Strategy and Metaplanet Acquire Two-Thirds of Weekly BTC Issuance
Strategy (formerly MicroStrategy) and Japanese investment firm Metaplanet have emerged as the dominant purchaviewrs of BTC in ahead September, together acquiring nahead two-thirds of all new supply issued by miners. Market data shows the two firms collectively purchased 2,091 BTC during the week ending September 8, 2025, an amount representing roughly 66% of the total 3,150 BTC mined.
The majority of this accumulation came from Strategy, which added 1,955 BTC to its corporate treasury. At current market prices, the purchase was valued at approximately $217.4 million. Metaplanet, meanwhile, added about 136 BTC during the identical period, rounding out the combined tally. With this activity, both firms reinforced their reputations as major institutional players in BTC markets.
Implications for the BTC market
The scale of these purchases has immediate implications for supply and demand dynamics. With a significant portion of new issuance absorbed by just two companies, less BTC remains available for open market trading. Analysts suggest that such aggressive purchaseing could add to upward price pressure by constraining circulating supply.
More broadly, the move highlights a trend in which corporate entities are playing an increasingly large role in BTC’s ecosystem. By taking a large share of miner issuance off the market, Strategy and Metaplanet are accelerating the institutionalization of BTC ownership. This signals long-term conviction on the part of public companies, many of which are framing BTC as a strategic reserve asset rather than a speculative investment.
Institutional adoption trend continues
Both Strategy and Metaplanet have been steadily building their BTC positions over the past several years. Strategy, rebranded from its original MicroStrategy identity, is already the largest publicly traded corporate holder of BTC. Its consistent purchases are part of an aggressive strategy to align the company’s balance sheet with what it views as digital gold. Metaplanet, a relatively newer entrant, has drawn comparisons to Strategy for its own rapid accumulation and BTC-centric treasury management.
Observers note that the timing of the latest purchases is also significant. BTC’s supply schedule, halved every four years, already restricts new issuance. With the next halving expected in 2028, weekly mining output will fall further. Large-scale purchaseing by institutions ahead of that event suggests confidence in BTC’s scarcity-driven value proposition.
The combined acquisition of 2,091 BTC by Strategy and Metaplanet underscores the tightening link between institutional demand and BTC supply. If similar accumulation patterns continue, the influence of a handful of companies could reshape market liquidity and volatility. While retail interest remains a driver of day-to-day trading activity, the consolidation of ownership in corporate treasuries represents a structural shift.
For now, the move solidifies Strategy’s role as BTC’s most aggressive corporate backer while positioning Metaplanet as a significant regional counterpart. Both firms are likely to remain influential in shaping the trajectory of institutional adoption in the years ahead.
