Metaplanet 全力追赶 Strategy，计划到年底持有 10000 枚 BTC

Foresight NewsPublished on 2025-02-11Last updated on 2025-02-11

Abstract

Metaplanet 报告称，其 2024 年净收入的 85% 归因于 BTC 持有量，未实现利润近 3600 万美元。

来源：cryptoslate

编译：区块链骑士

2 月 9 日， Strategy 又收购了 7,633 枚 BTC，并将其未实现利润提升至 170 亿美元以上。

与此同时，Metaplanet 报告称，其 2024 年净收入的 85% 归因于 BTC 持有量，未实现利润近 3600 万美元。

该公司表示，计划到 2025 年底将其 BTC 储备增加到 10,000 枚 BTC，到 2026 年底增加到 25,000 枚 BTC。

策略增强其 BTC 储备

2 月 10 日，Strategy 宣布向其金库增持 7,633 枚 BTC。截至发稿时，其金库余额已达 478,740 枚 BTC，其年初至今的 BTC 收益率达到 4.1%。

根据 BTC 国库数据，Strategy 目前持有的 BTC 数量几乎是 Marathon Digital 的 12 倍，Marathon Digital 是上市公司中第二大 BTC 持有者。

考虑到该公司每枚 BTC 的平均成本为 62,691 美元，按截至发稿时 BTC 的价格 97,405.80 美元计算，其未实现利润超过 170 亿美元。

BTC 驱动的增长

截至 2 月 10 日，Metaplanet 的 BTC 储备为 1,762 枚 BTC，是通过内部产生的资本和结构化金融工具获得的。

2024 年 4 月，Metaplanet 正式从一家专注于酒店业务的公司转型为一家 BTC 财务公司。去年，该公司筹集了超过 1.5 亿美元来收购 BTC。

截至年底，其 BTC 持有量是 2024 年 4 月市值的 14 倍，使其成为亚洲最大的 BTC 公开持有者，也是全球前 15 名持有者之一。

Metaplanet 是日本唯一的 BTC 代理投资，这是推动该公司指标大幅增长的关键因素。

Metaplanet 目前经营两项创收业务，将 BTC 收入生成业务添加到其酒店业务中。BTC 收入生成业务将约 5% 的募集资金用于通过期权策略将 BTC 波动性货币化。

此外，该公司计划将其位于东京的酒店改造成以 BTC 为主题的场所，以连接两个行业。

自采用 BTC 以来，Metaplanet 的股东数量增长了 500%，市值增长了 100 多倍，2024 年的股票交易量比 2023 年增长了 430 倍。

收益

Metaplanet 报告称，本财年净收入为 63.97 亿日元，价值 4210 万美元。这是该公司自 2017 年以来首次实现营业利润。

此外，Metaplanet 的总资产飙升至 303.25 亿日元，比 2023 财年增长 1,720%。该公司强调，未来的融资将用于 BTC 积累，而不是支付运营费用。

「BTC 收益率」去年也增长了近 310%，这一绩效指标代表了 Metaplanet 的 BTC 持有量与其完全稀释流通股之间的比率的季度变化。

该公司的目标是到 2026 年底将其储备量增加到 21,000 枚 BTC。Metaplanet 于 2 月 10 日宣布发行超过 2600 万美元的债券以实现这一目标，这些资金专门用于购买更多 BTC。

此外，这家日本公司打算在 2025 年底将其储备量增加到 10,000 枚 BTC。

该公司还致力于实现每股 BTC 价值最大化，摆脱基于法定货币的金融策略，在扩大 BTC 持有量的同时保持可持续的营业利润。

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