Bitcoin News Today: Bitcoin's New Kingmaker? Metaplanet's $2B Bet Challenges Corporate Norms

Metaplanet’s $2 Billion in Bitcoin May Reflect Rising Corporate Reserve Strategy

Metaplanet Inc. (3350), the Tokyo-based cryptocurrency holding company, has increased its Bitcoin (BTC) reserves to 20,000 coins following a recent purchase of 1,009 BTC valued at approximately $112 million. This acquisition, equivalent to about 16.48 billion yen, elevates the firm’s total Bitcoin holdings to roughly $2.14 billion, making it the sixth-largest publicly traded corporate holder of Bitcoin globally [2]. The company’s aggressive accumulation strategy has drawn comparisons to U.S.-based MicroStrategy, which similarly shifted its corporate treasury strategy toward Bitcoin as a hedge against inflation and asset dilution [2].

The purchase adds to a growing trend of institutional demand for Bitcoin, as businesses and investment vehicles absorb the cryptocurrency at a rate nearly four times faster than miners produce new coins, according to River, a Bitcoin financial services firm. In 2025 alone, these entities have collectively bought an average of 1,755 BTC per day, while ETFs and governments added another 1,430 and 39 BTC per day respectively. This dynamic has raised speculation about potential supply constraints, particularly if exchange-held reserves continue to decline [3].

Metaplanet’s Bitcoin strategy is now central to its corporate identity, having formally adopted the digital asset as a core business in December 2024. The company has funded its purchases through capital market activities and operating income, significantly expanding its holdings from just over 13,000 BTC in early June to 20,000 BTC by September 1 [2]. The firm reported a BTC Yield of 30.7% for the quarter ending Sept. 1, a metric it uses internally to evaluate the accretive impact of its Bitcoin holdings on shareholders [2].

Despite the firm’s significant Bitcoin exposure, its stock has faced short-term volatility, with shares dropping 5.5% to 831 yen on Monday. This decline underscores the market’s sensitivity to corporate treasury strategies, especially those involving speculative assets like Bitcoin. However, the company maintains that its approach, while unconventional, is designed to align with long-term value creation [1].

In a broader context, Metaplanet’s actions reflect a global shift in corporate asset management, as more companies explore Bitcoin as a reserve asset. The company’s high-profile advisory inclusion of Eric Trump has also drawn international attention, signaling a strategic move to globalize its brand and leverage political and business networks to further Bitcoin adoption [2]. As corporate Bitcoin treasuries continue to grow, the implications for both institutional markets and price dynamics remain a subject of ongoing analysis.

Source: [1] Metaplanet (3350) Hits 20K BTC, Overtakes Riot Platforms (https://www.coindesk.com/markets/2025/09/01/metaplanet-bitcoin-purchase-takes-holdings-to-20k-btc-overtaking-riot-platforms) [2] Metaplanet Bitcoin Holdings Climb To 20,000 BTC After $108.6M Purchase (https://finance.yahoo.com/news/metaplanet-bitcoin-holdings-climb-20-052149775.html) [3] Businesses are absorbing Bitcoin 4x faster than it is mined (https://cointelegraph.com/news/businesses-absorbing-btc-4x-faster-mined)