A powerful dual trend is reshaping the Bitcoin landscape. While corporate treasuries like Tokyo-listed Metaplanet aggressively accumulate Bitcoin, solidifying its price floor as a reserve asset, a parallel surge of capital—over $31 million—is flowing into Layer 2 infrastructure like Bitcoin Hyper. This signals a pivotal market evolution: from merely holding ‘digital gold’ to actively building the scalable ecosystems needed to unlock its trillion-dollar potential for DeFi and beyond.
about Bitcoin L2 Boom: Metaplanet Buys, $31M Fuels Hyper's SVM SolutionMetaplanet
0 in Finance and 1 in Crypto last weekMetaplanet Raises $137M for Bitcoin Purchases Amid Stock Volatility
Japanese Bitcoin treasury firm Metaplanet has secured $137 million in fresh capital through a complex share and warrant offering, earmarked exclusively for expanding its substantial Bitcoin holdings. This strategic raise, designed to mitigate immediate shareholder dilution, arrives as the company’s stock navigates a turbulent path, having plummeted from a May 2025 peak of $15.35 to recent trades around $2.77. The move underscores a deepening commitment to a crypto-treasury model that is becoming increasingly crowded, with analysts warning that the proliferation of such firms is fragmenting investor attention and market liquidity.
about Metaplanet Raises $137M for Bitcoin Purchases Amid Stock VolatilityBitcoin’s 2025 Underperformance: Hayes Predicts 2026 Liquidity Rebound
Despite achieving a historic peak above $126,000, Bitcoin (BTC) concluded 2025 as a relative underperformer, trailing both gold and the Nasdaq. In a detailed analysis, BitMEX co-founder Arthur Hayes pinpoints a contraction in US dollar credit as the core culprit for the cryptocurrency’s disappointing year. His forecast, however, pivots sharply for 2026, predicting a liquidity-driven resurgence as Federal Reserve policies are set to flood the system with new dollars, potentially reigniting Bitcoin’s bullish narrative.
about Bitcoin's 2025 Underperformance: Hayes Predicts 2026 Liquidity ReboundMorgan Stanley ETF & MSCI Index Shift Spark Market Manipulation Claims
A coordinated sequence of high-stakes institutional moves involving Morgan Stanley and index provider MSCI has ignited serious allegations of potential market manipulation in the cryptocurrency sector. Analysts from Bull Theory present a compelling timeline suggesting that actions by these financial giants may have artificially suppressed Bitcoin’s price throughout late 2023 before strategically reversing course, positioning connected entities to profit from the subsequent rebound. This controversy raises profound questions about the integrity of institutional involvement in digital asset markets.
about Morgan Stanley ETF & MSCI Index Shift Spark Market Manipulation ClaimsBitcoin’s Historic 2025: First Post-Halving Year Ends in Red
Bitcoin made an unprecedented mark in 2025, closing the year with a 6-7% decline—the first negative performance in a post-halving year in its history. Despite registering several all-time highs earlier in the period, the cryptocurrency’s price action turned choppy and uncertain, ultimately finishing below $88,000. As the market enters 2026, analysts predict a wide trading range while major institutional players like Tether continue to accumulate Bitcoin, signaling a complex landscape of short-term weakness against long-term conviction.
about Bitcoin's Historic 2025: First Post-Halving Year Ends in RedBitcoin Nears Breakout: $100K or $75K Ahead?
After six weeks of consolidation, Bitcoin is approaching a critical technical juncture, compressed within a symmetrical triangle pattern that traders believe will soon resolve with a sharp directional move. With the price hovering around $88,500, the market is divided between bullish breakout scenarios targeting $100,000 and bearish breakdowns that could see a drop toward $75,000, all while institutional investors continue to accumulate the asset despite the uncertainty.
about Bitcoin Nears Breakout: $100K or $75K Ahead?Metaplanet Stock Analysis: Is It Still Worth Buying After 766% Surge?
Metaplanet’s share price has delivered a staggering 766.7% return over three years, fueled by Japan’s burgeoning interest in digital assets and blockchain themes. With the stock continuing its ascent—up 12.5% in the past week and 23.6% year-to-date—investors are now grappling with a critical question: does the current price still represent a compelling value, or has the rally pushed the stock into overvalued territory? This analysis examines the momentum behind the surge to assess the investment case at these elevated levels.
about Metaplanet Stock Analysis: Is It Still Worth Buying After 766% Surge?Bitcoin Supply Concentrates: 30% Held by Institutions, ETFs, Governments
New data from Glassnode reveals a fundamental shift in Bitcoin’s ownership structure, with nearly one-third of its circulating supply now concentrated in the hands of large institutions, governments, and exchange-traded funds. This growing consolidation, totaling approximately 5.94 million BTC, is reshaping market dynamics and diminishing the influence of retail investors. Despite recent price volatility that saw Bitcoin slip below $90,000, major institutional players continue to demonstrate strong conviction through strategic acquisitions and sustained market positions.
about Bitcoin Supply Concentrates: 30% Held by Institutions, ETFs, GovernmentsBitcoin Treasuries Now Hold 1M+ BTC, Control 5% of Supply
Public companies are accelerating their Bitcoin accumulation, with the top 100 corporate treasuries now holding over 1 million BTC, representing approximately 5% of the cryptocurrency’s total supply. Led by MicroStrategy and Metaplanet, these firms are raising fresh capital to purchase during market dips, signaling sustained institutional confidence even as some face pressure from recent price volatility.
about Bitcoin Treasuries Now Hold 1M+ BTC, Control 5% of SupplyBitcoin Treasuries Drive $1.06B Inflows as DAT Growth Slows in November
Digital asset treasury inflows hit their lowest monthly level of 2025 in November, totaling just $1.32 billion. Bitcoin-focused companies accounted for the majority of inflows, while Ether saw net outflows despite some accumulation activity. The data highlights a significant slowdown in corporate treasury adoption compared to earlier in the year.
about Bitcoin Treasuries Drive $1.06B Inflows as DAT Growth Slows in NovemberMetaplanet’s $651M Bitcoin Loss Tests Corporate Crypto Strategy
Tokyo-based Metaplanet Inc. faces a critical test of its Bitcoin treasury strategy as paper losses mount to $651 million despite record profits. The company’s innovative financial instruments and upcoming shareholder vote will determine whether corporate Bitcoin adoption can withstand market downturns, emerging as Japanese regulators closely monitor the trend.
about Metaplanet's $651M Bitcoin Loss Tests Corporate Crypto StrategyMetaplanet Borrows $130M to Expand Bitcoin Holdings
Japanese investment firm Metaplanet is accelerating its Bitcoin accumulation strategy with a $130 million loan collateralized by its existing BTC holdings, defying recent market turbulence that has seen Bitcoin prices fall 30% from October highs. The Tokyo Stock Exchange-listed company, often dubbed ‘Asia’s MicroStrategy,’ continues to push forward with its ambitious plan to acquire 1% of all Bitcoin by 2027, even as other digital asset treasuries face significant challenges in the current market environment.
about Metaplanet Borrows $130M to Expand Bitcoin Holdings