Metaplanet的Crypto Playbook：亞洲國債和比特幣標準

受邁克爾·賽勒（Michael Saylor）啟發的Metaplanet大膽的比特幣戰略正在重塑亞洲的公司財政管理，將傳統公司轉變為比特幣一致的實體。

Metaplanet's Crypto Playbook: Asia Treasuries and the Bitcoin Standard

Metaplanet的Crypto Playbook：亞洲國債和比特幣標準

Metaplanet is aggressively pursuing a Bitcoin treasury strategy in Asia, mirroring Michael Saylor's playbook. This involves acquiring Bitcoin and transforming traditional companies into Bitcoin-aligned entities, potentially revolutionizing corporate treasury management.

Metaplanet正在積極地在亞洲採用比特幣國庫策略，反映了Michael Saylor的劇本。這涉及獲取比特幣並將傳統公司轉變為與比特幣一致的實體，從而有可能徹底改變公司財政管理。

Metaplanet's Asian Expansion: A Bitcoin-First Approach

Metaplanet的亞洲擴展：比特幣優先的方法

Tokyo-based Metaplanet, led by CEO Simon Gerovich, is part of a consortium aiming to acquire a controlling stake in South Korea's SGA. While Gerovich acts as an independent investor, this move aligns with Metaplanet's Bitcoin treasury strategy. The goal is to accelerate corporate Bitcoin adoption across Asia.

由首席執行官西蒙·格羅維奇（Simon Gerovich）領導的東京Metaplanet是一個旨在收購韓國SGA股份的財團的一部分。儘管Gerovich充當獨立投資者，但此舉與Metaplanet的比特幣國庫策略保持一致。目的是加快整個亞洲的企業比特幣採用。

This strategy includes acquisitions aimed at positioning companies like DV8 and SGA as vehicles for Bitcoin exposure in regional capital markets.

該策略包括旨在將DV8和SGA等公司定位為區域資本市場中比特幣曝光的車輛的收購。

Key Acquisitions and Strategic Partnerships

關鍵的收購和戰略合作夥伴關係

Top Win International, now rebranded as Asia Strategy LLC, is deeply involved in this transition. A partnership with Sora Ventures in May 2025 and the appointment of Sora Ventures founder Jason Fang as co-CEO highlight this commitment. Earlier this month, a Metaplanet-led consortium filed to acquire DV8, a publicly listed Thai electronics company.

Top Win International（現稱為亞洲戰略有限責任公司）深入參與了這一過渡。 2025年5月，與Sora Ventures建立了合作夥伴關係，任命Sora Ventures創始人Jason Fang作為聯合首席執行官強調了這一承諾。本月早些時候，由Metaplanet領導的財團提交了收購DV8，這是一家公開上市的泰國電子公司。

Massive Bitcoin Accumulation

大量比特幣積累

Metaplanet recently announced the purchase of 797 additional Bitcoin at an average price of $117,451 per coin, bringing their total holdings to 16,352 BTC, valued at approximately $1.64 billion. This aggressive accumulation mirrors the strategy popularized by Michael Saylor.

Metaplanet最近宣布以每枚硬幣117,451美元的平均價格購買797個額外的比特幣，其總持股量達到16,352 BTC，價值約為16.4億美元。這種積極的積累反映了邁克爾·塞勒（Michael Saylor）普及的策略。

The Saylor Effect: A 4,800% Stock Surge

Saylor效應：4,800％的股票激增

Metaplanet adopted Michael Saylor's Bitcoin playbook in April 2024. Following their initial Bitcoin purchase, the company's stock surged over 4,800% within a year, making them the world's fifth-largest public holder of Bitcoin. This highlights the potential financial benefits of embracing Bitcoin as a treasury asset.

Metaplanet於2024年4月採用了Michael Saylor的比特幣劇本。在購買最初的比特幣後，該公司的股票在一年內飆升了4,800％以上，使其成為世界上第五大比特幣的公共持有人。這凸顯了將比特幣作為國庫資產的潛在經濟利益。

The Bigger Picture: Asia's Crypto Transformation

大局：亞洲的加密轉型

Metaplanet's strategy represents a broader trend of integrating Bitcoin into corporate treasury management. By strategically acquiring companies and building Bitcoin reserves, Metaplanet aims to establish a new paradigm for corporate finance in Asia. This approach could influence other companies to explore similar strategies, driving further adoption of Bitcoin.

Metaplanet的戰略代表了將比特幣整合到公司財政管理中的更廣泛趨勢。通過戰略收購公司並建立比特幣儲備，Metaplanet旨在為亞洲的公司融資建立新的範式。這種方法可能會影響其他公司探索類似策略，從而進一步採用比特幣。

Frax's Resilience: A DeFi Success Story

Frax的韌性：Defi成功的故事

The recent surge in Frax's price, driven by the resolution of the GMX exploit, underscores the growing importance of stablecoins in DeFi settlements. The return of 10.5M FRAX tokens by the GMX hacker created buy pressure and demonstrated the utility of Frax in resolving high-profile DeFi risks.

由於GMX漏洞利用的解決，Frax價格的最新漲幅強調了穩定定居點中穩定的穩定性的重要性。 GMX Hacker返回了1050萬Frax令牌，產生了買入壓力，並證明了Frax在解決備受矚目的Defi風險方面的實用性。

While technically overbought signals suggest near-term consolidation, the resolution of high-profile DeFi risks could sustain mid-term credibility. Keeping an eye on whether Frax can hold above $2.55, and how GMX-related FRAX liquidity shifts impact its peg stability is crucial.

儘管從技術上講過多的信號表明近期整合，但解決備受矚目的Defi風險可以維持中期信譽。密切關注Frax是否可以持有2.55美元以上的價格，以及與GMX相關的FRAX流動性如何影響其PEG穩定性至關重要。

So, there you have it! Metaplanet isn't just playing the crypto game; they're rewriting the rules. Who knows? Maybe your company will be next to jump on the Bitcoin bandwagon. Stay tuned, crypto enthusiasts!

所以，你有！ Metaplanet不僅玩加密遊戲；他們正在重寫規則。誰知道？也許您的公司將在旁邊跳上比特幣潮流。請繼續關注，加密愛好者！