Capital Group Becomes Largest Metaplanet Shareholder with 11.45% Bitcoin Treasury Stake
Capital Group has emerged as the biggest shareholder in Japan’s Metaplanet Inc, buying an 11.45% stake price almost $500 million by its subsidiary Capital Research and Management Company.
The funding positions the $2.6 trillion asset administration large with important publicity to Bitcoin by Asia’s most aggressive company treasury technique.
Wall Street Giant Bets Big on Bitcoin Treasury Revolution
Metaplanet at present holds 25,555 Bitcoin price $2.71 billion, making it the fifth-largest company Bitcoin holder globally behind MicroStrategy’s 639,835 BTC.
The Tokyo-listed firm has reworked from a struggling resort operator into Asia’s premier Bitcoin treasury agency beneath the management of CEO Simon Gerovich.
Capital Group’s possession elevated from 8.31% in August to 11.39% by September 17, surpassing the earlier largest shareholder, National Financial Services LLC.
The timing coincides with Metaplanet’s recent $632 million Bitcoin purchase, including 5,419 cash at a median value of $116,724.
The funding marks Capital Group’s calculated growth into crypto publicity by fairness stakes somewhat than direct Bitcoin holdings.
The agency beforehand constructed positions in MicroStrategy and different Bitcoin-focused corporations, rising its crypto-related investments from $1 billion to over $6 billion beneath portfolio supervisor Mark Casey.
Capital Group was based in 1931 and has traditionally maintained conservative funding approaches whereas managing American Funds and serving institutional shoppers worldwide.
Asia’s Bitcoin Treasury Pioneer Faces Scaling Challenges
Metaplanet executed Japan’s most bold company Bitcoin technique, growing holdings from 4,525 BTC in April to over 25,000 BTC as of now, by aggressive capital elevating.
The firm’s “555 Million Plan” goals to focus on 210,000 BTC by 2027, representing roughly 1% of the whole Bitcoin provide.
Recent financing included a $1.45 billion international share offering, completed earlier this month, which issued 385 million shares to fund further purchases.
Eric Trump joined the company’s advisory board in March and appeared at shareholder meetings held earlier this month to help the Bitcoin-focused technique.
The transformation generated extraordinary returns with a 395.1% Bitcoin yield year-to-date, making Metaplanet the best-performing inventory amongst Japan’s 55,000 publicly listed corporations in 2024.
Shareholder depend surged over 1,000% to 128,000 people.
However, operational challenges have just lately emerged, because the inventory has declined 54% since its June peak, regardless of Bitcoin gaining 2% throughout the identical interval.
Similar to Metaplanet, Strategy’s inventory additionally at present trades close to five-month lows, falling to $323 final week, regardless of solely an 8% drop in Bitcoin from its current peak.
The firm’s “flywheel” financing mechanism utilizing transferring strike warrants confirmed indicators of pressure as premium compression lowered accumulation capability.
Metaplanet generated ¥1.9 billion in revenue from Bitcoin options trading during Q2 2025, addressing Bitcoin’s yield-free nature by coated name writing and volatility methods.
The choices enterprise contributed ¥816 million in working revenue, accounting for 68% of the whole income of ¥1.2 billion.
Traditional Finance Embraces Corporate Crypto Treasury Model
Capital Group’s funding validates the company Bitcoin treasury mannequin pioneered by MicroStrategy and adopted throughout Asia.
Over 190 public corporations now maintain Bitcoin on their stability sheets, totaling greater than $115 billion in mixed holdings.
The funding agency’s method includes oblique crypto publicity by fairness stakes in Bitcoin-holding corporations somewhat than direct crypto purchases.
Institutional adoption accelerated as governments have additionally created supportive insurance policies.
For occasion, Japan’s proposed tax reforms may scale back company crypto capital positive aspects charges from 55% to twenty%, encouraging further treasury adoptions amongst Tokyo-listed companies.
Due to the elevated regulatory urge for food, the worldwide company Bitcoin motion has grown to 335 entities, which collectively management over $421 billion in holdings.
However, analysts warn that almost all contributors face sustainability challenges throughout credit score cycles, notably these with out yield-generation capabilities.
In reality, current Coinbase research claims the era of easy money for crypto treasuries has ended, and now, as corporations are in a ‘participant vs participant’ competitors.
The analysis identifies that almost all of those crypto treasuries should transition and transfer past easy MicroStrategy copycat methods towards execution-dependent success.
For Metaplanet, its worldwide profile grew by strategic partnerships and high-profile endorsements.
The firm’s transformation from a hospitality to a digital property enterprise has now develop into a template for company treasury pivots in rising markets.
At the time of publication, Bitcoin is buying and selling close to $111,500, following current market volatility.
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