Metaplanet的Crypto Playbook：亚洲国债和比特币标准

受迈克尔·赛勒（Michael Saylor）启发的Metaplanet大胆的比特币战略正在重塑亚洲的公司财政管理，将传统公司转变为比特币一致的实体。

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

Metaplanet的Crypto Playbook：亚洲国债和比特币标准

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正在积极地在亚洲采用比特币国库策略，反映了Michael Saylor的剧本。这涉及获取比特币并将传统公司转变为与比特币一致的实体，从而有可能彻底改变公司财政管理。

Metaplanet's Asian Expansion: A Bitcoin-First Approach

Metaplanet的亚洲扩展：比特币优先的方法

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.

由首席执行官西蒙·格罗维奇（Simon Gerovich）领导的东京Metaplanet是一个旨在收购韩国SGA股份的财团的一部分。尽管Gerovich充当独立投资者，但此举与Metaplanet的比特币国库策略保持一致。目的是加快整个亚洲的企业比特币采用。

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

该策略包括旨在将DV8和SGA等公司定位为区域资本市场中比特币曝光的车辆的收购。

Key Acquisitions and Strategic Partnerships

关键的收购和战略合作伙伴关系

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（现称为亚洲战略有限责任公司）深入参与了这一过渡。 2025年5月，与Sora Ventures建立了合作伙伴关系，任命Sora Ventures创始人Jason Fang作为联合首席执行官强调了这一承诺。本月早些时候，由Metaplanet领导的财团提交了收购DV8，这是一家公开上市的泰国电子公司。

Massive Bitcoin Accumulation

大量比特币积累

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最近宣布以每枚硬币117,451美元的平均价格购买797个额外的比特币，其总持股量达到16,352 BTC，价值约为16.4亿美元。这种积极的积累反映了迈克尔·塞勒（Michael Saylor）普及的策略。

The Saylor Effect: A 4,800% Stock Surge

Saylor效应：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于2024年4月采用了Michael Saylor的比特币剧本。在购买最初的比特币后，该公司的股票在一年内飙升了4,800％以上，使其成为世界上第五大比特币的公共持有人。这凸显了将比特币作为国库资产的潜在经济利益。

The Bigger Picture: Asia's Crypto Transformation

大局：亚洲的加密转型

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的战略代表了将比特币整合到公司财政管理中的更广泛趋势。通过战略收购公司并建立比特币储备，Metaplanet旨在为亚洲的公司融资建立新的范式。这种方法可能会影响其他公司探索类似策略，从而进一步采用比特币。

Frax's Resilience: A DeFi Success Story

Frax的韧性：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.

由于GMX漏洞利用的解决，Frax价格的最新涨幅强调了稳定定居点中稳定的稳定性的重要性。 GMX Hacker返回了1050万Frax令牌，产生了买入压力，并证明了Frax在解决备受瞩目的Defi风险方面的实用性。

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.

尽管从技术上讲过多的信号表明近期整合，但解决备受瞩目的Defi风险可以维持中期信誉。密切关注Frax是否可以持有2.55美元以上的价格，以及与GMX相关的FRAX流动性如何影响其PEG稳定性至关重要。

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不仅玩加密游戏；他们正在重写规则。谁知道？也许您的公司将在旁边跳上比特币潮流。请继续关注，加密爱好者！