Key Takeaways：
- MetaPlanet’s Aggressive Accumulation: Issued warrants and bonds to raise ¥767.3 billion in early June, reaching 10,000 BTC by June 16 and 12,345 BTC by June 26.
- Diversification Drive: Japanese firms view BTC like gold or real estate—an asset to hedge against interest-rate risk and showcase innovation.
- Investor Benefits: In a market without Bitcoin ETFs, buying corporate shares offers exposure plus potential tax advantages.
- Broader Corporate Adoption: Remixpoint hit 1,051 BTC, ANAP launched BTC-denominated fundraising, while Ikuyo, MacHouse, Agile Media, and others unveiled BTC purchase plans.
- New Market Dynamic: BTC holdings announcements now trigger stock surges—an unprecedented link between crypto and equity markets.
MetaPlanet’s Bitcoin-Only Strategy
Warrants and Bonds Fuel Explosive Growth
On June 6, MetaPlanet (TSE: 3350) announced the issuance of 555 million MS warrants, raising ¥767.3 billion to fund Bitcoin purchases toward its goal of holding 210,000 BTC by 2027. Just ten days later, it crossed the 10,000 BTC threshold; by June 26, additional buys boosted holdings to 12,345 BTC—surpassing Tesla’s 11,509 BTC and ranking seventh in the world. Its aggressive June accumulation alone added roughly 4,500 BTC (≈¥69 billion).
Stock Market Impact
MetaPlanet’s share price responded sharply. From a June 2 opening of ¥1,060, the stock closed at ¥1,490 on June 27. The day it hit 10,000 BTC (June 16), shares spiked +25.6%. At month-end, its market cap stood at ¥895.1 billion—outstripping blue-chip names like Nissin Foods and Omron.
Remixpoint: Rapid Ascent to 1,051 BTC
Warrant-Funded Purchases
Energy-medical firm Remixpoint (3825) began with 680 BTC and on June 5 pledged to ramp to 1,000 BTC via new warrant issuances. Between June 9–12, it bought BTC four days in a row, reaching 1,038 BTC by June 13—its target in eight days. A June 16 purchase pushed holdings to 1,051 BTC.
Equity Reaction
Remixpoint’s June 2 open of ¥485 edged up to ¥504 by June 27. While the stock move was more muted than MetaPlanet’s, the firm demonstrated that smaller cap players can replicate the Bitcoin-treasury playbook.
ANAP Holdings: Pioneering BTC Capital Raise
First BTC-Backed Third-Party Allocation
Apparel retailer ANAP (3189), via its subsidiary ANAP Lightning Capital, set a 1,000 BTC target by FY Aug-end. On June 9, it unveiled Japan’s first-ever third-party allotment plan accepting BTC as in-kind contribution (≈¥8 billion of the ¥10 billion raise). Pending a July 18 EGM approval, the plan would settle on July 22.
June Accumulation
After surpassing 100 BTC in May, ANAP purchased on June 11, 12 and 18—growing to ≈184.7 BTC by month’s end. Its TSE-Standard shares jumped from ¥802 on June 2 to ¥1,001 on June 27.
Other Notable Moves
- NEXON (3659): Holds 1,717 BTC (≈¥111 billion purchase in April 2021 at ~$58,226/BTC).
- AI Fusion Capital (254A): Added 24.63 BTC in March via a ¥500 million purchase.
- SBC Medical: Acquired 5 BTC (≈¥60 million) as part of its crypto strategy.
- Ikuyo (7273): Announced monthly BTC buys up to ¥100 million from July 2025.
- MacHouse (7603): Allocated up to ¥1.715 billion for crypto purchases via new warrants—stock soared +43.5% on June 13.
- Agile Media (6573): Redirected ¥500 million in funds to additional BTC acquisitions on June 26.
Why Corporates Are Embracing Bitcoin
- Hedge Against Rate Fluctuations
With traditional cash yields near zero, firms seek assets uncorrelated to rates. Bitcoin’s capped supply appeals like digital gold. - Innovation Signal
Public BTC treasuries broadcast tech-savvy cred to investors and partners. - Tax & Liquidity Considerations
In lieu of ETFs, corporate shares provide indirect BTC exposure and potential tax advantages under Japanese law. - Market Sentiment
Bitcoin rallies tend to amplify enthusiasm, driving a feedback loop: holdings ⇒ stock bump ⇒ more capital for crypto.
Figures & Data
Refer to the table and bar chart above for detailed BTC holdings and their USD-equivalent value.
Conclusion
June 2025 marked a watershed in Japan’s corporate treasury strategies. MetaPlanet’s landmark 12,345 BTC and Remixpoint’s swift accumulation underscored the feasibility—and market power—of a Bitcoin-centric balance sheet. With ANAP trailblazing BTC-based fundraising and a widening cohort of adopters, blockchain assets are fast reshaping corporate finance. Investors seeking crypto exposure now track not just on-chain metrics but corporate announcements—blurring lines between equity and crypto markets.
