Bullish news - Metaplanet Acquires $623M in Bitcoin

[Botnake]

Sharing this news: Japanese firm Metaplanet has officially jumped into the big leagues after buying another $623M worth of Bitcoin.
Their stash is now around 30,823 BTC, which puts them at #4 in the world for corporate Bitcoin holdings.

I’ll attach the picture of the ranking so you can see it clearly.
Of course, MicroStrategy is still way ahead with more than 640, 031BTC, so they’re untouchable for now. But what’s interesting is how Metaplanet is catching up fast.



This looks bullish because:

More supply is being locked up by corporations.

It shows Bitcoin isn’t just “an experiment,” but a real treasury strategy for companies outside the U.S. too.

Their target is crazy: they want to reach 210,000 BTC by 2027 (around 1% of all Bitcoin that will ever exist).

Some will say it’s risky since their average buy price is already high, but in the bigger picture, the fact that a Japanese company pivoted into Bitcoin and climbed the corporate rankings this fast is a sign of how serious institutional accumulation is becoming.

Would you call this bullish news, or has corporate Bitcoin buying become too common to get excited about?

[Ucy]

They are actually acquiring to take advantage of another bull run rather than being the cause of it. Whether they acquire or not the bull run will still happen, and it's caused by the positive effect generated on this forum which is hinged on the good Bitcoin principles of decentralization, transparency, immutability, censorship resistant, trustlessness, permissionless, etc. But this is completely impossible without faith in our CREATOR.

[Dunamisx]

Many companies are buying bitcoin big time and they have seen the advantage in it, which some others have done before now, but the opportunity to have invested is never ending in bitcoin, we can always come in at our convenient time and partake in it, because it all ends into a profitable decision, if most of these world recognized first class business organizations are investing, what are we expected to do in our own capacity, to also see that we take advantage and do the same, imagine as at last week, the market was down at $108,000 and today we already saw it at 115,000 and this shows and uptrend performance more to come.

[Botnake]

Look at the flags- all of them are American companies except MetaPlanet, which is Japanese.

Here’s the breakdown of their purchases, and it’s pretty impressive considering they only started back in May this year.

May 2025 – bought 1,004 BTC
June 2025 – bought 1,088 BTC
Late June 2025 – bought 1,005 BTC
June 2025 (later) – bought 1,112 BTC (total reached 10,000 BTC)
September 2025 – bought 5,419 BTC (total reached 25,555 BTC)
October 1, 2025 – bought 5,268 BTC (total now 30,823 BTC)

[Zlantann]

Look at the flags- all of them are American companies except MetaPlanet, which is Japanese.

This is why financial or political news from the US is important to the market since the biggest Bitcoin holders are located there. Most players in the industry will want to monitor the outcome of the Fed's meeting to see if the interest rate was cut or not. We want to see more companies from other countries buy more Bitcoin so that the US will not enjoy so much influence.

Would you call this bullish news, or has corporate Bitcoin buying become too common to get excited about?

Companies investing in Bitcoin are no longer new. So I think the market has gotten used to this news that it might not have a big influence on the price of Bitcoin. Nevertheless,  it's a positive development.

[AirtelBuzz]

Many companies are seeing the benefits of Bitcoin for which they are buying Bitcoin, Likewise, we can see that as MetaPlant's aggressive treasury formation continues, their revenue is also increasing. By the way, they recently made a large purchase of Bitcoin, which they have already mentioned is generating 2.438 billion Yen in Bitcoin revenue in the third quarter. Their growth is 115.7 percent higher than the previous quarter. It is already evident that Michael Saylor has called Bitcoin a digital energy, so when Bitcoin's performance increases further, such companies will be able to earn much more profit from this digital energy (Bitcoin).



https://x.com/gerovich/status/1973280582856786019?t=cJEMhguxWoALO0DhKklLeg&s=19

Here’s the breakdown of their purchases, and it’s pretty impressive considering they only started back in May this year.

Their impressive purchase details show that this MetaPlant company started buying Bitcoin on April 15, so you are a bit wrong.

Apr 23, 2025   5,000.0   145.0
Apr 21, 2025   4,855.0   330.0
Apr 15, 2025   4,525.0   319.0

[Lucius]

~snip~
Would you call this bullish news, or has corporate Bitcoin buying become too common to get excited about?

For someone who only invests in Bitcoin for profit, this kind of news is positive because it has a good effect on the price in the long term, but everyone should know that for all these companies investing in BTC is not a one-way street, because at some point they will all decide that it is time to sell.

Therefore, this kind of accumulation could be described as a double-edged sword, because on the one hand it helps the price increase, and on the other hand, large amounts of BTC accumulate in the hands of a few companies that can decide to sell at any time, which will undoubtedly negatively affect the price.

I have written many times that I wish ordinary people had embraced Bitcoin over the years, but apparently a very small percentage have recognized the benefits that come from investing in it.

