Metaplanet Resumes Bitcoin Buying Spree With Major Q4 Bitcoin Purchase: Strategy Faces Stock Slump

Core Insights - Metaplanet has resumed its aggressive Bitcoin accumulation strategy with a significant purchase of 4,279 BTC, raising its total holdings to 35,102 BTC, making it Asia's largest corporate Bitcoin treasury [1][2] - Michael Saylor's MicroStrategy continues to fund Bitcoin purchases through share sales, acquiring 1,229 BTC for $108.8 million, increasing its total holdings to 672,497 BTC, the largest among corporate holders [3][5] - Despite the Bitcoin purchases, MicroStrategy's stock fell 2.2% to $155.39, marking the lowest point since September 2024, attributed to share dilution and declining Bitcoin prices [4] Metaplanet Summary - Metaplanet acquired 4,279 BTC for $451.06 million at an average price of approximately $105,412 per Bitcoin, achieving a year-to-date BTC yield of 568.2% [2] - The company's total Bitcoin holdings are valued at around $3.78 billion, with an average acquisition price of approximately $107,606 per Bitcoin [2] - Metaplanet has restructured its balance sheet, secured credit facilities, and focused on stock buybacks to optimize capital [2] MicroStrategy Summary - MicroStrategy purchased 1,229 BTC for $108.8 million between December 22 and December 28, 2025, at an average price of $88,568 per Bitcoin [3][5] - The total value of MicroStrategy's Bitcoin holdings is approximately $50.44 billion, with an average acquisition price of about $74,997 per Bitcoin [5] - The company has achieved a year-to-date BTC yield of 23.2% [5]