$250 Billion Stablecoin Surge: Corporate America's Crypto Treasury Revolution Accelerates

Aug 26, 2025 - 17:00
$250 Billion Stablecoin Surge: Corporate America's Crypto Treasury Revolution Accelerates

Issued on behalf of CEA Industries, Inc.

VANCOUVER – Baystreet.ca News CommentaryStablecoins are set to reshape the multitrillion-dollar U.S. Treasury market as Wall Street's explosive adoption of dollar-pegged digital tokens surges 22% in 2025, driven by the landmark GENIUS Act framework. The corporate Bitcoin boom has evolved beyond speculation into strategic necessity, with over 90 publicly traded companies now holding 796,000 BTC worth $84 billion total. Meanwhile, cryptocurrency ETF inflows have shattered records with $29.4 billion accumulated through August 11, 2025, while the total crypto market cap exceeds $4 trillion as institutional demand fundamentally transforms digital asset adoption. Leading this transformation are CEA Industries, Inc. (NASDAQ: BNC), Windtree Therapeutics, Inc. (NASDAQ: WINT), Bitmine Immersion Technologies (NYSE-American: BMNR), TeraWulf Inc. (NASDAQ: WULF), and Jeffs’ Brands Ltd. (NASDAQ: JFBR).

Wall Street analysts project stablecoins could reach $2 trillion by 2028, with Bernstein forecasting $4 trillion by 2035 as these digital dollar proxies create unprecedented demand for U.S. Treasuries. Institutional crypto adoption has accelerated dramatically, with the number of large asset managers holding Bitcoin ETF positions more than doubling in 2025 alone.

While traditional crypto investors have focused on Bitcoin and Ethereum, CEA Industries (NASDAQ: BNC) continues making headlines with its aggressive BNB accumulation strategy. The company just announced that its treasury holdings have surged to over 350,000 BNB tokens, representing an increase of more than 150,000 tokens beyond its initial 200,000 purchase. This latest expansion further solidifies BNC's position as the world's largest corporate BNB treasury.

The Colorado-based company didn't chase trending tokens. Instead, it identified a strategic opportunity in BNB, the native asset powering one of the world's most active blockchain ecosystems. CEA Industries completed a landmark $500 million private placement in August 2025, with proceeds earmarked specifically for building what would become the world's largest corporate BNB treasury. To signal this strategic shift, the company changed its ticker symbol from VAPE to BNC, reflecting its new identity as "BNB Network Company."

The transformation wasn't just symbolic. BNC assembled institutional-grade leadership that reads like a crypto hall of fame. David Namdar, co-founder of Galaxy Digital (one of the largest crypto investment firms globally), stepped in as CEO. Russell Read, former Chief Investment Officer at CalPERS (managing over $400 billion in assets) and Deputy CIO of Deutsche Bank Asset Management, joined as CIO. The board welcomed Hans Thomas, founding partner of 10X Capital, the firm managing BNC's treasury strategy.

This isn't amateur hour. These are seasoned financial professionals who've managed billions and understand institutional-grade risk management at the highest levels. The credibility extends beyond individual expertise. The $500 million raise attracted over 140 institutional and crypto-native investors, including Pantera Capital, Arche Capital, ExodusPoint Capital Management, and Blockchain.com. Cantor Fitzgerald & Co. served as lead financial advisor, bringing traditional Wall Street expertise to the digital asset strategy.

Historical patterns suggest significant potential upside for focused crypto treasury strategies. When MicroStrategy adopted Bitcoin as its primary treasury asset in 2020, the stock gained nearly 2,000% at its peak. Similar treasury strategies by companies like Janover experienced 1,700% stock surges after adopting Solana, while MetaPlanet achieved over 3,600% gains following its Bitcoin treasury strategy.

CEA Industries has positioned itself to potentially benefit from this same dynamic, but with an asset that powers one of the most active blockchain networks on Earth. With plans to deploy the remaining treasury capital and potential access to an additional $750 million through warrant exercises, BNC appears structured for sustained growth in an ecosystem that's expanding rapidly.

The strategic positioning extends beyond simple asset accumulation. BNB boasts 250 million users and processes billions in daily trading volume, yet remains underrepresented in traditional U.S. investment portfolios. BNC aims to bridge that institutional gap while capturing the network effects of one of crypto's most utility-driven ecosystems.

The timing appears strategic for multiple reasons. BNB consistently ranks among the top five cryptocurrencies by market capitalization, yet most U.S. investors still can't purchase it directly through traditional brokerage accounts. BNC recognized this access gap and positioned itself as the solution, offering regulated, SEC-compliant BNB exposure without the complexity of crypto wallets or exchange accounts.

