Metaplanet achieves 2x BTC yield in 3 months, outpacing MicroStrategy’s 19-month cycle.
Metaplanet’s mNAV grows 3.8x faster than MicroStrategy, with potential stock rise from ¥533 to ¥1,340.
Metaplanet plans $25M Bitcoin raise, reinforcing aggressive BTC acquisition over MicroStrategy’s slower structural model.
Metaplanet has emerged as a frontrunner in corporate Bitcoin investment strategies, surpassing MicroStrategy in return efficiency and portfolio performance. According to Blockstream CEO Adam Back, Metaplanet’s approach has allowed it to deliver higher returns within a significantly shorter period. This development adds a new dimension to the competitive landscape of Bitcoin adoption among publicly traded companies, with institutional strategies increasingly influencing investor sentiment.
Metaplanet Delivers Higher Returns in Shorter Timeframe
Blockstream’s analysis highlights that Metaplanet is accelerating its Bitcoin return cycle faster than MicroStrategy. Using a key metric called “months to mNAV cover,” Metaplanet reportedly achieves a 2x BTC yield within just three months. In contrast, MicroStrategy requires around 19 months to cover its 2.16x market Net Asset Value (mNAV), showing a slower pace in translating Bitcoin holdings into market performance.
Adam Back emphasized that Metaplanet is currently growing 3.8 times faster than MicroStrategy in terms of mNAV coverage. The company's present mNAV stands at 3.3x, and if this trend continues, it may rise to 8.3x in the near future.
Such growth could see Metaplanet’s stock price increasing from ¥533 to ¥1,340, underscoring its effective accumulation strategy and aggressive capital deployment in Bitcoin.
Bitcoin Acquisition Strategy Enhances Market Position
Metaplanet recently announced plans to raise $25 million to expand its Bitcoin holdings, reflecting its ongoing commitment to a BTC-centric financial structure. This aggressive acquisition model continues to distinguish it from MicroStrategy, which is focusing on establishing a standardized framework for corporate Bitcoin adoption.
MicroStrategy is currently working on launching a Bitcoin standard model to assist other corporations in integrating Bitcoin into their financial operations. CEO Phong Le confirmed that the model is in development and will be available in the coming months.
While this initiative may set a precedent for institutional adoption, Metaplanet’s performance metrics suggest it is already delivering stronger market outcomes through a more efficient execution of its Bitcoin strategy.
Rising Institutional Confidence in Bitcoin Drives Growth
The relative performance between Metaplanet and Microstrategy is a trend based on increased institutional confidence in Bitcoin. The cryptocurrency continues to trade near historic highs at current prices of $103,944. Metaplanet’s proximate profits and targeted expansion intensify the increasing belief that Bitcoin is a practical asset of corporate reserves.As institutional adoption accelerates, companies are taking diverse approaches to BTC integration. While MicroStrategy focuses on long-term structural models, Metaplanet’s faster returns and bold investment moves suggest a results-driven strategy. The data-backed analysis from Blockstream’s CEO offers a clear indication that Metaplanet’s Bitcoin plan is gaining traction and drawing attention within financial circles.
