Japan’s Metaplanet, a prominent Bitcoin treasury entity, has captured the market’s attention as its stock value surged dramatically early in the week, aligning with a broader cryptocurrency rally. On Tuesday, Metaplanet’s shares listed in Japan soared by 10.7%, following a significant 19.17% premium closing at $3.12 in the U.S. over-the-counter market the previous day. This performance has piqued interest across the investor community, eager for opportunities aligned with the uptick in risk appetite seen at the start of the year.
What Propelled Metaplanet’s Share Growth?
In a recent announcement, Metaplanet revealed that it secured an additional 4,279 BTC in the last quarter of 2025, raising its total Bitcoin holdings to 35,102 BTC. The portfolio’s estimated worth stands at $3.29 billion, positioning Metaplanet not as a conventional enterprise but as a Bitcoin price-sensitive balance entity. This acquisition is perceived by investors as reinforcing Metaplanet’s commitment to a long-term value retention strategy.
This upward trend in Metaplanet shares isn’t limited to Japan; it was mirrored in the U.S. market as well, highlighting the renewed global interest in Bitcoin-centric investment models. Market players view cryptocurrencies as potential growth avenues, distinct from the traditional market volatility.
How Are Other Companies Faring?
The impact of Bitcoin’s price fluctuations extends beyond Metaplanet, affecting similar treasury-focused companies. Michael Saylor-led Strategy witnessed a 4.81% increase, while Mara Holdings reported a 6.86% rise. These trends underscore how even modest Bitcoin price increases can significantly enhance the valuations of firms holding substantial Bitcoin assets.
In the U.S., the broad rally in cryptocurrency-related stocks has been substantial. Trading and rewards platform Bakkt reported a notable 31.47% share increase, closing at $14.79. Similarly, KindlyMD, which pivoted to a Bitcoin treasury model, experienced a 24.38% surge to reach $0.51.
Coinbase enjoyed a 7.77% uptick after Goldman Sachs upgraded its status from “neutral” to “buy,” citing enhanced long-term growth prospects driven by new product offerings and infrastructure revenue expansion.
The mining sector also observed notable gains. Backed by the Trump family, American Bitcoin Corp saw its shares rise by 13.48%, while Hut 8 experienced a 13.6% increase. Canaan, a hardware producer, reported an 8.7% gain, coinciding with Bitcoin trading at approximately $93,600, and Ethereum and XRP experiencing double-digit rises.
“This rally signifies a pivotal shift in market sentiment, reflecting growing investor confidence in Bitcoin and related assets,” remarked a Metaplanet spokesperson.
While the current rally presents substantial opportunities, it highlights the increasing acceptance and credibility surrounding cryptocurrency investments. With more companies adopting Bitcoin-centric balance sheet strategies, market participants are keenly observing potential avenues for sustainable financial growth.
