#Metaplanet增持比特币 Metaplanet, as Japan's first publicly listed company to significantly increase its Bitcoin holdings, has sparked widespread market attention with its strategic transformation. Starting in 2024, the company will incorporate Bitcoin into its core asset allocation, continuously increasing its holdings through diversified financing methods such as issuing 2 billion yen zero-interest bonds and options strategies. As of April 2025, its holdings have surpassed 4,206 Bitcoins, with a target aimed at 10,000 Bitcoins. This layout not only reflects the recognition of Bitcoin as 'digital gold' with anti-inflation properties but also aligns with its positioning as a Web3 infrastructure service provider.

In terms of market impact, Metaplanet's increase in holdings has significantly boosted institutional investor confidence. Its stock price soared 195 times after implementing its Bitcoin strategy, making it the largest corporate Bitcoin holder in Asia, and it has even been compared to the 'Eastern MicroStrategy.' This demonstration effect may encourage more Japanese companies to follow suit, especially under the backdrop of Standard Chartered's prediction that 2025 will usher in an 'institutional bull market,' where Bitcoin's liquidity and stability are gradually being accepted by the mainstream financial system.

However, this strategy still faces dual risks: on one hand, while the 30-day volatility of Bitcoin has dropped to 3.2%, there may still be instances of single-day volatility exceeding 10%; on the other hand, over 90% of Metaplanet's revenue relies on Bitcoin-related businesses, and if prices continue to decline, it may trigger financial pressure. Overall, Metaplanet's increase in holdings is both a strategic bet on the value of crypto assets and a new paradigm for the transformation of traditional enterprises, and its subsequent operations may become an important barometer for observing institutional crypto asset allocation in Japan and globally.