[Natalim]

In relation to Bitcoin accumulation, MARA who’s 2nd on the list has added more BTC to their stash, most of which actually comes from their mining rewards. Their holdings are now valued at around $6 billion.

https://crypto-economy.com/mara-expands-bitcoin-stack-by-373-btc-in-september-total-tops-6b/

MARA closed September with 373 net BTC and a total balance of 52,850 BTC valued at $6.4B, holding its place as the second-largest corporate holder.
The miner produced 736 BTC worth $88.6 million, up 4% from August.
Its capacity reached 60.4 EH/s with 99% uptime; farms in Texas and Ohio are running at full capacity, with 14 MW expansion planned before year-end.

[₿itcoin]

Would you call this bullish news, or has corporate Bitcoin buying become too common to get excited about?

So much  promising, but with some caveats. Metaplanet just bought 5268 BTC, bringing its total to 30823 BTC, making it the fourth largest corporate holder.. wow. Cutting off supply through Treasury strategy is strong for BTC in the long term. But yeah, we should tone down the hype, you know corporate buying is becoming more common now, so each new announcement has to be huge to move the market. While higher purchase prices would pose more risk if the price falls, corporates are totally ignoring these risks. So it seems they are now completely confident in Bitcoin, these companies are buying up BTC at such high prices, showing that this trend is global, not just in the US.

[Kagaru]

Would you call this bullish news, or has corporate Bitcoin buying become too common to get excited about?

So much  promising, but with some caveats. Metaplanet just bought 5268 BTC, bringing its total to 30823 BTC, making it the fourth largest corporate holder.. wow. Cutting off supply through Treasury strategy is strong for BTC in the long term. But yeah, we should tone down the hype, you know corporate buying is becoming more common now, so each new announcement has to be huge to move the market. While higher purchase prices would pose more risk if the price falls, corporates are totally ignoring these risks. So it seems they are now completely confident in Bitcoin, these companies are buying up BTC at such high prices, showing that this trend is global, not just in the US.

Previously, such news would have had a major impact on the market, but now corporate Bitcoin buying has become the "new normal." Still, MetaPlanet's move shouldn't be completely ignored, because they're not just buying, but making it part of a long term treasury strategy.

But I think what's important is when and how these institutions manage their BTC holdings. Because if the price suddenly drops, that's when we'll understand how strategic they really are. However, the risk of buying at a high price is real, and if it doesn't catch on, it could also come under pressure from shareholders later. So the news is good, but it should be viewed in a realistic light without getting too excited about it.

[Slow death]

Well, everyone who buys bitcoin is doing so with the intention of one day selling it and making a profit. The point of this news is that it leads us to the following question: when will these companies decide to sell their bitcoins? Because I highly doubt they will hold these bitcoins for another 10 years. The owners will not be naive at this point.

It seems to me that at most these guys can hold them for 6 years. When a company sells all its bitcoins, the other companies will do the same immediately, fearing huge losses and a big drop in the market. We have seen the price of bitcoin rise so much many times that it reaches its ATH and then falls so much that it touches its previous ATH, and these companies know very well how quickly the price can fall so much. So I always see this news with great concern.

[tread93]

Sharing this news: Japanese firm Metaplanet has officially jumped into the big leagues after buying another $623M worth of Bitcoin.
Their stash is now around 30,823 BTC, which puts them at #4 in the world for corporate Bitcoin holdings.

I’ll attach the picture of the ranking so you can see it clearly.
Of course, MicroStrategy is still way ahead with more than 640, 031BTC, so they’re untouchable for now. But what’s interesting is how Metaplanet is catching up fast.



This looks bullish because:

More supply is being locked up by corporations.

It shows Bitcoin isn’t just “an experiment,” but a real treasury strategy for companies outside the U.S. too.

Their target is crazy: they want to reach 210,000 BTC by 2027 (around 1% of all Bitcoin that will ever exist).

Some will say it’s risky since their average buy price is already high, but in the bigger picture, the fact that a Japanese company pivoted into Bitcoin and climbed the corporate rankings this fast is a sign of how serious institutional accumulation is becoming.

Would you call this bullish news, or has corporate Bitcoin buying become too common to get excited about?

Wow this is adoption before our eyes. It still baffles me every time I see Saylor like every day it seems thst Strategy buys millions and millions of dollars worth of bitcoin and just has more and more coming!! Now other companies are starting to follow his lead and become bitcoin treasuries

[X-ray]

Bitcoin purchase has become some sort of meta to revitalize company nowadays. From microstrategy to metaplanet.

It's most definitely a bullish news, we need more and more passive holder who don't just dump at the slight price increase.

Anyway since it seems the deal is most likely an OTC one and $623M I don't expect the price to be affected by any means because even MSTR with billions OTC deal don't move the market at all.

[fedobitco]

That’s a massive move by Metaplanet — definitely bullish in the broader context.

When a non-U.S. company aggressively accumulates Bitcoin like this, it sends a strong signal that institutional adoption is going global, not just confined to the U.S. market or a few early movers like MicroStrategy.

