to $120,000 range, likely driven by ETF fund flows, institutional capital accumulation, and capital flight to new decentralized 'homes'. Yes, macro signals still point to bullish sentiment. But we must always be prepared for sideways consolidation or mild to significant pullbacks, as the market needs to digest recent gains and wait for new catalysts. When we observe alts like ETH and XRP, they are outperforming BTC in percentage gains due to their much lower market capitalization, allowing for more drastic price fluctuations."

Conclusion: From Nature's Miracle heavily investing in XRP to Upexi making a large purchase of SOL, the corporate capital allocation landscape is significantly expanding towards mainstream alts, with institutional entry laying a solid foundation for the altcoin season. The release of Trump's crypto policy report on July 30 may become a crucial watershed for regulatory tone and market direction. Ethereum has broken through skepticism with a strong rebound and continued institutional buying, but caution is needed regarding the risk of high-level volatility. Investors should closely monitor corporate holdings trends, details of policy implementation, and key technical resistance breakout signals to flexibly adjust positions in response to potential fluctuations in the second half of the year. The market carries risks; investment requires caution.