Metaplanet 模仿 MicroStrategy 的策略，加大比特幣累積策略

Metaplanet 是一家在東京上市的投資公司，被譽為“亞洲的 MicroStrategy”，10 月迄今已大幅增加了比特幣購買量。

Tokyo-listed Metaplanet, also known as “Asia’s MicroStrategy,” has been ramping up its Bitcoin purchases so far in October. The firm acquired over 215 BTC this month, raising its total holdings to 639.5 BTC, valued at approximately $40.5 million.

在東京上市的 Metaplanet，也被稱為“亞洲的 MicroStrategy”，十月迄今一直在增加比特幣購買量。該公司本月收購了超過 215 枚比特幣，使其總持有量達到 639.5 枚比特幣，價值約 4,050 萬美元。

On October 1, the firm acquired 107.91 BTC and followed with another purchase of 108.78 BTC, at an average price of $61,904 per Bitcoin, according to a statement on October 7.

根據 10 月 7 日的聲明，該公司於 10 月 1 日購買了 107.91 BTC，隨後又購買了 108.78 BTC，平均價格為每比特幣 61,904 美元。

This aggressive accumulation is part of Metaplanet’s Bitcoin-first, Bitcoin-only treasury strategy, which aligns with its long-term vision of becoming a leading player in the cryptocurrency market, following the path of MicroStrategy, the largest corporate holder of Bitcoin globally.

這種積極的累積是 Metaplanet 比特幣優先、僅比特幣資金策略的一部分，該策略與其追隨全球最大比特幣企業持有者 MicroStrategy 的道路，成為加密貨幣市場領先者的長期願景相一致。

Metaplanet’s bold shift towards Bitcoin began on May 13, 2024 when it announced plans to adopt Bitcoin as its primary treasury asset. This decision came as a response to Japan’s ongoing economic struggles, characterized by a weakening yen, high government debt, and low interest rates.

Metaplanet 向比特幣的大膽轉變始於 2024 年 5 月 13 日，當時它宣布計劃採用比特幣作為其主要財務資產。這項決定是對日本持續經濟困境的回應，其特徵是日圓疲軟、政府債務高企和利率低。

Metaplanet CEO Simon Gerovich stated that the firm believes Bitcoin offers a hedge against the yen’s depreciation, which hit its lowest level in 34 years. “Why hold JPY when it does nothing except depreciate? #Bitcoin solves this,” Gerovich said on the X platform, underscoring the rationale behind the shift to cryptocurrency.

Metaplanet 執行長 Simon Gerovich 表示，該公司認為比特幣可以對沖日圓貶值，日圓貶值觸及 34 年來的最低水準。 「當日圓除了貶值之外沒有任何作用時，為什麼還要持有日圓？ #比特幣解決了這個問題，」Gerovich 在 X 平台上說道，強調了轉向加密貨幣背後的理由。

To finance its aggressive Bitcoin acquisitions, Metaplanet secured a ¥1 billion ($6.8 million) loan from MMXX Ventures at a 0.1% APR with a six-month term, according to an August 08 official statement. The firm also announced plans to raise ¥10 billion ($68 million) through the Gratis Allotment of Stock Acquisition Rights.

根據8 月8 日的官方聲明，為了為其積極的比特幣收購提供資金，Metaplanet 從MMXX Ventures 獲得了10 億日元（合680 萬美元）的貸款，年利率為0.1%，期限為6 個月。該公司還宣布計劃透過免費配股股票收購權籌集 100 億日圓（6,800 萬美元）。

According to Dylan LeClair, Metaplanet’s director of Bitcoin strategy, ¥7.5 billion ($50.4 million) of the raised funds will be allocated for additional Bitcoin purchases by the end of 2024.

Metaplanet 比特幣戰略總監 Dylan LeClair 表示，到 2024 年底，募集資金中的 75 億日圓（5,040 萬美元）將用於額外購買比特幣。

Metaplanet’s aggressive Bitcoin strategy is aimed not just at accumulating BTC, but also at transforming its entire corporate treasury. The firm’s Bitcoin-first approach positions cryptocurrency as superior to both fiat and other crypto assets.

Metaplanet 積極的比特幣策略不僅旨在累積比特幣，還旨在改變其整個公司財務狀況。該公司的比特幣優先方法將加密貨幣定位為優於法定貨幣和其他加密資產。

In addition to direct Bitcoin purchases, the Tokyo-listed company is employing advanced strategies like selling put options, earning a 23.97 BTC premium (around $1.4 million) through the sale of 223 Bitcoin put options, as disclosed in an October 3 post.

除了直接購買比特幣之外，這家在東京上市的公司還採用了出售看跌期權等先進策略，透過出售223 份比特幣看跌期權賺取了23.97 BTC 溢價（約合140 萬美元），正如10 月3 日的一篇貼文所揭露的那樣。

The recent acquisitions sent Metaplanet’s stock price up by 11% in so far in October, contributing to a 517% year-to-date increase, reflecting strong investor confidence in the company’s Bitcoin-focused investment strategy.

最近的收購使 Metaplanet 的股價在 10 月迄今上漲了 11%，年初至今上漲了 517%，反映出投資者對該公司以比特幣為重點的投資策略的強烈信心。

Metaplanet aims to become Asia’s largest publicly traded Bitcoin holder, surpassing Hong Kong’s Meitu Inc., which currently holds 940.9 BTC. This aggressive acquisition reflects a broader trend of institutional adoption of Bitcoin, driven by its role as both an inflation hedge and a long-term investment.

Metaplanet 的目標是成為亞洲最大的公開交易比特幣持有者，超過香港美圖公司目前持有 940.9 BTC。這次的積極收購反映了機構採用比特幣的更廣泛趨勢，這是由其作為通膨對沖和長期投資的作用所推動的。

With Bitcoin ETFs recently surpassing $1 billion in inflows in the last week of September, Metaplanet’s strategy aligns with growing institutional interest in digital assets.

隨著比特幣 ETF 在 9 月最後一周的流入量超過 10 億美元，Metaplanet 的策略與機構對數位資產日益增長的興趣相一致。