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Metaplanet Posts ¥95 Billion Loss on Bitcoin Valuation, Projects Higher 2026 Revenue and Profit

The Tokyo company now holds 35,102 BTC after pivoting to an options-driven bitcoin income model.

Overview

  • Fiscal 2025 revenue rose 738% to ¥8.905 billion and operating profit jumped about 1,695% to ¥6.29 billion as options-writing became the dominant revenue source, with premiums totaling roughly ¥7.98 billion.
  • A non-cash, year-end bitcoin valuation loss of ¥102.2 billion led to a net loss of about ¥95 billion despite strong operating performance.
  • Metaplanet ended the year with 35,102 BTC, the largest corporate bitcoin treasury in Japan and among the biggest holdings by a public company worldwide.
  • The company forecasts fiscal 2026 revenue of approximately ¥16 billion and operating profit of ¥11.4 billion, expecting most income to come from its bitcoin program.
  • A new third-party allotment of shares and warrants will provide up to about ¥21 billion to fund further BTC purchases, repay part of a credit facility, and expand derivatives operations, with targets of around 100,000 BTC by end-2026 and roughly 210,000 by 2027.