Metaplanet Adds 4,279 BTC in Q4, BTC Holdings Hit 35,102

Metaplanet has continued its aggressive accumulation of BTC, adding 4,279 BTC in the fourth quarter of 2025, bringing its total holdings to 35,102 BTC. The company’s BTC reserve is now valued in the hundreds of millions of dollars and among the largest corporate BTC treasuries globally. 

, Metaplanet resumed its treasury operations later than a three-month pause, committing roughly $450 million into BTC purchases as part of its long-term asset strategy. The latest BTC accumulation move reiterates the company’s strategic conviction in the asset’s long-term value proposition, as institutional interest in BTC as a strategic hedge continues to evolve.

Strategic BTC Accumulation Resumes at Metaplanet 

Metaplanet’s BTC purchases in Q4 mark the end of a brief halt in accumulation that had left some observers wondering whether the company had closed down its acquisition for the year. But later than a three-month pause, the firm made a significant return to the market with a consolidated purchaseing strategy.

The 4,279 BTC acquired represents the largest quarterly purchase in 2025. , this was a strategic re-entry that reaffirmed the company’s commitment to BTC as a primary treasury asset and store of value.

Metaplanet’s choice to re-engage in accumulation also aligns with broader macro cycles. Institutional allocators have often cited market pullbacks and macro volatility as entry points for strategic purchases, using short-term fragileness as an opportunity to scale during dips. For Metaplanet, Q4 provided such a window, enabling the firm to add materially to its treasury without disrupting broader market liquidity.

Institutions Continue Positioning BTC as a Strategic Reserve

By lifting its reserves to 35,102 BTC, Metaplanet stakes a prominent claim in the global containing top corporate BTC holders. At current prices, this level of accumulation translates to a multi-billion-dollar treasury position, a scale that invites comparisons with major institutional and sovereign holdings like . 

For the broader markets, this kind of accumulation carries weight in many ways. First, it reinforces institutional confidence in BTC’s long-term role as a financial hedge. BTC is increasingly viewn as a reliable treasury asset that can assist institutions hedge against inflation, act as a store of value amid uncertain global monetary policy, and serve as a non-correlated component within diversified portfolios. 

Metaplanet’s move also shows the competitive drive among corporate treasuries. With 35,102 BTC, the firm now sits among the notable corporate holders of BTC, a position that may enhance its visibility among institutional investors, strategic partners, and global capital allocators. 

Nonetheless, significant BTC holdings also expose treasuries to concentration risk. While BTC’s long-term potential may be strong, market volatility and macro uncertainty remain real. With BTC’s recent struggles and pessimistic outlook for 2026, firms like Metaplanet and its treasury competitors need to balance conviction with strategic risk management — especially as we continue to view diversified balanced sheets that could be heavily impacted by BTC’s price movements.