One, Late Night Raid! ANAP snaps up 27.5 BTC, total holdings exceed 153 BTC
Last night, ChainCatcher confirmed: Japanese fashion giant ANAP has once again increased its holdings by 27.5 BTC, bringing its total holdings to 153 BTC. At the current price of $70,000, the total value exceeds $107 million (approximately 750 million RMB). This is ANAP's third public increase this year, and its subsidiary ANAP Lightning Capital's management strategy is clear—"Hoard coins without moving, quarterly audits", clearly aiming to become Japan's version of MicroStrategy
More aggressively, ANAP has tested a BTC payment system in its flagship store in Tokyo, allowing consumers to buy streetwear with Bitcoin at a 10% discount. This move has exploded on social media, with #BuyStreetwearWithBTC trending on Japanese Twitter, generating over 120,000 visits in a single day
Traditional enterprises entering the market are never doing charity! ANAP is not only reaping the traffic dividend, but also betting on BTC's anti-inflation properties, riding the wave of compliance regulations from the Japanese government, creating a win-win situation!
Two, Japanese companies collectively ‘go all in’: BTC has become a national strategic asset
ANAP is just the tip of the iceberg. Data shows that Japanese companies' BTC holdings rank second globally, second only to the United States. Giants like Mitsubishi UFJ and Metaplanet have already made their moves:
Metaplanet: Plans to hoard 10,000 BTC by 2025, with a cost price of $52,000, current profit exceeds 35%;
Mitsubishi UFJ: Secretly building a BTC custody system to provide compliant deposit and withdrawal channels for institutions;
Retail Giant Bic Camera: All stores support BTC payments, annual transaction volume exceeds $430 million
The underlying logic is clear: Japan's inflation rate has soared to 3.8%, traditional asset yields are lagging behind CPI, and companies are forced to use BTC to hedge against fiat currency depreciation. More crucially, Japan has clearly defined BTC's legal status (Financial Instruments and Exchange Act), the exchange's KYC/AML is fully compliant, and institutional entry faces zero resistance
Core Conclusion: Japan is positioning BTC as a "digital yen", and companies hoarding coins is essentially an extension of national strategy!
Three, Institutions Are Crazy Buying: Halving + Rate Cut Dual-Core Drive, BTC Aiming for $100,000
ANAP dares to heavily invest, simply because it senses a historic opportunity:
Countdown to Halving: 45 days left: After previous halvings, BTC's average increase exceeded 500% in 6-8 months. Current hash rate has surpassed 700 EH/s, miners are holding the $65,000 cost line, and selling momentum is exhausted;
Federal Reserve Rate Cut Confirmed: CME data shows a 68% probability of a rate cut in September, USD liquidity is imminent, BTC's anti-inflation narrative is rebooted;
Institutions Snapping Up: BlackRock's BTC ETF saw net inflows for 7 consecutive days, the Grayscale GBTC discount narrowed to 1.2%, Wall Street is clearly bullish
Data Evidence: On-chain whales have increased their holdings by 84,000 BTC in the past week, the exchange inventory has fallen to its lowest level since 2018, supply and demand imbalance is about to erupt
Four, Retail Survival Guide: Three Steps to Capture Institutional Dividends
Bottom Buying Window: Below $70,000 is a golden pit; place orders in three batches ($68,000/$65,000/$62,000), stop loss below $60,000;
Position Allocation: 50% BTC + 30% ETH + 20% RWA (such as MKR, ONDO), no leverage above 10x;
Focus on Japan: If ANAP opens BTC payments, ambush the leading payment track (such as ACH, XRP) at the first opportunity
Counter-Indicator Warning: Stay away from altcoins outside the top 50 by market cap! Institutions only play BTC, small coins have over 90% chance of going to zero.
Five, Get Rich or Go Broke? Beware of Three Major Death Traps
Regulatory Black Swan: If the Japanese Financial Services Agency suddenly inspects exchanges, a short-term crash is inevitable;
Leverage Slaughter: BTC's volatility exceeds 80%, high leverage is bound to be liquidated;
Liquidity Crisis: The top 10 addresses control 23% of the circulating supply; a whale sell-off could lead to a bloodbath
Survival Strategy: Withdraw principal after profits exceed 50%, set trailing stop-loss on profit portion (triggered at a 15% drawdown).
Bull markets often plunge, but bear markets specifically target reckless gamblers—either follow the institutions closely, or become fuel to be burned!
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