東京上市的 Metaplanet 加倍押注比特幣 (BTC) 策略，再購 108,999 BTC

以其激進的比特幣 (BTC) 策略而聞名的東京上市公司 Metaplanet Inc. 週五宣布，以 10 億日圓（650 萬美元）額外購買了 108,999 個比特幣 (BTC)。

Tokyo-listed Metaplanet Inc. (3688), known for its aggressive strategy in Bitcoin (BTC), has announced that it purchased an additional 108,999 Bitcoin for ¥1 billion (US$6.5 million) on Friday, according to a Nikkei report.

根據《日經新聞》報道，東京上市公司Metaplanet Inc. (3688) 以其激進的比特幣(BTC) 策略而聞名，該公司週五宣布以10 億日元（650 萬美元）額外購買了108,999 枚比特幣。

This new purchase brings the company’s total Bitcoin holdings to 748,502 BTC, further strengthening its long-term bet on the leading cryptocurrency.

此次新購買使該公司的比特幣總持有量達到 748,502 BTC，進一步加強了其對領先加密貨幣的長期押注。

Advanced Bitcoin Strategy

高級比特幣策略

Metaplanet’s strategy in Bitcoin goes beyond just buying BTC. The company employs a sophisticated approach by selling put options in addition to Bitcoin purchases, which provides the company with additional returns. This was confirmed by Peter Chung, head of research at Presto Labs.

Metaplanet 的比特幣策略不僅僅是購買 BTC。該公司採用了一種複雜的方法，除了購買比特幣之外，還出售看跌期權，這為公司提供了額外的回報。 Presto Labs 研究主管 Peter Chung 證實了這一點。

“Metaplanet’s strategy allows them to generate excess returns when the Bitcoin price falls, which is a level of sophistication not often seen in other companies,” Chung said.

「Metaplanet 的策略使他們能夠在比特幣價格下跌時產生超額回報，這種複雜程度在其他公司中並不常見，」Chung 說。

Continued purchases in October

10月持續採購

Friday’s purchase follows previous Bitcoin purchases earlier this month, bringing the company’s total investment in October to ¥6.9 billion (US$46.8 million). Metaplanet now owns 748.5 BTC, worth approximately $45.5 million.

週五的購買是繼本月稍早購買比特幣之後，該公司 10 月的總投資達到 69 億日圓（4,680 萬美元）。 Metaplanet 目前擁有 748.5 BTC，價值約 4,550 萬美元。

“Metaplanet is now one of three listed companies in Asia buying Bitcoin for their treasuries, alongside Nexon and Meitu,” Chung added.

「Metaplanet 現在是亞洲三家購買比特幣作為其國庫券的上市公司之一，另外兩家是 Nexon 和美圖，」Chung 補充道。

Chung also noted that the company is benefiting from the recent strengthening of the Japanese yen against the US dollar. Metaplanet started its Bitcoin buying hype in April 2024.

Chung也指出，該公司正受惠於近期日圓兌美元走強。 Metaplanet 於 2024 年 4 月開始大肆購買比特幣。

Growth through Bitcoin Strategy

透過比特幣策略實現成長

The 13-year-old company sees Bitcoin investments as “the most valuable thing we can do for our shareholders,” a move that initially sent the company’s share price soaring from ¥190 (US$1.32) to a peak of ¥1,008 (US$7.01). Since then, the stock price has fallen slightly to $6.40.

這家成立13 年的公司將比特幣投資視為“我們能為股東做的最有價值的事情”，此舉最初導致該公司股價從190 日元（1.32 美元）飆升至1,008 日元（7.01 美元）的峰值）。此後，股價小幅下跌至 6.40 美元。

Asian answer to MicroStrategy

MicroStrategy 的亞洲答案

Metaplanet’s strategy mirrors that of MicroStrategy, an American software company known for its large cryptocurrency holdings. Like MicroStrategy, Metaplanet has embraced Bitcoin as a core asset in its treasury, and the company billed itself as “Asia’s answer to MicroStrategy” when it unveiled its Bitcoin strategy.

Metaplanet 的策略與 MicroStrategy 的策略如出一轍，MicroStrategy 是一家以持有大量加密貨幣而聞名的美國軟體公司。與 MicroStrategy 一樣，Metaplanet 也將比特幣作為其財務中的核心資產，該公司在公佈其比特幣戰略時將自己稱為「亞洲的 MicroStrategy 答案」。

Part of broader trend

更廣泛趨勢的一部分

Metaplanet’s Bitcoin purchases are part of a broader movement of companies incorporating cryptocurrencies into their long-term investments. Notable examples of this include Tesla, which invested $1.5 billion USD in Bitcoin in 2021, and later sold some of its holdings to diversify.

Metaplanet 購買比特幣是公司將加密貨幣納入長期投資的更廣泛運動的一部分。這方面的著名例子包括特斯拉，該公司在 2021 年投資了 15 億美元比特幣，後來出售了部分持股以實現多元化。

Square, now Block Inc., also made Bitcoin a key part of its strategy, investing $50 million USD in 2020 and another $170 million USD in 2021.

Square（現為 Block Inc.）也將比特幣作為其策略的關鍵部分，在 2020 年投資 5,000 萬美元，在 2021 年再投資 1.7 億美元。