#Metaplanet增持比特币 Metaplanet's recent increase of 1,112 Bitcoins (average price $105,435) is the largest BTC strategic reserve action among Asian listed companies in 2025, pushing its holdings beyond 30,000 BTC, which will trigger a triple market effect:

Institutional Whale Effect: This increase occurred 9 months after Bitcoin's fourth halving, and on-chain data shows that the net inflow of Asian institutional wallets has surged 237% month-on-month in the past 30 days. Referring to MicroStrategy's holding path, Metaplanet may continue to increase its holdings through bond issuance in the next 6-8 weeks.

Valuation Reconstruction Signal: Currently, the stock price of Metaplanet has shown a 1.3 times premium over the value of its BTC holdings. This "digital gold mapping" model is being incorporated into the valuation models of investment banks such as JPMorgan and Nomura Securities, which may encourage more companies in the Asia-Pacific region to follow suit.

On-chain Anomaly Warning: Following the announcement of the increase, abnormal sell orders have accumulated on the Binance BTC/USDT order book (8,537 orders at the price of 460, with only 420 buy orders at 450). Coupled with a sudden increase of $1.2 billion in CME futures open contracts, a short-term price fluctuation of $1,000-$1,500 is expected.