Metaplanet May Expand Bitcoin Holdings After Nakamoto Holdings’ $30M Investment and $1.4B Raise

• Metaplanet stock rose 17% after a $30M investment from Nakamoto Holdings and a $1.4B capital raise for Bitcoin purchases.

• Metaplanet holds 20,136 BTC and expects to add about 11,000 BTC, increasing reserves by 50%.

• Analyst models place the stock bottom at 705 JPY and fair value near 1,332 JPY, signaling stabilization after a ~70% sell-off since June.

Metaplanet Bitcoin holdings surged as stock jumped 17% after Nakamoto’s $30M investment and a $1.4B raise; read how Metaplanet will expand BTC reserves and income.

Metaplanet stock rose 17% after Nakamoto Holdings’ $30M investment and a $1.4B capital raise aimed at expanding Bitcoin holdings.

• Metaplanet’s stock rose 17% after Nakamoto Holdings announced a $30 million investment, and the company raised $1.4 billion for Bitcoin.
• Metaplanet now holds 20,136 BTC and aims to add 11,000 BTC, increasing its holdings by 50% with the new funding.
• The stock’s recovery signals renewed investor confidence as Metaplanet moves forward with its strengthened Bitcoin income-generation strategy.

Metaplanet’s stock surged 17% on Wednesday, September 10, marking a strong reversal following a difficult period. The rally follows significant company disclosures: a $30 million equity investment from Nakamoto Holdings (via KindlyMD) and a $1.4 billion capital raise earmarked to expand the firm’s Bitcoin reserve.

What are Metaplanet’s Bitcoin holdings and why did the stock surge?

Metaplanet Bitcoin holdings now total 20,136 BTC after the company announced a $30M equity infusion from Nakamoto Holdings and a $1.4B capital raise to buy more Bitcoin. The market reacted to the clearer capital plan and expected BTC accumulation, driving a 17% stock rise on September 10.

How did Nakamoto Holdings and KindlyMD participate in the financing?

The Bitcoin treasury firm Nakamoto Holdings committed to a $30 million equity investment via its subsidiary KindlyMD. The financing is part of Metaplanet’s international equity round and is scheduled to close on September 16, with common stock issuance on September 17. Company statements and filings outline the timeline and issuance terms.

How will Metaplanet deploy the $1.4B capital raise?

Metaplanet intends to allocate the $1.4 billion primarily to Bitcoin purchases to bolster its treasury. Management projects adding roughly 11,000 BTC to the existing 20,136 BTC, raising total reserves by about 50%. The company will integrate BTC income into a dividend-oriented distribution strategy.

Why does the market view this as a stabilizing event for Metaplanet?

Investors interpreted the Nakamoto equity injection and the sizeable capital raise as renewed institutional support and a clear use of proceeds. The company previously lost nearly 70% from its June peak; the fresh capital and BTC accumulation plan provide both liquidity and a revenue pathway tied to Bitcoin price appreciation and BTC-derived income.

What do valuation models and analysts say?

Analysts citing the Power-law Quantile model place Metaplanet’s stock bottom at 705 JPY and its fair value near 1,332 JPY. These model outputs, together with the new financing, have improved sentiment by highlighting potential upside versus the recent lows. Commentary is based on market models and public company disclosures.

Frequently Asked Questions

How many BTC will Metaplanet hold after the planned purchases?

Metaplanet aims to increase holdings from 20,136 BTC to roughly 31,136 BTC by adding about 11,000 BTC, a roughly 50% increase tied to the $1.4B capital raise.

What timeline will Metaplanet follow for acquisitions?

The company expects the equity close in mid-September and will deploy the capital in staged purchases; exact timing will follow market conditions and management’s disclosed acquisition plan.

Key Takeaways

• Immediate impact: Nakamoto Holdings’ $30M and the $1.4B raise drove a 17% share jump and improved market sentiment.
• Reserve expansion: Metaplanet will grow BTC holdings from 20,136 to ~31,136 BTC, targeting a 50% increase.
• Income strategy: BTC income will be channeled toward dividends, positioning the company for income-focused investor interest.

Conclusion

Metaplanet’s financing and planned Bitcoin purchases materially change its capital structure and reserve profile. With 20,136 BTC on the balance sheet and plans to add ~11,000 BTC, the company is doubling down on a Bitcoin-driven income strategy that supported a 17% stock recovery. Watch for official filings and management disclosures for acquisition cadence and dividend policy updates.

Published: 2025-09-10 · Updated: 2025-09-10 · Author: COINOTAG