Global enterprises accelerate their accumulation of Bitcoin: a new arena for strategic reserves and capital games.

In 2025, the trend of Bitcoin as a strategic asset for enterprises will become increasingly prominent. Many publicly listed companies worldwide are showing strong confidence in this decentralized digital asset by continuously increasing their holdings of Bitcoin. According to the latest announcements, the British blockchain company Coinsilium Group Limited, the Japanese energy consulting firm Remixpoint, and the Japanese investment company Metaplanet have all recently intensified their Bitcoin reserves, reflecting a profound insight from companies into macroeconomic uncertainty, hedging against inflation, and the long-term value potential of digital assets.

Companies Increase Bitcoin Holdings: Latest Updates

Coinsilium: Steady accumulation, focusing on long-term value

On June 16, the UK-listed blockchain company Coinsilium Group Limited announced that its wholly-owned subsidiary Forza Gibraltar Limited purchased 6.5577 Bitcoins for £510,000 (approximately $662,609.40), with an average purchase price of £77,770.36 (approximately $105,572.30). As a result, Forza now holds a total of 25.2392 Bitcoins, with a total value of approximately £1,962,695.09 (approximately $2,662,609.40).

Remixpoint: Diversified digital asset layout

On the same day, Japanese listed company Remixpoint disclosed that it purchased an additional 200 million yen (approximately 1.386 million USD) worth of Bitcoin on June 13, amounting to about 13.3 coins, with an average purchase price of 15.042 million yen (approximately 104,240 USD). As of June 15, Remixpoint held a total of over 17.1 billion yen (approximately 118.5 million USD) in digital assets, including 1,051 Bitcoin, 901 Ethereum, and other cryptocurrencies, with an estimated earnings of about 1.763 billion yen (approximately 12.22 million USD) during the period. Remixpoint's investment strategy for digital assets is not limited to Bitcoin but also covers various assets including Ethereum, Solana, and XRP.

Metaplanet: The Rise of Asia's "MicroStrategy"

On June 16, according to data from bitcointreasuries, Japanese investment company Metaplanet's Bitcoin holdings officially surpassed 10,000 coins, reaching 10,000 BTC, with a total value of approximately $1 billion, surpassing Coinbase Global (9267 BTC) and ranking ninth among publicly listed companies in Bitcoin holdings, just behind Hut 8 (10273 BTC). Metaplanet achieved this milestone by purchasing 1112 Bitcoins (average price around $105,000) on June 16, with funds sourced from a $210 million zero-coupon bond issued to EVO Fund. Since launching its Bitcoin reserve strategy in April 2024, Metaplanet has invested over 122 billion yen (approximately $850 million), with an average purchase price of $93,354/BTC. Its annualized Bitcoin yield (BTC Yield) is as high as 225.4%, making it a benchmark for corporate Bitcoin investment worldwide.

The company plans to hold 100,000 BTC by the end of 2026 and reach 210,000 BTC by 2027, which accounts for 1% of the total Bitcoin supply, showcasing its ambition as the "Asian MicroStrategy."

Drivers: Why are companies competing to increase their holdings?

  1. Macroeconomic pressures and hedging demand

In 2025, the global economy will face multiple challenges: heightened geopolitical risks, rising debt levels in major economies, and a decline in the attractiveness of traditional "safe assets" such as long-term Treasuries. In this context, Bitcoin is gradually being regarded as a strategic reserve asset by enterprises due to its fixed supply limit of 21 million coins, decentralization and anti-inflation properties.

Simon Gerovich, CEO of Metaplanet, pointed out in a statement on June 6 that the global economy is shifting from traditional capital and labor-driven models to information technology-driven ones. Bitcoin, as an asset characterized by "high scarcity, ease of storage and transfer, and no credit intermediaries," is rapidly increasing in strategic importance. Remixpoint also clearly stated that its investment in digital assets is a hedging strategy against the depreciation of the yen, reflecting Japanese companies' concerns over the declining purchasing power of the local currency.

  1. Innovation Empowerment of Capital Markets

The increase in corporate holdings of Bitcoin is inseparable from the support of the capital market.

Metaplanet raises funds by issuing zero-coupon bonds and moving exercise warrants, which both reduces financing costs and maximizes shareholder value.

Remixpoint utilizes the new stock subscription rights to quickly replenish funds.

Coinsilium's robust acquisition strategy relies on its mature Bitcoin reserve policy, ensuring that fund usage is transparent and efficient.

These innovative financing methods reduce the pressure on companies to directly utilize cash flow, while amplifying the potential returns of Bitcoin investments through equity or debt instruments, providing shareholders with higher return potential.

  1. Market Sentiment and First-Mover Advantage

The 120% increase in Bitcoin in 2024 and the continued rise in early 2025 (with a price of about $107,000 as of June 16) further fueled the enthusiasm for corporate accumulation. Metaplanet's stock price has surged over 1744% since April 2024, and the number of shareholders has skyrocketed from 10,800 at the end of 2023 to 63,600 by March 2025, reflecting the market's high recognition of its Bitcoin strategy.

The success of pioneers has inspired more companies to join. Remixpoint, after achieving the goal of "at least 1000 BTC" on June 13, has clearly stated that it will continue to expand its digital asset reserves. Coinsilium advisor James Van Straten (also a senior analyst at CoinDesk) also pointed out that Bitcoin, as part of corporate asset allocation, is becoming a global trend.

Potential impacts and risks

  1. Reshaping the Global Financial Landscape

If Metaplanet achieves the goal of 210,000 BTC, it will hold 1% of the total Bitcoin supply, which may affect market liquidity and price stability. Additionally, the increase in corporate Bitcoin reserves could drive more countries to consider incorporating Bitcoin into their strategic reserves. Gerovich has predicted that if the United States adopts a Bitcoin reserve policy, countries like Japan and other Asian nations may quickly follow suit.

This trend of centralization may also attract regulatory attention. Japan's strict financial regulatory environment has restricted retail investors from directly entering the Bitcoin market, and companies providing Bitcoin exposure indirectly through equity may face additional compliance pressures.

  1. Market Volatility and Valuation Risk

The extreme volatility of Bitcoin prices brings high returns to businesses, but it also comes with risks. Metaplanet recorded a valuation loss of 7.4 billion yen at the end of March 2025 due to the Bitcoin price correction, although the subsequent market rebound brought unrealized gains of 13.5 billion yen.

The "Bitcoin premium" of Metaplanet stocks has reached $596,000, which means that the cost for investors to indirectly hold Bitcoin through stocks is far higher than the spot price, potentially laying the groundwork for bubble risks. Remixpoint's diversified digital asset strategy mitigates the risk of single asset exposure, but the volatility of assets like Ethereum and Solana cannot be overlooked. Coinsilium's robust strategy, to some extent, avoids the risks of excessive leverage, but its relatively small reserves may limit its influence in the market.

Final Note: Strategic Choices in the New Track

In the wave of global economic structural transformation, Bitcoin is not only a product of technology but also a new battleground for capital games. Those who can stand out in this race may reshape the wealth landscape of the next decade.

View Original
The content is for reference only, not a solicitation or offer. No investment, tax, or legal advice provided. See Disclaimer for more risks disclosure.
  • Reward
  • Comment
  • Share
Comment
0/400
No comments
Trade Crypto Anywhere Anytime
qrCode
Scan to download Gate app
Community
English
  • 简体中文
  • English
  • Tiếng Việt
  • 繁體中文
  • Español
  • Русский
  • Français (Afrique)
  • Português (Portugal)
  • Bahasa Indonesia
  • 日本語
  • بالعربية
  • Українська
  • Português (Brasil)