总部位于东京的 Metaplanet 将在 2025 年结束时大举收购比特币，以 4.51 亿美元的价格购买 4,279 BTC，使公司持有的比特币总量达到 35,102 BTC。这 4,279 BTC 的收购是通过股权和债务相结合的方式进行的，与之前 2025 年的收购一致，并将公司的总储备提升至 35,102 BTC。
通过强调比特币是企业的核心资产，而不是投机行为，Metaplanet 将自己定位为与其他 "比特币财政 "公司并驾齐驱，在市场中树立了坚定的立场。此举也向投资者发出了一个信号：公司将 BTC 视为其资产负债表的战略支柱。
此外，Metaplanet 的真正意图不仅仅是持有 BTC。
此外，Metaplanet 的真正意图还不止于持有 BTC。公司的长期目标是运营一项基于期权的专门战略，旨在从部分比特币储备中获得经常性收入，同时保持核心资产不受影响。
这种方法解决了一个常见的批评问题：企业的 BTC 金库往往缺乏现金流。2025 年，该公司的创收部门产生了 85.8 亿日元的收入，超出了预期。
不过，这种策略也存在固有风险。虽然它能提供稳定的保费收入，但公司仍然面临着价格波动的风险，对波动的错误判断可能会扩大损失。因此，Metaplanet 的框架兼顾了收益潜力和谨慎的风险管理，将 BTC 转化为一种活跃的金融工具，而不是静态资产。
尽管有这些创新，但公众对重仓比特币的公司的看法越来越谨慎。Metaplanet 的市净率（mNAV）在 10 月份跌破了 1，这表明其股票交易价格较 BTC 持有量有所折让。
其他 BTC 金库公司也经历了类似的压力，这反映了投资者对稀释、融资和市场波动的担忧。虽然 Metaplanet 的混合模式--保留核心 BTC 同时产生收入--提供了差异化，但它必须驾驭市场的高度审查和波动的风险偏好。
该公司强调，将在评估年底采购和创收战略的影响后更新 2026 年的指导目标。目前，Metaplanet 计划传达一个明确的信息：比特币不仅仅是一种资产，它还是一个战略增长和创收的平台。
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