Bitcoin News Today: Metaplanet Aims for 1% Bitcoin Supply, Betting on Institutional Adoption

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Wednesday, Oct 1, 2025 8:35 am ET1min read
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- Metaplanet Inc. became the fourth-largest public Bitcoin holder after buying 5,268 BTC ($623M), boosting total holdings to 30,823 BTC via a $1.4B equity raise.

- CEO Simon Gerovich aims to accumulate 210,000 BTC (1% of total supply) by 2027, supported by Bitcoin Income Generation revenue surging 115.7% in Q3 2025.

- Capital Group's $500M investment (11.45% stake) and $1.45B equity offering strengthened credibility, though shares fell 10.26% amid mixed market reactions.

- Analysts highlight Metaplanet's treasury accumulation and institutional partnerships as potential catalysts for Asian institutional Bitcoin adoption.

Metaplanet Inc. has solidified its position as the fourth-largest publicly traded

holder globally after acquiring 5,268 BTC for approximately $623 million. This acquisition, executed at an average price of $118,328 per coin, increased the company's total Bitcoin holdings to 30,823 BTC, surpassing its fiscal year 2025 target of 30,000 BTCMetaplanet Adds 5,268 BTC, Becomes Fourth-Largest Public Bitcoin Holder[1]. The purchase, funded through a $1.4 billion equity raise in September 2025Metaplanet Is Now the Fourth-Largest Public Bitcoin Holder After Latest[2], has positioned the Tokyo-listed firm behind only Strategy (640,031 BTC), (52,477 BTC), and XXI (43,514 BTC) in corporate Bitcoin reservesJapanese Firm Metaplanet Acquires $623M in Bitcoin, Becomes 4th-Largest Corporate Holder[3].

The transaction reflects Metaplanet's aggressive accumulation strategy, which has accelerated since 2024. From 748 BTC in October 2024, the company expanded its reserves to 30,823 BTC by October 2025 through a series of large purchases, including 11,111 BTC in June 2025Metaplanet Hits 2025 Goal of 30,000 BTC with 5,268 BTC Purchase[4]. CEO Simon Gerovich has outlined a long-term goal of accumulating 210,000 BTC by 2027, representing roughly 1% of Bitcoin's total supplyBitcoin Treasury Companies Acquired 244,991 BTC in the First Half[5]. This ambition is supported by a diversified revenue model, including Bitcoin Income Generation, which reported $16.28 million in Q3 2025 revenue-a 115.7% increase from Q2 2025Metaplanet Becomes 4th Largest Bitcoin Holder With 30,823 BTC[6].

Financial performance has underpinned Metaplanet's Bitcoin strategy. The company revised its FY2025 guidance to $45.4 million in revenue and $31.38 million in operating profit, doubling previous forecastsJapanese Firm Metaplanet Acquires $623M in Bitcoin, Becomes 4th-Largest Corporate Holder[7]. Quarterly BTC yield metrics have consistently exceeded targets, with Q3 2025 achieving a 33.0% yield, adding 4,412 BTC in gains through treasury operationsMetaplanet Is Now the Fourth-Largest Public Bitcoin Holder After Latest[8]. The firm's Q3 revenue of ¥2.438 billion (approximately $16.5 million) reflects operational scalability, with Gerovich emphasizing that the results strengthen the foundation for planned preferred share issuancesMetaplanet Adds 5,268 BTC, Becomes Fourth-Largest Public Bitcoin Holder[9].

Institutional backing has further bolstered Metaplanet's credibility. Capital Group, a $2.6 trillion asset manager, acquired an 11.45% stake in the company for $500 million, becoming its largest shareholderJapanese Firm Metaplanet Acquires $623M in Bitcoin, Becomes 4th-Largest Corporate Holder[10]. This investment coincided with Metaplanet's international equity offering, which raised $1.45 billion through 385 million new sharesMetaplanet Becomes 4th Largest Bitcoin Holder With 30,823 BTC[11]. The firm has also expanded its infrastructure, launching Metaplanet Income Corp. in the U.S. to monetize Bitcoin derivatives and Bitcoin Japan Inc. to drive adoption through media and conferencesMetaplanet Is Now the Fourth-Largest Public Bitcoin Holder After Latest[12].

Market reactions to Metaplanet's strategy have been mixed. While its U.S.-listed shares (MTPLF) rose 8.86% in early OctoberMetaplanet Hits 2025 Goal of 30,000 BTC with 5,268 BTC Purchase[13], Tokyo-listed stock fell 10.26% on October 1, reflecting investor caution amid a 38% monthly decline in share priceMetaplanet Adds 5,268 BTC, Becomes Fourth-Largest Public Bitcoin Holder[14]. Despite this, the company's market capitalization of ¥588.74 billion (approximately $4.1 billion) and P/E ratio of 59.74 indicate high growth expectationsMetaplanet Becomes 4th Largest Bitcoin Holder With 30,823 BTC[15]. Analysts note that Metaplanet's approach-combining treasury accumulation, revenue diversification, and institutional partnerships-could influence broader institutional adoption in AsiaGlobal Corporations Bitcoin Holdings 2025 - Coinpedia[16].

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