From the "Anonymous" strategy to a public declaration: The new era of organizational crypto configuration

The latest signals from the market indicate a clear shift: organizations are no longer silently executing their configurations but are instead choosing to publicly disclose their strategic intentions. Two recent cases exemplify this trend—one from Asia with a large-scale fundraising plan, and one from North America with a statement from top leadership.

Deep Web3 Strategy: TORICO’s Fundraising Story

Japanese publicly listed company TORICO (TYO:7138) has announced a fundraising plan of 4.7 billion yen (equivalent to $30.17 million USD), with a clear and unmistakable purpose: all of this capital will be redirected to purchase Ethereum (ETH), currently trading around $3.11K.

What’s notable is not just the size of the fundraising but the “funding - coin purchase” model with this strategic commitment. This move is executed in partnership with Web3 gaming platform Mint Town, a meaningful step: after completing the fundraising, the fund managed by Mint Town will become the largest shareholder of TORICO. This not only signifies a financial decision but also a structural governance change, linking the company more closely with the broader Web3 ecosystem.

Looking deeper, this strategy shows that TORICO is not merely holding digital assets but aims to access new business areas such as NFTs, gaming assets, and other Web3 applications. This marks a significant step beyond traditional configuration methods.

Signals from Payment Leadership: XXI and BTC Commitment

Meanwhile, in North America, Jack Mallers, CEO of Twenty One Capital Inc (NYSE:XXI)—a prominent figure in the Bitcoin community and co-founder of Lightning Network and Strike—publicly announced his intention to “significantly increase Bitcoin (BTC) holdings,” currently trading at $90.90K.

Although this statement does not include specific figures regarding scale, roadmap, or timeline, it carries significant weight. Jack Mallers is not just an ordinary investor but an influential voice in Bitcoin and digital payments. His public declaration creates a “confidence effect”—it’s not just a personal commitment but a powerful strategic message to the market that XXI will continue to strengthen its Bitcoin position.

The Evolution of Transparency: From Anonymous Actions to Public Disclosure

These actions reflect a broader trend in how organizations approach crypto configuration. Previously, large companies would only disclose their holdings after transactions were completed (e.g., MicroStrategy’s 8-K reports). But the era has changed.

Today, the “early disclosure” strategy is becoming the new standard:

TORICO announces its purpose at the time of fundraising, helping investors and the market understand where the capital will flow. This not only increases certainty and transparency but also eliminates ambiguity about the use of funds.

Jack Mallers signals intentions before execution, creating well-managed expectations and building market trust. This approach allows companies to prepare the market in advance.

Market Impact: Early Indicators and Capital Flows

This shift has multi-dimensional effects on the market:

First, configuration announcements become important early indicators for the market. Instead of just observing actual capital flows, the market can now track early strategic signals and adjust expectations accordingly.

Second, transparency reduces volatility. When configuration goals are clearly defined, risks of misusing funds or sudden strategic changes are minimized.

Third, public disclosure of configuration becomes an execution challenge. The market will closely monitor whether TORICO successfully raises funds, purchases ETH on schedule, or when XXI increases its Bitcoin holdings. Every action (or lack of action) will directly impact the company’s credibility.

Market data shows that after publicly clarifying their crypto configuration goals, the probability of the company’s stock increasing significantly in the short term rises by about 15%.

Conclusion: The Era of “Exploiting” Configuration

From TORICO raising 4.7 billion yen to buy Ethereum, to Jack Mallers publicly committing to increase Bitcoin holdings, the story of organizational crypto configuration is shifting from the “silent whale” phase to “public competition.”

Transparency is no longer optional but a necessary requirement to build market trust. Organizations increasingly realize that the best way to conquer the market is not to stay silent waiting for capital inflows but to boldly disclose strategies, manage expectations, and fulfill commitments. This is the new face of organizational integration into the crypto space.