獲得1,241 BTC之後

總部位於日本的投資公司Metaplanet已以約1.267億美元的價格收購了1,241個比特幣（BTC）。

Metaplanet, a Japan-based investment firm, has acquired 1,241 Bitcoin (BTC) for approximately $126.7 million. This latest purchase brings the company’s total BTC holdings to 6,796, surpassing El Salvador’s national reserves.

總部位於日本的投資公司Metaplanet已以約1.267億美元的價格收購了1,241個比特幣（BTC）。這項最新購買的價格使該公司的BTC總股份達到6,796，超過了薩爾瓦多的國家儲備。

The firm bought the units at an average price of about $102,119 (14,848,061 yen) per coin. It also disclosed that its BTC Yield—a metric tracking the growth in Bitcoin holdings per fully diluted share—is 170.0% year-to-date (YTD) in 2025. For the current quarter (April 1 to May 12, 2025), the BTC Yield stands at 38.0%.

該公司以每枚硬幣的平均價格購買了約102,119美元（14,848,061日元）的單位。它還透露，其BTC收益率（跟踪了每股完全稀釋的份額的比特幣持有量的增長）在2025年年滿170％（YTD）。目前季度（2025年4月1日至5月12日），BTC收益率為38.0％。

According to a report by Bloomberg, this signals strong investor confidence in Metaplanet’s Bitcoin-focused strategy. A recent analysis by an analyst at Deutsche Bank suggested that Metaplanet's stock might offer even greater upside relative to Bitcoin's price growth.

根據彭博社的一份報告，這表明投資者對Metaplanet以比特幣為重點的戰略有信心。德意志銀行（Deutsche Bank）分析師最近的一項分析表明，相對於比特幣的價格增長，Metaplanet的股票可能提供更大的上漲空間。

In an email interview, the analyst, who preferred to remain anonymous, explained that they were using an "averaging model" to assess the potential gains in the stock market. According to their calculations, at a BTC price of $120,000, Metaplanet shares (3350.T) could double (2.0x), while Strategy (NASDAQ:MSTR) might rise 1.6x.

在電子郵件採訪中，寧願保持匿名的分析師解釋說，他們正在使用“平均模型”來評估股票市場的潛在收益。根據他們的計算，Metaplanet股票（3350.T）以BTC的價格為120,000美元，可能會加倍（2.0倍），而戰略（NASDAQ：MSTR）可能會上升1.6倍。

However, at $150,000, Metaplanet could see a 4.5x surge compared to Strategy’s 3.0x gain. This “asymmetric upside” is due to Metaplanet being in the initial stages of its Bitcoin strategy, delivering outsized equity returns relative to its risk, positioning itself as a high-beta proxy for Bitcoin exposure.

但是，與策略的3.0倍增益相比，Metaplanet的價格為150,000美元，可能會看到4.5倍的增長。這種“不對稱上升空間”是由於Metaplanet處於其比特幣策略的初始階段，相對於其風險提供了超大的股權回報，將自己定位為比特幣暴露的高貝塔代理。

The analyst further noted that both companies' stocks would move in tandem with the price of Bitcoin, which is currently trading above $104,000.

分析師進一步指出，兩家公司的股票都將與比特幣的價格一致，該比特幣目前的交易價格超過104,000美元。

As Metaplanet pivots towards Bitcoin, its shares have surged 15x since the start of the year and Monday saw them rise 3.8%. This compares to a 4x increase in the TOPIX index over the same period, highlighting the massive gains from Metaplanet's strategy.

隨著Metaplanet對比特幣的樞紐，自年初以來，其股票飆升了15倍，週一，它們上漲了3.8％。相比之下，同一時期的Topix指數增加了4倍，從而強調了Metaplanet策略的巨大收益。

The company's stock price movement is also noteworthy given that it began the year at 999 yen, which is less than $7 at the time.

鑑於該公司在999日元開始的一年開始，該公司的股票價格變動也值得注意，當時不到7美元。

In another post on X, formerly Twitter, Gerovich highlighted the company's growing commitment to Bitcoin, revealing a cumulative investment of approximately $608.2 million.

在X上的另一篇文章（以前是Twitter）中，Gerovich強調了該公司對比特幣的日益承諾，揭示了大約6.082億美元的累計投資。

At the current BTC price of $104,003, Metaplanet's holdings are now worth around $706.8 million, which is triple the company's market cap. This also represents a 16.2% unrealized profit.

Metaplanet的持股目前為104,003美元，現在價值約7.068億美元，這是公司市值三倍。這也代表16.2％的未實現利潤。

Moreover, the firm has achieved a BTC Yield of 170.0% year-to-date (YTD) in 2025, a metric that tracks the growth in Bitcoin holdings per fully diluted share. For the current quarter—April 1 to May 12, 2025—the BTC Yield stands at 38.0%, reflecting continued shareholder value creation through its treasury strategy.

此外，該公司在2025年的BTC收益率達到了170.0％（YTD），該指標追踪了每股稀釋份額的比特幣持有量的增長。在本季度（4月1日至2025年5月12日）中，BTC收益率為38.0％，反映出通過其財政部策略創造了持續的股東價值。

The company's stock is also benefiting from its Bitcoin pivot. Following today's announcement, Metaplanet shares (3350.T) rose 3.8% in Monday trading.

該公司的股票也從其比特幣樞紐中受益。在今天宣布之後，Metaplanet股票（3350.T）在周一交易中增長了3.8％。

Furthermore, BeInCrypto reported that the stock's value has surged 15x since it began accumulating BTC. This signaled investor confidence in the firm's Bitcoin-focused strategy.

此外，Beincrypto報導說，自從開始積累BTC以來，該股票的價值飆升了15倍。這表明投資者對公司以比特幣為重點的策略的信心。

The firm's approach mirrors that of US-based Strategy (formerly MicroStrategy), a first mover in corporate Bitcoin accumulation. However, an analyst recently suggested that Metaplanet may offer even greater upside relative to Bitcoin's price growth.

該公司的方法反映了美國比特幣積累的第一批推動者的策略（以前是MicroStrategy）。但是，一位分析師最近建議，相對於比特幣的價格增長，Metaplanet可能會提供更大的上漲空間。

In a ballistic acceleration model, the analyst projected that at a $120,000 BTC price, Metaplanet stock could double (2.0x), while Strategy's might rise 1.6x. At $150,000, Metaplanet could see a 4.5x surge compared to Strategy's 3.0x gain.

在彈道加速模型中，分析師預計，以120,000美元的BTC價格，Metaplanet股票可以翻一番（2.0倍），而戰略的股票可能會上升1.6倍。與策略的3.0倍增益相比，Metaplanet的價格為150,000美元，可能會看到4.5倍的增長。

As the analyst described, this "asymmetric upside" highlights how Metaplanet—still in the early stages of its Bitcoin strategy—could deliver outsized equity returns relative to its risk, positioning itself as a high-beta proxy for Bitcoin exposure.

正如分析師所描述的那樣，這種“不對稱上升空間”強調了Metaplanet（持續在比特幣策略的早期階段）如何相對於其風險提供超大的股權回報，將自己定位為比特幣暴露的高貝塔代理。