Folks, don't just watch the giants 'sweep the market'! Japanese listed company Metaplanet just did something big: raised $881 million, with 95% directly buying Bitcoin ($837 million), and has announced plans to continue increasing positions in September-October 2025! This isn’t just a gamble, but a reminder for ordinary people: with the yen depreciating like this, how should we preserve our wealth? This operation hides 3 key signals, and after reading, you will also be able to clarify your thoughts!
First understand: why are they in such a hurry to sell yen to buy Bitcoin? Ordinary people's money is also 'shrinking'!
Metaplanet is not crazy; it’s that Japanese money is 'becoming increasingly worthless', and we ordinary people can empathize:
1 million yen saved for 3 years quietly decreased by 230,000!
In 2022, 1 dollar exchanged for 130 yen, and by 2024 it dropped to 155 yen, now still fluctuating around 150. Let’s calculate: saving 1 million yen (about 77,000 RMB) in 2022, if you want to exchange for dollars in 2025, you can only exchange for 6,450 dollars (about 46,000 RMB) — not moving for 3 years, you lost directly 31,000! Companies are even more anxious: Metaplanet has 20 billion yen in cash, if they don’t exchange, they will 'lose' 1.2 billion yen (about 60 million RMB) every year.
What ordinary people think of as wealth preservation tactics, Japanese giants have already tried, and none of them worked!
We save in banks, buy government bonds, Japanese companies do the same, but now all these routes are blocked:
Japanese government bonds: Save 1 million yen, earn 1,000 yen interest in a year (about 50 RMB), not even enough to buy a cup of milk tea, and it can’t keep up with 2.3% inflation, effectively losing money;
Exchanging for US dollars: Ordinary people have to pay a 2% handling fee to exchange $10,000, and compete for quotas. Companies exchanging tens of billions face more trouble, and this year the dollar also fell 4% against the euro, which isn't a sure win;
Buying gold: Gold rose 8% in 2024, but Metaplanet needs to exchange tens of billions, and gold delivery and storage cost money, making Bitcoin more flexible.
Choosing Bitcoin is not a 'gamble'! These 3 reasons can also be referenced by ordinary people
Don’t think the giants are 'foolish with money', their choice of Bitcoin is actually calculated as a 'sure win':
Hedging against yen depreciation: Bitcoin is 'global money'
Whether the yen depreciates or not, Bitcoin is not controlled by the Japanese central bank — in November 2024, the yen depreciated by 3% against the dollar, while Bitcoin rose by 5.2%. The Bitcoin held by Metaplanet directly offset the depreciation of the yen and earned an additional 2.1%. If ordinary people hold yen or are worried about RMB depreciation, allocating a small amount of Bitcoin (like 5% of total assets) can also hedge against risk.
Institutions are all buying, following the giants makes it hard to step into pitfalls
It's not just Metaplanet taking action: In the first half of 2025, MicroStrategy increased its position by another 12,000 Bitcoins (now holding 195,000), and Tesla also raised the proportion of Bitcoin in its cash reserves to 8%. Over the past 10 years, Bitcoin has a 22% annualized return, much higher than gold (5%) and the CSI 300 (7%). Holding it long-term is more reliable than saving in a bank.
Japanese policy 'backing', ordinary people's operations are also compliant
In 2024, Japan changed the rules: companies can buy Bitcoin openly without hiding it and can include it as an asset; ordinary people buying on compliant platforms like bitFlyer and Coincheck also have regulatory protection, unlike before when they feared platforms would run away. Metaplanet dares to spend 8 billion because it has the 'regulatory reassurance'.
Increase positions in September-October 2025! Market prediction is here, what should ordinary people do?
Metaplanet didn't specify how much to increase positions, but institutions have already given key signals. We can do 3 things:
Look for timing to increase positions: next year in September-October, Bitcoin may be at $65,000-$80,000
Bitcoin is currently at $52,000. Institutions predict: The Federal Reserve may cut interest rates in July 2025, and funds will flow into the crypto market, possibly rising to $65,000-$80,000 by September-October. Metaplanet will likely wait for a pullback below $65,000 to increase positions; ordinary people shouldn’t chase highs, wait for it to drop around $60,000 to buy a small amount for safety.
How much is appropriate? Remember the '5% principle'
Don't learn from the giants to buy with all your funds! Ordinary people should use spare money (money not needed for 3 years), at most 5% of total assets. For example, if you have 100,000 in savings, use 5,000 to buy Bitcoin; even if it drops by 30%, you would only lose 1,500, which won't affect your life. If it rises, you can still earn some 'anti-inflation money'.
Pitfall reminder: Don't touch small platforms, don’t use leverage
Japanese companies buying Bitcoin have specialized teams to manage risks, but ordinary people don’t have this capability: don’t buy on unlicensed platforms (like some obscure overseas platforms), as it’s easy to get scammed; don’t borrow high-interest loans to buy (leverage), as Bitcoin dropped 70% in 2022, and those who used leverage lost everything. Staying steady is the most important.
Finally, let’s talk: what is your money relying on for preservation now?
Metaplanet is betting on 'Bitcoin as an anti-inflation tool', what about you? Are you saving in a bank, buying funds, or do you want to try Bitcoin? When giants increase positions in September-October next year, let’s pay attention to the market together — follow me, and I will send 'position increase signal alerts', then share strategies for compliant Bitcoin purchases to help you avoid pitfalls!