Their goal of 210,000 BTC by 2027 is very ambitious — but it also reflects a long-term conviction that Bitcoin will outperform traditional reserve assets. Whether they’re right or not, their confidence alone may inspire similar moves by companies in Asia and beyond.

Also, while corporate Bitcoin buying may not cause the same hype it did a few years ago, the scale of these moves still matters. Every large buy further reduces the liquid supply and adds pressure on long-term availability.

It’s not just bullish — it’s a glimpse into the next phase of Bitcoin's monetization.

What I’m curious about: will other Japanese firms follow, or is Metaplanet an outlier?

[andywolfer]

Definitely bullish in my view. Corporate buying may feel more “normal” now, but every time a big player locks up thousands of BTC it tightens supply and strengthens the case for Bitcoin as a serious asset. Metaplanet’s pace just shows adoption is spreading beyond the U.S.

[Marvell1]

Well, everyone who buys bitcoin is doing so with the intention of one day selling it and making a profit. The point of this news is that it leads us to the following question: when will these companies decide to sell their bitcoins? Because I highly doubt they will hold these bitcoins for another 10 years. The owners will not be naive at this point.

It seems to me that at most these guys can hold them for 6 years. When a company sells all its bitcoins, the other companies will do the same immediately, fearing huge losses and a big drop in the market. We have seen the price of bitcoin rise so much many times that it reaches its ATH and then falls so much that it touches its previous ATH, and these companies know very well how quickly the price can fall so much. So I always see this news with great concern.

This can be seen as positive news as it shows that the demand for bitcoin is increasing, increased demand will definitely boost the price. But don't forget that their main goal when investing in bitcoin is also for profit, for their future, not for the future of bitcoin. That means one day they will sell all their bitcoins to the market and that is not good for bitcoin or the overall market situation.

The fact that governments and institutions hold the majority of bitcoin is a double-edged sword. So there's nothing to get too excited about this news.

[The Cryptovator]

Some will say it’s risky since their average buy price is already high, but in the bigger picture, the fact that a Japanese company pivoted into Bitcoin and climbed the corporate rankings this fast is a sign of how serious institutional accumulation is becoming.

Would you call this bullish news, or has corporate Bitcoin buying become too common to get excited about?

Since institutional investors started investing in Bitcoin from then, it's been bullish, definitely. Either retail or institutional investors becoming interested in investing in Bitcoin means it's bullish at all. Bitcoin always moves forward when new investors start investing. I don't think it's risky for them, even if the average prices are high. They aren't going to sell after a few days. They bought Bitcoin to hold it for longer, and without a handsome profit, they aren't going to sell their holdings.

However, some people think it's negative while institutional investors buy Bitcoin. They think a major part of Bitcoin is in their hands, which drives centralised control. But I don't feel negative at all, because holding them for longer means reducing the circulation supply. When they are going to sell it, it will already skyrocket, and they aren't stupid enough to sell it all together. They won't like to crash the market at all.

[Questat]

However, some people think it's negative while institutional investors buy Bitcoin. They think a major part of Bitcoin is in their hands, which drives centralised control. But I don't feel negative at all, because holding them for longer means reducing the circulation supply. When they are going to sell it, it will already skyrocket, and they aren't stupid enough to sell it all together. They won't like to crash the market at all.

I agree with you, it should actually be a positive thing since we’re aware of who might manipulate if ever they do. unlike in the past, there were whales but we had no idea who they were. now at least we have a list.

For sure they’ll also make announcements if they sell, since they already announce when they buy. and they’re not going to play games with pump and dump just to take advantage of volatility, their company reputation is at stake, and they’re regulated. governments are watching, so that’s already an added guarantee.

[Sim_card]

Look at the flags- all of them are American companies except MetaPlanet, which is Japanese.

This is why financial or political news from the US is important to the market since the biggest Bitcoin holders are located there. Most players in the industry will want to monitor the outcome of the Fed's meeting to see if the interest rate was cut or not. We want to see more companies from other countries buy more Bitcoin so that the US will not enjoy so much influence.

I agree with you mate. This is why Trump decisions always affect the market because it's the US investors that controls the market temporarily after a news from Trump. I also want more non US companies to copy the MetaPlanet and invest into bitcoin aggressively in order to limit the decision of US government affecting the market.

[hd49728]

This is why Trump decisions always affect the market because it's the US investors that controls the market temporarily after a news from Trump. I also want more non US companies to copy the MetaPlanet and invest into bitcoin aggressively in order to limit the decision of US government affecting the market.

Trump is only one of the US Presidents in history and if you know two following facts, you will have different thinking.

Trump policies or just vague news affect many markets not only Bitcoin market.
It happened with policies from other Presidents too.

So now let ask why?
It is because of the biggest economy globally of the US so the whole world can be affected by news from the US. If more institutional investors move out of the US and migrate to other countries, it won't reduce severity of news from the US on Bitcoin market.

As Bitcoin market can be affected by S&P 500, it is how the crowd react against positive or negative news from the US and performance of US stock market including S&P500.