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Japanese "Microstrategy" Metaplanet CEO Simon Gerovich posted, "We fully recognize that, in light of recent stock price trends, this remains a rather challenging phase for all shareholders.However, Metaplanet's strategy has not changed. We will continue to steadily advance the ongoing accumulation of Bitcoin, enhance our profitability, and make preparations for the next phase of growth."

According to Jinshi reports, Citic Securities research pointed out that although Walsh mentioned the policy direction of interest rate cuts and balance sheet reduction multiple times in 2025, considering that the liquidity pressure in the U.S. money market eased in January, the current reserve ratio to GDP is still around 10%, and the Fed's assets account for about 20% of GDP, close to pre-pandemic levels.Therefore, overall, the current U.S. financial market environment does not have the conditions for balance sheet reduction.

According to Jinshi News, the dollar rose after President Trump nominated Kevin Warsh as the chairman of the Federal Reserve. Jefferies economist Mohit Kumar pointed out that Warsh is likely to lean towards reducing the Fed's balance sheet in the coming years.If inflation is seen as entrenched, Warsh may adopt a less accommodative policy. Currently, the dollar index is up 0.1% to 97.108, having reached a one-week high of 97.298 overnight.

MetaPlanet (MTPLF) is raising $137 million through a new stock issuance and warrants to purchase more BTC.

Arthur Hayes published an article titled "Woomph" analyzing that the recent continuous depreciation of the yen and the decline in Japanese government bond prices are triggering "anomalies" in the global financial markets. He believes that the Federal Reserve and the U.S. Treasury may be forced to work together to directly intervene in the yen exchange rate and the Japanese government bond market by expanding their balance sheets, thereby injecting new liquidity into the global fiat currency system.He stated, "The yen is strengthening against the dollar, and Bitcoin prices are falling. I will not increase risk until it is confirmed that the Federal Reserve is printing money to intervene in the yen and Japanese government bond market. If there is a significant increase in foreign currency-denominated assets on the Federal Reserve's balance sheet, it will be a good time to increase Bitcoin holdings." Before the yen's trend shows volatility, he has closed positions in high-leverage Bitcoin-related assets such as Strategy and Metaplanet; if his judgment is validated, he will re-enter the market.While waiting for policy clarity, his fund Maelstrom continues to increase its holdings in Zcash, while maintaining positions in other quality DeFi tokens; once the Federal Reserve confirms balance sheet expansion intervention, he will consider increasing positions in DeFi assets such as ENA, ETHFI, PENDLE, and LDO.

MetaPlanet announced that it has raised its performance expectations for the fiscal year 2025, with revenue increasing from 6.8 billion yen to 8.905 billion yen, and operating profit rising to 6.287 billion yen. However, due to a quarterly market value fluctuation of Bitcoin, it recorded an impairment loss of 104.636 billion yen (approximately 679 million USD), resulting in a net loss of 98.558 billion yen.

The CEO of Japan's Bitcoin treasury company Metaplanet, Simon Gerovich, posted on the X platform, stating that the gap between companies holding Bitcoin and those that do not lies not in the strength of their "faith" in the asset. For most companies, Bitcoin has never even entered the management's discussion agenda; it is not that it was debated and rejected, but rather that it was never brought up at all. Simon Gerovich pointed out that management teams that seriously consider incorporating Bitcoin into their asset allocation have already crossed a threshold that most companies have never approached: they are willing to endure years of being misunderstood by the market during the execution of long-term strategies. For this reason, there are very few companies globally that truly adopt this strategy.

Arthur Hayes posted on the X platform that he will release a new article titled "Frowny Cloud" tomorrow. His core trading strategies this quarter are to go long on Strategy (MSTR) and Metaplanet ($3350), using these as leveraged bets on BTC returning to an upward trend.

As Metaplanet announced its continued increase in Bitcoin holdings three months later at the end of the year, its stock price surged in the first two trading days of 2026, closing at 510 yen on Tuesday, a cumulative increase of nearly 26% compared to the closing price of 405 yen on December 30.According to previous reports from ChainCatcher, Metaplanet announced on December 30 that it invested $451 million to increase its holdings by 4,279 Bitcoins at a price of $105,412 each, bringing its total holdings to 35,102 Bitcoins.Analysts stated that due to the structural weakness of the yen, Metaplanet secured financing at a lower cost, and each coupon it pays is denominated in a currency that has depreciated relative to Bitcoin and the dollar, giving it an advantage over U.S. Bitcoin treasury companies.

According to SoSoValue data, as of January 5, 2025, Eastern Time, the total net purchase of Bitcoin by global listed companies (excluding mining companies) for the week was $567 million.Strategy (formerly MicroStrategy) announced on January 4 that it invested $116 million to increase its holdings by 3 Bitcoins at a price of $88,210 and by 1,283 Bitcoins at a price of $90,391, bringing its total holdings to 673,783 Bitcoins.Japanese listed company Metaplanet invested $451 million on December 30 to increase its holdings by 4,279 Bitcoins at a price of $105,412, bringing its total holdings to 35,102 Bitcoins.In addition, another company purchased Bitcoin last week. The UK Bitcoin reserve company BHODL announced on December 31 that it invested $90,000 to increase its holdings by 1 Bitcoin at a price of $88,965, bringing its total holdings to 158.2 Bitcoins.As of the time of writing, the total amount of Bitcoin held by the global listed companies (excluding mining companies) in the statistics is 923,680 Bitcoins, with a current market value of approximately $85.78 billion, accounting for 4.62% of Bitcoin's circulating market value.

