Bitcoin News Today: Metaplanet’s Bitcoin Push Outpaces Mining, Raising Supply Fears

Metaplanet Inc. has emerged as the sixth-largest publicly traded corporate holder of Bitcoin, surpassing Riot Platforms and amassing a total of 20,000 BTC in its treasury, according to data from BitcoinTreasuries.net. The Tokyo-listed firm completed its most recent acquisition on September 1, 2025, purchasing 1,009 BTC for approximately ¥16.3 billion ($110.7 million), further cementing its position in the Bitcoin investment landscape. This purchase was funded through a shareholder-approved rights offering of 130.3 billion yen ($884 million) in late August, allowing the company to strengthen its financial strategy while expanding its digital asset portfolio [1].

Metaplanet’s aggressive Bitcoin accumulation strategy has been a driving force behind its significant share price growth. Over the past year, the company's shares have surged by 599%, with a year-to-date increase of 138%. CEO Simon Gerovich has also secured investor approval for the issuance of preferred shares, which offer 6% dividends and are intended to fund further Bitcoin acquisitions. The company has publicly stated its ambition to increase its holdings to 30,000 BTC by the end of the year, potentially through additional international share offerings and strategic partnerships [2].

The firm’s growing influence in the Bitcoin market has not gone unnoticed. With a total investment in Bitcoin now valued at approximately $2.06 billion, Metaplanet has overtaken Riot Platforms to rank as the sixth-largest corporate holder of the cryptocurrency. This position places it ahead of other notable players, including Trump Media & Technology Group, which holds 15,000 BTC. Metaplanet’s latest Bitcoin purchase was its largest since July, underscoring its commitment to Bitcoin as a core reserve asset [3].

Despite its strong financial performance and strategic vision, Metaplanet's stock closed at 831 yen on September 1, marking a 5.5% decline for the day. The drop may reflect market skepticism around the firm’s continued expansion and its ability to maintain momentum in the rapidly evolving Bitcoin space. The company's total Bitcoin purchases amount to 302.3 billion yen at an average cost of 15.1 million yen per BTC, according to a recent filing [2]. Its rapid accumulation has led to an impressive yield of 30.7% from July 1 to September 1, and its multiple to net asset value (mNAV) remains just below 2, indicating strong valuation performance relative to its underlying assets [2].

The broader market context supports the notion that institutional demand for Bitcoin is outpacing supply. Companies and funds are currently buying Bitcoin at a rate of approximately 1,755 BTC per day, significantly exceeding the 450 BTC mined daily. This imbalance has raised concerns among analysts about potential supply shocks and increased price volatility. If current trends continue, market liquidity could become concentrated in the hands of a few major buyers, further influencing Bitcoin’s price dynamics [4]. Metaplanet, along with other leading firms, is playing a pivotal role in this evolving landscape, reshaping the supply and demand fundamentals of the Bitcoin market.

As Metaplanet continues its strategic expansion, it remains closely aligned with Bitcoin’s macroeconomic trajectory. The company’s actions reflect a broader trend of corporate adoption and long-term investment in the cryptocurrency. However, as with all market-moving activities, the pace and scale of Bitcoin accumulation could lead to either bullish momentum or heightened volatility depending on market responses and broader economic conditions [4].

Source:

[1] Metaplanet vaults past Riot to claim sixth-largest public bitcoin ... (https://finance.yahoo.com/news/metaplanet-vaults-past-riot-claim-125011962.html)

[2] 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)

[3] Eric Trump-linked firm becomes 6th largest Bitcoin holder (https://finance.yahoo.com/news/eric-trump-linked-firm-becomes-165341964.html)

[4] Bitcoin Mining Can't Keep Up: Companies Buying At ... (https://www.mitrade.com/insights/news/live-news/article-3-1085970-20250901)