The BTC Trinity Expands Bitcoin Holdings Again: $646 Million in New Buys Signal Long-Term Confidence

The "BTC Trinity," comprising U.S.-based Strategy (NASDAQ: MSTR), Japan's Metaplanet (TYO: 3350), and Europe's The Blockchain Group (EPA: ALTBG), continues to dominate the corporate Bitcoin treasury landscape. Each of these industry leaders has recently announced significant increases in their Bitcoin holdings, reflecting their steadfast confidence in the cryptocurrency's long-term value.

As part of our ongoing coverage of the BTC Trinity's strategic moves, we provide insights into their latest acquisitions and future plans, linking back to our previous reports for a comprehensive understanding of their growth trajectories.

Here's a breakdown of their latest moves:

Strategy Adds 4,980 BTC, Bringing Holdings to 597,325

Michael Saylor's Strategy has once again demonstrated its commitment to Bitcoin by acquiring an additional 4,980 BTC last week. The purchase, valued at approximately $531.9 million, was made at an average price of $106,801 per Bitcoin.

This brings Strategy's total holdings to a staggering 597,325 BTC, worth over $64 billion. The acquisition was primarily funded through the sale of common and preferred stocks, showcasing the company's innovative use of capital market tools to strengthen its Bitcoin reserves.

Saylor, a vocal advocate for Bitcoin, hinted at the likelihood of further acquisitions ahead of time. On Sunday, he shared an update on Strategy's Bitcoin portfolio tracker, stating, "In 21 years, you'll wish you'd bought more." This remark echoes his recent keynote speech at BTC Prague, where he boldly predicted that Bitcoin would reach a value of $21 million in the next 21 years.

Saylor's unwavering belief in Bitcoin's potential as "digital gold" continues to drive the company's aggressive treasury strategy, positioning Strategy as a leader in the corporate adoption of cryptocurrency.

Metaplanet Buys 1,005 BTC, Now Holds 13,350 Bitcoin

Tokyo-listed Metaplanet has solidified its position as one of the leading corporate Bitcoin holders by adding 1,005 BTC to its treasury. This latest purchase brings its total holdings to 13,350 BTC, surpassing major players like Galaxy Digital and CleanSpark.

The acquisition, worth approximately $108.1 million, was part of Metaplanet's ambitious "21 Million Plan," which aims to hold over 210,000 BTC by 2027.

The company also issued $208 million in zero-interest bonds to finance future Bitcoin acquisitions.

Analysts at Benchmark have taken note of Metaplanet's bold approach, with Mark Palmer initiating coverage of the company with a "buy" rating and a ¥2,400 price target. Palmer described Metaplanet as "Japan's answer to MSTR", highlighting its aggressive Bitcoin accumulation strategy and its potential to deliver significant returns for shareholders.

Benchmark also highlighted Metaplanet's extraordinary stock performance, noting that its share price has surged an impressive 569% over the past 12 months, outperforming all other Japanese stocks during this period.

The Blockchain Group Adds 60 BTC, Lifting Total Holdings to 1,788

The Blockchain Group, based in Paris, has also joined the Bitcoin accumulation race, purchasing 60 BTC for about €5.5 million ($6.5 million). This brings its total holdings to 1,788 BTC, valued at approximately €161.3 million ($189 million).

The Blockchain Group wasted no time in advancing its ambitions, announcing just one day later another bold move—a combined equity and convertible bond issuance totaling approximately €11 million. This capital raise is specifically aimed at advancing its Bitcoin Treasury Company strategy, enabling further expansion of its cryptocurrency holdings. By combining equity and debt financing, the company is demonstrating its commitment to maintaining a robust treasury while also ensuring financial flexibility for future growth.

As Europe's first Bitcoin Treasury Company, The Blockchain Group has been closely following in the footsteps of Strategy and Metaplanet, aligning its strategy with these industry leaders to solidify its position in the corporate Bitcoin adoption race.