According to Cointelegraph, Bitcoin analyst Adam Livingston pointed out that the Bitcoin treasury company Metaplanet may gain a financial advantage due to the structural weakness of the yen. Japan's debt-to-GDP ratio is approximately 250%, leading to a continued depreciation of the yen. Since 2020, Bitcoin has appreciated about 1,159% against the US dollar, but has appreciated 1,704% against the yen.Livingston stated that because Metaplanet's liabilities are denominated in the weaker yen, it allows for lower-cost financing. "Every coupon payment made by Metaplanet is denominated in a currency that has depreciated relative to Bitcoin and the dollar, so the actual cost of the 4.9% coupon is continually shrinking."Currently, Metaplanet holds 35,102 Bitcoins, making it the fourth-largest Bitcoin treasury company. Despite accumulating a large amount of Bitcoin, the company's stock price has still fallen along with other crypto treasury companies.

Strategy Executive Vice President Andrew Kang said in a recent interview: "If we continue to increase our holdings of Bitcoin, it will benefit our shareholders. We are looking for untapped capital and areas that can drive the growth of digital credit demand. Bitcoin still has a long way to go."

According to official news, the Japanese listed company Metaplanet purchased 4,279 bitcoins for approximately $105,412 each in the fourth quarter of 2025, spending a total of $451.06 million; as of the beginning of 2025 to date, its bitcoin yield has reached 568.2%.As of December 30, 2025, Metaplanet holds 35,102 bitcoins, which were purchased at an average price of approximately $107,606 each, totaling about $3.78 billion.

According to DL News, despite the increasing pressure on the Digital Asset Treasury (DAT), Metaplanet has taken a step towards its goal, planning to hold 210,000 bitcoins by the end of 2027.Metaplanet's Strategic Director Dylan LeClair stated that the company passed several equity-related proposals at a special shareholders' meeting, which will help the company raise funds for further bitcoin purchases.This move effectively allows Metaplanet to increase its bitcoin holdings using financial instruments without immediately diluting the ownership percentage of existing shareholders.

Japan's largest corporate Bitcoin holder, Metaplanet, approved a comprehensive reform of its capital structure on Monday, allowing it to raise funds from institutional investors by issuing dividend preference shares. The approved proposal includes reclassifying capital reserves, doubling the authorized number of Class A and Class B preference shares, and modifying the dividend structure to introduce floating and regular payouts.Class A preference shares will adopt a monthly floating dividend mechanism, while Class B preference shares will offer quarterly dividends and be open to international institutional investors. According to reports, Metaplanet currently holds approximately 30,823 Bitcoins, valued at $2.75 billion, making it the largest corporate Bitcoin holder in Asia. The company also announced that it will trade through American Depositary Receipts in the U.S. over-the-counter market, further expanding its global market presence.

According to Metaplanet Inc., the company announced the establishment of an American Depositary Receipt (ADR) program, with Deutsche Bank Trust Company Americas as the depositary bank. The company's ADR trading is expected to take effect on December 19, 2025 (Eastern Time).According to the announcement, this move aims to enhance accessibility and transparency for global investors, meeting the demand from U.S. investors for more efficient and direct participation in the company's equity. The ADRs will be priced in U.S. dollars and traded through U.S. securities trading infrastructure, reducing transaction costs and improving settlement efficiency.Project details indicate that the ADR will have a 1:1 ratio with common stock, a CUSIP number of 59141L 109, and a trading symbol of MPJPY, which will be traded on the U.S. over-the-counter market.The company emphasized that this ADR program is not for financing purposes and will not affect the total number of common or preferred shares issued.

According to a report by Bitcoin Magazine citing Bloomberg Automation's automated summary, Norway's sovereign wealth fund management agency Norges Bank Investment Management (NBIM) has expressed support for several management proposals from Bitcoin treasury company Metaplanet and will exercise its voting rights at the shareholders' meeting on December 22.Data shows that as of the end of June 2025, NBIM holds approximately 0.3% of Metaplanet's shares. The Norwegian sovereign fund's series of initiatives to increase exposure to Bitcoin through public market asset allocation reflects the recognition of sovereign-level long-term capital for the strategic direction of related companies.

Manta's incubated Web3 metaphysics AI application superfortune officially launches its Web2 APP application, expanding its strategic focus to the global mainstream consumer market, increasing real income, with a target market size of $392 billion. Previously, by collaborating with Trust Wallet and Four.meme to launch the "Clear Coin, Clear Qi" feature, users were allowed to convert Burn-to-Earn tokens with certain value on the BNB Chain into superfortune's native token GUA, as well as generating cash flow from the sale of fortune symbols.According to DappBay data, superfortune is currently the number one AI application on the BNB Chain, with over 20,000 daily active users. The Web2 application is now live on Google Play, and the iOS version is set to be released soon.