Boyaa Interactive International is asking shareholders to approve a fresh cryptocurrency allocation of up to $70 million that would be deployed over the next 12 months. The proposed expansion would be added to the company’s existing crypto mandate and is being framed as a way to take advantage of market weakness while reinforcing its broader digital-asset strategy.
The proposal is expected to go to a vote by the end of March 2026, and the company has made clear that any new purchases would remain concentrated in liquid, widely recognized assets, with Bitcoin and Ethereum at the center of the plan. The structure suggests Boyaa is not looking for speculative exposure across smaller tokens, but for deeper positions in the two most established crypto assets.
A Bigger Treasury Bet Built on an Existing Position
Boyaa is not approaching this as a first-time buyer. The company already holds a sizable crypto treasury, including about 4,091 Bitcoin valued at roughly $280 million and 302 Ether. That makes the proposed allocation an extension of an existing balance-sheet strategy rather than a new experiment.
Management has also shown a willingness to buy aggressively during periods of weakness. Between August and November of the previous year, Boyaa deployed about $80.5 million into Bitcoin, a pattern it now appears ready to repeat if shareholders approve the new authorization. The message is straightforward: the company wants to keep adding exposure when prices soften rather than waiting for stronger market conditions.
That approach is closely tied to Boyaa’s business repositioning. The company has linked its crypto treasury strategy to its ongoing move into Web3 gaming, including the development of a blockchain-based Texas Hold’em poker product that incorporates Bitcoin rewards. Since beginning that pivot in late 2023 and making its first Bitcoin purchase in January 2024, Boyaa has increasingly treated digital assets as both treasury reserves and strategic infrastructure for future products.
Strategy and Volatility Remain Tightly Linked
The company’s stance stands out because it runs against the direction taken by many other firms that have trimmed crypto exposure in recent months. Boyaa is choosing to buy into weakness in an effort to lower its average acquisition cost while keeping meaningful exposure to BTC and ETH liquidity. That can improve long-term positioning if prices recover, but it also keeps the company highly exposed to sharp mark-to-market swings.
That risk is not theoretical. Boyaa has already acknowledged that falling crypto valuations were a material factor behind a sizeable reported net loss for the 2025 fiscal year. In practice, that means the same treasury strategy that can amplify upside during stronger markets can also pressure earnings and reduce flexibility for investment elsewhere when prices move in the opposite direction.
If the additional $70 million is approved, the immediate market effect would likely be modest but visible. A corporate buyer with a stated dip-buying approach adds a predictable source of demand for Bitcoin and Ether, particularly during periods of short-term weakness. The impact would be concentrated in the most liquid parts of the market rather than spread across riskier segments.
At the same time, the proposal does not eliminate the balance-sheet trade-offs. A larger crypto allocation would deepen Boyaa’s exposure to price volatility and keep treasury performance tightly linked to the direction of Bitcoin and Ether over the coming year. If the market stabilizes, the company could strengthen both its reserve position and its Web3 ambitions. If weakness persists, further markdowns could force a reassessment of how far management wants to push its existing authorization framework.
