Metaplanet 因市场乐观情绪而股价下跌，比特币暴利达 2800 万美元

总部位于东京的科技公司 Metaplanet 透露，今年其比特币持有量显着增加了 2800 万美元

Tokyo-based technology company Metaplanet has revealed a substantial $28 million increase in its Bitcoin holdings this year, coinciding with a period of strong growth in the cryptocurrency market. However, despite this success in digital assets, the firm's stock faced a downturn, falling 5% following the publication of its most recent financial results.

总部位于东京的科技公司 Metaplanet 透露，今年其比特币持有量大幅增加了 2800 万美元，恰逢加密货币市场的强劲增长时期。然而，尽管在数字资产领域取得了成功，该公司的股价却面临低迷，在最新财务业绩公布后下跌了 5%。

Metaplanet undertook an aggressive expansion of its Bitcoin portfolio, more than doubling its holdings from 492.82 BTC to 1,018.17 BTC by mid-November. This move was driven by the significant rise in Bitcoin's value. As the cryptocurrency surged by over 105% this year, hitting $87,000, Metaplanet's Bitcoin holdings saw a corresponding increase in value, pushing the company's holdings to $64 million.

Metaplanet 积极扩张其比特币投资组合，到 11 月中旬，其持有量从 492.82 BTC 增加了一倍多，达到 1,018.17 BTC。这一举措是由比特币价值大幅上涨推动的。随着加密货币今年飙升超过 105%，达到 87,000 美元，Metaplanet 持有的比特币价值也相应增加，将公司持有的比特币推至 6400 万美元。

The company's decision to build its Bitcoin position during a period of market optimism was a key driver in the $28 million increase in the value of its crypto assets. This surge in Bitcoin's price has proven beneficial for Metaplanet, putting its Bitcoin portfolio at the center of its investment strategy.

该公司决定在市场乐观时期建立比特币地位，这是其加密资产价值增加 2800 万美元的关键驱动因素。事实证明，比特币价格的飙升对 Metaplanet 有利，使其比特币投资组合成为其投资策略的核心。

Beyond acquiring Bitcoin, Metaplanet is exploring new strategies to leverage its growing crypto portfolio. The company has begun venturing into Bitcoin options trading, using Bitcoin or cash as collateral to generate premium income. This move is part of Metaplanet's broader effort to diversify its revenue streams and increase operational income while continuing to expand its Bitcoin holdings.

除了收购比特币之外，Metaplanet 还在探索新的策略来利用其不断增长的加密货币投资组合。该公司已开始涉足比特币期权交易，使用比特币或现金作为抵押品来产生溢价收入。此举是 Metaplanet 更广泛努力的一部分，旨在实现收入来源多元化并增加运营收入，同时继续扩大其比特币持有量。

Metaplanet has also introduced a metric similar to MicroStrategy's “BTC Yield” as part of its official performance evaluation. This new Key Performance Indicator (KPI) is designed to assess how the firm's Bitcoin investments impact shareholder returns and help guide future acquisition decisions.

Metaplanet 还引入了类似于 MicroStrategy 的“BTC 收益率”的指标，作为其官方绩效评估的一部分。这一新的关键绩效指标（KPI）旨在评估公司的比特币投资如何影响股东回报并帮助指导未来的收购决策。

“We plan to continue expanding our Bitcoin holdings through a combination of capital market activities and operational income, as market conditions allow,” Metaplanet stated in its financial report.

Metaplanet 在其财务报告中表示：“我们计划在市场条件允许的情况下，通过资本市场活动和运营收入相结合，继续扩大我们的比特币持有量。”

However, despite the success of its Bitcoin-focused strategy, Metaplanet reported a net loss of $2.1 million for the first nine months of 2024. While this marks an improvement from the $2.7 million loss reported for the same period in 2023, it still reflects ongoing financial struggles outside of its cryptocurrency investments.

然而，尽管以比特币为中心的战略取得了成功，但 Metaplanet 报告 2024 年前 9 个月的净亏损为 210 万美元。虽然这比 2023 年同期报告的 270 万美元亏损有所改善，但它仍然反映出持续的亏损其加密货币投资之外的财务困境。

On a more positive note, the company saw a 46.3% year-over-year increase in revenue, which rose to $1.7 million. This growth was driven by the company's hotel business and digital asset ventures, showing that Metaplanet's operations are generating some positive cash flow, even though it is still grappling with losses.

更积极的一面是，该公司的收入同比增长 46.3%，达到 170 万美元。这一增长是由该公司的酒店业务和数字资产企业推动的，这表明 Metaplanet 的业务正在产生一些正现金流，尽管该公司仍在应对亏损。

However, despite these efforts, Metaplanet's stock dropped by 5% on Tuesday, closing at 1,766 JPY (approximately $11.41). This decline reflects investor concern over the company's ability to convert its digital asset gains into sustainable profitability.

然而，尽管做出了这些努力，Metaplanet 的股价周二还是下跌了 5%，收于 1,766 日元（约合 11.41 美元）。这种下降反映出投资者对该公司将数字资产收益转化为可持续盈利能力的能力的担忧。

While Metaplanet's Bitcoin strategy has undeniably been lucrative, the firm's stock performance reveals the complexities of balancing digital asset investments with traditional business models. Investors are evidently cautious, as the drop in stock price highlights the risks that still accompany the company's approach.

虽然 Metaplanet 的比特币策略无疑是有利可图的，但该公司的股票表现揭示了平衡数字资产投资与传统商业模式的复杂性。投资者显然持谨慎态度，因为股价下跌凸显了该公司的做法仍然存在风险。

The volatility of the crypto market is always a significant factor, and Metaplanet's stock drop underscores how quickly market sentiment can shift, even in the face of strong Bitcoin performance. The company's growing Bitcoin holdings are an asset, but the firm will need to demonstrate a consistent ability to translate this success into long-term growth across all sectors of its business.

加密货币市场的波动始终是一个重要因素，Metaplanet 的股价下跌凸显了即使面对强劲的比特币表现，市场情绪也能快速转变。该公司不断增长的比特币持有量是一项资产，但该公司需要表现出一致的能力，将这一成功转化为所有业务部门的长期增长。