Metaplanet's second buying spree this month! Another $53.7 million to buy the dip on Bitcoin, with Asian giants' holdings nearing 18,000 BTC.

The Japanese listed company Metaplanet announced that it has purchased 463 Bitcoins (approximately 53.7 million USD) at an average price of 115,895 USD, just one week after its last increase of 780 BTC. Its enterprise-level Bitcoin reserves have surged to 17,595 coins (valued at 1.78 billion USD), with year-to-date holdings yielding a return of 459.2%. The company plans to raise 3.7 billion USD through perpetual preferred shares, potentially setting a record for corporate single-instance BTC purchases. This move has helped boost BTC from a weekly low of 111,800 USD to 114,594 USD, with the Fed's September interest rate cut probability rising to 89.1%, serving as a key catalyst.

Lightning Accumulation: Two Moves in Seven Days, Coin Holdings Reach the Pinnacle of Asia Metaplanet continues its aggressive Bitcoin reserve strategy:

• Precise Bottom Fishing: Purchased 463 BTC at an average price of $115,895, total investment of $53.7 million.
• Holdings Size: Total holdings reach 17,595 BTC (approximately $1.78 billion), firmly ranking as the top Bitcoin holdings among Asian listed companies.
• Yield Verification: Bitcoin Holdings annual yield rate reached 459.2% this year, the corporate treasury strategy is highly effective.
• High-Frequency Allocation: This increase in holdings comes just 7 days after purchasing 780 BTC ($9.25 million) on July 30, highlighting bullish determination.

3.7 billion financing is on the verge, aiming for a new record in corporate coin purchases

• The company plans to issue $3.7 billion in perpetual preferred stock, and the proposal will be submitted for approval at a special shareholders' meeting.
• If approved, it may be used to further expand Bitcoin Holdings, with the scale expected to surpass the Strategy's single purchase record of $2.46 billion.

Battle of Giants: Asia vs North America Holdings Landscape

• Strategy Dynamics: Recently increased holdings by $2.46 billion to 21,021 BTC, total holdings 628,791 (average price $73,227).
• Metaplanet Positioning: With a holdings of 17,600 coins, it has become the strongest challenger to Strategy, with an accumulation speed this year surpassing North American giants.

Market Resonance: BTC Hits Bottom and Rebounds, Interest Rate Cut Expectations Heat Up

• Stock Price Reaction: After the announcement, Metaplanet's stock price fell 6% in the morning to 998 yen, reflecting short-term market divergence.
• Bitcoin Rebound: The increase in holdings announcement helped BTC rebound from the weekly low of 111,800 USD to 114,594 USD (+2.5%).
• Macroeconomic Support: The probability of the Fed lowering interest rates in September has risen to 89.1%, and BTC's property of hedging against dollar depreciation has gained favor among institutions.

Conclusion: Metaplanet's seven-day consecutive investment of $146 million to bottom out Bitcoin has intensified the competition among Asian companies for Holdings. If the $3.7 billion financing plan materializes, it may rewrite the history of enterprise-level Bitcoin allocation, highlighting the accelerated process of listed companies' balance sheets "BTC-ization." Although stock prices are under short-term pressure, the 459% annualized return confirms the strategic foresight. Investors should closely monitor the special shareholder meeting vote (August 15) and financing progress. If BTC stabilizes at the $115,000 level, it may trigger Japanese consortiums like Mitsubishi UFJ to follow suit. The continuous increase of Bitcoin investments by Japanese companies will force the Tokyo Stock Exchange to revise the cryptocurrency accounting standards, making the corporate government bond reserve pledge income scheme the next focus.