Bitcoin News Today: Metaplanet Stock Surges 5% as Bitcoin Holdings Reach $2.05 Billion, Analysts Flag 50% Rally Potential

Metaplanet’s stock surged 5% on July 28 as the Japanese investment firm solidified its position as a top Bitcoin treasury holder, purchasing 780 BTC for $92.5 million. The acquisition pushed its total Bitcoin holdings to 17,132 BTC, valued at over $2.05 billion, generating an unrealized profit of $329.4 million. Analysts have set a price target range of 2,000–2,400 JPY for the stock, implying a potential 50% rally from its current level of 1,240 JPY. Benchmark analysts forecast a 2,400 JPY target, attributing the optimism to the firm’s aggressive Bitcoin accumulation strategy [2].

The company’s Bitcoin purchases have accelerated under its 2025–2027 plan, aiming for 30,000 BTC by year-end, 100,000 BTC by 2026, and 210,000 BTC by 2027. CEO Simon Gerovich cited Michael Saylor’s influence in adopting Bitcoin as a treasury asset, emphasizing the firm’s low-cost yen borrowing strategy to capitalize on interest rate differentials [1]. Despite a 16% monthly dip in its stock price due to profit-taking, Metaplanet’s shares have risen 256% year-to-date, outperforming broader market trends.

The firm’s over-the-counter (OTC) stock, MTPLF, has mirrored its Japanese-listed counterpart, surging 243% year-to-date in 2025. However, MTPLF closed 2.33% lower at $7.98 last week, reflecting short-term volatility amid broader crypto market dynamics. Bitcoin’s recent 1% 24-hour gain, trading above $119,000, and a 28% spike in trading volume underscore growing institutional interest. Analysts project Bitcoin could reach $160,000 by year-end, though Metaplanet’s strategy focuses on long-term value retention rather than short-term price speculation [3].

Metaplanet’s Bitcoin holdings now rival those of U.S.-listed counterparts, with its $2.05 billion stash surpassing Tesla’s $1.2 billion in Bitcoin value following a 30% Q2 2025 price rally. The firm’s approach aligns with a broader industry shift, as companies like MicroStrategy and Binance integrate digital assets into core portfolios. This trend is supported by $11.2 billion in Ethereum ETF inflows in July 2025 and rising demand for tokenized assets [4].

While the stock faces near-term volatility, its Bitcoin treasury serves as a strategic anchor. The 780 BTC purchase at $118,622 per coin reflects confidence in Bitcoin’s resilience against macroeconomic risks. Institutional adoption, coupled with ETF-driven inflows, has reinforced Bitcoin’s role as a diversified asset class. However, challenges remain, including potential market corrections and regulatory scrutiny, as on-chain data suggests a peak in the MVRV ratio by late August [6].

Metaplanet’s bold Bitcoin strategy underscores its commitment to leveraging digital assets for shareholder value. With 11 analyst recommendations (2 buys, 9 holds) and a target of 210,000 BTC by 2027, the firm’s trajectory highlights the growing acceptance of crypto in traditional finance.

Source:

[1] https://cointelegraph.com/news/metaplanet-bitcoin-holdings-exceed-2-billion

[2] https://tradersunion.com/news/cryptocurrency-news/show/400644-xrp-price-prediction/

[3] https://leapdigitalinvestments.com.au/

[4] https://theblockcrypto.com/

[5] https://cryptopotato.com/

[6] https://btcmanager.com/