CEA Industries represents a calculated bet on institutional crypto adoption, positioning BNC as a pure-play vehicle for investors seeking exposure to BNB's utility-driven ecosystem through traditional equity markets.

CONTINUED… Read this and more news for CEA Industries at: https://usanewsgroup.com/2025/08/11/beat-wall-street-to-the-trade-that-500-million-just-backed/

Windtree Therapeutics, Inc. (NASDAQ: WINT) has secured up to $520 million in new funding through a $500 million equity line of credit (ELOC) and $20 million stock purchase agreement to advance its BNB cryptocurrency treasury strategy. The biotechnology company plans to allocate 99% of the proceeds from both issuances toward acquiring BNB cryptocurrency, marking a significant diversification into digital assets.


"We are excited to incorporate these new facilities to enable our future BNB acquisitions as part of our BNB treasury strategy," said Jed Latkin, CEO of Windtree. "Pending stockholder approval, the opportunity to secure additional funds for purchasing more BNB cryptocurrency is essential to our strategy."

Establishing the ELOC reflects Windtree's strategy to diversify its treasury assets while maintaining its therapeutic pipeline development.

Bitmine Immersion Technologies (NYSE-American: BMNR) has rapidly assembled the world's largest Ethereum treasury valued at $6.612 billion, holding 1,523,373 ETH tokens plus 192 Bitcoin and $80 million in unencumbered cash as of August 17, 2025. The company launched its ETH treasury strategy on June 30, 2025, and has become the third-largest crypto treasury globally behind only MicroStrategy and Mara Blockchain. BitMine also ranks as the 10th most liquid U.S. stock, trading $6.4 billion in average daily volume according to Fundstrat data.

"In just a week, BitMine increased its ETH holdings by $1.7 billion to $6.6 billion (adding over 373,000 tokens from 1.15 million to 1.52 million tokens), as institutional investors have expressed interest and support for our pursuit of the 'alchemy of 5%' of ETH," said Thomas "Tom" Lee of Fundstrat, Chairman of BitMine's Board of Directors. "We continue to believe Ethereum is one of the biggest macro trades over the next 10-15 years. Wall Street and AI moving onto the blockchain should lead to a greater transformation of today's financial system. And the majority of this is taking place on Ethereum."

The company continues targeting acquisition of 5% of the total ETH supply while benefiting from high trading liquidity that enables efficient capital raising for further digital asset acquisitions.

TeraWulf Inc. (NASDAQ: WULF) reported second quarter 2025 revenue of $47.6 million, a 34% year-over-year increase, while expanding Bitcoin mining capacity 45.5% to 12.8 EH/s and self-mining 485 bitcoin valued at $47.6 million. The company operates vertically integrated, zero-carbon digital infrastructure and has secured interconnection approval to draw 500 MW from the grid at Lake Mariner, with additional approvals pending to reach 750 MW capacity. TeraWulf commenced HPC hosting revenue generation in July with delivery of WULF Den and expects additional revenue streams from CB-1 and CB-2 deployments.

"TeraWulf continues to execute on its strategy to develop scalable, sustainable digital infrastructure to support both high-performance computing (HPC) hosting and proprietary Bitcoin mining," said Paul Prager, CEO of TeraWulf. “Our ability to scale quickly provides a meaningful advantage in today’s race to secure power and compute capacity. We remain laser-focused on expanding our platform to meet customer demand and building a high-value business with long-term, durable cash flow.”

The company maintains strong demand from enterprise and hyperscale customers for low-cost, zero-carbon compute infrastructure while building a high-value business with long-term, durable cash flow generation capabilities.

Jeffs' Brands Ltd. (NASDAQ: JFBR) has launched an AI-driven crypto treasury management program targeting up to $75 million investment in five leading cryptocurrencies, including Bitcoin and stablecoins, leveraging advanced artificial intelligence technology to enhance returns. The e-commerce company has received $4.5 million to date from its convertible promissory notes private placement with potential for an additional $85.5 million in gross proceeds. The treasury program will be managed by Quantum Crypto, an affiliate of Tectona Ltd, which holds a 41% stake in Horizon, a leading Israeli institutional crypto trading platform.

The program represents a strategic diversification from Jeffs' Brands' core Amazon Marketplace operations into digital asset management. Quantum Crypto will receive performance-based compensation including a $25,000 setup fee, monthly fees of 0.125% of managed assets, 20% of staking revenues, and warrants for 27,619 ordinary shares at $0.01 per share.

Article Sources: https://usanewsgroup.com/2025/08/11/beat-wall-street-to-the-trade-that-500-million-just-backed/

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