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Metaplanet Posts ¥95 Billion Loss on Bitcoin Markdowns, Reaffirms 1% Supply Goal

Management signals continued accumulation despite year‑end mark‑to‑market losses that distorted otherwise stronger operating results.

Overview

  • For fiscal 2025, revenue rose 738% to ¥8.905 billion and operating profit jumped about 1,694% to ¥6.287 billion, with roughly 95% of sales from bitcoin option premiums.
  • A year‑end mark‑to‑market decline generated a ¥102.2 billion non‑cash valuation loss on bitcoin, producing a net loss of about ¥95 billion.
  • Holdings reached 35,102 BTC, making Metaplanet Japan’s largest corporate holder and fourth globally, with an average cost near $107,000 and roughly 37% unrealized losses at recent prices.
  • Guidance for 2026 calls for revenue of ¥16 billion and operating profit of ¥11.4 billion, while the company withholds net‑income forecasts due to bitcoin price volatility.
  • The firm continues to fund purchases through equity, preferred shares and credit lines, including a recent ~¥21 billion placement, as its stock remains under pressure following the earnings release.