「亞洲的 MicroStrategy」在公佈比特幣計劃後股價飆升 90% - Decrypt

Metaplanet, a little-known investment firm trading on the Tokyo Stock Exchange, has announced plans to adopt Bitcoin (BTC) as its “core treasury reserve asset”—a move that nearly doubled its stock price.

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In a Monday tweet, the company confirmed that it had already deployed 1 billion JPY (or $6.56 million) toward the asset, representing nearly half of its total market capitalization at the time.

該公司在周一的一條推文中證實，它已經為該資產部署了 10 億日圓（約 656 萬美元），相當於當時其總市值的近一半。

“This strategic pivot is not just about embracing digital assets but also about pioneering a future where finance meets innovation at its core,” the company wrote.

該公司寫道：“這一戰略支點不僅在於擁抱數位資產，還在於開創一個以金融與創新為核心的未來。”

Following the announcement, Metaplanet’s stock jumped by 90% from 19 JPY at Monday’s close to 36 JPY at Tuesday’s close. It traded 69 million shares on the day—a quantum leap higher than its 928,000 share average, according to Google Finance data.

消息公佈後，Metaplanet 的股價從週一收盤時的 19 日圓上漲至週二收盤時的 36 日圓，漲幅達 90%。根據Google財經數據，該公司當天交易了 6,900 萬股，遠高於其平均 928,000 股。

It's a familiar pattern for firms that onboard Bitcoin, most strikingly illustrated by business intelligence company MicroStrategy (MSTR). Since adopting Bitcoin as its primary asset in August 2020, the firm’s stock has risen almost 1,000% from $146 to over $1,400 today.

ADAD 對於使用比特幣的公司來說這是一種熟悉的模式，商業智慧公司 MicroStrategy (MSTR) 就是最引人注目的例子。自 2020 年 8 月採用比特幣作為主要資產以來，該公司的股價已上漲近 1,000%，從 146 美元上漲至今天的 1,400 美元以上。

Metaplanet’s adoption of Bitcoin has prompted a flurry of comparisons to MicroStrategy. In fact, its CEO, Simon Gerovich, has retweeted several posts to his Twitter account, likening Metaplanet to “Asia’s first MicroStrategy.”

Metaplanet 對比特幣的採用引發了一系列與 MicroStrategy 的比較。事實上，其執行長 Simon Gerovich 已在其 Twitter 帳戶上轉發了多條帖子，將 Metaplanet 比作「亞洲第一家 MicroStrategy」。

“The product will enable Japanese to gain exposure to Bitcoin without paying an unrealized gains tax that could go as high as 55%,” tweeted Sora Ventures founder Jason Fang. “It will also enable anyone with an account to the Tokyo Stock Exchange to gain exposure to Bitcoin without any regulatory risks,”

Sora Ventures 創始人 Jason Fang 發推文稱：“該產品將使日本人能夠在無需繳納高達 55% 的未實現利得稅的情況下獲得比特幣投資。” “它還將使任何擁有東京證券交易所帳戶的人都可以在沒有任何監管風險的情況下接觸比特幣。”

Fang’s company is backing Metaplanet’s foray into Bitcoin, along with UTXO Management, former OKX CSO Jack Liu, and Morgan Creek Capital CEO Mark Yusko.

ADADFang 的公司與 UTXO Management、前 OKX CSO Jack Liu 和 Morgan Creek Capital 執行長 Mark Yusko 一起支持 Metaplanet 進軍比特幣。

Japan doesn’t have a standardized Bitcoin ETF right now, though it recently allowed investment funds to start holding digital assets after U.S. regulators approved Bitcoin spot ETFs in January.

日本目前還沒有標準化的比特幣 ETF，不過在美國監管機構於 1 月批准比特幣現貨 ETF 後，日本最近允許投資基金開始持有數位資產。

Even in the U.S. MicroStrategy stock has found a role for investors as a “Bitcoin ETF with perks,” including low fees and modest use of leverage to acquire more BTC. It's currently up 102% year to date, versus Bitcoin’s 57% rise.

即使在美國，MicroStrategy 股票也為投資者找到了「帶有福利的比特幣 ETF」的角色，包括低費用和適度使用槓桿來購買更多比特幣。今年迄今為止，它已上漲 102%，而比特幣的漲幅為 57%。

According to its website, Metaplanet’s business ranges from investing to real estate to Web3 consultation. It’s yet to offer any word about buying other digital assets more commonly associated with Web3, such as Ethereum (ETH).

根據其網站介紹，Metaplanet 的業務範圍從投資到房地產再到 Web3 諮詢。它還沒有提供任何有關購買與 Web3 更常見的其他數位資產的信息，例如以太坊 (ETH)。

Metaplanet did not respond to Decrypt’s request for comment.

Metaplanet 沒有回應 Decrypt 的置評請求。

Edited by Ryan Ozawa.

瑞安·小澤編輯。

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