Payment giants, video platforms, and mining companies gather: corporate Bitcoin allocation has evolved from a "financial move" to a "strategic commitment"

ForkMonger · 2026-01-21T03:00:15+00:00

Recently, the trend of companies increasing their Bitcoin holdings has intensified. Companies like Block and Rumble are actively adding to their Bitcoin reserves, demonstrating its value as a "sovereign asset." Block has increased its profit repurchase ratio to 20%, while Rumble has purchased 165 Bitcoins. Companies are no longer passively responding to inflation but are integrating Bitcoin into their strategies, which may attract more fintech companies to follow suit in the future.

ForkMonger

2026-01-21 03:00:15

Abstract generation in progress

【Crypto World】Yesterday, after the US stock market opened, a wave of enthusiasm for Bitcoin truly ignited within enterprise-level allocations. This time, it’s not just financial firms hoarding coins; tech and media companies are also starting to get involved.

The first to act was payments giant Block. Jack Dorsey’s company announced yesterday an upgrade to its Bitcoin strategy, increasing the proportion of profits from Bitcoin transactions via Cash App used for buybacks from 10% to 20%. To get to the point, they immediately purchased 820 Bitcoins at an average price of around $93,500 each. CFO Amrita Ahuja stated plainly — this is to tie the company’s assets and Bitcoin’s long-term value together, forming a closed-loop ecosystem.

Unexpectedly, Rumble also couldn’t sit still. This video platform, known for advocating free speech, officially received board approval to start its diversified treasury plan. They bought 165 Bitcoins in one go, with an average cost of $93,100 per coin, totaling about $15.3 million. CEO Chris Pavlovski straightforwardly said that Bitcoin’s decentralization and anti-censorship features align perfectly with the platform’s core values, and they will continue to allocate surplus cash in the future.

Mining company Hut 8 is taking a different route. They’re not just passively holding the coins they mine; now, using profits from high-performance computing and hosting services, they are directly buying 50 Bitcoins on the market. The company explicitly states this marks a shift from “passive holders” to “active managers,” using non-mining business income to increase their Bitcoin holdings per share.

What can we infer from these actions? The enterprise allocation landscape in 2026 is evolving. On one hand, companies with specific values — like Rumble — are starting to view Bitcoin as a “sovereign asset.” On the other hand, the model of Block, which automatically converts business profits into Bitcoin reserves, is setting an example for other high-cash-flow fintech firms. Players like PayPal are likely to follow suit in the future.

Ultimately, the core logic behind this wave of allocations boils down to two factors: value-driven motivation and profit recycling mechanisms. Companies are no longer passively responding to inflation; they are actively integrating Bitcoin into their business strategies and brand recognition. This shift may be more noteworthy than the asset allocation data itself.

BTC0.62%

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

16 Likes

Reward
16
7
Repost
Share

Comment

0/400

PretendingSerious

· 1h ago

Block is buying coins again? Dorsey is really going all in, increasing from 10% directly to 20%... That's a bold move. Rumble is also following suit? It seems to be the trend now, more and more big companies are starting to treat BTC as a strategic asset rather than just a financial game. Jack Dorsey has been optimistic about Bitcoin for a long time, and now he's putting real money into it—820 coins is no small number. In this wave, anyone who doesn't follow along will probably feel awkward, it seems to have become a standard for enterprises. But the question is, can such aggressive allocation really hold up? What if there's a pullback? More and more large companies are taking sides, and the institutional acceptance of Bitcoin is indeed rising, there's no denying that. Are the big companies entering now just chasing the high? I'm a bit worried about the ceiling of this wave of allocation.

View OriginalReply0

NftRegretMachine

· 17h ago

Block directly doubles the proportion, this guy is really all in, more and more companies are talking about the closed-loop ecosystem. Rumble is also joining the fun, video platforms are starting to stockpile coins, and this time it's different from before. This wave of corporate configuration is serious, no longer just financial moves, but directly tied to strategy. Jack Dorsey is here doing new tricks again, holding 820 Bitcoins tightly. From 10% to 20%, it seems they really see Bitcoin as the future, and the bets are getting bigger. Companies are gathering to buy coins, this time it feels different, more strategic.

View OriginalReply0

WhaleMinion

· 18h ago

block this move is really fierce, buying 820 BTC on a whim—are they planning to go down with Bitcoin? Rumble too? It seems the entire Web3 ecosystem is starting to embrace Bitcoin; those who don't hold are becoming the outliers. Dorsey's move is indeed brilliant, directly tying the company's fate to BTC—gamblers' mentality or strategic vision? Big companies are taking action, while retail investors are still debating whether to get on board— the gap is widening. This is what is called "systemic bankruptcy"—companies that don't hold coins will eventually be abandoned. What does block's move signify? Will the entire payment ecosystem ultimately settle with Bitcoin? Corporate adoption of Bitcoin is becoming increasingly routine; it's no longer news but the new normal.

View OriginalReply0

SelfCustodyBro

· 18h ago

Wow, Block's move is really aggressive, directly doubling the buyback ratio, this is going all in. Rumble following suit is understandable; if you don't keep up, you'll seem out of the loop. Jack Dorsey has seen through it long ago; Bitcoin is the future financial infrastructure. 820 Bitcoins, just think about how much that costs... The game of the wealthy, we just watch. Corporate allocations are no longer just experiments; now it's a real strategic bet. The FOMO from institutions must be very serious with this move, retail investors can only watch in silence. Having a lot of money means being reckless; the reasons for buying coins can be made up easily. But honestly, big players are moving, and we small retail investors should consider whether to follow or not. This isn't diversification; it's just another way of saying all in on Bitcoin. Dorsey's move is truly different in scope, completely tying the ecosystem together.

View OriginalReply0

GasWastingMaximalist

· 18h ago

block's move is incredible, directly doubling from 10% to 20%. This is truly an all-in on Bitcoin, not just talk. Rumble is also jumping into the fun? Stockpiling coins on video platforms is indeed something new, starting to feel like this has become a standard for some companies. Dorsey, who pushed cryptocurrencies at Twitter back in the day, now doing this at block, feels like he's seeking revenge. Bought Bitcoin at 93,500 this time; I wonder if these folks will regret it later. Anyway, I can't understand this market trend. Corporate allocations have really shifted from a plaything to a core strategy. What does this indicate?

View OriginalReply0

Ramen_Until_Rich

· 18h ago

Block directly doubles the allocation ratio? 820 BTC is a bold move, Dorsey is still so crazy. Rumble is jumping on the bandwagon to join the fun, video platforms are also getting into Bitcoin? Are they going all in? Companies are banding together to burn coins; it feels like this wave is different, shifting from financial management to faith binding. Built a position with $93,500, timing was well chosen. The next trillion-dollar asset allocation is about to begin. Waiting to see who follows the fastest, this is the domino effect.

View OriginalReply0

EthSandwichHero

· 18h ago

Block directly doubles the buyback ratio? What is Jack betting on... Rumble is also jumping into the fun. Is this real or just hype? Bought 820 coins at 93,500, that's a bit aggressive, but I understand. Corporate coin hoarding has really shifted from financial management to strategy. The atmosphere feels different. Jack still has faith in BTC.

View OriginalReply0